金山云港股涨超12%，美股夜盘涨超10%。DeepSeek热度爆发，生态系统收入有望持续增长
1月27日，金山云港股盘中涨超12%，美股夜盘涨超10%。DeepSeek热度爆发，生态系统收入有望持续增长。
消息面上，DeepSeek在美国科技界引发震动，最新发布的DeepSeek-R1开源模型表现卓越。去年年底有报道称，雷军千万年薪挖走DeepSeek关键开发者罗福莉，罗福莉将会直接成为小米大模型团队的领导人之一，小米希望其可以借助开发DeepSeek-V2的经验，优化并提升小米AI大模型的效率和体验。
光大证券指出，未来三年金山云将继续为金山软件和小米集团提供云服务，同时受益于金山软件办公业务WPS AI商业化推进+云游戏发行和运营；小米集团的小米汽车智能驾驶训练研发+自动驾驶数据存储+手机×AIoT分部的持续发展，公司来自生态系统收入有望持续增长。该行指出，AI 业务的扩张带动公司客户与行业分布实现进一步多元化。
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