美股异动丨金山云盘前涨超18% DeepSeek新模型料对云端影响正面

港股那点事
Feb 03, 2025

金山云(KC.US)盘前大涨超18%,报14.93美元;金山云港股今日收涨31.43%,股价创历史新高。消息面上,DeepSeek在140个市场的移动应用下载量排行榜上位居榜首。美银证券认为,DeepSeek新模型对软件、云端和尖端AI影响正面。华泰证券策略研究亦称,DeepSeek或催化港股科技股价值重估,增配互联网与科技硬件。(格隆汇)

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