智通财经APP获悉，迈富时(02556)盘中涨超9%，截至发稿，涨7.14%，报35.1港元，成交额2.05亿港元。
消息面上，今年5月，迈富时完成约5亿港元市价战略认购，资金将100%用于智算基础设施建设。随后与国产GPU厂商沐曦股份签署战略合作协议，旨在丰富算力来源，推动国产算力与企业智能体融合。市场认为这标志着公司从“AI概念布局”转向“规模化交付能力”建设，其“全栈Token工厂”模式进入验证期。
华泰证券认为，全栈Token工厂有望提升公司AI应用交付能力，并推动收费模式向按调用量、按效果等方向拓展。该行表示，看好公司AI应用业务在KA客户扩张与单客价值提升驱动下持续放量，GEO与全栈Token工厂建设强化AI商业化能力。随着AI应用业务放量以及整体收入结构优化，公司有望逐步进入利润释放期。
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