微盟集团(02013.HK)今日盘中股价大涨6.22%,引发了市场的广泛关注。
据了解,DeepSeek模型的发布以及其开源属性和低价特点,AI应用将受益,并可能进一步完善AI生态。分析人士预计,基于DeepSeek模型的升级迭代,软件公司或最快受益,因而看好微盟集团等类型公司将获得商业化机会。消息面上,投资机构认为,AI大模型在办公、零售、客服等场景有望加速落地,相关概念股获看好。
作为国内主要为中小企业提供云端商业及营销解决方案服务的公司,微盟集团的业务可能从DeepSeek模型带来的创新获益。该公司的软件产品如微站等,未来或有进一步升级优化空间,因而引发市场对其长期增长势头的乐观预期。
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