异动解读 | 金山软件旗下金山云股价暴跌5%多 低价AI模型DeepSeek下调价格疑引发市场担忧

异动解读
Feb 28, 2025

金山软件(03888)旗下金山云(03896)今日股价盘中暴跌5.09%,引发市场的广泛关注。从最新消息看,或许与中国公司DeepSeek推出低成本AI模型、大幅下调API价格有关。

消息显示,DeepSeek在其API开放平台上宣布,将下调旗下DeepSeek-V3和DeepSeek-R1两个AI模型的API使用价格,前者降至原价的50%,后者则降至25%。

这一举动可能让腰部云厂商感受到较大压力。行业分析指出,由于这些云厂商在AI相关业务的收入规模与头部公司相去无几,随着低价AI模型的出现,可能会导致其AI收入受到冲击。金山云目前AI及相关业务收入据称已占总收入比例近20%,因此受影响程度或将较大。

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