港股异动 | AI概念股活跃 国内人工智能大模型领域近期动作不断 机构看好行业迎来黄金发展期

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智通财经APP获悉,AI概念股早盘普遍活跃,截至发稿,金山软件(03888)涨4.92%,报40.5港元;小米集团-W(01810)涨4.3%,报52.1港元;阿里巴巴-W(09988)涨3.23%,报121.3港元;万国数据-SW(09698)涨3.16%,报26.1港元;微盟集团(02013)涨2.38%,报1.72港元;腾讯控股(00700)涨2.01%,报486.8港元。

消息面上,国内人工智能大模型领域近期动作频频。4月30日,DeepSeek在AI开源社区Hugging Face上发布了新模型DeepSeek-Prover-V2-671B。该模型采用DeepSeek-V3架构,参数规模高达6710亿,使用MoE模式,并具备61层Transformer层和7168维隐藏层。此前,小米大模型团队通过“Xiaomi MiMo”公众号宣布推出专注推理能力的开源大模型Xiaomi MiMo。4月29日,阿里巴巴开源新一代通义千问模型Qwen3。阶跃星辰、百度、可灵等也有新模型相继推出。

平安证券近期研报指出,当前,我国大模型产业发展势头良好。以DeepSeek系列大模型为代表的国产大模型性能已可比肩海外领军大模型,且成本更低。大模型在我国已应用于端侧、教育、金融、办公、传媒、医疗、智能汽车、企业服务等多个应用场景。德邦证券认为,在我国AI应用政策高度持续提升和DeepSeek为代表的AI技术创新持续突破的情况下,2025年“人工智能+”有望迎来黄金发展时期,加快AI技术深入场景,实现应用的规模化落地。

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