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港股異動 | SaaS概念股走強 多隻個股創新高 獲南下資金青睞
格隆匯 02-03 11:05
格隆匯2月3日丨SaaS概念股走強,雲想科技(2131.HK)漲超5%,金山軟件漲超4%,明源雲、移卡、金蝶均漲超2%。其中,金山軟件今日再度觸及昨日盤中創下的歷史新高68.4港元,今年迄今已累漲36%;移卡盤中高見92.6港元創上市新高,今年迄今已累漲超1.4倍。據悉,SaaS概念股持續獲南下資金青睞,2020年香港主板漲幅TOP30中,SaaS概念的公司就佔了3個。SaaS已成為全球市場最火熱的行業之一。國內SaaS市場正在快速增長,預計年增速在35%以上。機構研報指出,SaaS是中長期兼具高確定性、成長性的優質賽道,同時疫情之後,企業數字化轉型、雲化進程料將顯著加速,利好SaaS產業。

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