金山云(03896)今日盘中大涨5.05%，引发市场关注。消息面上，金山云旗舰多模态数据管理平台KDX已完成DeepSeek-R1蒸馏模型的部署和适配，可实现平台内置AI模型能力的全面升级，有望通过三大智能助手大幅提高客户在数据生产、管理、应用等全链路的效率。
金山云表示，KDX将通过"Data for AI"与"AI for Data"双轮驱动助力企业实现"底清账明、数智融合"的数据要素化运营。KDX已为金融、政务、医疗等头部客户提供一站式平台服务，满足企业多模态数据生产和管理需求。
申万宏源分析师认为，DeepSeek采用开源许可可为云厂商低成本复制先进AI模型，"算力+云+AI"的结合契合产业趋势。中国AI应用爆发或将带动国内芯片、云计算等上游基础设施需求，头部云厂商将从中获益。市场或看好金山云此举加强其在AI时代的竞争力，提振其股价大涨。
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