KNOWLEDGE ATLAS (02513) rose against the market trend in the afternoon, gaining 5.09% to reach HKD 227, with a turnover of HKD 453 million.
Soochow Securities believes that, as a pure large model player, the company benefits from cloud scale effects and the dividends from Agent/programming scenarios. The firm is optimistic about KNOWLEDGE ATLAS AI's advantages in local large model technology, its open-source ecosystem strategy, and its capability for government and enterprise localization deployment. It further views the company as well-positioned to benefit from the long-term trend of China's large model industry transitioning from localized deployment to cloud services.
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