智通财经APP获悉，微盟集团(02013)尾盘涨超8%，截至发稿，涨7.94%，报1.36港元，成交额1.3亿港元。
消息面上，截至5月29日，隔夜美股软件股集体走高。国金证券研报指出，从本轮反弹结构看，涨幅居前的主要集中于数据基础设施、可观测性及网络安全等AI Infra环节。Snowflake与MongoDB验证了数据层需求增长，Okta验证了身份治理价值提升，而Datadog、CrowdStrike、Fortinet及Palo Alto Networks则反映出AI规模化部署过程中监控与安全需求同步扩张。
微盟集团执行董事兼集团总裁游凤椿此前表示：“AI搜索正在全面重构流量生态。立足自身在SaaS和精准营销领域的领先技术优势和客户资源，微盟集团将紧将跟产业机遇，聚焦AI生成式应用生态，抢先布局AI流量新形态新机会。”
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