智通财经APP获悉，迈富时(02556)尾盘涨超8%。截至发稿，涨8.09%，报54.75港元，成交额1.64亿港元。
消息面上，迈富时近日宣布，完成配发合共983.28万股。此次配售事项所得款项净额约5亿港元，计划100%用于全栈Token工厂扩建和优化，包括国内或海外算力基础设施建设、AI大模型及模型管理平台开发、推理优化能力建设等。
国金证券发布研报称，迈富时募资持续加码算力基建。部分城市Token券补贴有望进一步缩短投资回收期。Token相关收入占AI应用收入比重持续提升，下半年AI研发智能体开始对外售卖，以及海外业务拓展，有望贡献增量。
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