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<Research>UBS Cuts TPs for MEITU, KINGDEE INT'L as Software Sector Transformation Faces Uncertainty Amid AI Disruption
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UBS said in a report on China's software and IT services industry that it is not concerned about large language models directly entering the enterprise software market, given that their cost structures and revenue expectations are not in line with the commercial logic of enterprise software. As AI model capabilities continue to strengthen, however, the threat from AI-native startups built around entirely new architectures is rising. Existing software vendors face strategic trade-offs in their transformation paths: whether to implement incremental AI enhancements on top of existing software-as-a-service (SaaS) offerings, or to completely rebuild AI-native products. Such transformations introduce execution risks and create uncertainty regarding long-term competitive positioning. Stock│Investment Rating│Target Price MEITU (01357.HK)│Buy│HKD9.4->HKD8.4 KINGDEE INT'L (00268.HK)│Neutral│HKD10.7->HKD9.7 KINGSOFT OFFICE (688111.SH)│Neutral│RMB330->RMB282.6 YONYOU (600588.SH)│Sell│RMB7.3->RMB6.9 Auto-translated by AI AASTOCKS Financial News |
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