智通财经APP获悉，AI应用端持续走高，AI智能体方向领涨。港股AI应用标杆企业迈富时(02556)表现亮眼，继昨日走强后，今日再度拉升，两日累计涨幅已突破16%。
核心逻辑分析
智能体(AI Agent)商业化加速：迈富时近期正式发布了自主研发的AI-Agentforce 3.0企业级智能体中台，实现了从“工具式AI”向“数字劳动力”的跃迁。该平台在营销、销售及跨境电商等多个场景的规模化落地，被市场视为AI应用进入价值兑现期的重要信号。
巨头生态深度协同：消息面上，迈富时已与百度、阿里、沐曦股份等顶尖科技企业达成深度战略合作。通过整合底层大模型能力与自身SaaS垂直场景数据，公司在“2025中国AI营销智能体TOP30”榜单中位列榜首，技术成熟度获业界认可。
行业情绪共振：今日AI应用板块集体爆发，蓝色光标、易点天下等多只个股大涨。市场分析认为，随着Meta以数十亿美元收购AI应用厂商等国际动作频发，全球资本正加速流向具备实际业务闭环能力的AI Agent赛道。
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