港股異動 | 微盟集團漲近5%,本月累升超50%,機構建議關注公司微信視頻號生態佈局
$微盟集團(02013.HK)$繼續活躍,盤初升約6%,創逾10個月來新高。10月底以來,微盟股價大漲1.5倍。期間,南下資金累計加倉約7個百分點。近日,微盟正式發佈“視頻號營銷助手”。機構評論稱,公司深耕微信生態,加速佈局視頻號生態。看好公司在私域電商的佈局以及未來業績端的修復。截至發稿,微盟集團漲4.89%,報6.65港元,成交額1.91億港元。
聯交所數據顯示,10月底以來,南下資金持續加倉微盟集團,截至12月29日,持倉增至24.55%,期間累計增持約7個百分點。近日,首屆視頻號增長論壇在上海舉行。期間,微盟正式發佈了“視頻號營銷助手”。微盟將其定義爲“微盟助力商家加速三全升級的重要具象數字化產品”。
海通證券點評稱,公司基於自身在微信生態的成熟經驗,有望持續爲品牌創造長期的、可持續的商業增長價值,強化自身商業化變現能力。稍早,西部證券發佈跟蹤點評報告稱,看好公司在私域電商的佈局以及未來業績端的修復,維持“買入”評級。
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