金蝶國際（00268.HK）上半年收入增11%至32億元，雲訂閱服務收入飆升22%至17億元，毛利率升至96.2%，展現強勁增長動能。訂閱服務ARR增18%至37.3億元，雲訂閱合約負債增25%至34億元，凸顯市場信心。AI業務亮眼，上半年合約額超1.5億元，後續雲業務收入、盈利前景及AI長期規劃備受期待。儘管中小企非訂閱收入或持平，花旗維持“買入”評級，目標價18.3港元。當前股價回調，正是投機買入良機！金蝶憑藉雲服務與AI創新領跑行業，背靠穩健基本面，未來估值與股價上行空間廣闊，值得把握！
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