异动解读 | 金山云发布智算云2.0规划大涨8.25% 布局大模型全栈能力提振长期发展预期

异动解读
14 Jan

2025年1月14日盘中,金山云(KC)股价大涨8.25%,引起市场广泛关注。这一大涨与公司近期发布的智算云2.0发展规划密切相关。

金山云宣布全面升级智算服务体系,正向平台化、Serverless的智算云2.0模式演进。具体包括以下几个方面:

  1. 加强基础云计算、存储、网络等能力建设,构建高性能基础设施;
  2. 推出多款Serverless形态的数据类产品,如Serverless Spark等,满足大模型客户灵活性和简单易用性需求;
  3. 围绕法律、政务、金融等行业,发布可以微调应用的qzhou系列大模型基座模型。

据了解,金山云将围绕大模型布局平台、模型到应用的全栈能力,助力大模型在各行业落地应用。这无疑增强了公司在新兴智算赛道的长期发展潜力,成为推动股价大涨的主要原因。市场普遍认为,金山云智算云2.0发展策略顺应技术发展潮流,有利于实现业务转型升级、增强核心竞争力,有望为公司长期发展注入新的动能。

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