金山云(03896.HK)今日盘中大涨5.33%,收报8.2港元,成为市场焦点。
作为AI产业链基础层上的云服务商,金山云受惠于DeepSeek模型近期走红而获资金青睐。消息人士分析,DeepSeek性价比较高,引爆了投资者对国产AI技术的预期,预计公司云服务下游AI应用将迎增长,尤其是2024年初以来,金山云营收中AI收入占比已达17%-19%,有望进一步提高。
值得一提的是,金山云董事长雷军以受控制法团权益持有公司4.66亿股,约占11.82%股权。股价上涨意味着雷军此部分股份市值增至38.2亿港币,股权增值可观。分析人士认为,作为雷军力捧的子公司,金山云未来料将获小米在AI手机、汽车等领域的赋能,助力业务增长。
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