金山办公获东吴证券买入评级，信创开始恢复，利润超预期

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4月24日，金山办公获东吴证券买入评级，近一个月金山办公获得10份研报关注。研报预计2024年Q1公司整体业绩符合预期、B端订阅业务低于预期。我们对国内、国外AI应用需求的预期是乐观的，展望2024年，新会员体系、AI、信创都是边际向上的趋势，处于长期空间重估前夜。我们维持2024-2026年收入预测57.10/77.44/101.7亿元；维持2024-2026年归母净利润预测17.00/...

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