花旗发表报告指，金蝶国际投资者简报会主要重点包括AI原生收入指引于2026年超过10亿元，金蝶灵基已预先嵌入ERP系统，目标于年底达1万名付费客户；毛利率改善属结构性，上半年毛利率扩大2.1个百分点至67.7%，受订阅业务组合转变及人手优化推动；竞争护城河依然完好，金蝶对关键业务数据的托管，形成复利式锁定效应；全年指引重申收入增长超过10%，经调整净利率扩大至7%。该行微调财务预测，并因市场对IT服务及软件板块情绪疲弱，将金蝶目标价由13.7港元下调至11.9港元，维持“买入”评级。
花旗发表报告指，金蝶国际投资者简报会主要重点包括AI原生收入指引于2026年超过10亿元，金蝶灵基已预先嵌入ERP系统，目标于年底达1万名付费客户；毛利率改善属结构性，上半年毛利率扩大2.1个百分点至67.7%，受订阅业务组合转变及人手优化推动；竞争护城河依然完好，金蝶对关键业务数据的托管，形成复利式锁定效应；全年指引重申收入增长超过10%，经调整净利率扩大至7%。该行微调财务预测，并因市场对IT服务及软件板块情绪疲弱，将金蝶目标价由13.7港元下调至11.9港元，维持“买入”评级。
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