A股異動丨雲計算概念股持續大升,奇安信升超14%,榕基軟件等多股升停
A股雲計算概念股大升,其中,奇安信升超14%領先,月內累計升幅已超80%,榕基軟件、華勝天成、南興股份、東華軟件、華軟科技升停,海蘭信、傑創智能升超8%。消息上,多地宣佈已將DeepSeek應用於政務系統。廣州市政務服務和數據管理局在政務外網近日正式部署上線DeepSeek-R1、V3 671B大模型。另據報道,深圳市基於政務雲環境面向全市各區各部門正式提供DeepSeek模型應用服務。民生證券分析指出,DeepSeek開源給予了雲服務廠商低門檻部署世界級AI重要應用,雲服務企業又能彌補DeepSeek自身算力緊缺與大規模用户服務部署難題,雲服務廠商市場需求有望迎來廣闊機遇,政務雲作為重要細分領域有望加速發展。(格隆匯)

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