HK Stock Market Move | ASIAINFO TECH (01675) rises more than 5%, recently successfully selected for the Alibaba Cloud Galaxy Program, institutions optimistic about the rapid growth of AI large model delivery.

ASIAINFO TECH (01675) rose more than 5% in the morning session, and as of the time of publication, it had risen 3.9% to 8.53 Hong Kong dollars, with a turnover of 64.057 million Hong Kong dollars. On the news front, ASIAINFO TECH recently successfully entered Alibaba Cloud's galaxy program, jointly launching a "computing power + platform + application + service" integrated large model machine solution, providing a full-process product service from demand clarification, planning design to private deployment for various industries. EB SECURITIES pointed out that the company expects revenue from AI large model delivery business to reach 200-300 million yuan by 2025; the subsequent order scale is expected to reach several billion yuan, and we expect gradual implementation in 2026 to 2027. The company has deep cooperation with Alibaba Cloud, Baidu Intelligent Cloud, and other basic large model manufacturers, especially with Alibaba for over 8 years. The company first establishes business standards by providing highly customized large model services to industry-leading customers, and later replicates large model scenarios and standard product sales for industry mid-size and long-tail customers to achieve rapid business scale expansion.