异动解读|SAP SE盘前上涨3.09%,云业务增长动能持续提振市场信心

行情直击
Aug 03

8月3日,SAP SE盘前上涨3.09%,报189.43美元/股,成交额187.21万美元。

消息面上,SAP第二季度云业务收入同比增长22%,云积压订单达229.29亿欧元,同比增长27%,强劲的云增长动能持续提振投资者信心。尽管公司调整后每股收益1.85美元低于市场预期的2.01美元,且下调全年非IFRS运营利润指引,但市场选择聚焦云业务加速增长的趋势。近一周SAP股价累计反弹超13%,创数月最佳单周表现。此外,欧盟委员会结束对SAP的反垄断调查、管理层在财报发布前后的增持行为,均为股价提供支撑。汇丰银行上调SAP目标价,巴克莱维持"增持"评级,目标价242美元。

SAP SE于1972年在德国成立,主要从事销售软件产品及相关服务,核心产品SAP是全球排名第一的ERP软件,以"云与软件"为核心业务,为各种规模的企业提供管理解决方案。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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