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补齐具身智能“交流灵魂”,七牛云“灵矽AI”瞄准万亿级市场
QiniuQiniu(HK:02567) Ge Long Hui·2025-08-15 02:18

Core Viewpoint - The launch of Qiniu Cloud's "Lingxi AI" marks a significant advancement in the field of embodied AI, focusing on enhancing natural interaction capabilities, which are crucial for the practical application of embodied intelligence [1][8]. Group 1: Product Overview - "Lingxi AI" is an end-side AI interaction platform designed to address the limitations of current voice interaction systems, such as high latency and emotional absence, by providing a seamless and natural user experience [2][3]. - The platform allows hardware manufacturers and developers to integrate various mainstream models without being tied to a single technology route, thus promoting innovation [4][5]. Group 2: Technological Features - "Lingxi AI" incorporates advanced features such as multi-model plug-and-play capabilities, a modular ecosystem for various applications, and full chip compatibility, significantly reducing the adaptation period from six months to four weeks [4][5]. - The system achieves an ultra-low latency interaction experience of less than 600ms, enabling a conversational flow that closely resembles human interaction [5][6]. Group 3: Market Potential - The global market for personal smart audio devices is projected to reach 533 million units by 2024, indicating a strong demand for personalized and immediate intelligent interactions [2]. - "Lingxi AI" has high application potential in rapidly growing sectors such as education, smart home, and robotics, enhancing user engagement and emotional connection [6][7]. Group 4: Strategic Implications - The introduction of "Lingxi AI" positions Qiniu Cloud as a core player in the interaction layer of the AI ecosystem, transitioning from a cloud service provider to a key participant in the AI interaction space [8][9]. - This strategic shift is expected to reshape Qiniu Cloud's valuation logic, moving from a scale-driven cloud model to a high-margin, ecosystem-driven AI platform model, thereby enhancing its long-term growth prospects [8][9].