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00268 金蝶国际
休市中 10-02 16:08:09
7.300
-0.045
-0.61%
最高
7.360
最低
7.060
成交量
624.06万
今开
7.335
昨收
7.345
日振幅
4.08%
总市值
256.60亿
流通市值
256.60亿
总股本
35.15亿
成交额
4,538万
换手率
0.18%
流通股本
35.15亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
金蝶国际更新9月股份变动月报表 股本维持稳定
公告速递 · 09-30 16:48
金蝶国际更新9月股份变动月报表 股本维持稳定
花旗:AI 行业看好中软国际(00354)、金蝶国际(00268)及中科创达(300496.SZ)
智通财经 · 09-28
花旗:AI 行业看好中软国际(00354)、金蝶国际(00268)及中科创达(300496.SZ)
金蝶国际:贝莱德减持,好仓比例降至7.67%
港股披露 · 09-24
金蝶国际:贝莱德减持,好仓比例降至7.67%
异动解读|金蝶国际盘中下跌5.24%,贝莱德减持好仓比例降至7.83%
行情直击 · 09-23
异动解读|金蝶国际盘中下跌5.24%,贝莱德减持好仓比例降至7.83%
金蝶国际:贝莱德减持,好仓比例降至7.83%
港股披露 · 09-22
金蝶国际:贝莱德减持,好仓比例降至7.83%
金蝶国际:贝莱德, Inc.增持,好仓比例升至8.26%
港股披露 · 09-18
金蝶国际:贝莱德, Inc.增持,好仓比例升至8.26%
金蝶国际:摩根大通增持,好仓比例升至8.2%
港股披露 · 09-18
金蝶国际:摩根大通增持,好仓比例升至8.2%
异动解读|金蝶国际盘中上涨5.12%,SaaS板块集体走高带动
行情直击 · 09-15
异动解读|金蝶国际盘中上涨5.12%,SaaS板块集体走高带动
港股异动 | SaaS概念股涨幅居前 三大巨头呼吁AI减速 AI颠覆软件的担忧继续缓和
智通财经 · 09-15
港股异动 | SaaS概念股涨幅居前 三大巨头呼吁AI减速 AI颠覆软件的担忧继续缓和
港股直击|部分SaaS股走高,金蝶国际、中国软件国际升4%,金山软件、迈富时升3%
老虎资讯综合 · 09-15
港股直击|部分SaaS股走高,金蝶国际、中国软件国际升4%,金山软件、迈富时升3%
大行评级丨里昂:下调金蝶国际目标价至12.6港元,重申“跑赢大市”评级
格隆汇 · 09-10
大行评级丨里昂:下调金蝶国际目标价至12.6港元,重申“跑赢大市”评级
金蝶国际(00268)午后续跌3.69% 里昂指客户留存率增长适度放缓
金吾财讯 · 09-10
金蝶国际(00268)午后续跌3.69% 里昂指客户留存率增长适度放缓
花旗:中国IT服务及软件业AI变现开始兑现 首选中国软件国际(00354.HK)、金蝶国际(00268.HK)
智通财经 · 09-09
花旗:中国IT服务及软件业AI变现开始兑现 首选中国软件国际(00354.HK)、金蝶国际(00268.HK)
【券商聚焦】中泰证券维持金蝶国际(00268)买入评级 指AI原生收入高增
金吾财讯 · 09-07
【券商聚焦】中泰证券维持金蝶国际(00268)买入评级 指AI原生收入高增
异动解读|金蝶国际盘中下跌5.06%,报8.445港元
行情直击 · 09-07
异动解读|金蝶国际盘中下跌5.06%,报8.445港元
SaaS概念股走高 迈富时(02556)涨11.50% 机构指“SaaS末日论”市场叙事已经在转向
金吾财讯 · 09-04
SaaS概念股走高 迈富时(02556)涨11.50% 机构指“SaaS末日论”市场叙事已经在转向
港股异动 | 金蝶国际(00268)早盘涨超8% AI原生业务有望成为公司中长期增长的核心驱动力
智通财经 · 09-04
港股异动 | 金蝶国际(00268)早盘涨超8% AI原生业务有望成为公司中长期增长的核心驱动力
异动解读|金蝶国际盘中上涨6.11%,贝莱德斥资1.77亿港元大举增持至12.4%
行情直击 · 09-04
异动解读|金蝶国际盘中上涨6.11%,贝莱德斥资1.77亿港元大举增持至12.4%
贝莱德增持金蝶国际(00268)2064.1万股 每股作价约8.56港元
智通财经 · 09-03
贝莱德增持金蝶国际(00268)2064.1万股 每股作价约8.56港元
异动解读|金蝶国际盘中下跌5.03%,MSCI剔除后技术性反弹未能延续
行情直击 · 09-02
异动解读|金蝶国际盘中下跌5.03%,MSCI剔除后技术性反弹未能延续
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公司概况
公司名称:
金蝶国际
所属市场:
SEHK
上市日期:
--
主营业务:
金蝶国际软件集团有限公司是一家主要从事提供云服务及企业资源管理计划(ERP)业务的投资控股公司。该公司通过三个分部运营其业务。云服务业务分部从事提供企业云服务、小微财务云服务以及行业云服务。企业资源管理计划业务及其他分部从事软件产品及硬件产品的销售、软件安装服务、软件咨询服务、运维服务、升级服务及其他支持服务、及其他。投资性物业经营业务分部从事投资性物业的经营。该公司主要在国内市场开展业务。
发行价格:
