港股詳情

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邁富時

53.850

-2.400-4.27%

成交量：548.04萬

成交額：3.03億

市值：137.86億

市盈率：-11.96

高：58.950

開：57.700

低：52.800

收：56.250

資料載入中...

總覽公司新聞公告

每日賣空追蹤 | 邁富時 08月01日賣空量成交5400股，賣空比例為0.1%

邁富時盤中異動下午盤股價大跌5.07%

【西部計算機】AI應用持續進展

港股異動 | AI概念股走勢強勁近期AI應用迎來多重催化機構稱下半年AI主線具充分投資機遇

每日賣空追蹤 | 邁富時 07月30日賣空量成交8900股，賣空比例為0.2%

邁富時盤中異動快速下跌5.00%報55.100港元

每日賣空追蹤 | 邁富時 07月28日賣空量成交5300股，賣空比例為0.15%

邁富時07月28日主力淨流出266.7萬元散戶資金買入

計算機行業週報：字節跳動發佈通用機器人模型GR-3 OPENAI與DEEPMIND獲IMO金牌

邁富時盤中異動下午盤快速上漲5.04%報59.350港元

每日賣空追蹤 | 邁富時 07月24日賣空量成交3100股，賣空比例為0.09%

邁富時榮膺 “中國最佳信創廠商TOP50”，AI智能體技術打造信創新標杆

证券市场周刊

邁富時07月23日主力淨流出1626.3萬元散戶資金買入

邁富時：AI智能體生態築建產業壁壘，資本共識下的價值重估機遇

证券市场周刊

【邁富時（2556.HK）】AI Agent重構營銷SaaS範式，邁富時如何突破50%營收增長邊界？——首次覆蓋報告（付天姿）

光大证券研究

每日賣空追蹤 | 邁富時 07月22日賣空量成交5700股，賣空比例為0.12%

邁富時07月22日獲主力加倉1640.8萬元

邁富時(2556.HK)首次覆蓋報告：AI AGENT重構營銷SAAS範式邁富時如何突破50%營收增長邊界？

每日賣空追蹤 | 邁富時 07月21日賣空量成交3200股，賣空比例為0.06%

邁富時盤中異動下午盤股價大漲5.34%報59.150港元

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18:09","pubTimestamp":1753956598,"startTime":"0","endTime":"0","summary":"西部证券—投资评级说明分析师声明免责声明研究报告来源证券研究报告：《西部计算机行业点评——AI应用持续进展》对外发布时间：2025年7月31日对外发布机构：西部证券研究发展中心参与人员信息：分析师：郑宏达执业编号：S0800524020001邮箱：zhenghongda@research.xbmail.com.cn分析师：周成执业编号：S0800525040004邮箱：zhoucheng@research.xbmail.com.cn本公众号推送内容仅面向西部证券股份有限公司机构客户，请勿对本公众号内容进行任何形式的转发。西部证券保留追究相关责任的权力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250731183555a46d63b2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 邁富時 07月30日賣空量成交8900股，賣空比例為0.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2555049951","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555049951?lang=zh_tw&edition=fundamental","pubTime":"2025-07-30 16:30","pubTimestamp":1753864235,"startTime":"0","endTime":"0","summary":"迈富时北京时间07月30日，跌7.59%，卖空量成交8900股%，较上一交易日减少34.07%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730172214a46b4f18&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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10:23","pubTimestamp":1753842201,"startTime":"0","endTime":"0","summary":"2025年07月30日早盘10时23分，迈富时股票出现波动，股价大幅跳水5.00%。截至发稿，该股报55.100港元/股，成交量124.33万股，换手率0.49%，振幅5.00%。资金方面，该股资金流入1463.31万港元，流出3375.23万港元。机构评级方面，在所有4家参与评级的机构中，100%的券商给予买入建议，无券商给予持有、卖出建议。迈富时股票所在的应用软件行业中，整体跌幅为0.05%。SaaS业务分部主要提供SaaS产品。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730102322a46a9cc4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1753691432,"startTime":"0","endTime":"0","summary":"迈富时北京时间07月28日，股价较前一交易日持平，卖空量成交5300股，较上一交易日增加35.9%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250728171917a6c5b153&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:15","pubTimestamp":1753690528,"startTime":"0","endTime":"0","summary":"07月28日，迈富时股价收平报60.00元，成交金额2.1亿元，换手率1.41%，振幅5.50%，量比0.79。迈富时今日主力资金净流出266.7万元，上一交易日主力净流入1152.7万元。该股近5个交易日上涨1.35%，主力资金累计净流入582.4万元；近20日主力资金累计净流入1.2亿元，其中净流入天数为11日。该股主力净额占比0.02%，港股市场排名2350/2673。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250728165051a6c59fd2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250728165051a6c59fd2&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1518","BK1618","BK1109","02556"],"gpt_icon":0},{"id":"2554874812","title":"計算機行業週報：字節跳動發佈通用機器人模型GR-3 OPENAI與DEEPMIND獲IMO金牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2554874812","media":"国金证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554874812?lang=zh_tw&edition=fundamental","pubTime":"2025-07-27 00:00","pubTimestamp":1753545600,"startTime":"0","endTime":"0","summary":"本周观点7 月22 日，字节跳动Seed 团队发布通用机器人操作大模型GR-3，具备抽象指令理解、柔性物体操控与长程任务执行能力，显著提升在真实家庭场景下的泛化与灵活性。7 月20 日，国际数学奥林匹克首次公布AI 模型参赛成绩，OpenAI 与谷歌DeepMind 的模型在6 道题中均成功解答5 道，以35 分并列金牌，OpenAI 模型刷新此前Gemini 2.5 Pro 的最佳纪录。