金山软件(03888.HK)今日盘中股价大幅下挫5.38%,引发市场对其未来发展前景的忧虑。
消息面上,金山软件旗下的金山云业务面临来自硅谷巨头深色科技(DeepSeek)的竞争压力。作为AI领域的后起之秀,DeepSeek凭借强大的AI算力和云计算实力,可能会抢占金山云在AI云服务领域的份额。据悉,金山云目前的AI云收入规模与百度智能云相当,远低于阿里云,如果失去了小米公司的订单支持,金山云将陷入更大的发展困境。
分析人士指出,尽管金山软件为提振业绩进行了多元化发展,但作为其核心的金山云收入占比仍然很高。一旦该业务受到冲击,将直接影响到公司的整体业绩表现。为抢夺市场份额,金山云或需加大在AI等新兴领域的投入,短期内或将加重公司的盈利压力。
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