里昂研究报告指,金山软件(03888.HK) 次季游戏收入与利润逊预期,下半年游戏业务前景面临挑战。金山办公(688111.SH) 企业端(2B)收入增速加快,WPS365表现稳健,且传统软件业务增长,但个人端(2C)收入放缓。金山云(03896.HK) (KC.US) 收入保持强劲,尤其AI相关业务表现突出。该行指,各个业务的利润均承压,当中游戏业务出现负经营杠杆,软件业务在AI与海外市场的...
Source Link里昂研究报告指,金山软件(03888.HK) 次季游戏收入与利润逊预期,下半年游戏业务前景面临挑战。金山办公(688111.SH) 企业端(2B)收入增速加快,WPS365表现稳健,且传统软件业务增长,但个人端(2C)收入放缓。金山云(03896.HK) (KC.US) 收入保持强劲,尤其AI相关业务表现突出。该行指,各个业务的利润均承压,当中游戏业务出现负经营杠杆,软件业务在AI与海外市场的...
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