9月1日周一盘中，汇通达网络（09878）股价大涨5.09%，引发市场关注。分析认为，公司近期在AI领域的战略布局以及在新零售概念上的积极进展可能是推动股价上涨的主要因素。
据悉，汇通达网络近期与阿里云签署了全栈AI全面合作协议，双方将共同研发部署多款AI Agent，面向3亿农村家庭和470万家乡镇夫妻店市场。这一合作旨在扩大双方的客户数量与交易规模，同时推动城乡流通效率的提升与下沉市场产业、零售数据价值变现。此外，公司还在"即时零售"领域发力，通过数字化与供应链相结合的方式，将部分传统乡镇夫妻店改造成为具备线上平台下单、送货上门的新型零售终端。
值得注意的是，汇通达网络在最新发布的财报中提到将重点拓展"硬折扣"品类，以满足更广泛的客群需求。这一战略与当前消费市场向高频、全场景、多元化体验方向演进的趋势相契合。分析人士认为，在AI技术的推动下，汇通达网络在下沉市场的布局有望进一步深化，这可能是投资者看好公司未来发展前景的重要原因。
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