Core Viewpoint - Several domestic large model companies plan to release new generation models around the Spring Festival, which has accelerated the valuation release of AI infrastructure companies [1] Group 1: Company Developments - Xunce Technology (3317.HK) surged over 14% to HKD 60.55, driven by increased market attention [1] - The company focuses on real-time data infrastructure and analytical solutions, building a millisecond-level AI Data Agent platform [1] - Xunce's platform supports various industries including finance, urban operations, energy, high-end manufacturing, healthcare, satellites, robotics, telecommunications, and consumer markets [1] Group 2: Market Dynamics - The rise in market interest is primarily due to business collaboration with large model companies like Zhipu and MiniMax [1] - Analysts believe that Xunce's real-time data platform addresses challenges related to data dispersion and insufficient real-time capabilities during the implementation of AI large models [1] - As the AI industry expands towards application, the importance of infrastructure is increasingly recognized, with Xunce's technical capabilities and ecosystem collaboration gaining market consensus on its investment value and growth potential [1]
AI基础设施股受关注 迅策科技上涨超10%