DeepMind 采用搭载“Deep Think”推理模块的Gemini 进阶版，在4.5 小时内完成全部答题，展现并行思维路径与多解法能力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250727192622a465dce0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250727192622a465dce0&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["688088","BK0231","688475","02556"],"gpt_icon":0},{"id":"2554752529","title":"邁富時盤中異動 下午盤快速上漲5.04%報59.350港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2554752529","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554752529?lang=zh_tw&edition=fundamental","pubTime":"2025-07-25 15:27","pubTimestamp":1753428470,"startTime":"0","endTime":"0","summary":"2025年07月25日下午盘15时27分，迈富时股票出现异动，股价急速上涨5.04%。截至发稿，该股报59.350港元/股，成交量284.48万股，换手率1.11%，振幅7.70%。资金方面，该股资金流入6870.92万港元，流出5617.13万港元。迈富时股票所在的应用软件行业中，整体跌幅为0.03%。其相关个股中，瑞斯康集团、首都信息、企展控股涨幅较大，振幅较大的相关个股有瑞斯康集团、首都信息、玄武云，振幅分别为33.72%、11.11%、10.37%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250725152751a6c123bb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250725152751a6c123bb&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02556","BK1109","BK1618","BK1518"],"gpt_icon":0},{"id":"2553207167","title":"每日賣空追蹤 | 邁富時 07月24日賣空量成交3100股，賣空比例為0.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=2553207167","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553207167?lang=zh_tw&edition=fundamental","pubTime":"2025-07-24 16:30","pubTimestamp":1753345836,"startTime":"0","endTime":"0","summary":"迈富时北京时间07月24日，跌1.65%，卖空量成交3100股%，较上一交易日减少80.62%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724172213a460fb4c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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TOP50”，彰显出其在信创产业智能化升级中的引领作用。数据显示，2026年我国信创产业市场规模有望突破2.6万亿元，AI赋能的信创解决方案占比将显著提升。此次入选中国最佳信创厂商TOP50，是业界对迈富时在信创领域技术积累与落地能力的认可。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724111204971b15fd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724111204971b15fd&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1518","02556","BK1109","BK1618"],"gpt_icon":0},{"id":"2553215092","title":"邁富時07月23日主力淨流出1626.3萬元 散戶資金買入","url":"https://stock-news.laohu8.com/highlight/detail?id=2553215092","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553215092?lang=zh_tw&edition=fundamental","pubTime":"2025-07-23 16:15","pubTimestamp":1753258555,"startTime":"0","endTime":"0","summary":"07月23日, 迈富时股价跌4.09%，报收57.45元，成交金额2.8亿元，换手率1.93%，振幅7.76%，量比0.85。迈富时今日主力资金净流出1626.3万元，上一交易日主力净流入1640.8万元。该股近5个交易日上涨11.12%，主力资金累计净流入5951.9万元；近20日主力资金累计净流入1.5亿元，其中净流入天数为13日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723170330a45e794a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723170330a45e794a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1109","02556","BK1518","BK1618"],"gpt_icon":0},{"id":"2553329238","title":"邁富時：AI智能體生態築建產業壁壘，資本共識下的價值重估機遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2553329238","media":"证券市场周刊","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553329238?lang=zh_tw&edition=fundamental","pubTime":"2025-07-23 15:11","pubTimestamp":1753254660,"startTime":"0","endTime":"0","summary":"迈富时在智能体部署规模、客户转化效率、系统交付能力等方面领先同行，具备率先实现商业化突破的可能性。迈富时表示，未来将继续围绕“AI Agent+企业中台”战略路径，推动智能体系统在金融、医药、能源、制造等高价值行业的深化应用，构建起可持续增长的技术与产品护城河。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072315153297b1f887&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Agent赋能营销场景，有望成为营收增长第二极。凭借先进的AI技术及丰富的营销生态，迈富时有望打开全新增长空间。23H2以来公司营收增速明显修复，2024年公司实现营收15.6亿元，营收增长主要由精准营销服务业务驱动，后续AI+SaaS业务为公司战略重点，有望成为营收增长的主引擎。国内CRM市场竞争格局分散，迈富时凭借AI Agent战略有望巩固竞争优势。如因侵权行为给光大证券造成任何直接或间接的损失，光大证券保留追究一切法律责任的权利。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072307525397b15da9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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