蛇年首个交易日,AI概念股金山云(KC)盘中大涨29.36%,引发市场广泛关注。
DeepSeek最新发布的人工智能大模型DeepSeek-R1引爆全球科技圈。该模型以远低于美国AI巨头的成本,在数学、编程等核心领域达到顶尖性能,引发资本开支及应用场景讨论。
消息面上,DeepSeek新模型在全球140多个市场的APP下载榜单均排名第一,热度迅猛升温。有报道称,小米系月薪上千万帮分挖角DeepSeek的关键人物,以助力小米自身AI大模型建设。
分析人士指出,DeepSeek或推动投资者重新评估中国科技企业在AI领域的技术潜力,从而催化中美科技股估值重估。金山云作为国内主要AI云服务商,业务结构与AI高度相关,有望从中获利。
此外,金山云与小米在人工智能领域展开更深入合作的利好预期亦支撑股价上涨。据透露,金山云近期与小米签订框架协议,双方未来三年的关联交易上限大幅上调。
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