BOSS直聘(BZ.US)今日在美股盘中大涨5.07%,引发市场广泛关注。分析人士认为,此番上涨或与人力资源服务行业复苏预期有关。
据报道,国信证券在最新研报中称,人力资源服务行业是国家经济的晴雨表,受过去两年外部经营环境影响,行业龙头公司的收入面临不同程度的增长压力。不过,展望2025年,人力资源服务行业迎来了新的看点:灵活用工渗透率走高、人工智能赋能提高效率,以及顺周期行业弹性。报告指出,在当前行业估值水平下,BOSS直聘等综合龙头业务结构的企业成为了重点推荐标的。
市场分析人士表示,BOSS直聘作为人力资源服务行业的龙头公司之一,受益于上述预期,今日股价出现大涨符合预期。未来随着行业复苏步伐加快,该股还有进一步上涨空间。
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