智通财经APP获悉，SaaS概念股全线暴涨，截至发稿，浪潮数字企业(00596)涨24.32%，报4.14港元；金蝶国际(00268)涨18.16%，报8.59港元；迈富时(02556)涨13.73%，报40.76港元；中软国际(00354)涨11.89%，报4.14港元；微盟集团(02013)涨10.32%，报1.39港元。
消息面上，受“AI吞噬论”主导的极度悲观预期影响，软件指数IGV 2026 Q1一度回撤30%，上周Snowflake、MongoDB、Okta等AI Infra厂商业绩及指引持续超预期，其中Snowflake股价单周上涨48.4%，Okta上涨33.6%，带动IGV周内上涨8%。
国金证券指出，进入5月，Snowflake、MongoDB、Salesforce等软件公司业绩全面超预期，市场开始重新认识软件企业在AI时代的受益逻辑，软件板块迎来强劲反弹，IGV单月涨幅超过21%，创下自2001年10月以来的最佳月度表现，业绩证伪吞噬叙事，估值修复的弹性全面释放。
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