《大行》瑞银微降金蝶国际目标价至21.5元明确策略推动AI+Saas订阅收入增长

AASTOCKS2025-08-12

瑞银研究报告指出，金蝶国际(00268.HK)今年上半年业绩发布后，管理层宣布2030年目标包括：AI收入占总收入30%，同时实现双位数百分比的总收入增长；营运现金流达到30亿元人民币。瑞银表示，云订阅收入应是金蝶国际推动收入增长的关键，预计最终将占其总收入的80%至90%，全球收入在3至5年内将占总收入的5%至10%。管理层对AI+SaaS为金蝶提供强大顺风表示信心，致力于在成功转型为“云订阅...

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《大行》瑞银微降金蝶国际目标价至21.5元 明确策略推动AI+Saas订阅收入增长

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《大行》瑞银微降金蝶国际目标价至21.5元明确策略推动AI+Saas订阅收入增长