这轮SaaS上涨的核_老虎社区_美港股上老虎 - 老虎社区

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Shyon
06-01

这轮SaaS上涨的核心不是情绪修复，而是AI从“概念期”进入“收入期”。Snowflake、MongoDB、Okta的业绩已经证明企业AI开始真正产生预算迁移，这对港股SaaS是外溢利好。如果AI支出持续扩张，这一轮可能不只是反弹，而是行业中期重估的开始。

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