七牛智能(02567)再涨超8%，截至发稿，涨7.73%，报47.1港元，成交额4433.13万港元。 智通财经APP在《换道AI后，看七牛智能(02567)领涨48.8%背后的战略升维》指出，得益于公司较早上 线的MCP托管服务，并针对用户需求提供多个模型效果的中立对比，今年7月，七牛智能AI大模型用户 量成功突破10000人，验证了其技术路线的市场吸引力，也标志着公司换道AI战略布局迎来新里程 （002219）碑。随着数字中国建设深入"深水区"，基础设施与应用端价值加速释放。政策强驱动、基建 大投入、应用快落地、产业高景气四重因素叠加，AI领域基本面确定性增强，相关标的行情空间可 期。在这一产业爆发前夜，凭借音视频+AI+云服务的三重基因，七牛智能有望站在新一轮技术革命的 前沿。 申万宏源发布研报称，七牛智能布局AI大语言模型推理服务、AI Agent、Go+编程语言、智能化音视频 处理能力等AI技术产品，从而提升服务价值，拓展应用场景。公司的核心优势在于一体化MPaaS技术， 多年的技术积累使公司自主拥有支撑一站式场景化音视频解决方案的关键技术，包括音视频技术、低代 码平台、AI能力等。伴随AIGC技术 ...

Core Viewpoint - The 16th Davos Forum highlighted the profound changes in the global economic, political, and security landscape, emphasizing the rise of trade protectionism and geopolitical conflicts impacting global supply chains and economic fragmentation [2]. Group 1: Economic Challenges and Responses - The disruption of supply chains is a global issue, necessitating China's contribution to stabilizing the entire industrial and supply chain [2]. - China should transform the pressures from trade wars into opportunities for industrial restructuring and upgrading [2]. - The need for traditional industries in China to undergo further transformation and upgrading over the next decade was emphasized [2]. Group 2: Strategic Emerging Industries - Seven major strategic emerging industries must achieve qualitative improvements to gradually dominate global markets, including new-generation information technology, biotechnology, new materials, and new energy vehicles [3]. - Future industries should receive targeted support and guidance, particularly in AI technology and life sciences [4]. Group 3: Global Economic Recovery - Many companies face difficulties in global expansion, which could significantly impact global economic recovery and growth [4]. - The turning point for the global economy may arise from significant setbacks, leading countries to return to correct economic paths [4]. - According to the theory of comparative advantage, countries should leverage their strengths to produce high-quality, cost-effective products, forming a beneficial global supply chain [4].