智通财经APP获悉，深演智能(02723)涨超10%，截至发稿，涨8.83%，报653港元，成交额8198.73万港元。
消息面上，恒生指数公司或于2026年8月25日公布半年度指数调整结果，变动将于9月4日收市后实施并于9月7日起生效。据华泰证券预计，深演智能有望进入港股通。今年5月，深演智能正式股上市，成为港股“企业决策 AI 智能体第一股”，公司核心产品AlphaDesk/AlphaData净收入留存率超85%/80%，客户主要为大中型企业客户。
此外，FDE正在成为AI应用企业级落地的关键基础设施。深演智能创始人兼CEO黄晓南认为，深演智能与Palantir的相似之处在于企业级AI落地的方法论：一要有人能听懂客户真正的业务痛点；二要有产品能力；三要有实施和交付团队，把AI产品真正嵌入客户流程——在Palantir语境中，这类角色即FDE，深演智能内部称之为AI产品经理/解决方案团队。
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