$百望股份(0665_老虎社区_美港股上老虎

序愿风随
05-28

$百望股份(06657)$ 市场常把它当开票工具股，但我更倾向于看它沉淀的源头交易数据——发票上的买卖双方、金额、品类、时间，颗粒度细且真实。服务了大量央国企和KA客户，切换成本高、粘性强。这块如果能真正跑通数据智能/风控变现，和纯SaaS工具估值逻辑不一样。当然前提是监管合规和隐私红线别碰，这点不能忽视

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