“DeepSeek概念股”金山云再次启动，公司被视为AI基础层
周三，中概股中的“DeepSeek概念股”金山云再次启动，截至发稿涨近13%，年内涨幅已超63%。
资料显示，金山云为云厂商，主营业务可细分为公有云服务和行业云服务。从产业链维度看，公司隶属AI基础层。
与此同时，金山云在AI领域有所建树。据2024年11月赛迪发布的《中国生成式人工智能企业应用报告（2024H1）》，金山云被列为领导者象限。
着眼经营层面，2024年一季度，金山云通过AI取得1.6亿元收入，第二季度AI收入达3.3亿元，第三季度AI收入达3.6亿元。前三个季度AI收入占公有云收入比重分别为13%、26%、31%，占整体公司收入比重分别为9%、17%、19%。
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