智通财经APP获悉，SaaS概念股涨幅居前，截至发稿，医渡科技(02158)涨8.23%，报5港元；微盟集团(02013)涨6.33%，报2.35港元；金山软件(03888)涨3.95%，报36.8港元；迈富时(02556)涨3.87%，报64.4港元；金蝶国际(00268)涨2.83%，报10.18港元。
消息面上，由国产大模型公司杭州深度求索开发的Deepseek应用1月27日登顶苹果中国地区和美国地区应用商店免费APP下载排行榜，在美区下载榜上超越了ChatGPT。中信证券研报指出，DeepSeek模型相比GPT4模型更小的参数量也意味着更低的推理成本，推理成本的降低，将是AI应用普及的前奏。
民生证券指出，AI Agent或成为软件价值重估的重要催化剂，软件厂商的目标市场有望扩大到数万亿美元的劳动力市场，AI Agent也有望提升软件的消费属性，进一步打开软件厂商的估值天花板：通用SaaS是AI Agent的“基础设施”，企业或加速云化进而AI化的进程；垂类应用有望借助AI迎来数倍TAM增长，同时或成为大模型、通用SaaS生态的重要组成部分。
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