金吾财讯 | 金山云(KC)盘前涨逾18%,截至发稿,报20.46美元。今日港股市场,金山云(03896)收涨20.09%,报10.7港元。消息面上,金山云算力平台、容器服务已支持DeepSeek R1系列模型,用户可以通过两种方案快速部署相关模型服务——算力平台DeepSeek模型部署、容器服务DeepSeek模型部署。里昂指,中国人工智能平台DeepSeek的突破,将有助于加速中国人工智能应用的创造,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人工智能企业。鉴于金山云与小米及金山软体的策略合作伙伴关系,有利于该公司从人工智能热潮中受惠,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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