港股異動|塗鴉智能大漲超32% 機構看好雲主線迴歸並維持高景氣
全球雲平臺服務提供商塗鴉智能(2391.HK)盤中大漲超32%,報33.25港元。塗鴉智能美股隔夜大幅收漲26.8%,報3.88美元。消息面上,塗鴉智能在雲開發者平臺上已集成了DeepSeek大模型能力,其生態內的Powered by Tuya中控屏、音箱、網關等核心硬件,可以通過“自然語言精準交互、多模態場景感知”等AI技術,推動設備向“主動智能”升級。申萬宏源指出,從字節/豆包初步驗證國內AI需求/應用,到Deepseek喚醒推理放量需求,再到蘋果與阿里合作,字節、阿里、騰訊等互聯網企業上調資本開支,預計AI投資本土化、多元化、以推理爲核心,雲主線迴歸並維持高景氣,雲廠商、運營商、IDC、上遊設備等產業鏈將持續受益。(格隆匯)
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