港股异动 | 出门问问(02438)再涨超7% TicNote海内外热销 新兴AI应用产品或提振公司估值

智通财经
Aug 07, 2025

智通财经APP获悉,出门问问(02438)再涨超7%,7月25日至今累涨1.4倍。截至发稿,涨4.35%,报0.96港元,成交额1287.66万港元。

消息面上,出门问问近日携最新Agentic AI智能硬件TicNote及AIGC产品矩阵亮相WAIC 2025。据悉,该产品于4月海外首发并广受好评,6月国内版正式发售,截至7月15日,全球销量已突破万台,在国内天猫、京东相关品类排行榜中位居前二名,部分区域甚至出现断货情况。截至8月6日,TicNote 在国内居天猫、京东相关品类排行榜前一名。

华西证券此前指,公司在AIGC应用领域的先发优势显著,在行业空间快速成长下飞轮效应有望持续,预计AIGC相关服务将支撑公司业绩较快增长,同时AIGC能力提升也有望与另外两条业务线形成协同效应。上海证券认为,新兴AI应用产品逐步出现,未来随着收入实现,市场将给与相应估值。

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