2月6日,AI概念股继续火爆A股港股,尤其DeepSeek相关标的炙手可热。
A股安凯微、青云科技、优刻得、宝兰德、安恒信息、每日互动等20cm涨停。港股多点数智领涨,一度大涨近12%,金山云、中芯国际大涨7%,华虹半导体、优必选等涨幅居前。
消息面上,多点数智与数字资产金融服务集团HashKey Group签署战略合作协议,双方将围绕数字资产交易、Web3技术开发与应用、区块链生态建设等重点领域展开深度合作。据介绍,多点数智致力于通过AI驱动及软硬件结合,助力零售行业实现数字化和智能化升级,过去一年推出了一批AI应用产品,包括AI出清、AI导购、AI巡检、AI客服等。
近期,在DeepSeek鲢鱼效应下,资本市场再次掀起AI热潮。投行分析,2024年大模型的推理能力持续增强、应用场景在不断拓宽。在2025年,随着AI能力的持续提升,AI生态丰富度有望进一步拓宽,AI入口将成为科技巨头的必争之地;随着模型性能的持续提升以及应用场景的不断扩宽,AI产业在应用端将加速落地。
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