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16:48","pubTimestamp":1790758097,"startTime":"0","endTime":"0","summary":"金蝶国际软件集团有限公司(股票代码:00268)于2026年9月30日发布截至2026年9月30日的股份变动月报表。公告显示,截至本月底,公司注册股本维持在6,000,000,000股,面值每股港币0.025元,总额维持不变,仍为港币150,000,000。已发行股份数量为3,514,546,771股,无库藏股份,与上月底持平。\n公告期间内,公司无新增股份发行、回购、注销或持作库存的变动,股本结构继续保持稳定。公司同时确认,公司已达到相关公众持股量的要求。公告由董事会秘书张丽红签署。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670882252","title":"花旗:AI 行业看好中软国际(00354)、金蝶国际(00268)及中科创达(300496.SZ)","url":"https://stock-news.laohu8.com/highlight/detail?id=2670882252","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670882252?lang=zh_cn&edition=full","pubTime":"2026-09-28 11:02","pubTimestamp":1790564525,"startTime":"0","endTime":"0","summary":"该产业呈现分化态势:AI驱动型企业中软国际、金蝶国际、深信服及中科创达展现出强劲势头,而传统软件及房地产相关垂直领域企业用友网络、广联达、明源云及四维图新的收入表现持续令人失望。该行将中科创达的投资评级从“中性”上调至“买入”,并将目标价从78元人民币下调6.4%至73元人民币。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1501307.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2125154778.USD","CHAT","BK1117","BK0108","LU0314106906.USD","LU2360032135.SGD","BK4585","BK1526","BK1517","BK1518","LU1267930227.SGD","BK0231","BK0128","BK4559","00268","LU1144417596.USD","BK1613","IE0034224299.USD","LU0051755006.USD","ARTY","LU0072462343.USD","LU0320765646.SGD","LU2462157665.USD","300496","LU1244550221.USD","LU0203347892.USD","LU0648001328.SGD","LU0170899867.USD","LU1201861249.SGD","LU0098860793.USD","LU0980610538.SGD","LU1048588211.SGD","00909","FTXO","AIPO","BK4566","LU0052756011.USD","AGIX","00354","BK0090","LU1074936037.SGD","BK1618","VTHR","LU2417539215.USD","BK1607","TFNS","QTOC","IYF","LU0456827905.SGD","LU0072461881.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175323474","title":"金蝶国际:贝莱德减持,好仓比例降至7.67%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175323474","media":"港股披露","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1175323474?lang=zh_cn&edition=full","pubTime":"2026-09-24 17:23","pubTimestamp":1790241796,"startTime":"0","endTime":"0","summary":"贝莱德于2026年9月21日以非现金资产方式场外减持金蝶国际股份5123.69万股。该笔为场外交易(代价性质:非现金资产),未经联交所公开市场撮合,不属二级市场直接买卖。贝莱德此次减持前持有金蝶国际好仓3.21亿股,占比9.13%;减持后持股量为2.70亿股,好仓比例降至7.67%。原文链接:Hong Kong Exchanges and Clearing Limited","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1142741370","title":"异动解读|金蝶国际盘中下跌5.24%,贝莱德减持好仓比例降至7.83%","url":"https://stock-news.laohu8.com/highlight/detail?id=1142741370","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1142741370?lang=zh_cn&edition=full","pubTime":"2026-09-23 09:59","pubTimestamp":1790128750,"startTime":"0","endTime":"0","summary":"9月23日,金蝶国际盘中下跌5.24%,报7.5港元,成交额4026.69万港元。消息面上,贝莱德于9月17日通过场外交易减持金蝶国际748.18万股,好仓比例从8.04%降至7.83%。值得注意的是,贝莱德此前于9月15日刚通过取得股份保证权益方式增持至8.26%,短短两日内即出现反向操作,持仓频繁调整或反映机构对当前估值分歧加大。此外,近期多家国际投行虽维持买入评级,但普遍下调目标价,花旗、美银、野村分别将目标价下调至11.9、12.9、11.87港元,指向市场对IT软件板块情绪偏弱。