智通财经APP获悉，深演智能(02723)盘中再涨超12%，股价暂现四连阳，累计涨幅超80%。截至发稿，涨9.69%，报764港元，成交额6694.18万港元。
消息面上，今年上半年，深演智能实现收入3.98亿元，同比增长43.6%；期内利润819.5万元，同比增长125.2%；经调整净利润1746.2万元，同比增长30.6%；公司构建起“智能体产品+智能体营销服务”双轮业务结构，上半年智能体产品收入0.28亿元，同比增长52.9%，智能体营销服务收入3.7亿元，同比增长42.9%；新的智能体产品及服务签约订单数量同比增长超过300%。
国元国际近期研报指出，近期拜访了包括深演智能在内的四家AI应用企业，直观感受是这轮企业级AI落地的行业贝塔确实在加速兑现。其中，深演收入增长预期加速，公司目前走轻模型、重场景的灵活路线，率先采用订阅的模式实现收入，与B端业务销售KPI提升直接挂钩，瞄准的是B端企业的营销预算。
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