金山云(03896)今日盘中股价大跌5.04%,引起市场广泛关注。据了解,这与DeepSeek新型语言模型的潜在影响有关。
尽管多家云服务商都宣布支持DeepSeek模型,预计DeepSeek会在短期内为云计算公司带来一定需求增长。但分析人士指出,金山云目前在AI云服务领域的份额并不高,DeepSeek模型带来的需求增长对金山云影响有限。
另一方面,DeepSeek新模型的高昂计算成本,未来也可能会压缩云服务商的利润空间。因此,投资者对DeepSeek增厚金山云业绩预期的信心有所下降,从而导致金山云今日股价大幅下跌。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.