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港股異動丨SaaS概念股大漲,阜博集團漲超14%

1月3日消息,港股SaaS概念股午後持續走高。截至發稿,阜博集團漲14%,塗鴉智能-W漲超11%,金蝶國際金山軟件漲超7%,微盟集團中國有贊等皆漲超6%。

相關資訊

國泰君安稱,作爲全球領先的內容保護服務商,擁有全球最大的內容指紋數據庫,阜博的技術和行業積累可以滿足國內外內容持有者對內容保護的迫切需求。預期阜博在中國的業務拓展有望超市場預期。首次覆蓋阜博集團目標價5.79港元。

截至12月30日,塗鴉智能-W(02391)已合計回購約275萬股,佔比約爲0.48%。華泰指,SaaS業務有望成爲公司下一階段增長的主要動力,毛利率水平有望逐步提升。維持“買入”。

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