金山云(KC)今日盘中大涨10.44%,报16.94美元,再度引发市场关注。
消息面上,国内人工智能大模型DeepSeek在春节假期期间热度持续升温,激发投资者对国产AI技术发展前景的预期。作为AI产业链基础层的云服务商,金山云有望从AI热潮中获益。
另外,有消息称金山办公软件正在与DeepSeek模型进行系统对接测试,这或有助于金山云加快抢占AI云服务市场。而金山云第一大股东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云服务需求增长。展望未来,金山云在AI战略布局和应用上仍将大有可为。
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