格隆汇3月7日｜Boss直聘(BZ.US)盘前涨3.46%，报17.94美元。消息面上，国信证券发布研报称，人力资源服务行业是国家经济的晴雨表，过去2年受外部经营环境影响，人服龙头收入面临不同程度的增长压力，且除在线招聘细分领域外行业属于劳动密集型产业，收入承压下利润率进一步走低，故同期人龙头股价也均承压回撤，估值水平回调至历史偏底部区域。展望2025年，“灵活用工渗透率走高+AI赋能提效+顺周期弹性”成为人力资源服务行业当下看点。标的方面，综合龙头业务结构以及现阶段估值水平，重点推荐BOSS直聘等。(格隆汇)

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