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金山雲(3896.HK)股價叒創新高!公司算力平台、容器服務支持DeepSeek R1系列模型
格隆匯 02-14 16:51
金山雲(3896.HK)今日盤中一度大升超22%至10.88港元,股價創歷史新高;該股去年全年累升近2倍,今年迄今僅僅2個月又續升近80%。目前,金山雲美股(KC.US)的夜盤也升超17%。消息面上,金山雲算力平台、容器服務已支持DeepSeek R1系列模型,用户可以通過兩種方案快速部署相關模型服務——算力平台DeepSeek模型部署、容器服務DeepSeek模型部署。高盛認為,DeepSeek-V3/R1模型迅速被全球主要雲服務供應商採用,國產模型成本衝擊使AI產業鏈市場焦點由硬件移至軟件及應用,而中概科技股具有顯著優勢。DeepSeek在AI發展突破方面的潛在受益者方面,高盛點名了包括金山雲在內的20只受惠DeepSeek港股。里昂亦指,中國人工智能平台DeepSeek的突破,將有助於加速中國人工智能應用的創造,並推動雲端運算需求。當中,雲端服務供應商可能是中國最好的人工智能企業。鑑於金山雲與小米及金山軟體的策略合作伙伴關係,有利於該公司從人工智能熱潮中受惠,該行將金山雲美股目標價由5.5美元大幅上調至20.5美元,維持“跑贏大市”評級。

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