金吾财讯 | “Saas”概念股走强，截至发稿，迈富时(02556)涨11.85%，中国软件国际(00354)涨4.8%，医渡科技(02158)涨4.1%，汇量科技(01860)涨2.77%。消息面上，里昂发研报指，DeepSeek的突破表明人工智能(AI)软件应用层将迎来蓬勃发展，因为软件供应商能以更低的成本使用性能良好的大型语言模型(LLMs)。同时，亦使软件供应商更容易将AI功能整合到其产品中，带来更有利可图的变现前景。该行认为，AI技术的最新进展可能加剧中美科技战，因此“国内替代”仍至关重要。美银证券表示，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。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。
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