异动解读 | 金山云受DeepSeek流行及雷军挖人影响大涨5.12%

异动解读
Feb 04, 2025

金山云(03896)今日盘中大涨5.12%,引发市场关注。

消息面上,金山云旗下AI产品DeepSeek在140个市场的移动应用下载量排行榜上位居榜首。而且有报道称,小米创始人雷军以千万年薪挖走了DeepSeek关键开发者罗福莉,罗福莉将直接成为小米大模型团队的领导之一。市场分析认为,这表明DeepSeek的人工智能技术获得业内认可,而小米希望借助如此人才可优化提升其AI产品性能,从而推动金山云产品竞争力和长期发展前景。

综上所述,DeepSeek技术突破以及小米挖角等消息,增强了市场对金山云未来成长空间的信心,成为今日股价大涨的主因。

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