智通财经APP获悉，金山云(03896)午前涨超8%，高见8.88港元，再创历史新高。截至发稿，涨8.17%，报8.87港元，成交额11.78亿港元。
消息面上，国内大模型Deepseek春节假期期间火爆出圈。据科创板日报报道，对于金山办公是否会接入DeepSeek，有接近金山办公的人士对记者表示，金山办公正在与Deepseek进行对接测试，未来是否合作要看后续发展。
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。
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