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02-27
你要不要看看你在说什么
异动解读 | 金山软件盘中暴跌5.38%,AI云业务前景存隐忧
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</p>\n<p class=\"h-time\">2025-02-27 11:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>金山软件(03888.HK)今日盘中股价大幅下挫5.38%,引发市场对其未来发展前景的忧虑。</p>\n\n<p>消息面上,金山软件旗下的金山云业务面临来自硅谷巨头深色科技(DeepSeek)的竞争压力。作为AI领域的后起之秀,DeepSeek凭借强大的AI算力和云计算实力,可能会抢占金山云在AI云服务领域的份额。据悉,金山云目前的AI云收入规模与百度智能云相当,远低于阿里云,如果失去了小米公司的订单支持,金山云将陷入更大的发展困境。</p>\n\n<p>分析人士指出,尽管金山软件为提振业绩进行了多元化发展,但作为其核心的金山云收入占比仍然很高。一旦该业务受到冲击,将直接影响到公司的整体业绩表现。为抢夺市场份额,金山云或需加大在AI等新兴领域的投入,短期内或将加重公司的盈利压力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03888":"金山软件"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123055152","content_text":"金山软件(03888.HK)今日盘中股价大幅下挫5.38%,引发市场对其未来发展前景的忧虑。\n消息面上,金山软件旗下的金山云业务面临来自硅谷巨头深色科技(DeepSeek)的竞争压力。作为AI领域的后起之秀,DeepSeek凭借强大的AI算力和云计算实力,可能会抢占金山云在AI云服务领域的份额。据悉,金山云目前的AI云收入规模与百度智能云相当,远低于阿里云,如果失去了小米公司的订单支持,金山云将陷入更大的发展困境。\n分析人士指出,尽管金山软件为提振业绩进行了多元化发展,但作为其核心的金山云收入占比仍然很高。一旦该业务受到冲击,将直接影响到公司的整体业绩表现。为抢夺市场份额,金山云或需加大在AI等新兴领域的投入,短期内或将加重公司的盈利压力。","news_type":1,"symbols_score_info":{"03888":1}},"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":408008609509848,"gmtCreate":1740626618674,"gmtModify":1740626914430,"author":{"id":"4183849596026042","authorId":"4183849596026042","name":"ghjjjbb","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4183849596026042","idStr":"4183849596026042"},"themes":[],"htmlText":"你要不要看看你在说什么","listText":"你要不要看看你在说什么","text":"你要不要看看你在说什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408008609509848","repostId":"1123055152","repostType":2,"repost":{"id":"1123055152","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1740625852,"share":"https://www.laohu8.com/m/news/1123055152?lang=zh_CN&edition=full","pubTime":"2025-02-27 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 金山软件盘中暴跌5.38%,AI云业务前景存隐忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-02-27 11:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>金山软件(03888.HK)今日盘中股价大幅下挫5.38%,引发市场对其未来发展前景的忧虑。</p>\n\n<p>消息面上,金山软件旗下的金山云业务面临来自硅谷巨头深色科技(DeepSeek)的竞争压力。作为AI领域的后起之秀,DeepSeek凭借强大的AI算力和云计算实力,可能会抢占金山云在AI云服务领域的份额。据悉,金山云目前的AI云收入规模与百度智能云相当,远低于阿里云,如果失去了小米公司的订单支持,金山云将陷入更大的发展困境。</p>\n\n<p>分析人士指出,尽管金山软件为提振业绩进行了多元化发展,但作为其核心的金山云收入占比仍然很高。一旦该业务受到冲击,将直接影响到公司的整体业绩表现。为抢夺市场份额,金山云或需加大在AI等新兴领域的投入,短期内或将加重公司的盈利压力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03888":"金山软件"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123055152","content_text":"金山软件(03888.HK)今日盘中股价大幅下挫5.38%,引发市场对其未来发展前景的忧虑。\n消息面上,金山软件旗下的金山云业务面临来自硅谷巨头深色科技(DeepSeek)的竞争压力。作为AI领域的后起之秀,DeepSeek凭借强大的AI算力和云计算实力,可能会抢占金山云在AI云服务领域的份额。据悉,金山云目前的AI云收入规模与百度智能云相当,远低于阿里云,如果失去了小米公司的订单支持,金山云将陷入更大的发展困境。\n分析人士指出,尽管金山软件为提振业绩进行了多元化发展,但作为其核心的金山云收入占比仍然很高。一旦该业务受到冲击,将直接影响到公司的整体业绩表现。为抢夺市场份额,金山云或需加大在AI等新兴领域的投入,短期内或将加重公司的盈利压力。","news_type":1,"symbols_score_info":{"03888":1}},"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
