里昂：降金山软件(03888)目标价至29.1港元游戏业务今年面临转型_老虎社区_美港股上老虎

里昂：降金山软件(03888)目标价至29.1港元游戏业务今年面临转型

智通财经04-02 15:31

智通财经APP获悉，里昂发布研报称，预期金山软件(03888)2026年将是游戏业务的转型年，面临领导层及策略变动，预计游戏收入将同比下跌十几个百分点，但办公软件收入增长则有望加速至同比20%。该行下调集团今明两年收入预测7%，并下调经营利润预测21%及16%，以反映游戏相关的不利因素。该行将金山软件目标价由35.5港元下调至29.1港元，维持“跑赢大市”评级。

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