智通财经APP获悉，亚信科技(01675)早盘涨超5%，截至发稿，涨3.9%，报8.53港元，成交额6405.57万港元。
消息面上，亚信科技近日成功入围阿里云星河计划，双方联合推出“算力+平台+应用+服务”四位一体的大模型一体机解决方案，面向千行百业提供从需求梳理、规划设计到私有化部署的“开箱即用”的大模型软硬一体全流程产品服务。
光大证券指出，公司预计2025年AI大模型交付业务营收将达2至3亿人民币；后续可触达订单规模有望达数十亿人民币，我们预计有望在2026至2027年逐步落地。公司同阿里云、百度智能云、火山引擎等基础大模型厂商深度合作，其中同阿里密切合作超8年时间。公司首先通过为行业头部客户提供高度定制化的大模型业务，建立业务标准，后期将针对行业腰部客户和长尾客户进行大模型场景复制和标品销售，实现业务快速规模化扩张。
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