MACD金叉信号形成，这些股涨势不错！ 格隆汇2月27日｜港股市场AI应用股集体大跌，其中，海致科技集团跌近14%，MINIMAX-WP跌超12%，智谱跌超9%。 | 代码 | 名称 | 涨跌幅 ^ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 02706 | 海致科技集团 | -13.94% | 89.500 | 358.39亿 | 230.75% | | 00100 | MINIMAX-WP | -12.87% | 687.000 | 2154.67亿 | 316.36% | | 02513 | 智譜 | -9.43% | 504.000 | 2247.05亿 | 333.73% | ...

Core Viewpoint - The article highlights the emergence of Haizhi Technology as a leader in the AI sector, emphasizing its focus on process automation rather than merely conversational AI, aligning with the broader industry trend towards automation in business processes [1][2]. Group 1: Haizhi Technology's Market Position - Haizhi Technology achieved an unprecedented oversubscription of 4068 times during its IPO, marking it as the "subscription king" of the Hong Kong stock market for the year 2026 [1]. - The company is recognized as the "first stock to dispel AI illusions," focusing on practical applications of AI that enhance operational efficiency [2]. - Institutional investors, including Hillhouse Capital and Junlian Capital, have shown strong interest in Haizhi Technology, indicating a shift towards rational investment in AI [1]. Group 2: Industry Trends and Predictions - The article discusses the rise of the Agent industry, with OpenClaw signaling the beginning of a new era for personalized agents, which are expected to replace traditional app stores [3][4]. - There is a consensus that future applications will be dominated by agents, with predictions that 80% of current apps may become obsolete due to new agent service architectures [8]. - The article argues that the notion of "everyone having an agent" is misleading, as the true goal of industrial AI is process automation rather than individual assistance [9]. Group 3: AI in Business Processes - The core value of AI in enterprises lies in its ability to automate processes, ensuring compliance and efficiency, rather than merely providing conversational capabilities [10][12]. - The article emphasizes that AI's role in businesses will shift from being a tool for individual tasks to managing entire workflows autonomously [16][19]. - Future business operations will see AI taking the lead in process execution, with human roles evolving to support and optimize AI systems [29]. Group 4: Challenges and Future Directions - The article outlines two phases of industrial AI development: the initial phase focused on fine-tuning large models and the current phase centered on building agents, both facing significant challenges [30][35]. - Many enterprises are moving away from simplistic AI applications and are seeking more integrated solutions that understand their unique operational environments [39][40]. - The future of industrial AI will depend on establishing a robust knowledge system that connects data, computation, and processes, termed "AI Ready," which is crucial for enhancing efficiency [41][59].

（文章来源：每日经济新闻） 每经AI快讯，2月25日，港股AI应用股走弱，截至发稿，MINIMAX-WP(00100.HK)跌16.19%、智谱 (02513.HK)跌7.88%、海致科技集团(02706.HK)跌6.22%。 ...

消息面上，海致科技集团与智谱(02513)订立战略合作框架协议，双方将在模型训练、应用场景落地等 领域开展深度战略合作，依托海致的图模融合技术(如Atlas图谱)与智谱的大模型能力互补。 海致科技集团(02706)早盘涨超6%，截至发稿，涨5.57%，报128.9港元，成交额3615.35万港元。 海致科技在公告中表示，公司专注于通过图模融合技术开发Atlas图谱解决方案及产业级智能体，并提 供产业级人工智能解决方案。智谱为中国领先的人工智能企业，致力于追求通用人工智能(AGI)创新。 公司董事会认为，凭借双方各自的技术优势、行业经验及市场资源，拟进行的战略合作将实现资源互补 与协同发展。 ...

Core Viewpoint - Haizhi Technology Group (02706) has seen a stock price increase of over 6% in early trading, currently up 5.57% at HKD 128.9, with a trading volume of HKD 36.15 million, following the announcement of a strategic cooperation framework agreement with Zhipu (02513) [1] Group 1 - The strategic cooperation will focus on deep collaboration in model training and application scenarios, leveraging Haizhi's graph-model fusion technology (such as Atlas graph) and Zhipu's large model capabilities [1] - Haizhi Technology is dedicated to developing Atlas graph solutions and industry-level intelligent agents through graph-model fusion technology, providing industry-grade AI solutions [1] - Zhipu is recognized as a leading AI company in China, committed to pursuing innovations in Artificial General Intelligence (AGI) [1] Group 2 - The board of Haizhi Technology believes that the strategic cooperation will achieve resource complementarity and collaborative development, leveraging both companies' technological advantages, industry experience, and market resources [1]

每经AI快讯，2月25日，截至发稿，KEEP(03650.HK)涨3.94%、出门问问(02438.HK)涨3.17%、范式智能 (06682.HK)涨2.82%、海致科技集团(02706.HK)涨2.38%。 ...

港股海致科技集团高开2.38%，报125港元。消息面上，公司与智谱订立战略合作框架协议，将在模型 训练、应用场景落地等领域开展战略合作。 ...

近日，AI大模型领域又迎来重磅合作消息！海致科技集团(02706)与智谱(02513)强强联手，正式订立战 略合作框架协议，双方将在模型训练、应用场景落地等领域开展深度战略合作，依托海致的图模融合技 术(如Atlas图谱)与智谱的大模型能力互补。 从整个行业层面观察，AI大模型正从技术研发加速迈向规模化商业落地的关键阶段，政策与市场双重 利好持续释放。OpenRouter最新周度数据显示，平台前十模型总token量约8.7万亿，中国模型独占5.3万 亿，占比高达61%。国联民生（601456）证券指出，长期来看，随着推理、多模态大模型持续迭代、大 厂生态融合及各行业渗透率不断提升，Token调用量有望保持快速增长，大模型规模化商业应用及产业 落地值得期待。 在这一轮AI资本热潮中，相关概念股表现抢眼。智谱近期凭借其新一代旗舰模型GLM-5的发布，迅速 引爆二级市场，2月12日当日大涨近30%，4天股价飚涨超1倍。而作为"AI除幻第一股"海致科技自2月13 日上市以来便备受追捧，上市首日高开高走，盘中一度涨幅高达268%，最终收盘上涨242%，成为年内 港股表现最好的新股。此后股价持续攀升，截至2月20日收盘， ...

（文章来源：每日经济新闻） 每经AI快讯，2月24日，海致科技集团(02706.HK)在港交所公告称，公司近期与智谱签署不具法律约束 力的战略合作框架协议，将与智谱在模型训练与产业场景落地等领域开展战略合作。 ...

海致科技集团(02706)发布公告，本公司近期与北京智谱华章科技股份有限公司(智谱)订立战略合作框架 协议。根据战略合作框架协议，本公司与智谱将在模型训练、应用场景落地等领域开展战略合作。 本公司专注于通过图模融合技术开发Atlas图谱解决方案及产业级智能体，并提供产业级人工智能解决 方案。智谱为中国领先的人工智能企业，致力于追求通用人工智能(AGI)创新，其H股于香港联合交易 所有限公司上市(股份代号：02513)。本公司董事会认为，凭借双方各自的技术优势、行业经验及市场 资源，根据战略合作框架协议拟进行的战略合作将实现资源互补与协同发展。 战略合作框架协议属框架性合作文件，具体合作业务将由双方另行协商并签订具体协议。本公司将根据 《香港联合交易所有限公司证券上市规则》于必要或适当时作出进一步公告。 ...