大行评级丨美银:上调金山软件目标价至26港元,预期第三季游戏业务增长持续受压

格隆汇
Yesterday
美银证券发表研报指,金山软件第二季收入同比增长9%,分别较市场及该行预测高出2%和5%。该行下调公司2026至28年收入预测1至2%,以反映游戏业务增长前景疲弱,但由于营运开支控制优于预期及金山云等联营公司盈利能力改善,因此上调盈测2%至9%。该行预期金山软件第三季游戏业务增长持续受压,对于公司计划2027年对《剑网3》进行引擎及画面升级,相信可提升用户参与度。该行将金山软件的目标价由24港元上调至26港元,维持“中性”评级。

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