金吾财讯 | DeepSeek热度高涨带动AI概念股向好，医渡科技(02158)涨23.99%，涂鸦智能(02391)涨12.58%，美图公司(01357)涨9.24%，金蝶国际(00268)涨3.23%，百度集团(09888)涨2.9%，金山云(03896)涨5.52%，阿里巴巴(09988)涨4.8%，第四范式(06682)涨3.97%，创新奇智(02121)涨3.54%，腾讯(00700)涨2.34%，
中信证券发研指，DeepSeek通过技术突破和生态开放，有望带动国内AI全产业的快速发展。DeepSeek为国产AI芯片厂商提供了技术验证和商业化机会，还帮助云计算公司及运营商实现服务升级与收入增长。其低成本、高性能的特性正在重塑全球AI产业链格局，推动中国从“算力追随者”向“生态主导者”转型。
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