9月1日，量化派（02685.HK）盘中上涨8.2%，报4.09港元，成交额1.58亿港元。
消息面上，公司8月28日披露中期业绩，上半年实现营收4.37亿元，同比下降14%；归母净利润2952万元，同比下滑78%；毛利率从96.4%降至53.4%。核心平台羊小咩GMV由55亿元降至33亿元。业绩下滑幅度与8月14日盈警预告基本一致，利空已被市场充分消化。
值得关注的是，公司战略转型信号明确。B端新业务首次实现从0到1突破，供应链服务及电商运营服务合计贡献营收5.3%。此外，公司7月完成约5970万港元定向配股融资，其中40%投向智能硬件商业化、30%投向物理AI基座模型研发，开启"消费基本盘+物理AI第二增长曲线"双引擎战略，市场对转型前景的预期或成为短期反弹催化剂。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.