海致科技集团（02706）今日盘中股价大涨8.12%，引起了市场的广泛关注。
消息面上，海致科技是国内少数实现“底层图数据库自研、图谱解决方案落地、AI智能体场景化应用”全栈技术布局的企业，正逐步重塑产业级AI竞争格局。随着大模型加速进入金融、能源、政务等B端核心场景，具备数据底座、知识约束与场景编排能力的平台型厂商有望率先受益于产业AI规模化落地。公司图模融合深耕AI Harness底座，卡位AI核心基础设施，其自研的AtlasGraph图数据库在吞吐量上超越既有纪录45%，构筑了坚实的技术壁垒。
此外，有分析指出，海致科技有望于6月被纳入港股通。若成功纳入，将拓宽内地投资者渠道，提升南向资金覆盖度，届时有望带来增量资金入场，进一步打开公司估值重估的空间。
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