智通财经APP获悉，雅迪控股(01585)涨超5%，截至发稿，涨5.07%，报13.26港元，成交额1.46亿港元。
消息面上，近日，雅迪宣布已完成DeepSeek的大模型接入，本次接入旨在助力智能化系统全面升级，雅迪作为全球电动两轮车行业的领军者，将通过雅迪智能体系与DeepSeek的深度融合，围绕产品智能化、个性化上实现全方位升级，更将在用户服务实现深度赋能。此外，雅迪内部已率先应用DeepSeek，为企业内部业务进行赋能。
华福证券表示，新一轮AI技术有望提升两轮车等消费品的用户体验，刺激消费需求释放，建议关注AI+消费标的。招商证券表示，看好公司2025年受益格局优化与换新需求带来的供需双向利好，并在2024年低基数下呈现更大表观弹性。展望中长期，公司战略眼光领先，在市场端，积极布局东南亚、非洲各国，看好钠电落地后公司海外市场打开，公司收入规模再上台阶。
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