美银证券：国内软件公司受关税影响有限首选“买入”金山软件(03888)等

智通财经2025-04-15

‌智通财经APP获悉‌，美银证券发布研报称，维持金山软件(03888)“买入”评级，目标价由53港元下调至52港元。该行覆盖共15家的软件与云公司2024年业绩参差不齐(包括盈利预警或初步业绩)，其中4家超出预期，2家符合预期，9家低于预期。总体而言，表现较强的公司主要从事办公软件或公有云业务，如金山软件、金山办公(688111.SH)及金山云(03896)，受益于AI收入贡献的增加;而网络安全和...

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美银证券：国内软件公司受关税影响有限 首选“买入”金山软件(03888)等

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美银证券：国内软件公司受关税影响有限首选“买入”金山软件(03888)等