港股异动 | 七牛智能(02567)再涨超8% 公司有望站上AI技术革命前沿

智通财经

Aug 04, 2025

智通财经APP获悉，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。

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技术融入，公司将专注多模态大模型，结合场景化开发赋能APaaS业务，匹配客户需求。此外，公司预计将加快海外业务拓展，提升国际市场占有率。

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。

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