智通财经APP获悉，金山云(03896)盘中涨超4%，截至发稿，涨4.26%，报9.29港元，成交额4.95亿港元。
消息面上，2月13日，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。目前，金山云KDX已服务金融、政务、医疗等多个行业头部客户，助力企业实现“底清账明、数智融合”的数据要素化运营目标，并在多模态数据的生产和管理过程中提供一站式平台服务。
申万宏源认为，2012-2015年移动互联网浪潮的历史或将重演，中国AI应用正在爆发前夜，并有望拉动国产芯片、云厂商等AI上游基础设施的需求。DeepSeek采用宽松的MIT开源协议，允许云计算厂商低成本复制先进模型并灵活商业化。“算力+云+AI”的结合是产业趋势，头部云厂商生态格局呈现出鲜明特点。
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