异动解读 | 金山云盘前大涨7.43% DeepSeek模型走红及小米新产品发布预期_老虎社区_美港股上老虎

异动解读 | 金山云盘前大涨7.43% DeepSeek模型走红及小米新产品发布预期

异动解读2025-02-06

金山云(KC)股价今日盘前大涨7.43%,引发市场广泛关注。

消息显示,DeepSeek大模型在春节假期期间火爆,激发投资者对国产AI技术发展的预期。金山云作为AI产业链基础层的云服务商,其AI收入占比近期已达17%-19%,有望从DeepSeek模型的热潮中获益。

另外,金山云第一大股东小米董事长雷军旗下公司将全面拥抱AI,并计划在本月发布全新车型与手机旗舰机,这或将推动金山云云服务需求进一步增长。

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