金山云(KC)今日盘中出现了大涨行情,股价一度上扬9.74%,引发市场关注。
推动金山云大涨的主因很可能是该公司在人工智能(AI)领域的业务前景获得看好。2月8日,金山云宣布在公有云和国资云/政务云场景中全面支持DeepSeek-R1/V3等一系列大模型,进一步拓展其在高性能大语言模型推理和微调任务的服务能力。不少分析认为,这意味着金山云正积极布局AI生态圈,释放出公司在该领域的发展潜力。
值得一提的是,金山云的实际控制人雷军近期加大了对AI业务的投入和押注。国产AI应用DeepSeek短短上线20天就吸引了2000万活跃用户,被视为"AI界拼多多",足见其在AI前沿取得了一定突破。市场普遍预期,金山云很可能成为雷军集团布局AI产业的重要载体。
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