Group 1 - The core viewpoint is that Qiniu Intelligent (02567) has seen a significant stock price increase, attributed to its strategic focus on AI technologies and services [1][2] - Qiniu Intelligent's stock rose over 8%, reaching 47.1 HKD, with a trading volume of 44.33 million HKD [1] - The company is enhancing its service value and expanding application scenarios through AI technologies such as AI large language model inference services, AI Agents, Go+ programming language, and intelligent audio-video processing capabilities [1] Group 2 - Qiniu Intelligent's early launch of MCP hosting services has led to a user base exceeding 10,000 for its AI large model, indicating strong market appeal for its technology [2] - The company is positioned to benefit from the accelerating release of value in infrastructure and applications as part of the "Digital China" initiative, supported by strong policy drivers and significant investments [2] - With a combination of audio-video, AI, and cloud services, Qiniu Intelligent is expected to be at the forefront of the upcoming technological revolution in the AI sector [2]

Group 1 - Qiniu Intelligent (02567) has seen a stock price increase of over 8%, currently trading at 47.1 HKD with a transaction volume of 44.33 million HKD [1] - Shenwan Hongyuan's report highlights Qiniu Intelligent's focus on AI technologies, including AI large language model inference services, AI agents, Go+ programming language, and intelligent audio-video processing capabilities, enhancing service value and expanding application scenarios [1] - The company's core advantage lies in its integrated MPaaS technology, with years of technical accumulation enabling it to independently possess key technologies for one-stop scenario-based audio-video solutions, including audio-video technology, low-code platforms, and AI capabilities [1] Group 2 - Qiniu Intelligent's AI large model user base surpassed 10,000 in July, validating the market appeal of its technological approach and marking a new milestone in its AI strategic layout [2] - The company is expected to accelerate its overseas business expansion to increase its international market share [1] - The AI sector is experiencing enhanced fundamentals due to strong policy drivers, significant infrastructure investment, rapid application deployment, and high industry prosperity, indicating potential market opportunities for related stocks [2]

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， ...