金吾财讯 | 迈富时(02556)午后走强，截至发稿，涨8.82%，报72.2港元，成交额5.42亿港元。消息面上，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。
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