Group 1 - The core viewpoint is that under the dual drive of policy and technology, AI and related sectors present a broad prospect characterized by "long slopes and thick snow" [1] - Qiniu Intelligent has achieved a remarkable 48.8% increase in stock price over the past two months, outperforming the Hang Seng Index's 20.1% and the Hong Kong AI sector's 30.1% [1] - The company has successfully surpassed 10,000 users for its AI large model, validating its market appeal and marking a new milestone in its AI strategic layout [1] Group 2 - Qiniu Intelligent has transformed into a leader in the "audio-video + AI + cloud services" sector, supported by a systematic layout around AI [2] - Key components of this layout include the launch of the DeepSeek series for AI computing power, an integrated AIGC content security solution, and tools for one-stop audio-video content marketing [2] - The company's core advantage lies in its integrated MPaaS technology, which supports complex scenario-based audio-video solutions [2] Group 3 - The strategic foresight of the "AI as a Service" model is becoming evident, with significant enhancements in service value and expanded application scenarios [3] - The strong stock performance of Qiniu Intelligent reflects the market's re-evaluation of its strategic positioning at the intersection of the "audio-video cloud" and "AI" technology waves [3] Group 4 - The recent WAIC 2025 highlighted a transformative shift towards efficiency and inclusivity in AI, with over 31 projects signed, totaling investments exceeding 150 billion yuan [4] - Policies emphasize the integration of "artificial intelligence +" into the real economy, focusing on smart connected vehicles, AI smartphones, and intelligent robots [4] - The AI industry is still in its early stages, with expectations for infrastructure like computing power and cloud computing to deliver performance soon [4][5] Group 5 - The deepening of digital China's construction is accelerating the release of value in infrastructure and application sectors, enhancing the fundamentals of the AI field [5] - Qiniu Intelligent is positioned at the forefront of a new technological revolution, leveraging its triple gene of audio-video, AI, and cloud services [5]
换道AI后，看七牛智能（02567）领涨48.8%背后的战略升维