港股异动 | 百融智能(06608)涨超6% 洪灏加盟助力公司优化资本市场价值传递体系 AI应用层定价有望再获关注

智通财经
Jul 02

智通财经APP获悉,百融智能(06608)涨超6%,截至发稿,涨6.02%,报4.93港元。

消息面上,6月30日,百融智能发布公告,正式委任国内顶尖宏观策略专家、莲华资产管理管理合伙人兼首席投资官洪灏先生担任公司非执行董事。洪灏将凭借其资深市场经验,为公司在资本市场价值管理领域提供支持,助力公司优化资本市场价值传递体系。值得一提的是,百融智能通过按结果付费的商业模式真正帮客户创造价值,让Agent——硅基员工,为企业创造价值。

智通财经APP在《洪灏加盟百融智能(06608):企业级Agent的资本市场价值“翻译官”》中指出,洪灏的加盟能够帮助市场重新审视AI应用层的定价偏差。当前市场对AI的定价有一个明显的结构性问题——上游算力被追捧,下游应用被低估。市场给英伟达、台积电极高的估值倍数,却对AI应用层公司普遍持观望态度。这种定价偏差背后,是市场对“AI到底能创造多少真实价值”还没有共识。相信洪灏的加入,可以帮助市场重新审视这个问题。

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