异动解读｜SAP SE盘中上涨3.34%，应用软件板块集体走强叠加美银重申买入评级提振

行情直击06-26

6月26日，SAP SE盘中上涨3.34%，报153.14美元/股，成交额1.07亿美元。此前SAP自6月10日以来持续回调，股价一度跌破52周低点至151美元附近，本次反弹与应用软件板块集体走强同步。

消息面上，美银证券近日重申SAP"买入"评级，将其列为大型软件股首选，维持210欧元目标价，预计公司将实现超过10%的行业领先营收增长，这一预期建立在云业务渗透率提升以及AI商业化规模扩大的基础上。同期板块内赛富时涨3.82%、Palantir涨3.75%，应用软件行业整体呈现修复态势。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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