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"金蝶国际盘中走低,贝莱德好仓减持","news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1172547545","title":"金蝶国际:贝莱德减持,好仓比例降至7.83%","url":"https://stock-news.laohu8.com/highlight/detail?id=1172547545","media":"港股披露","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1172547545?lang=zh_cn&edition=full","pubTime":"2026-09-22 17:24","pubTimestamp":1790069095,"startTime":"0","endTime":"0","summary":"贝莱德于2026年9月17日因不再持有相关股份的保证权益,通过场外交易方式减持金蝶国际748.18万股股份(代价性质:非现金资产),该笔交易不经联交所公开市场撮合,不属二级市场直接买卖。贝莱德此次减持前持有金蝶国际好仓2.83亿股,占比8.04%;减持后持股量为2.75亿股,好仓比例降至7.83%。原文链接:Hong Kong Exchanges and Clearing Limited","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1134945382","title":"金蝶国际:贝莱德, Inc.增持,好仓比例升至8.26%","url":"https://stock-news.laohu8.com/highlight/detail?id=1134945382","media":"港股披露","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1134945382?lang=zh_cn&edition=full","pubTime":"2026-09-18 17:24","pubTimestamp":1789723485,"startTime":"0","endTime":"0","summary":"贝莱德, Inc.于2026年9月15日通过取得股份保证权益的方式增持金蝶国际3,808.26万股,该笔交易为场外交易(代价性质:非现金资产),未经联交所公开市场撮合,不属二级市场直接买卖。贝莱德, Inc.此次增持前持有金蝶国际好仓2.52亿股,占比7.18%;增持后持股量为2.90亿股,好仓比例升至8.26%。原文链接:Hong Kong Exchanges and Clearing Limited","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1158969713","title":"金蝶国际:摩根大通增持,好仓比例升至8.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1158969713","media":"港股披露","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1158969713?lang=zh_cn&edition=full","pubTime":"2026-09-18 17:13","pubTimestamp":1789722792,"startTime":"0","endTime":"0","summary":"摩根大通于2026年9月15日以每股均价7.6588港元,通过取得股份保证权益的方式场外增持金蝶国际1070.03万股,涉资约8195.18万港元。该笔为场外交易(代价性质:现金),未经联交所公开市场撮合,不属二级市场直接买卖。摩根大通此次增持前持有金蝶国际好仓2.78亿股,占比7.89%;增持后持股量为2.88亿股,好仓比例升至8.2%。原文链接:Hong Kong Exchanges and Clearing Limited","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1149952325","title":"异动解读|金蝶国际盘中上涨5.12%,SaaS板块集体走高带动","url":"https://stock-news.laohu8.com/highlight/detail?id=1149952325","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1149952325?lang=zh_cn&edition=full","pubTime":"2026-09-15 09:45","pubTimestamp":1789436710,"startTime":"0","endTime":"0","summary":"9月15日,金蝶国际盘中上涨5.12%,报7.9港元,成交额6152.08万港元。近期多重利好支撑SaaS板块情绪回暖:花旗指出中国IT服务及软件业AI变现开始兑现,首选标的包括金蝶国际;贝莱德于8月底斥资约1.77亿港元增持金蝶国际约2064万股,持股比例升至12.4%。基本面方面,金蝶国际上半年收入同比增长13.6%至36.25亿元,扭亏为盈;AI原生产品收入达2.96亿元,同比增长189%,多家券商维持买入评级。