智通财经APP获悉,迈富时(02556)涨近10%,截至发稿,涨9.8%,报124.4港元,成交额2039.37万港元。
消息面上,近日,迈富时与如康集团举正式达成数智化战略合作。双方将共同开启牛羊肉食品赛道的全渠道营销及运营数智化新蓝图,赋能如康集团在2B、2C方向全面提质增效,以AI大模型技术和数智应用,实现业务升级及全球化拓展。此前,迈富时旗下精准营销业务品牌“凯丽隆”与“袋鼠妈妈集团”在广州举行了6亿战略合作启动仪式。
西部证券指出,迈富时是国内营销及销售SaaS 龙头,上半年业绩趋势向好,经调整净利润转正。该行表示,迈富时将AI技术与SaaS模式深度融合,发布营销领域Tforce大模型,打开成长天花板。营销是大模型在B端最好的落地场景之一,迈富时AI营销体系完善,先发优势显著,有望深度受益。看好AI 赋能下公司业绩增长潜力,给予“增持”评级。
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