金蝶国际(00268)今日盘中股价出现大涨,最高涨幅达6.06%,报收10.4港元/股。此股价涨势引发了市场广泛关注。
分析人士指出,金蝶国际作为国内知名软件及SaaS服务供应商,能直接或间接受益于最新的AI技术发展。消息面上显示,AI推理成本的降低将有助推动AI应用的普及,而通用SaaS被视为AI智能Agent的"基础设施"。因此,AI发展前景看俏成为推动金蝶国际等SaaS概念股上涨的重要动力。
此外,市场也关注今日国产大模型公司DeepSeek的应用登顶多个地区应用商店下载榜单,反映了用户对于国产AI模型的认可度提高。在AI浪潮下,市场预期像金蝶国际这样的软件及云服务供应商,将有机会参与AI生态系统建设,从而获得长期增长。
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