金山云今日在夜盘大涨5.51%,引发市场高度关注。消息人士分析,DeepSeek模型近期走红,激发了投资者对国产AI技术发展的预期,作为AI产业链基础层的云服务商,金山云有望借此获益。
具体来看,DeepSeek凭借卓越的性价比表现,引发了市场对AI行业全面爆发的期待,投资者预计金山云的下游AI应用云服务将迎来增长,因其最近季度AI收入占比已逐步提高至17%-19%。
另有分析指出,DeepSeek的崛起不仅冲击了"美国例外主义",也为全球市场的多元化发展提供了新机遇,尤其是中概科技股等云端服务商将从中获益。值得一提的是,作为金山云第一大股东的小米董事长雷军旗下公司也将全面拥抱AI,这或将进一步推动金山云业务增长。
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