港股異動丨業績亮眼推升股價,第四範式近7日累漲逾26%
延續近期強勢,第四範式(6682.HK)今日再度走強,盤中一度漲超4%,報49.55港元,股價創3月18日以來新高。自5月15日至今的7個交易日,該股累漲逾26%。公司15日晚公佈業績顯示,2025第一季度營收同比增長30.1%,達10.77億元;毛利潤4.44億元,同比增長30.1%;毛利率爲41.2%。期間標杆客戶數爲59個,標杆客戶平均收入爲11.67百萬元,同比增長31.3%。中金近日發佈研報稱,考慮到第四範式核心業務放量節奏超預期,疊加公司產品賽道企業服務高景氣度,維持公司跑贏行業評級,上調目標價9.1%至60港元交銀國際發佈研報,維持第四範式64港元目標價,較現價上漲空間35%,維持買入評級。並稱看好AI agent需求增長背景下,公司基於“AI agent+世界模型”戰略的長期增長潛力。關注全新消費電子業務板塊基於端側AI的軟硬件一體解決方案業務進展。

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