金蝶国际：上半年营收预期有变评级“增持”

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【7 月 16 日，摩根士丹利发布研究报告称】摩根士丹利预期金蝶国际今年上半年营收将按年升 12%，低于早前 15%至 20%的全年按年升幅指引。同时，金蝶云订阅服务年经常性收入(ARR)增长率预计仅增 25%，低于指引增 30%，主要是中小企需求疲弱，资讯科技预算缺乏韧性，拖累新预订表现，公司指引有下行风险。但大型企业的云端需求稳固，公司的市场份额增长应可持续。该行预计，金蝶国际的营运开支将温和...

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金蝶国际：上半年营收预期有变 评级“增持”

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金蝶国际：上半年营收预期有变评级“增持”