Shares of DEEPZERO (02723) climbed more than 9% during the closing session before settling with an 8.32% gain at HK$937, with turnover reaching HK$202 million.

In its interim results for the six months ended June 30, 2026, DEEPZERO reported total revenue of RMB 398.2 million, up 43.6% year-over-year. Agentic product revenue reached RMB 28 million, jumping 52.9%, while agentic marketing services revenue grew 42.9% to RMB 370 million, representing 7% and 93% of total revenue, respectively. A clear shift is taking shape as its Agentic product suite gains traction with flagship clients, boosting delivery efficiency and per-customer value, while new orders for agentic products and services surged over 300% year-over-year.

As highlighted in a previous analysis, DEEPZERO mirrors Palantir's trajectory as a leader in decision AI, where both revenue and market cap have expanded significantly. Palantir has maintained mid-to-high double-digit revenue growth, and its market valuation has multiplied 26.6 times since 2023, fueled by the AI application boom. Under its AI-driven growth strategy, DEEPZERO is advancing on two fronts—agentic products and agentic marketing services—delivering simultaneous gains in revenue and profitability. The company has built core technical barriers and reinforced its moat through multiple measures, effectively advancing its "Double 100" growth strategy.

Furthermore, with an optimized product mix and full AI integration, profitability has improved markedly. Drawing on Palantir's growth path, DEEPZERO is poised for a potential valuation re-rating.