DIAGENS-B (02526)盘中涨幅超过10%，截至最新交易时段，股价上涨8.85%，报472.4港元，成交额达到1176万港元。自9月份以来，包括GPT-6 Astra和Claude Fable 5.1在内的十余款全球主要大模型密集上市，推动人工智能板块重回市场交易的核心焦点。
针对港股AI应用领域的投资布局，券商策略指出，在新需求叙事尚未全面确认之前，AI应用赛道的筹码结构优于硬件领域，短期内相对占优势；同时，港股软件类股票的贝塔属性强于A股，选股策略的关键始终在于营收增速的逐季加速，业绩表现成为决定性因素。
根据2026年中期业绩报告，DIAGENS-B上半年实现营收1.087亿元人民币，同比增长21.0%；其中，模型服务收入达到9454.1万元，同比大幅增长101.1%，占整体收入的比例升至86.9%。在众多港股AI应用公司仍处于概念验证阶段、收入贡献微薄的背景下，DIAGENS-B已通过接近九成的收入占比验证了其商业模式的实际可行性，业绩落地的程度在行业内处于领先位置，完全契合营收增速逐季提升的核心选股逻辑。
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