果下科技(02655)今日盘中股价大幅上涨5%，市场交投活跃。
消息面上，一篇发布于盘前的分析文章成为市场关注焦点。文章指出，同属港股AI储能赛道的思格新能(06656)以近千亿港币估值启动IPO，大幅提升了行业估值预期。而果下科技的财务轨迹与思格新能爆发前夜高度重合，其2025年的收入利润水平与思格新能2024年相当，市场预期果下科技有望复制后者随后一年的业绩爆发式增长。
分析认为，思格新能近千亿的IPO估值与果下科技当前约258亿港币的市值之间存在显著差距，形成了所谓的“时空套利”机会。此外，文章还强调了果下科技独特的“储能即Token”战略和“AI Token Energy SaaS”商业模式，认为其构建的能源平台长期价值被市场低估。这些因素共同推动了投资者对果下科技价值重估的乐观预期，从而带动股价在盘中显著走强。
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