金吾财讯 | SaaS概念部分走高，汇量科技(01860)涨16.34%，微盟集团(02013)涨5.13%，云想科技(02131)涨2.9%，有赞(08083)涨2.54%，金蝶国际(00268)涨2.53%，迈富时(02556)涨1.96%。民生证券报告指出，DeepSeek加速AI平权进程，先云化才能AI化在全球范围内形成共识，企服SaaS有望迎来远超远程办公时期发展机遇，考虑到当前SaaS公司PS-TTM估值处于历史较低水平，叠加AI应用有望带来额外增量，SaaS企业具有戴维斯双击的潜力，建议关注金蝶国际等。
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