伟仕佳杰(00856)高开逾6%，截至发稿，涨6.32%，报4.88港元，成交额3116.05万港元。

消息面上，伟仕佳杰公告称，就美国对所有进口至美国的商品征收额外关税对集团业务的影响。尽管颁布了上述额外关税，但由于集团所有产品均在中国内地、香港、澳门及东盟地区销售；而集团采购的产品主要在亚洲生产。就此，公司董事会认为美国新公布的关税政策不会对集团的业务产生直接不利影响。

国证国际此前指出，公司在东南亚地区2024年收益为306.52亿港元，相比2023年增长74%，占集团总收益约34%，东南亚地区经济发展迅速，数字化进程加速，对信息技术产品和服务的需求呈现爆发式增长。在云计算业务上，公司抓住东南亚地区企业数字化转型加速的机遇，为当地企业提供性价比高的云计算解决方案，推动了该区域云计算业务收益大幅增长。

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