Meta (META.US) acquisition accelerates AI track value revaluation, AI agent concept explodes, Maifushi (02556) closes 5.83%

The Zhitong Finance App learned that on December 30, Meta (META.US) announced the completion of the acquisition of smart device startup Manus for several billion dollars. This acquisition not only quickly aroused strong reactions from the capital market to the AI smart device concept, but is also expected to accelerate the revaluation of the AI circuit. As a high-tech scarce target that simultaneously holds the concept of smart devices and a mature business model, Maifushi (02556), a benchmark AI application company in the Hong Kong stock market, successfully stood out from this boom. Boosted by market sentiment, the McFTSE secondary market recently performed brilliantly. Today (January 2), it closed up 5.83% to HK$37.06, achieving a multi-day rise, fully demonstrating the market's enthusiasm for the AI smart circuit.

Dongwu Securities said that Meta's use of billions of dollars to pay bills is tantamount to repricing agents, and market capital is more likely to be concentrated on targets with real scenarios, deliverables, and continuous subscription revenue. CICC is optimistic about the incremental commercial potential of AI agents, saying that the commercial inflection point for AI agents will arrive with the advent of general products, and long-term market space is far from being released. Judging from the commercial practice of AI agents, C-side agent applications focus on generality, and B-side agents focus on scenario-based applications.

In addition to being catalyzed by popular acquisitions, the current rise in stock prices also benefited from the intensive implementation of Maifushi's iterative results. Maifushi recently officially released the self-developed AI-AgentForce 3.0 enterprise-grade intelligent platform, which has achieved the transition from “tool-based AI” to a “digital workforce.” The platform has been implemented on a large scale in various scenarios such as marketing, sales, and cross-border e-commerce, and is regarded by the market as an important signal that AI applications have entered the value realization period.

Furthermore, Maifushi has reached in-depth strategic cooperation with top technology companies such as Baidu, Ali, and Mu Xi Co., Ltd. By integrating the capabilities of the underlying large model with its own SaaS vertical scenario data, the company topped the “2025 Top 30 AI Marketing Agents in China” list, and its technical maturity was recognized by the industry.