麦格理-AI在中国的应用：AI领先，半导体正在赶上--页

Please refer to page 57 for important disclosures and analyst certification, or on our website www.macquarie.com/research/disclosures. 8 October 2019 Greater China EQUITIES Stock recommendation Stock Ticker Mkt cap (US$m) 3M ADTO (US$m) Price (lcy) R TP Up-side Yonyou 600588 CH 10,743 99 30.89 O 36.60 18% iFlytek 002230 CH 9,808 147 31.86 N 29.50 -7% Kingdee 268 HK 3,500 24 8.38 O 9.50 13% Thunisoft 300271 CH 2,463 24 21.75 O 31.50 45% Source: Bloomberg, Macquarie Research, October 2019. Price as of Oct 4, 2019. Yonyou and Kingdee are covered by John Wang. Compara...