港股異動 | SaaS概念股走強 明源雲(0909.HK)漲7%領漲
格隆匯7月9日丨SaaS概念股走強,明源雲(0909.HK)漲7%領漲,金蝶國際漲近5%,移卡、微盟漲約4%,金山軟件、中國有贊等跟漲。大和最新發研報指,明源雲管理層表示公司上半年企業資源管理(ERP)業務錄強勁反彈,預期下半年的銷售動力持續,客户需求有所改善;該行相信公司能增加SaaS(軟件即服務)模組的交叉銷售,帶動相關業務增長,維持目標價40港元並重申“優於大市”評級。IDC近日報吿預測,到2025年,中國企業團隊協同軟件市場規模將達到6.02億美元。報吿指出,未來,SaaS模式的企業團隊協同軟件的增速高於傳統部署模式,企業團隊協同SaaS軟件的未來5年複合增長率為23.3%。到2025年,SaaS模式的企業團隊協同軟件市場份額將達到整體市場的一半左右。

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