港股异动 | 知乎-W(02390)午后涨幅扩大逾25% 知乎直答接入DeepSeek 未来商业化空间潜力有望提升

智通财经
14 Feb

智通财经APP获悉,知乎-W(02390)午后涨幅扩大逾25%,截至发稿,涨25.24%,报13.3港元,成交额1296.63万港元。

消息面上,知乎近期宣布DeepSeek-R1模型能力已在旗下AI搜索产品知乎直答网页和知乎App双端集成上线。用户在知乎直答通用搜索和专业搜索两项功能中,均可选择使用DeepSeek-R1模型完成搜索和问答交互。知乎直答还同步上线知识库功能,集合了本地文件上传、网页收藏、RSS订阅、知乎收藏夹等模块,用户可使用DeepSeek-R1模型对论文、文档、网页、知乎问答等特有内容进行信息提取、分析和分享等。

国元国际认为,随着知乎生态接入DeepSeek-R1后,优质答案的产出效率将大幅提升,这一效率增益将直接转化为内容生态的活跃度和商业化潜力,例如广告、付费咨询等场景的优化。分析公司目前估值,对应2025年动态PB约0.6倍,公司目前能够通过较低的成本实现大模型接入,对其生态将有极大利好作用,未来商业化空间潜力提升,建议关注。

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