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港股異動 | 百融雲-W漲10% 金融SaaS板塊進入“換擋期” 2023年或迎積極向上發展
格隆匯 01-30 11:30
格隆匯1月30日丨百融雲-W盤中漲10.11%,報12.2港元,總市值63億港元。市場分析指,當前金融機構復工復產帶來“存量運營+新增獲客”的需求,經濟活躍度迅速回升有利於居民總體財富以及投資需求持續增長,帶來金融服務的需求上升。中國人民銀行工作會議在對2023年工作部署時提出加大金融對國內需求和供給體系的支持力度,以及中證協向券商下發的《網絡和信息安全三年提升計劃(2023-2025)》徵求意見稿等實質性政策利好,使得板塊具備較強的成長以及反彈邏輯支撐;流動性改善將進一步催化估值修復。在此背景下,金融SaaS板塊進入“換擋期”,稀缺的金融SaaS龍頭百融雲有望在2023年全面迎來積極向上的發展。

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