金山云(KC)今天盘前股价大跌5.09%,引发了市场的广泛关注。
从消息面上看,中国公司DeepSeek近日宣布将大幅下调其API开放平台的部分API价格,其中DeepSeek-V3降至原价的50%,DeepSeek-R1降至25%。这引发了业内人士的担忧,称DeepSeek推出低成本AI模型可能会影响整个云服务市场的情绪。
作为国内领先的云计算及人工智能服务商,金山云的营收有相当大一部分来自人工智能及API云服务。因此,DeepSeek下调API价格,或将加剧云服务市场的激烈竞争,从而影响到金山云的业务表现。
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