摩根大通推介DeepSeek六大投資領域機會，推薦騰訊等受惠概念股

智通財經

2025/02/13

摩根大通發表報告指，從DeepSeek可看到六大投資領域機會，包括：1、雲端平台(Cloud platforms)；2、應用軟件(Application Software)；3、尖端設備(Edge Devices)；4、邊緣人工智能-電子元件(Edge AI - Electronical components)；5、半導體(Edge AI – Semiconductors)；6、垂直應用(...

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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摩根大通推介DeepSeek六大投資領域機會，推薦騰訊等受惠概念股\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通財經</strong><span class=\"h-time small\">2025-02-13 10:08</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>摩根大通發表報告指，從DeepSeek可看到六大投資領域機會，包括：1、雲端平台(Cloud platforms)；2、應用軟件(Application Software)；3、尖端設備(Edge Devices)；4、邊緣人工智能-電子元件(Edge AI - Electronical components)；5、半導體(Edge AI – Semiconductors)；6、垂直應用(...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250213100500962103cb&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250213100500962103cb&s=b\">智通財經</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"80700","symbol_name":"騰訊控股-R","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250213100500962103cb&s=b","article_id":"2511550868","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250213100500962103cb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2511550868","pubTimestamp":1739412484,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"摩根大通發表報告指，從DeepSeek可看到六大投資領域機會，包括：1、雲端平台；2、應用軟件；3、尖端設備；4、邊緣人工智能-電子元件；5、半導體；6、垂直應用。摩通認為，DeepSeek的出現，意味AI從投資基建、資本開支競賽，逐步走向發展AI應用，料將帶來更多應用和商業化機會大爆發。摩通又指，DeepSeek的API據報可提升金山辦公的文件生成效率3倍和降低90%錯誤，低成本高效AI基建，可令具有AI功能的軟件應用重拾增長，看好金蝶。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":["earning"],"viewcount":null,"language":"zh","relate_stocks":{"80700":"腾讯控股-R","00700":"腾讯控股"},"translate_title":"JPMorgan Chase recommends opportunities in six major investment areas of DeepSeek, and recommends beneficiary concept stocks such as Tencent","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.9,"00700":1},"content_text":"摩根大通發表報告指，從DeepSeek可看到六大投資領域機會，包括：1、雲端平台(Cloud platforms)；2、應用軟件(Application Software)；3、尖端設備(Edge Devices)；4、邊緣人工智能-電子元件(Edge AI - Electronical components)；5、半導體(Edge AI – Semiconductors)；6、垂直應用(Vertical applications)。環繞上述六大主題，推薦6只在香港上市的受惠概念股，首選股份包括阿里巴巴(9988)、騰訊控股(0700)、金蝶國際(0268)、小米集團(1810)、康方生物(9926)及信達生物(1801)，均予「增持」評級。摩通認為，DeepSeek的出現，意味AI從投資基建、資本開支競賽，逐步走向發展AI應用，料將帶來更多應用和商業化機會大爆發。AI有望成為中國雲計算平台應用普及的新動力，消費者或商業用量將有所提升，阿里巴巴及騰訊是內地兩大私營雲計算商，連同華為雲，三大平台在去年第三季已佔內地雲計算市場佔有率70%，而中國電信則是中國三大國有電訊商中，雲計算市佔率最大。摩通又指，DeepSeek的API據報可提升金山辦公的文件生成效率3倍和降低90%錯誤，低成本高效AI基建，可令具有AI功能的軟件應用重拾增長，看好金蝶。尖端設備方面，當中包括智能設備生產商，認為這將加快設備換機潮，看好小米。在垂直應用上，摩通認為AI將助自動駕駛商、藥物開發、機械人等產業，較看好康方生物及信達生物。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}