SaaS概念股走強 微盟、金蝶、阜博、中國軟件國際均創歷史新高
格隆匯1月22日丨港股SaaS概念股走強,阜博集團漲超10%領漲,移卡漲超7%,中國有贊漲超6%,微盟漲近5%。板塊中,微盟、金蝶、阜博、中國軟件國際均創歷史新高。近期大行齊齊唱多SaaS概念,普遍認為SaaS行業有望迎來快速發展機遇,相關龍頭有望實現業績與估值的雙料提升。瑞銀指出,金蝶管理層指雲業務未來3年將針對企業服務,以達至更高收入,同時SaaS模式亦有助公司增加自由現金流和利潤表現。該行將金蝶目標價升至36.5港元,維持“買入”評級。瑞銀亦注意到微盟對智能零售和智能餐飲的滲透,以及經營重心逐步轉向大客户,對其現收入可持續高增長充滿信心,予其“買入”評級。

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