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野村:看好中國軟件行業的增長前景 偏好金蝶國際(0268.HK)
格隆匯 12-03 14:46

野村發表研究報告指出,市場對更靈活及個性化的資訊科技需求不斷上升,以適應快速的業務擴展和數據增長,看到中國的資訊科技工作量轉移至雲的趨勢持續,加上在貿易形勢不確定的情況下,預計內地軟件供應商將有更多機會獲得更多的市場份額,並對中國軟件行業的增長前景持樂觀態度。

該行建議投資者購買供應商中的龍頭企業,仍然偏好金蝶國際(00268.HK),並將用友網絡升至“買入”評級,認為公司是國內SaaSERP市場的領導者,又將科大訊飛昇至“買入”評級,認為其持續的投資開始收成。

該行表示,雲遷移仍處於起步階段,可能將會成為各行業業務增長的基本動力。隨着宏觀經濟放緩,行業大多通過數碼轉型去維持自身的競爭力及生產力,認為對中國軟件行業領導者而言屬良好兆頭。

該行稱,隨着步入5G時代,期望消費者及市場都保持強勁的數據增長,從而推動個人及商業軟件的開發。人工智能(AI)及雲技術的進步,應會降低數碼轉型的障礙,兩者亦正成為數碼世界中的日常事業,將推動中國軟件行業增長。

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