智通财经APP获悉，海致科技集团(02706)再涨超9%，截至发稿，涨6.41%，报47.46港元，成交额9788.69万港元。
消息面上，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。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。
海通国际指出，海致科技核心价值在于Graph+Agent双层Harness架构——底层Atlas图谱方案构建结构化知识底座，上层Atlas Agent将行业SOP嵌入AI执行框架，在金融、政务等对准确率和可解释性要求极高的场景中形成差异化壁垒。Atlas Agent收入2024年同比增长近9倍，已成为公司最核心的增长引擎，随着Agent收入占比持续提升，整体盈利质量将进入加速改善通道。入通后海致作为港股少数的产业级AI Harness标的，稀缺性突出。
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