智通财经APP获悉，5月18日，港股AI应用概念股多数走强，截至收盘，五一视界(06651)收涨42.30%，智谱(02513)收涨9.33%，滴普科技(01384)收涨7.74%。博泰车联(02889)跟涨，报164.70港元，盘中振幅达7.22%。有报道指出，中国电信推出AI Token套餐，推动电信服务与AI结合概念升温，或间接利好AI应用端。
4月29日，博泰车联披露2025年年报。报告期内，公司实现营收35.1亿元，同比增长37.26%；毛利率升至12.4%。核心产品智能座舱域控制器持续放量，全年出货量突破130万台，同比增长超40%。智能座舱解决方案依然是博泰车联的核心收入来源，占比超过九成。其中，座舱域控制器作为关键产品形态，出货量的高速增长成为拉动营收的主要动力。
国盛证券指出，自2025Q4以来博泰车联新获生命周期订单近150亿元，增长确定性强，并预计2026-2028年收入复合增速超50%，给予“买入”评级。
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