金吾财讯 | 迈富时(02556)午后一度涨逾10%，截至发稿，报49.2港元，涨幅9.63%，成交额7.99亿港元。值得注意的是，该股4月至今累计涨幅超57%。
浙商证券分析认为，该公司预计2026年一季度AI应用业务收入相较于2025年同期的增幅约为110.5%；精准营销服务毛收入相较于2025年同期的增幅约为0.9%。根据公司披财务数据露及已给定假设，机构预计公司2026-2028年营收分别为41.84亿元、55.33亿元、70.54亿元，归母净利润分别为2.20亿元、2.98亿元、5.21亿元。
该机构指出，当前公司已实现从2024年大额亏损到2025年全面扭亏，收入保持高增、AI应用业务占比提升，盈利弹性有望在2026-2028年逐年释放。考虑到公司在AI应用与精准营销融合赛道的稀缺性和中长期业绩高成长确定性，维持“买入”评级。
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