野村：明年中国软件行业需等刺激措施荐金山软件、金蝶国际

美港电讯2024-12-06

【野村：明年中国软件行业需等刺激措施荐金山软件、金蝶国际】金十数据12月6日讯，野村发研报表示，刺激政策、本地化和人工智能投资，将支撑中国软件行业从明年次季开始复苏。该行认为，由于对政府财政刺激的强烈情绪，中国软件指数在过去60天内上涨76%，收复2024年的失地。另认为，在资讯科技支出回升之前，经济刺激计划还需要一段时间才能发挥作用。建议买入金山软件(03888.HK)、金蝶国际(00268....

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2489228734?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-12-06 12:07","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2489228734","market":"hk","top_or_hot":-1,"title":"野村：明年中国软件行业需等刺激措施 荐金山软件、金蝶国际","media":"美港电讯","content":"<html><body><div>\n<p>【野村：明年中国软件行业需等刺激措施 荐金山软件、金蝶国际】金十数据12月6日讯，野村发研报表示，刺激政策、本地化和人工智能投资，将支撑中国软件行业从明年次季开始复苏。该行认为，由于对政府财政刺激的强烈情绪，中国软件指数在过去60天内上涨76%，收复2024年的失地。另认为，在资讯科技支出回升之前，经济刺激计划还需要一段时间才能发挥作用。建议买入金山软件(03888.HK)、金蝶国际(00268....</p>\n<a href=\"https://www.ushknews.com/\">网页链接</a>\n</div>\n</body></html>","source":"live_meigang","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>野村：明年中国软件行业需等刺激措施 荐金山软件、金蝶国际</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n野村：明年中国软件行业需等刺激措施 荐金山软件、金蝶国际\n</h2>\n<h4 class=\"meta\">\n\n\n2024-12-06 12:07 北京时间   <a href=\"https://www.ushknews.com/\"><strong>美港电讯</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>【野村：明年中国软件行业需等刺激措施 荐金山软件、金蝶国际】金十数据12月6日讯，野村发研报表示，刺激政策、本地化和人工智能投资，将支撑中国软件行业从明年次季开始复苏。该行认为，由于对政府财政刺激的强烈情绪，中国软件指数在过去60天内上涨76%，收复2024年的失地。另认为，在资讯科技支出回升之前，经济刺激计划还需要一段时间才能发挥作用。建议买入金山软件(03888.HK)、金蝶国际(00268....</p>\n<a href=\"https://www.ushknews.com/\">网页链接</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0231","symbol_name":"软件信息","start_time":0,"source_url":"https://www.ushknews.com/","article_id":"2489228734","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2489228734","pubTimestamp":1733458022,"columns":[],"sourceInfo":{"source_id":"live_meigang","name":"美港电讯"},"weMediaInfo":null,"summary":"【野村：明年中国软件行业需等刺激措施 荐金山软件、金蝶国际】金十数据12月6日讯，野村发研报表示，刺激政策、本地化和人工智能投资，将支撑中国软件行业从明年次季开始复苏。该行认为，由于对政府财政刺激的强","collect":0,"end_time":0,"defaultTopTitle":"ushknews.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161631":"人工智能","600536":"中国软件","BK0231":"软件信息","BK1586":"云计算","KSFTF":"金山软件","KC":"金山云","BK4085":"互动家庭娱乐","BK0018":"去IOE","03888":"金山软件","BK0030":"云计算","BK4563":"昨日强势股","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1518":"SaaS概念","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BK0188":"融资融券","BK1517":"云办公","BK1531":"手游股","BK1607":"新IT概念","00268":"金蝶国际","BK1589":"北水核心资产","LU0051755006.USD":"摩根大通中国A (dist)","BK0010":"央企","BK0038":"核高基","BK0028":"国家队","BK1526":"科网股","BK1104":"互动家庭娱乐","BK4116":"互联网服务与基础架构","BK4526":"热门中概股","BK1109":"应用软件"},"translate_title":"Nomura: China's software industry needs to wait for stimulus measures next year. Recommend Kingsoft and Kingdee International","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161631":1,"600536":1,"03888":1,"00268":1,"KSFTF":1,"KC":1},"content_text":"【野村：明年中国软件行业需等刺激措施 荐金山软件、金蝶国际】金十数据12月6日讯，野村发研报表示，刺激政策、本地化和人工智能投资，将支撑中国软件行业从明年次季开始复苏。该行认为，由于对政府财政刺激的强烈情绪，中国软件指数在过去60天内上涨76%，收复2024年的失地。另认为，在资讯科技支出回升之前，经济刺激计划还需要一段时间才能发挥作用。建议买入金山软件(03888.HK)、金蝶国际(00268.HK)。考虑到明年首季的弱季节性，若宏观经济出现明显的复苏迹象，野村认为中国软件行业的基本面复苏可能会从2025年第2季开始加速。该行认为，国内替代和人工智能将成为2025年该行业的两个关键驱动力，前者由外部因素，即地缘政治风险驱动，而后者则由内部因素驱动。","kind":"live","is_publish_news":false,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.31.5","shortVersion":"4.31.5","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2489228734"}

野村：明年中国软件行业需等刺激措施 荐金山软件、金蝶国际

精彩评论

野村：明年中国软件行业需等刺激措施荐金山软件、金蝶国际