美股異動|Boss直聘盤前升超3.4% 機構指人力資源服務經營復甦動能積聚
Boss直聘(BZ.US)盤前升3.46%,報17.94美元。消息面上,國信證券發佈研報稱,人力資源服務行業是國家經濟的晴雨表,過去2年受外部經營環境影響,人服龍頭收入面臨不同程度的增長壓力,且除在線招聘細分領域外行業屬於勞動密集型產業,收入承壓下利潤率進一步走低,故同期人龍頭股價也均承壓回撤,估值水平回調至歷史偏底部區域。展望2025年,“靈活用工滲透率走高+AI賦能提效+順週期彈性”成為人力資源服務行業當下看點。標的方面,綜合龍頭業務結構以及現階段估值水平,重點推薦BOSS直聘等。(格隆匯)

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