金吾财讯 | 部分DeepSeek概念股早盘走高，金山云(03896)涨3.05%，地平线机器人(09660)涨2.72%，心动公司(02400)涨2.49%，万国数据(09698)涨1.82%，微盟集团(02013)涨1.55%。消息面上，交银国际认为，DeepSeek模型的发布和其开源属性以及低价特点，AI Agent及AI应用将受益，并可能进一步完善AI生态。看好BAT大厂云服务的价值重估，以及受益于算法优化带来的成本及商业化机会，软件公司基于DeepSeek模型的升级迭代或最快受益。看好AI大模型在办公、零售、客服、金融、营销、教育、文娱领域场景落地。
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.