海致科技集团（02706）盘中涨超17%，截至发稿，股价上涨11.83%，现报43.30港元，成交额2.01亿港元。
Palantir今年第二季度营收同比猛增94%，公司大幅上调全年销售预期至81.6亿美元，远超市场预估。分析认为，Palantir“本体+FDE”模式成功跑通，彻底印证了产业AI与“主权AI”才是未来核心方向。市场普遍将海致科技称为“中国版Palantir”，二者底层技术、政企服务商业模式高度匹配。Palantir高增长、高盈利财报直接验证“图谱+可控AI”产业路线长期景气，打开国内同类公司估值想象空间。
海致科技以图谱底座承接企业数据资产，以智能体产品切入业务流程执行，构建“数据治理-知识建模-图谱推理-智能体执行”的全栈能力。公司2025年Atlas图谱解决方案收入4.75亿元，同比增长14.1%；Atlas智能体收入1.46亿元，同比增长68.4%，客户数由19名增至40名，第二增长曲线放量。
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