中国联通(00762)股价今日盘中大涨近7%,引发市场关注。综合多家媒体报道,中国联通涨势与DeepSeek概念炒作有关。
据悉,电信运营商已在其各自的云平台上部署了DeepSeek,并预计将推出更多与DeepSeek相关的产品和服务。DeepSeek作为国内龙头大模型,有望推动电信运营商在数据流量、云计算、智能终端等领域获得增长。
运营商有望受益于DeepSeek的推广。随着AI应用不断繁荣,数据流量、AI云计算需求和连接需求都将攀升,成为运营商业绩增长新动能。此外,运营商在IDC、云计算及算力方面长期也将获益。业内预计DeepSeek相关业务未来几年有望成为运营商增长新动力。
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.