智通财经APP获悉，多点数智(02586)一度涨超8% ，截至发稿，涨4.77%，报11.86港元，成交额5167.75万港元。
消息面上，多点数智创始人张文中出席英伟达GTC，携AI零售三大产品亮相。此前，AI智能出清、AI智能导购以及AI智能巡检三款产品在中国已经实现商业化落地。招银国际研报指出，多点数智去年总收入同比增长17%，符合该行预期；经调整净利润2980万元，超出该行预期，对比2023年度录经调整净亏损2.77亿元，下调集团2025至26财年的收入预测，但由于行业重估及人工智能零售的长期潜力，将目标价由8.5港元上调至16港元，维持“买入”评级。展望将来，多点数智将专注于人工智能零售领域，捕捉新的增长机遇。对于2025财年，管理层预期总收入同比增长15%至20%，利润率将进一步扩张。
中信建投证券表示，公司现已接入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管理效率、精准匹配客户需求、全面提升购物体验。经该行测算，国内“AI+零售”操作系统市场空间约为1070 亿元。未来公司将进一步深耕“AI+零售”板块业务，在百亿市场中做大增量，打造行业标杆。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.