在政策与技术双轮驱动下，AI及相关赛道呈现"长坡厚雪"的广阔前景。 近两个月，七牛智能（02567）以其48.8%的惊人涨幅（近五成）脱颖而出，不仅超越恒生指数同期 20.1%的涨幅，更跑赢港股人工智能板块的30.1%与AIGC概念板块的34.3%，成为港股科技股领涨标 杆。 在这背后，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。 领跑"AI+音视频"赛道：从技术积淀到价值跃迁 智通财经APP了解到，自上市以来，七牛智能便一直积极围绕AI展开战略布局，正式换道AI。 如今，公司已蜕变成为"音视频+AI+云服务"赛道的领先者。支撑这一表现的核心，源于七牛智能围绕 AI进行的系统性布局，其中包括： ·基础架构层：今年2月推出DeepSeek系列业务，切入AI算力与Agent领域，形成国产GPU云服务器、AI 推理解决方案等关键能力； ·应用安全层：创新打造"AIGC内容安全一体化解决方案"，覆盖敏感信息识别至数据溯源全生命周期风 控， ...

Group 1 - The core viewpoint is that under the dual drive of policy and technology, AI and related sectors present a broad prospect characterized by "long slopes and thick snow" [1] - Qiniu Intelligent has achieved a remarkable 48.8% increase in stock price over the past two months, outperforming the Hang Seng Index's 20.1% and the Hong Kong AI sector's 30.1% [1] - The company has successfully surpassed 10,000 users for its AI large model, validating its market appeal and marking a new milestone in its AI strategic layout [1] Group 2 - Qiniu Intelligent has transformed into a leader in the "audio-video + AI + cloud services" sector, supported by a systematic layout around AI [2] - Key components of this layout include the launch of the DeepSeek series for AI computing power, an integrated AIGC content security solution, and tools for one-stop audio-video content marketing [2] - The company's core advantage lies in its integrated MPaaS technology, which supports complex scenario-based audio-video solutions [2] Group 3 - The strategic foresight of the "AI as a Service" model is becoming evident, with significant enhancements in service value and expanded application scenarios [3] - The strong stock performance of Qiniu Intelligent reflects the market's re-evaluation of its strategic positioning at the intersection of the "audio-video cloud" and "AI" technology waves [3] Group 4 - The recent WAIC 2025 highlighted a transformative shift towards efficiency and inclusivity in AI, with over 31 projects signed, totaling investments exceeding 150 billion yuan [4] - Policies emphasize the integration of "artificial intelligence +" into the real economy, focusing on smart connected vehicles, AI smartphones, and intelligent robots [4] - The AI industry is still in its early stages, with expectations for infrastructure like computing power and cloud computing to deliver performance soon [4][5] Group 5 - The deepening of digital China's construction is accelerating the release of value in infrastructure and application sectors, enhancing the fundamentals of the AI field [5] - Qiniu Intelligent is positioned at the forefront of a new technological revolution, leveraging its triple gene of audio-video, AI, and cloud services [5]