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"金蝶国际盘中走强,SaaS板块集体拉升","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667697287","title":"港股异动 | SaaS概念股涨幅居前 三大巨头呼吁AI减速 AI颠覆软件的担忧继续缓和","url":"https://stock-news.laohu8.com/highlight/detail?id=2667697287","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2667697287?lang=zh_cn&edition=full","pubTime":"2026-09-15 09:40","pubTimestamp":1789436446,"startTime":"0","endTime":"0","summary":"消息面上,Anthropic首席执行官Dario呼吁全球应当放缓人工智能技术迭代升级速度,让防范风险的能力跟上技术前进的速度。OpenAI首席执行官Altman、SpaceX创始人马斯克均表示赞同。隔夜美股软件股上涨,ServiceNow、Salesforce等位居涨幅前列。分析表示,随着围绕AI驱动软件颠覆的终局悲观情景继续缓和,Salesforce和ServiceNow可能日益吸引更长久期的GARP/价值型投资者。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1496006.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["03888","CHAT","BK1104","BK4585","159180","BK1526","BK1109","BK1517","BK1518","00268","BK1613","IE0034224299.USD","BK1589","BK1531","LU0051755006.USD","ARTY","LU0072462343.USD","VXUS","BK4588","LU1048588211.SGD","AIPO","HK0001040168.HKD","AGIX","00354","02556","KCAI","BK1618","VTHR","DRGN","BK1155","BK1607","QTOC","LU0456827905.SGD","VGT","HK0001040143.USD","BK1586"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1141261610","title":"港股直击|部分SaaS股走高,金蝶国际、中国软件国际升4%,金山软件、迈富时升3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1141261610","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1141261610?lang=zh_cn&edition=full","pubTime":"2026-09-15 09:39","pubTimestamp":1789436351,"startTime":"0","endTime":"0","summary":"部分 SaaS 概念股走高,金蝶国际、中国软件国际升 4%,金山软件、迈富时升 3%,微盟集团升 1%。","market":"hk","thumbnail":"https://static.tigerbbs.com/e4bd3b0849d3b0c3ea1ba9eeeb71fd83","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e4bd3b0849d3b0c3ea1ba9eeeb71fd83"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02013","03888","00268","00354"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666550470","title":"大行评级丨里昂:下调金蝶国际目标价至12.6港元,重申“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2666550470","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666550470?lang=zh_cn&edition=full","pubTime":"2026-09-10 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里昂指客户留存率增长适度放缓","url":"https://stock-news.laohu8.com/highlight/detail?id=2666055765","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666055765?lang=zh_cn&edition=full","pubTime":"2026-09-10 13:17","pubTimestamp":1789017442,"startTime":"0","endTime":"0","summary":"金吾财讯 | 金蝶国际(00268)早盘反复走低,午后维持低位,截至发稿,最新报7.57港元,下跌3.69%,成交额6812.26万港元。消息面上,里昂新近研究指,金蝶国际上半年收入按年升13.6%至36亿元人民币,增长加快主要是受人工智能产品带动,同时营运效率提升带动盈利能力改善。该行重申“跑赢大市”评级,考虑客户留存率及可持续性强劲,但增长适度放缓,以预测市销率4倍为估值基础,与同业均值一致,目标价由17.6元下调至12.6元。该行预计,金蝶国际今年收入按年增长13.2%,经调整纯利料约5.18亿元,利润率则为7%。倘收入进一步加快及利润增量加快,或带来估值重评。