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港股異動丨SaaS股概念股集體走強 明源雲大升近15%創近2個月新高
格隆匯 06-13 15:22
格隆匯6月13日丨 明源雲大升近15%表現最佳,並且股價創近2個月新高,醫渡科技升近12%,阜博集團升11%,中國有贊、移卡、金蝶國際、微盟集團跟升。目前,我國SaaS行業處於快速成長期,成長空間廣闊。據華西證券此前研報數據,2021年我國SaaS服務市場規模為322.6億元,同比增長37.3%。預計2023年我國SaaS服務市場規模將達到555.1億元,同比增長29.7%。近日隨着ChatGPT概念爆火出圈,帶動國內軟件行業重拾復甦信心,雖然目前市場對於ChatGPT概念的實際商業化價值還尚存疑慮,但投資機構對整個數字科技行業普遍看好。受益於中國經濟回暖復甦、行業步入估值修復期,多家投資機構都看好微盟等中國SaaS公司的未來發展前景。

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