金山办公:AI应用的核心 6亿月活拥抱DEEPSEEK革新

浙商证券
22 Feb

投资要点一、一句话逻辑金山办公是国产办公软件龙头,WPS 卡位办公场景入口,伴随WPS 灵犀接入DeepSeek R1 大模型,公司AI 应用商业化落地有望超预期。截至2024 年6 月30日,金山办公的主要产品月活跃设备数为6.02 亿,累计年度付费个人用户数为3815 万,接入Deepseek 后优异的WPS 产品体验有望进一步提升月活及付费用户量。二、超预期逻辑市场预期:公司主要受益于信创...

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