港股异动 | 华曦达(00901)涨超5% 公司纳入恒生综合指数成份股及入通落地 边缘AI概念落地迎关键临界点

智通财经
Sep 08

智通财经APP获悉,华曦达(00901)涨超5%,截至发稿,涨5.11%,报72港元,成交额1518.48万港元。

消息面上,近日,华曦达获恒生指数有限公司选定,将纳入恒生综合指数成份股,自2026年9月7日起生效,标志着公司资本市场建设迈出关键一步。与此同时,自9月7日起公司获调入沪港通下港股通标的。华曦达此前披露2026年中期业绩公告,上半年公司实现收入人民币20.95亿元,同比增长36.3%;期内溢利人民币1.81亿元,同比增长75.9%。其中,数字视讯设备收入人民币17.34亿元,同比增长40.5%,占总收入82.7%;海外收入人民币19.47亿元,占比92.9%。

智通财经APP在《边缘AI时代的关键一跃:华曦达(00901)“AI Home”战略与价值重估逻辑》中指出,在边缘AI从概念走向落地的关键临界点,华曦达通过Cedar智能体与边缘算力底座,将家庭场景转化为可运营、可增值的数字资产。作为全球领先的AI Home整体解决方案提供商,华曦达上半年持续加大研发投入,聚焦家庭AI智能体Cedar、边缘计算、智能终端及底层存储协同等关键领域,推动家庭解决方案云端与家庭边缘的深度结合,构建起了完整技术架构与商业化落地路径。

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