Software Sector Fears Dismissed as Kingdee Surges on AI Momentum

Stock News09:52

Kingdee International Software Group Co Ltd (HKEX: 00268) shares surged more than 12% in Thursday's trading session, last up 11.93% at HK$9.43 with turnover reaching HK$255 million.

Market sentiment was buoyed by US enterprise software giant Salesforce's impressive earnings report, which delivered a decisive blow to the "AI will devour software" bearish narrative. Salesforce's second-quarter total revenue reached US$11.35 billion, representing an 11% year-over-year increase, while adjusted earnings per share of US$5.90 significantly outperformed Wall Street expectations. More tellingly, the company issued third-quarter revenue guidance of US$11.42 billion to US$11.5 billion, well above analyst consensus forecasts.

On the company-specific front, Kingdee International Software Group Co Ltd (HKEX: 00268)'s AI-native product commercialization continues to accelerate and has entered a profitable phase. For the first half of the year, total revenue reached RMB3.625 billion, up 13.6% year-over-year. Cloud services revenue contributed RMB3.116 billion, marking a 16.6% increase, while subscription revenue rose 20.4% to RMB2.028 billion, accounting for 55.9% of total revenue. Subscription annual recurring revenue (ARR) hit RMB4.413 billion, up 18.3% from the previous year.

