第四范式(06682)今日盘中大涨5.16%,引起了市场的广泛关注。此前,内地人工智能DeepSeek模型横空推出,引发全球科技界震撼,带动内地包括第四范式在内的多只人工智能概念股强势反弹。
美银认为,DeepSeek可能成为当前中国股市的"阿里IPO时刻",将带动中国"新经济"板块再次掀起资金流入潮。高盛、摩根大通、摩根士丹利等多家大行看好DeepSeek催生人工智能应用新时代,推荐第四范式等一众受惠概念股,给予"买入"或"增持"评级。
分析人士指出,DeepSeek等内地人工智能模型采用低成本、高性能架构,有望推动全球人工智能应用进入新阶段。第四范式作为领先的人工智能公司,市场预期其有望在DeepSeek时代获得多重发展机遇,引发资金青睐大涨,体现市场对于人工智能未来发展前景的乐观预期。
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