【金山云盘中逆市大涨 机构看好公司生态协同优势】金山云盘中最高涨超27%,消息面上,DeepSeek此前发布的DeepSeek-R1开源模型表现卓越,引发市场震动。华泰证券认为,此次DeepSeek凭借低成本、高性能优势引发市场波动,或推动投资者重新评估中国科技企业在AI赛道的技术潜力,中美科技股或迎来价值重估行情。光大证券则指出,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。

金融界
03 Feb
金山云盘中最高涨超27%,消息面上,DeepSeek此前发布的DeepSeek-R1开源模型表现卓越,引发市场震动。华泰证券认为,此次DeepSeek凭借低成本、高性能优势引发市场波动,或推动投资者重新评估中国科技企业在AI赛道的技术潜力,中美科技股或迎来价值重估行情。光大证券则指出,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。

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