里昂发表研究报告指出,美国总统特朗普宣布,将从11月1日起对向中国出口关键软件实施管制,引发了中国软件行业“国内替代”强烈市场情绪。由于“关键软件”没有明确定义,且中美之间的谈判尚未确定,里昂预期基本面不会立即改变,在其覆盖范围内,偏好中国软件国际(00354.HK)和金蝶国际(00268.HK),这两家公司在“国产替代”方面有更多布局。里昂表示,特朗普的宣布中没有“关键软件”的明确定义,预期中美...
Source Link里昂发表研究报告指出,美国总统特朗普宣布,将从11月1日起对向中国出口关键软件实施管制,引发了中国软件行业“国内替代”强烈市场情绪。由于“关键软件”没有明确定义,且中美之间的谈判尚未确定,里昂预期基本面不会立即改变,在其覆盖范围内,偏好中国软件国际(00354.HK)和金蝶国际(00268.HK),这两家公司在“国产替代”方面有更多布局。里昂表示,特朗普的宣布中没有“关键软件”的明确定义,预期中美...
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