海致科技集团(02706)今日盘中股价大幅上涨5.20%，引起市场关注。
消息面上，一篇发布于盘前的深度分析文章将海致科技定位为AI进入“Harness时代”的代表性公司，并称其为港股“Harness第一股”。文章指出，AI行业正从单纯的“模型竞争”转向“系统竞争”，而海致科技凭借其“图模融合”技术，能够有效解决企业AI落地中的知识接入、规则约束和幻觉管理等核心痛点，使其智能体产品在高复杂度的金融、政务、能源等产业场景中更具可信度和落地价值。
该分析认为，海致科技所处的产业级AI解决方案市场增长迅速，公司技术路线切中了企业AI最现实和长期的痛点。若市场对AI公司的估值逻辑从“模型能力”转向“系统落地能力”，海致科技有望获得重新定价。这一积极的市场叙事可能是推动其股价在交易时段内走强的主要原因。
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