《大行》高盛降微盟(02013.HK)目标价至2.25元 短期不确定性仍存在

阿斯达克财经
Dec 19, 2025

高盛发表报告,料内地云端商业及营销解决方案服务商微盟集团(02013.HK) ,将在2025年下半年因低基数效应恢复收入按年增长。该行预测微盟2025年下半年总收入将按年增长74%,按半年增长6%,至8.22亿元人民币。就订阅解决方案而言,该行预期疲软的宏观环境以及自2024年起低利润订阅业务的缩减将继续对收入造成压力,但部分将被增长的AI收入所抵消(2025年下半年预估为4,000万元人民币,占...

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