大摩发表研究报告指,在人工智能转型方面,金蝶国际(00268.HK) 极具远见和进取的态度,并展现出业内顶尖的执行力。然而,市场仍需时观察AI会否取代SaaS产业。该行提及,金蝶管理层对AI转型极具信心,认为这是公司自成立以来的第四次重大转型,至于过去三次成功转型已为团队累积宝贵经验。对于今年展望,公司料收入将维持双位数增长,订阅收入料增逾20%,AI业务收入料突破10亿元人民币。该行将金蝶今年至...
Source Link大摩发表研究报告指,在人工智能转型方面,金蝶国际(00268.HK) 极具远见和进取的态度,并展现出业内顶尖的执行力。然而,市场仍需时观察AI会否取代SaaS产业。该行提及,金蝶管理层对AI转型极具信心,认为这是公司自成立以来的第四次重大转型,至于过去三次成功转型已为团队累积宝贵经验。对于今年展望,公司料收入将维持双位数增长,订阅收入料增逾20%,AI业务收入料突破10亿元人民币。该行将金蝶今年至...
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