异动解读 | 云知声盘中大涨5.08%，受益于大模型业务收入预增超10倍及广州打造“垂类模型之都”利好

异动解读01-29

云知声(09678)今日盘中大涨5.08%，引起了市场的广泛关注。

消息面上，云知声发布公告，预期公司2025年内实现大模型相关业务收入约为人民币6亿元至6.2亿元，相较2024年同期增长约1057%至1095%，显示出其在大模型商业化落地方面取得显著进展。同时，广州市宣布将深入实施“人工智能+”行动，打造“垂类模型之都”，并构建人工智能空间平台体系，这一政策规划为专注于垂直领域人工智能解决方案的企业提供了有利的发展环境。

云知声的大模型产品在医疗、医保及交通等多个严肃应用场景中持续落地与复制，客户认可度不断提升，商业化进程加快。结合地方政策的支持，市场对其在垂类模型赛道的发展前景抱有积极预期，这共同推动了股价在交易时段内的强劲表现。

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