Company Highlights - Dipo Technology (1384.HK), recognized as the "first stock of enterprise-level large model AI applications" in Hong Kong, saw its stock price rise by 7.49% to HKD 74.6, reaching a three-week high [1] - Since its IPO at HKD 26.66, the stock has appreciated approximately 1.8 times, indicating strong market performance [1] - The stock has increased by 18.4% over the last 10 trading days, outperforming the Hang Seng Index, which rose by 5.88% during the same period [1] - Dipo Technology entered a strategic cooperation agreement with Muxi Co. on December 17, 2025, to leverage each other's strengths in the enterprise-level large model AI application sector [1] Industry Insights - The AI sector is witnessing significant developments, with overseas companies like xAI and Anthropic securing funding, and domestic policies promoting "AI + manufacturing" [2] - Companies such as Zhipu and MiniMax have experienced substantial stock price increases following their listings, indicating a positive market sentiment [2] - The upcoming release of DeepSeek-V4 is expected to trigger a new wave of AI application enthusiasm [2] - Citic Securities highlights that as model capabilities improve, particularly in reasoning and long-window cost reduction, AI downstream application scenarios are accelerating towards commercial validation [2] - Key focus areas for commercialization include search & marketing, coding, multimodal applications, agents, and AI for science [2]
滴普科技涨超7%创3周新高 近十个交易日累计反弹18% AI应用赋能、有望入选港股通