--- title: "\"Major Banks\" Bank of America Securities' Investment Ratings and Target Prices for Chinese Software Stocks (Table)" description: "Bank of America Securities released a research report updating the investment ratings and target prices for Chinese software stocks. KINGDEE INT'L is rated as Buy, with the target price adjusted to HK" type: "news" locale: "en" url: "https://longbridge.com/en/news/272016737.md" published_at: "2026-01-09T02:48:34.000Z" --- # "Major Banks" Bank of America Securities' Investment Ratings and Target Prices for Chinese Software Stocks (Table) > Bank of America Securities released a research report updating the investment ratings and target prices for Chinese software stocks. KINGDEE INT'L is rated as Buy, with the target price adjusted to HKD 20.2; MEITU is rated as Buy, with the target price adjusted to HKD 11.3; KINGSOFT CLOUD is rated as Buy, with the target price adjusted to HKD 8.8; Kingsoft is downgraded from Buy to Neutral, with the target price adjusted to HKD 33; CHINASOFT INT'L is rated as Buy, with the target price adjusted to HKD 6.7; Mingyuan Cloud and Weimob Group are both rated as Neutral, with target prices adjusted to HKD 3.7 and HKD 2.2, respectively Bank of America Securities published a research report on the investment ratings and target prices for Chinese software stocks in the Hong Kong market as follows: Stock | Investment Rating | Target Price (HKD) KINGDEE INT'L (00268.HK) | Buy | 20.7 → 20.2 MEITU (01357.HK) | Buy | 13.5 → 11.3 KINGSOFT CLOUD (03896.HK) | Buy | 10.6 → 8.8 Kingsoft (03888.HK) | Buy → Neutral | 44 → 33 CHINASOFT INT'L (00354.HK) | Buy | 7.7 → 6.7 Mingyuan Cloud (00909.HK) | Neutral | 4 → 3.7 Weimob Group (02013.HK) | Neutral | 2.7 → 2.2 ### Related Stocks - [00354.HK - CHINASOFT INT'L](https://longbridge.com/en/quote/00354.HK.md) - [00268.HK - KINGDEE INT'L](https://longbridge.com/en/quote/00268.HK.md) - [01357.HK - MEITU](https://longbridge.com/en/quote/01357.HK.md) - [KC.US - Kingsoft Cloud](https://longbridge.com/en/quote/KC.US.md) - [03896.HK - KINGSOFT CLOUD](https://longbridge.com/en/quote/03896.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 港股异动:美图公司跌 12.24%,大手交易与未来业绩忧虑双重施压 | 美图公司跌 12.24%;腾讯控股跌 3.10%,成交额达到 204 亿港币;快手-W 跌 1.29%,成交额达到 12.43 亿港币;哔哩哔哩-W 跌 4.82%,成交额达到 7.08 亿港币;百度-SW 跌 2.48%,市值达到 379 | [Link](https://longbridge.com/en/news/274759198.md) | | 金蝶国际预计将在 2025 年实现盈利 | 金蝶国际预计将在 2025 年恢复盈利 | [Link](https://longbridge.com/en/news/273204685.md) | | AI 恐慌压垮了软件——但市场真的错了吗? | AI 颠覆软件的恐慌导致板块遭无差别抛售,但机构指出软件正被 AI 增强而非取代。市场已过度反应:软件市盈率从 51 倍骤降至 27 倍,低于汽车、半导体等板块。数据印证分化:AI 采用者盈利修正幅度比受干扰者高出 102%。积极整合 AI | [Link](https://longbridge.com/en/news/275909538.md) | | 上一次 “软件要亡” 论发生在 10 年前,后续如何了? | 巴克莱指出,当前对 AI 的恐慌与 10 年前 AWS 崛起时如出一辙,但历史证明没有软件巨头因此破产,微软等反而实现数倍增长。如今软件板块估值大幅压缩,无差别抛售创造了巨大的错配机会,拥有护城河的公司被错误定价。 | [Link](https://longbridge.com/en/news/275998314.md) | | 对冲基金大幅抛售软件股 | 对冲基金最近大幅削减对软件行业的敞口,净杠杆从 16% 降至 2%。 | [Link](https://longbridge.com/en/news/275062124.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.