里昂发表研究报告指金蝶国际上半年收入符合市场预期主要受云订阅收入增长所推动虽然云订阅服务年经常性收入(ARR)略低于市场预期但订阅相关负债增长稳健显示其订阅模式发展稳定毛利率亦因业务结构改善而提升。里昂将金蝶的目标价由15.4港元上调至17.6港元维持“跑赢大市”评级；将2025至2027年收入预测下调1.3%、3.2%、5.2%净利润率预测基本保持不变。
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