异动解读 | 多点数智盘中大涨近8%,AI零售前景看好

异动解读
24 Mar

多点数智(02586)今日盘中大涨,涨幅一度超过8%,引起市场广泛关注。截至上午交易时段,该股涨幅为7.95%,报价11.86港元,成交额达5167.75万港元。

此次股价上涨主要受多重利好因素推动。首先,多点数智创始人张文中出席英伟达GTC大会,携AI零售三大产品亮相,展示了公司在人工智能零售领域的实力。其次,公司去年财务表现亮眼,总收入同比增长17%,经调整净利润达2980万元,扭亏为盈。此外,券商看好公司前景,招银国际将目标价由8.5港元大幅上调至16港元,维持"买入"评级。

展望未来,多点数智将继续专注于人工智能零售领域,捕捉新的增长机遇。公司已接入DeepSeek、豆包等大模型,用以赋能Dmall OS操作系统,全面提升供应链管理与运营效率。中信建投证券预计,国内"AI+零售"操作系统市场空间约为1070亿元,多点数智有望在这一巨大市场中占据重要地位。管理层预期2025财年总收入同比增长15%至20%,利润率将进一步扩张,显示出公司对未来发展充满信心。

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