智通财经APP获悉，金山云(03896)再涨超8%，月内累涨逾80%。截至发稿，涨5.64%，报10.86港元，成交额10.54亿港元。
消息面上，2月8日，金山云宣布在公有云场景和国资云/政务云场景已支持DeepSeek-R1/V3，进一步拓展其在高性能大语言模型推理和微调任务的服务能力。中金表示，维持其2024财年收入及经调整EBITDA预测基本不变。另外，考虑到下游客户需求大于预期，上调2025财年收入预测7.2%，同时上调经调整EBITDA预测6.5%。
申万宏源指出，金山云是金山小米生态核心云服务商。该行指出，金山云弹性包括DeepSeek为代表的低成本路线有望加速国内AI渗透，为云厂带来更强规模效应提升ROI；及小米建立人车家全生态，加大AI投入。里昂也表示，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。
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