HAIZHI TECH GP (02706) continued its upward trajectory, climbing more than 9% during Tuesday's trading session. As of the latest update, the stock was up 6.41% at HK$47.46, with trading turnover reaching HK$97.887 million.

On the news front, Palantir's second-quarter revenue surged 94% year-over-year, prompting the company to raise its full-year sales guidance to US$8.16 billion, significantly exceeding market expectations. Palantir's successful "Ontology + FDE" model has validated that industrial AI and "sovereign AI" are the core future directions, reinforcing confidence in the sector.

Market participants widely regard HAIZHI TECH GP as the "Chinese Palantir," given the high alignment in underlying technology and the business model of serving government and enterprise clients. HAIZHI TECH GP's core value lies in its Graph+Agent dual-layer Harness architecture—the underlying Atlas graph solution builds a structured knowledge foundation, while the upper-layer Atlas Agent embeds industry SOPs into the AI execution framework. This creates a differentiated moat in scenarios like finance and government affairs where accuracy and explainability are paramount.

Atlas Agent revenue grew nearly nine-fold year-over-year in 2024, establishing itself as the company's most critical growth engine. As Agent revenue's share continues to rise, overall profitability quality is expected to accelerate its improvement trajectory. Following its inclusion in the Stock Connect program, HAIZHI TECH GP stands out as one of the few industrial-grade AI Harness plays on the Hong Kong market, underscoring its scarcity value.