智通财经APP获悉，迈富时(02556)收涨近10% ，截至收盘，涨9.84%，报37.3港元，成交额1.78亿港元。
消息面上，迈富时今日通过定向配售筹资近5亿港元，强化智算基础设施建设，并与沐曦合作引入国产GPU算力支持，进一步丰富底层算力来源。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。
该行指出，公司护城河在于长期深耕营销销售场景形成的客户数据、业务流程、行业知识图谱和系统连接能力。企业级 AI 应用落地需要场景和业务闭环支撑，公司将行业经验转化为场景能力，并通过全栈Token工厂打通算力供给、模型调用和场景交付，有望进一步强化AI应用交付效率，打开长期成长空间。
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