智通财经APP获悉，迈富时(02556)再涨超6%，截至发稿，涨6.67%，报43.2港元，成交额5.52亿港元。
消息面上，迈富时近日公布，今年第一季度，公司AI应用业务收入同比增长约110.5%；精准营销服务毛收入同比增长约为0.9%。公司于一季度发布AI原生操作系统GenAIOS、AI-Agentforce智能体中台3.0、KnowForce AI知识中台，进一步强化了“全场景AI员工矩阵”与AI原生应用平台的产品厚度，同时稳步推进从传统订阅制向按效果付费、按调用量计费的多元化模式转型，GEO、EVA等产品率先落地“消耗+效果”的混合收费方式。
从业绩来看，迈富时的场景Token逻辑已经开始兑现。护城河方面，公司至少有两层优势，而这两层优势共同支撑起其场景Token能力的壁垒。第一层是数据与模型。公司累计服务超过21万家企业客户，覆盖721个细分行业。第二层是商业化效率。2025年，迈富时KA客户数量达1609家，同比增长105.5%，KA客户ACV提升60.6%。这些高价值客户不仅是收入的来源，更是场景Token需求的最佳验证场。
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