德国软件股票SAP成为欧洲最具价值股

德国软件公司SAP (GER 30:SAP) 成为2024年欧洲市值最高的公司。

SAP - Weekly Chart

SAP -周图

SAP股价在2023年和2024年强劲反弹,达到258.75点。多头仍然看好这只股票。

首席执行官克里斯蒂安·克莱因在接受CNBC采访时表示,SAP拥有“所有科技公司中最丰富的业务数据集”,这使其能够添加多种新的人工智能服务。

SAP从丹麦制药公司诺和诺德手中夺走了欧洲市值最高公司的宝座。诺和诺德凭借一系列减肥药Ozempic和Wegovy成为欧洲市值最高的公司。这些药物最近一直在竞争和研发中挣扎。对奢侈品销售放缓的担忧也影响了奢侈品生产商LVMH的股价。

截至周一收盘,SAP的市值约为3,424亿美元,较去年增长逾40%。

美国银行分析师本月表示,SAP是其2025年大型软件股的首选,预计“市场对追加销售的预期将进一步上升,包括人工智能。”分析师们还表示,企业云迁移还处于“早期阶段”,并将在近几年持续下去。

该公司去年开始进行重大重组,将业务重点放在人工智能机会上,并报告称,2024年云收入同比增长25%。首席执行官克里斯蒂安·克莱因此前告诉CNBC,这是“SAP历史上最好的一年”,2024年该公司的云计算积压额达到633亿欧元(685亿美元)。

克莱因在1月份表示,“我们拥有非常丰富的业务数据集,包括人力资源数据、财务数据、供应链数据、销售数据”,这些数据来自4万名客户,是“所有科技公司中最丰富的业务数据集”。

过去两周,德国股市一直在上涨,此前德国政府放宽了债务支出规定,允许在即将到来的预算中增加国防开支。

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