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991288","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00268","BK1618","BK1526","LU1048588211.SGD","BK1613","IE0034224299.USD","BK1589","BK1607","LU0051755006.USD","LU0072462343.USD","BK1109","LU0456827905.SGD","BK1517","BK1518","BK1586"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666586747","title":"花旗:中国IT服务及软件业AI变现开始兑现 首选中国软件国际(00354.HK)、金蝶国际(00268.HK)","url":"https://stock-news.laohu8.com/highlight/detail?id=2666586747","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666586747?lang=zh_cn&edition=full","pubTime":"2026-09-09 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指AI原生收入高增","url":"https://stock-news.laohu8.com/highlight/detail?id=2665978113","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665978113?lang=zh_cn&edition=full","pubTime":"2026-09-07 15:23","pubTimestamp":1788765829,"startTime":"0","endTime":"0","summary":"AI方面,公司AI原生产品收入达2.96亿元,同比增长189.0%;云服务收入31.16亿元,同比增长16.6%,占总收入比例86.0%;订阅收入20.28亿元,同比增长20.4%;订阅ARR 44.13亿元,同比增长18.3%。报告期内新签海能达、波色量子、双汇集团、面壁智能等客户;AI原生产品订阅收入1.46亿元,同比增长282.9%;签约合同金额6.05亿元,同比增长159.2%。考虑公司AI原生收入高增,订阅收入占比提升,盈利能力优化,给予公司“买入”评级。","market":"us","thumbnail":"https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990857","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AIPO","QTOC","00268","VTHR","CHAT","ARTY","KCE","AGIX","600918"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1199146573","title":"异动解读|金蝶国际盘中下跌5.06%,报8.445港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1199146573","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1199146573?lang=zh_cn&edition=full","pubTime":"2026-09-07 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涨11.50%,金蝶国际涨9.08%,明源云涨8.53%,医渡科技涨7.93%,汇量科技涨6.55%,阜博集团涨5.87%,中国软件国际涨5.64%,金山软件涨5.55%。湘财证券表示,“SaaS末日论”市场叙事已经在转向。但,随着Salesforce等头部软件企业近几个季度业绩陆续落地,市场主流叙事正在发生切换。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990684","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0456827905.SGD","BK1613","BK1109","BK1618","LU0072462343.USD","03888","01860","HK0001040168.HKD","BK1607","BK1590","BK1189","DRGN","00354","LU0051755006.USD","BK1531","BK1518","00268","BK1155","BK1517","00909","BK1104","02158","LU1048588211.SGD","02556","BK1617","BK1586","IE0034224299.USD","HK0001040143.USD","BK1526","03738","BK1589","BK1583","BK1117","BK1137"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664058383","title":"港股异动 | 金蝶国际(00268)早盘涨超8% AI原生业务有望成为公司中长期增长的核心驱动力","url":"https://stock-news.laohu8.com/highlight/detail?id=2664058383","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664058383?lang=zh_cn&edition=full","pubTime":"2026-09-04 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