2月19日,港股迈富时午后拉升,一度飙涨逾23%!公司近期迎来解禁,机构称其有望打造AI Agent产品矩阵。
消息面上,2月17日,迈富时盘中一度重挫近40%。据迈富时此前发布的公告显示,包括NB DIGITAL Evergreen Investment Limited Partnership、Jiaxing Hengjie Equity Investment Partnership (Limited Partnership)在内的多名现有股东的包禁售承诺最后日期为2月15日。据统计,迈富时此次累计解禁股数约1.12亿股,占总股本47.74%。
此外,浙商证券发布研报称,迈富时是国内营销及销售SaaS龙头厂商,面向中小及KA客户已构建完善的产品矩阵,同时积极布局AI大模型结合企业管理的功能应用,未来有望在SaaS服务基础上打造AI Agent产品矩阵。公司有望受益于下游企业客户数智化需求成长叠加AI应用加速渗透的浪潮,实现整体经营的快速成长。该行还指出,下游企业在IT支出方面的意愿较为刚性;SaaS有望借助其标准化、流程化、便于部署等特点实现渗透率的加速提升。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.