2月3日,金山云在纳斯达克夜盘大涨5.48%,股价重挫多月后有望触底反弹。
导致金山云股价走强的主因是DeepSeek新式人工智能大模型近期走红,推动AI概念股集体崛起。
DeepSeek以远低于AIGC巨头的研发成本,在数学、编程等领域展现出不俗的表现,引发全球科技界关注。该模型在140多个国家和地区的手机应用商店下载榜位居榜首,热度骤升。有消息称,小米系以上千万年薪挖角DeepSeek关键员工,助力小米AI大模型建设。
消息市场传言,DeepSeek或催化投资者重新评估中国科技企业在人工智能领域的技术实力,进而推动中概股估值修复。作为云服务与AI高度相关的主力科技股,金山云成为贝莱德等基金加注的标的之一,从中受益。此外,金山云与小米在人工智能领域合作关系向好,新增正面催化剂。
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