智通财经APP获悉，多点数智(02586)涨超10%，该股昨日大涨超26%。截至发稿，涨10.19%，报12.98港元，成交额1.58亿港元。
消息面上，近期，物美集团宣布开启“外贸转内销”极速绿色通道，全渠道开设“外贸优品专区”并开放物美智慧供应链系统。据悉，多点数智通过与物美的合作逐步开发完善了针对零售行业的全方位全渠道数字解决方案，开发出从采购、物流、存货到商品、门店、总部管理的丰富模块，逐步拓展重百、新华、牛奶、罗森等知名客户，其Dmall OS 系统已成为国内首屈一指的零售数字化方案。
开源证券指，在外需受关税等政策影响存在不确定性背景下，提振内需消费、国货品牌崛起将为必然趋势，建议关注聚焦内需市场的优质零售渠道和差异化消费品牌。中信建投证券指，公司作为全流程全方面数字化解决方案提供商，可以从超市卖场横向拓展到其他零售业态。在零售垂类更好的付费基础上，伴随AIoT 应用的落地，抓住AI+零售的发展红利，开发更多有效模块，持续提高客单价。
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