智通财经APP获悉，部分SaaS概念股午后上扬，截至发稿，金山软件(03888)涨6.52%，报41.65港元；金蝶国际(00268)涨3.11%，报10.6港元。
美银证券发布研报指出，DeepSeek新模型对软件、数据中心、公有云及尖端AI四方面的供应链带来正面影响。其中，在软件方面，该行认为采用软件即服务(SaaS)业务模式的软件公司可受惠更多，因为它们可以更轻松地于现有的软件产品中，添加人工智能功能或推出新的人工智能产品。由于未来将受惠于人工智能应用的更多好处，该行优先看好软件公司金山软件及金蝶国际。
中信证券此前表示，科网巨头争夺通用大模型制高点，预计中小型科技公司和创业公司将向产业化方向演进，具有产业数字化场景的传统产业巨头或以收购大模型为基础，加速拓展自身AI应用。建议持续关注核心算力公司，预计未来投资重心逐渐向云计算和软件SaaS领域迁移。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.