异动解读 | BOSS直聘盘前大涨5.03%,券商首予“买入”评级及公司回购计划提振信心

异动解读
Apr 24

BOSS直聘(BZ)今日盘前股价大幅上涨5.03%,引起市场关注。

消息面上,环球富盛理财发布研报首次覆盖BOSS直聘并给予“买入”评级,目标价69.58港元。研报指出,公司2025年收入同比增长12.4%,利润率创历史新高,月活跃用户同比增长14.5%,体现了强劲的经营能力。同时,公司在AI应用方面取得显著进展,自研大语言模型“南北阁”表现优异,并计划自2026年起未来三年将每年用于股票回购和分红的金额不低于上一年度经调整净利润的50%,回购额度上限提升至4亿美元,彰显了对长期发展的信心。

此外,公司于近期宣布在2026年4月23日斥资约399.4万美元回购了公司股份,这一举措通常被市场解读为管理层认为公司价值被低估并致力于提升股东回报的积极信号。多重利好因素共同作用,推动了公司股价在盘前交易时段走强。

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