智通财经APP获悉，金蝶国际(00268)涨超12%，截至发稿，涨11.93%，报9.43港元，成交额2.55亿港元。
消息面上，隔夜美国企业软件巨头赛富时大涨超22%，其超预期的财报击碎了此前市场有关“模型吞噬软件”的叙事。数据显示，赛富时第二财季总营收达到113.5亿美元，同比增长11%；调整后每股收益（EPS）为5.90美元，大幅超出华尔街预期。更具前瞻性的是，公司给出的第三财季营收指引在 114.2 亿至 115 亿美元之间，显著高于分析师的平均预期。
值得一提的是，金蝶国际AI原生产品商业化规模加速，并迈入盈利通道。上半年，公司总收入36.25亿元，同比增长13.6%，其中云服务收入31.16亿元，同比增长16.6%；订阅收入20.28亿元，同比增长20.4%，占比过半达到55.9%；订阅ARR达到44.13亿元，同比增长18.3%。更值得关注的是，AI原生产品收入达到2.96亿元，同比增长189%，其中AI原生订阅收入达到1.46亿元，同比增长282.9%。
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