金吾财讯 | 海致科技集团(02706)股价逆市大涨，截至发稿，报59.35港元，涨幅20.39%，成交额1.84亿港元。消息面上，海通国际新近发布研报指，海致当前的商业模式可概括为Harness双层架构：底座端以Atlas图谱解决方案构建ContextasaService能力，覆盖数据治理、知识图谱和图数据库，为Agent提供高质量上下文；应用端以Atlas智能体向上延伸，将行业SOP接入执行框架，实现数据检索、分析推理和任务执行，形成完整闭环。该机构将海致科技定义为“中国AI Harness第一股”，认为公司已从传统数据智能底座厂商，进入产业级AIAgent放量与盈利兑现的新阶段。同时，机构指海致6月有望纳入港股通。若成行，将拓宽内地投资者渠道，提升南向资金覆盖度，届时有望带来增量资金入场，也会进一步打开公司估值重估的空间。海通国际首次覆盖，给予海致科技“优于大市”评级，目标价90.70港元。
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