港股异动 | 金蝶国际(0268.HK)大涨逾7% 机构唱好+北水持续流入
格隆汇5月31日丨金蝶国际(0268.HK)尾盘涨幅扩大至7.61%,报31.8港元创3个月新高价,5月中旬以来累计升幅近40%,总市值超1100亿港元。金蝶国际在国内软件市场及云市场拥有领导地位,连续4年在中国企业级云ERP、财务SaaS 市场占有率第一。国盛证券认为公司合理市值为1405亿港元(目标价40.5港元/股),对应22倍2022年P/S,首次覆盖,给予“买入”评级。据格隆汇APP显示,自4月以来持续获北水流入,港股通持仓比例从17.27%上升至19.3%。

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