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　　亚信科技（01675）午后涨超12%，截至发稿，股价上涨11.82%，现报6.15港元，成交额3960.558万港元。

　　亚信科技发布公告，一季度集团收入约9.94亿元人民币。期内，公司持续与阿里云、火山、Kimi、英伟达、ABB等生态伙伴深化战略合作，打造从数据到模型到应用及运营的全栈式AI产品和服务，AI相关收入—智能数据运营业务实现爆发式增长，同比增长接近100%。智能连接产品业务亦取得多项标志性突破。

　　浙商证券此前发布研报称，2025年是公司利润与结构调整年，2026年起收入与利润有望重回上升通道。考虑到公司在运营商核心系统、AI+数据运营及5/6G+卫星互联网等方向的稀缺布局，当前估值尚未充分反映新业务成长潜力，维持“买入”评级。

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