金吾财讯｜极视角(06636)早盘股价持续破顶，盘中最高见126港元，创上市新高，截至发稿，报125.6港元，涨幅28.43%，成交额1.41亿港元。此前４个交易日内极视角股价波起伏平缓，目前市值达140亿港元。消息面上，极视角是国内领先的AI计算机视觉解决方案提供商。据悉，公司业务主要分为两个部分，首先是AI计算器视觉解决方案，公司提供标准AI计算器视觉解决方案、定制AI计算器视觉解决方案及软件定义的一体化AI解决方案。其次是大模型解决方案，公司利用多智能体优化、RAG及基于场景的算法等先进技术，提供为企业专业用途设计的定制化大模型解决方案。中信建投重申，大厂模型的进一步突破正在启动，大模型竞争激烈。万联证券建议，关注海内外AI大模型及Agent迭代更新对词元需求的持续带动，以及布局云服务、端侧Agent、AI安全领域的领先企业。中长期视角下，继续聚焦AI产业、数据产业两大投资主线。
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