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A股異動 | 辦公軟件股普升 機構稱AI助力微軟Office 365訂閲價格升40%或讓辦公軟件商業模式有望進一步突破
格隆匯6月5日丨卓朗科技、天地在線升停,恒信東方升7%,人民網、金山辦公升6%,億聯網絡、拓維信息、會暢通訊升4%,三六零、彩訊股份升3%。天風證券發研報稱,據外媒,至少有 100 家客户已經支付了微軟Office 365高達10萬美元一年的固定費用,用於向1000名訂閲用户提供服務。以微軟為代表的海外辦公軟件龍頭此次產品提價,意味着辦公軟件商業模式不斷突破。該行認為,微軟Office 365面向B端提價,驗證了AI對辦公軟件產品力的顯著助力,辦公軟件商業模式有望進一步突破,國內辦公軟件廠商迅速跟進,產業趨勢進一步加強,關注金山辦公、福昕軟件、萬興科技。

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