智通财经APP获悉，博泰车联(02889)再涨超9%，月内累计涨幅超60%。截至发稿，涨8.65%，报217.2港元，成交额1.41亿港元。
消息面上，博泰车联此前宣布，对话式AI领域资深专家Stefan Ortmanns已正式加入该公司，出任欧洲业务负责人，全面负责博泰在欧洲市场的战略布局与业务拓展，带领欧洲团队深化本地化运营，加速博泰的全球化进程。据悉，Stefan Ortmanns曾担任全球车载语音大模型巨头赛轮思集团首席执行官兼公司董事，主管核心产品业务，全面负责研发运营、产品管理及战略合作。
国盛证券指出，以豆包、千问、DeepSeek等为代表的AI大模型正加速向车端部署落地，与智能座舱深度融合，成为推动座舱智能化升级的重要动力。博泰车联产品矩阵完善，覆盖高端与中低端市场，2025年新增多个高端产品定点，涵盖8295与8397平台，8397方案预计2026年量产。2025年公司在25万元以上中高端自主品牌座舱域控市占率位居第一，随着高端产品占比提升，asp有望持续向上。
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