微盟集團(2013.HK)入選恆生科技指數成分股
格隆匯7月20日丨恆生指數公司將於2020年7月27日(星期一)推出恆生科技指數。新指數將會追蹤經篩選後最大30間於香港上市的科技企業。恆生科技指數的選股範疇,主要涵蓋與科技主題高度相關的香港上市公司,包括網絡、金融科技、雲端、電子商貿及數碼業務。市值最大的30只股票將被納入成為恆生科技指數成份股,其中包括微盟集團(2013.HK)。日前浙商證券給予微盟目標價CNY13.82元,對應HKD15.33元,“買入”評級。微盟位處私域流量優質賽道,已成為電商SaaS龍頭之一,TAM持續抬升,預計垂直場景SaaS中智慧零售及餐飲有望爆發增長,超市場預期。
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