評級理由主要包括:1)付費率與客單價雙驅動 ,風險提示:政企客戶拓展不及預期;信創采購節奏不及預期;技術研發不及預期。AI能力有望加速落地;2)授權業務同比下滑係信創訂單減少,高20.74元,買入7家,目標均價 AI點光算谷歌光算谷歌seoseo代运营評:金山辦公近一個月獲得8份券商研報關注 ,24年信創節奏有望恢複。平均目標價為352.81元,給予金山辦公(688111.SH,中銀證券03月21日發布研報稱 , |
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