智通财经APP获悉，AI概念股多数走高，截至发稿，金山云(03896)涨8.02%，报7港元；迈富时(02556)涨7.06%，报41.7港元；第四范式(06682)涨4.5%，报39.5港元；金山软件(03888)涨4.3%，报37.6港元；美图公司(01357)涨4.03%，报5.16港元。
消息面上，4月29日凌晨，阿里巴巴宣布推出新一代通义千问模型Qwen3，参数量仅为DeepSeek-R1的1/3，成本大幅下降，并在ChatBot Arena等榜单中性能全面超越R1、OpenAI-o1等全球顶尖模型，登顶全球最强开源模型。另据报道，腾讯对其混元大模型研发体系进行了全面重组，主要围绕算力、算法和数据三大核心板块刷新团队部署，加码研发投入。
值得关注的是，时隔近七年，中共中央政治局再次集体学习人工智能。华龙证券认为，这突显对人工智能战略重视度。中美科技博弈加剧，科技内需趋势加强，随国内厂商技术创新不断取得突破性成果，国内人工智能产业链有望加速发展。德邦证券表示，在我国AI应用政策高度持续提升和以DeepSeek为代表的AI技术创新持续突破的情况下，2025年“人工智能+”有望迎来黄金发展时期，加快AI技术深入场景，实现应用的规模化落地。
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