智通财经APP获悉，神州控股(00861)升6%，本月股价累涨超三成。截至发稿，涨6%，报2.65港元，成交额1332.25万港元。
消息面上，中邮证券指出，神州控股持续深化以算力、数据、算法及应用为核心的AI全栈服务能力，加速推动前沿技术向高价值商业场景转化，通过“燕云AIFirstFDE”敏捷验证及深度共创的业务模式快速切入行业，数据智能服务分部业绩0.34亿元，同比增加197%；算力层，持续深挖智算市场，为多家国内头部互联网客户在乌兰察布开展算力中心基础设施建设并提供板级至芯片级的算力端到端服务。
国泰海通证券也表示，25年公司持续深化“Data x AI”战略，以“燕云Infinity平台”为智能化引擎，聚焦AI全栈技术与供应链业务场景。公司正式发布燕云2.0 Infinity数据智能决策使能平台，并于业内首创了燕云3.0 AIFirst FDE业务模式，实现AI技术与客户业务流程深度耦合，打通售前至签约全链路，整体运营效率提升30-50倍，项目交付周期提速5-7倍。
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