Of particular note, AI-native product revenue surged to RMB296 million, representing an impressive 189% year-over-year growth, with AI-native subscription revenue climbing 282.9% to RMB146 million.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1124991747?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-08-28 09:52","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1124991747","market":"hk","top_or_hot":-1,"title":"Software Sector Fears Dismissed as Kingdee Surges on AI Momentum","media":"Stock News","content":"<p><b>Kingdee International Software Group Co Ltd (HKEX: 00268)</b> shares surged more than 12% in Thursday's trading session, last up 11.93% at HK$9.43 with turnover reaching HK$255 million.<br><br>Market sentiment was buoyed by US enterprise software giant Salesforce's impressive earnings report, which delivered a decisive blow to the \"AI will devour software\" bearish narrative. Salesforce's second-quarter total revenue reached US$11.35 billion, representing an 11% year-over-year increase, while adjusted earnings per share of US$5.90 significantly outperformed Wall Street expectations. More tellingly, the company issued third-quarter revenue guidance of US$11.42 billion to US$11.5 billion, well above analyst consensus forecasts.<br><br>On the company-specific front, <b>Kingdee International Software Group Co Ltd (HKEX: 00268)</b>'s AI-native product commercialization continues to accelerate and has entered a profitable phase. For the first half of the year, total revenue reached RMB3.625 billion, up 13.6% year-over-year. Cloud services revenue contributed RMB3.116 billion, marking a 16.6% increase, while subscription revenue rose 20.4% to RMB2.028 billion, accounting for 55.9% of total revenue. Subscription annual recurring revenue (ARR) hit RMB4.413 billion, up 18.3% from the previous year.<br><br>Of particular note, AI-native product revenue surged to RMB296 million, representing an impressive 189% year-over-year growth, with AI-native subscription revenue climbing 282.9% to RMB146 million.</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Software Sector Fears Dismissed as Kingdee Surges on AI Momentum</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoftware Sector Fears Dismissed as Kingdee Surges on AI Momentum\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-08-28 09:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Kingdee International Software Group Co Ltd (HKEX: 00268)</b> shares surged more than 12% in Thursday's trading session, last up 11.93% at HK$9.43 with turnover reaching HK$255 million.<br><br>Market sentiment was buoyed by US enterprise software giant Salesforce's impressive earnings report, which delivered a decisive blow to the \"AI will devour software\" bearish narrative. Salesforce's second-quarter total revenue reached US$11.35 billion, representing an 11% year-over-year increase, while adjusted earnings per share of US$5.90 significantly outperformed Wall Street expectations. More tellingly, the company issued third-quarter revenue guidance of US$11.42 billion to US$11.5 billion, well above analyst consensus forecasts.<br><br>On the company-specific front, <b>Kingdee International Software Group Co Ltd (HKEX: 00268)</b>'s AI-native product commercialization continues to accelerate and has entered a profitable phase. For the first half of the year, total revenue reached RMB3.625 billion, up 13.6% year-over-year. Cloud services revenue contributed RMB3.116 billion, marking a 16.6% increase, while subscription revenue rose 20.4% to RMB2.028 billion, accounting for 55.9% of total revenue. Subscription annual recurring revenue (ARR) hit RMB4.413 billion, up 18.3% from the previous year.<br><br>Of particular note, AI-native product revenue surged to RMB296 million, representing an impressive 189% year-over-year growth, with AI-native subscription revenue climbing 282.9% to RMB146 million.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1613","symbol_name":"DeepSeek概念股","start_time":0,"source_url":"","article_id":"1124991747","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1124991747","pubTimestamp":1787881937,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"Kingdee International Software Group Co Ltd (HKEX: 00268) shares surged more than 12% in Thursday's trading session, last up 11.93% at HK$9.43 with turnover reaching HK$255 million.Market sentiment...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"159180":"软件","BK1613":"DeepSeek概念股","KCAI":"KraneShares China Alpha Index ETF","BK1607":"新IT概念","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","VTHR":"Vanguard Russell 3000 ETF","BK4585":"ETF&股票定投概念","VXUS":"国际股票ETF-Vanguard","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU0072462343.USD":"贝莱德亚洲巨龙基金","QTOC":"Innovator Growth Accelerated Plus ETF - October","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BK1586":"云计算","AIPO":"Defiance AI and Power Infrastructure ETF","00268":"金蝶国际","BK1589":"北水核心资产","BK4588":"碎股","BK1109":"应用软件","BK1526":"科网股","BK1618":"Manus概念股","AGIX":"通用人工智能 ETF-AGIX","VGT":"信息技术ETF-Vanguard","BK1518":"SaaS概念","ARTY":"ISHARES FUTURE AI & TECH ETF","BK1517":"云办公"},"translate_title":"随着金蝶凭借人工智能势头飙升，软件行业的担忧消失","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159180":1,"CHAT":1,"VGT":1,"VXUS":1,"ARTY":1,"KCAI":1,"AGIX":1,"VTHR":1,"00268":1,"AIPO":1,"QTOC":1},"content_text":"Kingdee International Software Group Co Ltd (HKEX: 00268) shares surged more than 12% in Thursday's trading session, last up 11.93% at HK$9.43 with turnover reaching HK$255 million.Market sentiment was buoyed by US enterprise software giant Salesforce's impressive earnings report, which delivered a decisive blow to the \"AI will devour software\" bearish narrative. Salesforce's second-quarter total revenue reached US$11.35 billion, representing an 11% year-over-year increase, while adjusted earnings per share of US$5.90 significantly outperformed Wall Street expectations. More tellingly, the company issued third-quarter revenue guidance of US$11.42 billion to US$11.5 billion, well above analyst consensus forecasts.On the company-specific front, Kingdee International Software Group Co Ltd (HKEX: 00268)'s AI-native product commercialization continues to accelerate and has entered a profitable phase. For the first half of the year, total revenue reached RMB3.625 billion, up 13.6% year-over-year. Cloud services revenue contributed RMB3.116 billion, marking a 16.6% increase, while subscription revenue rose 20.4% to RMB2.028 billion, accounting for 55.9% of total revenue. Subscription annual recurring revenue (ARR) hit RMB4.413 billion, up 18.3% from the previous year.Of particular note, AI-native product revenue surged to RMB296 million, representing an impressive 189% year-over-year growth, with AI-native subscription revenue climbing 282.9% to RMB146 million.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.48.0","shortVersion":"4.48.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1124991747","isCrawlerRequest":true}