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SaaS概念股走強 微盟(2013.HK)、有贊(8083.HK)均破頂 獲花旗首予買入評級
格隆匯 02-17 10:39
格隆匯2月17日丨港股SaaS概念股持續活躍,微盟集團(2013.HK)、中國有贊(8083.HK)盤中股價均創歷史新高;中國有贊現漲8.97%,報4.25港元;微盟集團漲5.18%,報31.45港元。消息面上,花旗發表中國電商的研究報吿,首評微盟和中國有贊,認為兩者都是業內的領袖,有廣泛的產品和行內的操作知識,令兩家公司有機會在線下業務數碼化早期的社交電商和串流電商的發展,處於有利位置。花旗認為,線下商品數碼化還只是處在初步爆發的階段,短期而言,比較看好微盟,因為公司在推動線下數碼化,存在提升了的空間;而中國有贊有機會從創業板轉至主板上市,將會是上升的催化劑。

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