异动解读 | 海通国际首次覆盖给予“优于大市”评级,海致科技盘中大涨5.48%

异动解读
May 08

海致科技集团今日盘中大涨5.48%,引起了市场的广泛关注。

消息面上,海通国际于今日发布了对海致科技的首次覆盖研究报告,给予公司“优于大市”评级,并设定了90.70港元的目标价。报告将海致科技定位为“中国AI Harness第一股”,认为公司已从传统数据智能底座厂商,进入产业级AI Agent放量与盈利兑现的新阶段,其独特的“图谱+AI Harness”商业模式构成了核心竞争力。

报告进一步指出,海致科技的Atlas智能体业务已进入收入放量阶段,预计将推动公司综合毛利率上行。此外,海致科技有望于6月被纳入港股通,此举将拓宽内地投资者渠道,可能带来增量资金,进一步打开估值重估空间。这些积极因素共同构成了市场对公司前景的乐观预期,推动了股价的显著上涨。

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