智通财经APP获悉，金蝶国际(00268)最高涨超20%，截至发稿，涨16.14%，报12.52港元，成交额13.62亿港元。
消息面上，金蝶国际日前宣布，已将DeepSeek全面集成至金蝶云全线SaaS应用及金蝶云苍穹平台，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。公司指出，苍穹平台也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。
里昂研报指出，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)。同时也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，金蝶国际等股为主要受益者。
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