金吾财讯 | 金蝶国际(00268)短线拉升，现价报16.83港元，涨幅4.4%，成交额2.1亿港元。山西证券此前研报指出，今年5月20日，公司升级发布苍穹Agent平台2.0，内置丰富的任务流模板、提示词模板、MCP工具等，可实现AI应用的敏捷落地。同时，公司基于苍穹Agent平台2.0推出了金钥财报、ChatBI、差旅智能体、招聘智能体和企业知识智能体5大Agent应用，目前已签约通威股份、海信集团、中国金茂等重点客户，并显着提升客户业务效率。该机构表示，作为国内ERPSaaS龙头，云订阅业务持续推动公司整体保持韧性增长，同时，随着AI场景化落地加速，将逐步贡献重要业绩增量。预计公司2025-2027年EPS分别为0.03\0.10\0.17，对应公司9月16日收盘价14.85元，2025-2027年PE分别为528.8\151.8\85.1，首次覆盖，给予“买入-A”评级。
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