智通财经APP获悉，亚信科技(01675)盘中拉升逾5%，截至发稿，涨4.65%，报8.77港元，成交额4047.96万港元。
消息面上，据媒体报道，阿里巴巴准备对其旗舰AI应用进行改版，使其更像ChatGPT。报道称，阿里巴巴已秘密启动“千问”项目，基于Qwen最强模型打造一款同名个人AI助手——千问APP，全面对标ChatGPT，加入全球AI应用的顶级竞赛。阿里核心管理层将其视为“AI时代的未来之战”，希望借助Qwen的开源技术优势赢得竞争。这是年初公布3800亿元投入AI基础设施之后，阿里AI战略的又一重要布局。
此前，亚信科技在“2025阿里云栖大会”期间与阿里云签署合作协议，正式成为阿里云的“能力中心”，双方加强在通义千问大模型、人工智能一体机、AI大模型安全等多方向的联合产品研发、服务合作及市场开拓。招商证券认为，亚信科技深度参与阿里云生态，有望受益于阿里云强大的算力支撑与生态资源，显著提升在AI项目交付效率、模型应用深度及市场拓展能力方面的竞争力，创造更多潜在增长机会。
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