智通财经APP获悉，金山云(03896)再涨超9%，近五个交易日累计涨幅约70%。截至发稿，涨8.18%，报8.46港元，成交额4.48亿港元。
消息面上，DeepSeek此前发布最新开源模型DeepSeekR1，在全球范围引发广泛关注与讨论。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，金山云为小米、金山生态系统内的唯一战略云平台。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WPSAI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。
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