金蝶国际(00268)今日盘中大涨5.72%，成为SaaS概念股中的领涨个股之一。
消息面上，Meta宣布以“数十亿美元”收购AI智能体产品Manus的开发方，这一重磅交易为AI驱动的SaaS行业重新定价。市场资金正流向有真实场景、可落地交付与持续订阅收入的标的，金蝶国际作为传统SaaS向Agent化转型的代表企业之一，受到投资者青睐。
机构研报指出，传统SaaS向Agent化的范式转移正在加速，掌握核心行业数据资产的垂直软件巨头通过AI重构工作流，显著提升研发与运营效率。金蝶国际作为国内领先的企业管理软件提供商，有望在这一趋势中受益。
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