Core Viewpoint - Qiniu Intelligent (02567) has seen a significant increase in its stock price, with a rise of over 7% during trading, currently at 0.71 HKD, reflecting a transaction volume of 1.4063 million HKD. The company recently reported that its MaaS-related user base has surpassed 180,000, indicating a shift in revenue structure from "bandwidth + storage" to "high-value inference API calls" [1] Group 1 - The surge in MaaS user numbers signifies high customer stickiness and scale effects for the company [1] - The upcoming release of the DeepSeek V4 model and collaborations such as the Byte AI Spring Festival are driving catalysts in the AI application market [1] - Guojin Securities predicts that 2026 will be a pivotal year for AI applications transitioning from "technology validation" to "commercial promotion" [1] Group 2 - Huajin Securities notes that the application of AI technology has already transformed traditional businesses, such as content production and marketing, through cost reduction and efficiency enhancement before directly converting into new revenue models [1] - New investment opportunities are emerging corresponding to the evolving business and payment scenarios related to AI applications [1]
七牛智能盘中涨超7% 多重催化引燃AI应用 公司AI用户量已突破18万人