智通财经APP获悉，金蝶国际(00268)涨超3%，截至发稿，涨3.15%，报11.12港元，成交额4721.85万港元。
消息面上，金蝶国际宣布，已将DeepSeek全面集成至金蝶云全线SaaS应用及金蝶云苍穹平台，预期可为客户提供更高效、更安全、更低成本的智能解决方案。借助DeepSeek强大的通用智能和推理能力，金蝶将进一步帮助中国企业加速AI应用落地。公司还指出，苍穹平台亦支持多模型混合应用，可以根据客户需求，更快适配模型的升级迭代。
里昂发布研报称，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，于该行所覆盖的股份中，看好金蝶国际等主要受益者。
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.