金山云(KC)今日盘中大跌6.67%,引发市场高度关注。分析人士认为,这与云计算服务商DeepSeek近期大幅下调API价格有关。
据悉,DeepSeek宣布将旗下DeepSeek-V3和DeepSeek-R1等主要API产品价格分别降至原价的50%和25%。作为国内顶尖云计算及人工智能服务商,金山云在AI和API云服务领域拥有颇高营收,DeepSeek的低价行为或将加剧行业竞争,影响金山云业绩表现。
不过,业内普遍认为,单纯的价格战不太可能对整个行业造成深远影响。云服务商如何在技术创新、软硬件投入等多方面推动行业发展,才是关键所在。未来如何应对激烈市场竞争,或将考验各家云服务商的综合实力。
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