SaaS概念造好，迈富时飙23%，全栈Token工厂战略落地，上半年纯利同比最多增近5倍。
阜博集团 升 7%， 汇量科技 升 6%， 金蝶国际 升 4%。
消息面上，迈富时发布公告，预计上半年收入18.58亿至20.54亿元人民币，同比增长100%至121%；其中AI应用业务收入预计10.68亿至11.80亿元，同比增长112%至134%；母公司拥有人应占利润预计1.82亿至2.22亿元，同比增长386%至494%。
公司表示，业绩增长主要受益于“全栈Token工厂”战略落地、AI Agentforce智能体中台3.0等核心产品发布带动客户数与客单价提升，以及高毛利AI应用业务占比上升和运营效率持续优化。相关中期业绩预计于2026年8月底前刊发。
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