异动解读｜SAP SE盘中上涨3.14%，二季度云业务强劲增长叠加SaaS板块回暖持续推动股价修复

行情直击07-29

7月29日，SAP SE盘中上涨3.14%，报184.8美元/股，成交额2.33亿美元。

消息面上，公司此前发布第二季度财报，云业务收入同比增长22%，云业务未交付订单达229.29亿欧元同比增27%，总营收98.78亿欧元略超预期，IFRS税后利润同比增长26%。尽管非IFRS每股收益1.59欧元不及预期的1.75欧元，但云业务加速增长态势明确。与此同时，摩根士丹利发布研报指出软件板块此前跌幅过度，维持积极评级，推动SaaS板块集体走高。此前多家投行密集下调目标价，股价年内累跌约35%，悲观预期充分释放后，财报落地叠加板块情绪回暖，股价延续反弹走势。

（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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