蛇年首个交易日,港股恒生指数涨跌彷徨,但AI概念股却引发市场广泛关注。
DeepSeek此前发布的AI模型DeepSeek-R1引发行业震动,市场重新评估中国科技企业潜力。最受影响的当属金山云(KC),盘中狂涨超30%,突破历史新高。
分析人士认为,DeepSeek此次以远低于美国AI巨头的成本取得卓越表现,再加上有报道称小米集团已高薪挖角DeepSeek开发人员,这凸显了中国科技企业在AI领域的实力与发展空间,或推动投资者重新评估中美科技股估值。有机构认为,金山云作为国内主要的AI云服务商,业务结构优化与AI共振,长期生态协同优势将加速其业绩增长。
不过金山云上季度业绩较为平淡,收入虽增但亏损依旧。但长期来看,在AI赛道上的标杆地位仍支撑其估值水平。投资者期待蛇年后,监管政策有利,业务增长加快。
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