多重利好！多点数智暴涨40%市值过百亿，创始人张文中将在英伟达GTC大会谈中国AI零售成果

金融界2025-03-11

3月11日，AI零售龙头多点数智（02586.HK）再次大涨，早盘一度暴涨40%，市值超过110港元，截止发稿，股价报12.08港元，涨幅31.73%。今年以来，在多重利好发酵下，多点数智持续走强，累计涨幅已经超过100%。昨日晚间，物美集团创始人、多点数智创始人张文中发布视频透露，“全球AI领域的顶级峰会GTC开幕在即，受主办方英伟达邀请，有幸作为中国AI零售唯一代表，分享多点在AI领域的探索。...

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Duodian Digital Intelligence soared 40% and its market value exceeded 10 billion. Founder Zhang Wenzhong talked about China's AI retail achievements at Nvidia GTC","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SNVD.UK":0.6,"2NVD.UK":0.6,"NVD3.UK":0.6,"3NVD.UK":0.6,"02586":1,"NVDS.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVIW.SI":0.6,"NVDU":0.6,"NVDY":0.6,"NVD2.UK":0.6},"content_text":"3月11日，AI零售龙头多点数智（02586.HK）再次大涨，早盘一度暴涨40%，市值超过110港元，截止发稿，股价报12.08港元，涨幅31.73%。今年以来，在多重利好发酵下，多点数智持续走强，累计涨幅已经超过100%。昨日晚间，物美集团创始人、多点数智创始人张文中发布视频透露，“全球AI领域的顶级峰会GTC开幕在即，受主办方英伟达邀请，有幸作为中国AI零售唯一代表，分享多点在AI领域的探索。”张文中表示，北京时间3月19日晚12点，他将在GTC现场聊聊零售行业最关心的事。公开资料显示，过去一年，多点数智（02586.HK）在AI零售领域动作频频，从智能供应链管理、智能门店、智能客服与质检、智能防损与巡检等多个不同层次深度探索，推出了AI出清、AI导购、AI巡检、AI客服等一批产品和应用。当前，AI正在中国资本市场掀起热潮，高盛、德银、花旗等顶级投行一致性认为，以DeepSeek为代表的中国AI模型的推出，改变了投资者对中国科技行业的看法，提升了对AI增长和经济效益的乐观预期。多点数智等一批AI应用领域的龙头成为资本热捧的对象。除了AI利好，多点数智（02586.HK）本周正式纳入港股通，迎来了内地活水，流动性和估值有望得到提升。在券商的研报中，多点数智（02586.HK）拥有毛利率较高的操作系统业务作为基石，通过物美集团、麦德龙供应链集团等关联方的合作进行客户拓展，AIoT外包成本的快速下降有望驱动公司扭亏为盈。考虑到国内宏观经济低迷和企业IT付费意愿较低，公司的海外业务或将实现更高的抽佣率和利润率，加速公司实现盈利。同时，数字化转型也有利于零售商摆脱人工成本高、运营效率低的困境，看好AI数字化解决方案在零售垂类场景的渗透率持续提升，建议持续关注。\n\n\r\n            责任编辑：栎树","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation,conferences","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2518866765","isCrawlerRequest":true}