智通财经APP获悉，金山云(03896)午后涨幅扩大逾21%，月内累计涨幅已超80%。截至发稿，涨19.19%，报10.62港元，成交额21.66亿港元。
消息面上，金山云宣布其多模态数据管理平台KDX已完成DeepSeek-R1蒸馏模型的私有化部署和适配，可实现平台内置模型能力的全面升级。叠加“Data for AI”与“AI for Data”双轮驱动，KDX将通过三大AI智能助手助力客户实现数据生产、管理、应用全链路的效率跃迁。
里昂发表研报指，DeepSeek的突破有助于加速中国AI应用的创造，并推动云端运算需求。当中，云端服务供应商可能是中国最好的AI企业。里昂认为，鉴于金山云与小米及金山软件的策略合作伙伴关系，有利于该公司从AI热潮中受惠，该行将金山云美股目标价由5.5美元大幅上调至20.5美元，维持“跑赢大市”评级。
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