智通财经APP获悉，海致科技(02706)盘中涨超7%，截至发稿，涨7.47%，报66.3港元，成交额7362.59万港元。
消息面上，国泰海通研报指出，随着大模型加速进入金融、能源、政务等B端核心场景，企业客户对AI系统的稳定性、可追溯性与落地能力要求持续提升。产业AI竞争也逐步从模型能力延伸至系统化落地能力建设，具备数据底座、知识约束与场景编排能力的平台型厂商，有望率先受益于产业AI规模化落地。海致科技是国内少数实现“底层图数据库自研、图谱解决方案落地、AI智能体场景化应用”全栈技术布局的企业，正逐步重塑产业级AI竞争格局。
国泰海通认为，公司图模融合深耕AI Harness底座，卡位AI核心基础设施。海致自研的AtlasGraph图数据库在吞吐量上超越既有纪录45%，刷新世界纪录，构筑了坚实的数据底座。另值得一提的是，海通国际指出，海致科技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。
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