阿里、 Apple 聯盟帶來投資新線索，匯通達網絡(9878.HK)率先受益？
最近，阿里和蘋果“AI聯盟”誕生的消息點燃了市場熱情。
對蘋果來說，阿里在AI領域的技術沉澱是其快速提升iPhone在中國市場AI實力的關鍵助力，有望增強產品競爭力。阿里也能借此將自身AI技術推向全球，擴大在AI領域的影響力。
到週五收盤，阿里巴巴-W（9988.HK）股價本週累漲24.1%，一舉創下3年來新高。
此次合作也必然將引發一些蝴蝶效應。從產業鏈角度看，這將催生更多上下遊企業的協同發展，爲其注入更多新活力。比如，與阿里和蘋果緊密相關的匯通達網絡（9878.HK）。
阿里是匯通達網絡的戰略股東和第一大機構股東，蘋果與中國下沉市場的重要紐帶之一也是匯通達網絡。
據公開資料，自2021年起與蘋果建立合作之後，匯通達居家運通成爲 Apple 國內的授權經銷商。其迅速拓展服務網絡，現在已經覆蓋數千個鄉鎮，推動超千家傳統手機通信店轉型升級成了“O2O門店”，也就是“線上+線下+社羣”模式。這樣一來，不僅讓鄉鎮市場消費者能更便捷地、第一時間體驗到蘋果的產品和服務，也使得蘋果進一步實現“渠道下沉”。
對於匯通達而言，與蘋果的合作，也爲其助力頭部品牌快速觸達下沉市場，沉澱了實戰經驗、打造了樣板典範。2024年四季度，匯通達進行組織架構改革，其中重點之一就是獨立組建“蘋果事業部”，旨在通過對平臺的數字化、生態化升級，吸引更多頭部品牌入駐。
另外，近日匯通達網絡旗下“千橙雲SaaS+”平臺全面接入DeepSeek，將實現技術能力的全面升級，在推動產業數字化、零售數字化的道路上邁出了一大步，有助於下沉市場“產、供、銷”全鏈路的數智化水平和效率提升。
受這些利好消息刺激，匯通達網絡市場表現也持續搶眼，2月11日以19.09%的漲幅位居港股通標的榜首，上週五收盤亦漲近7%。
作爲聚焦國內下沉市場的交易和服務平臺，匯通達對於鄉鎮夫妻店零售客戶、供應鏈合作夥伴、品牌廠商的商業價值和社會價值，正在被市場重新認知。
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