港股異動丨亞信科技大漲約29% 股價創22個月新高 月內已累漲超1.3倍!
“AI+軟件”概念持續爆發,亞信科技(1675.HK)今日盤中一度大漲約29%至13.44港元,股價創2023年4月24日以來約22個月新高,市值超125億港元;該股2月以來大幅飆升,月內已累漲超1.3倍。富瑞發研報指,相較於OpenAI的ChatGPT,DeepSeek是一款開源模型,易於部署且成本低廉,企業可以在自己的私有雲或本地部署DeepSeek,避免了數據安全風險,同時軟件企業可利用DeepSeek R1模型開發垂直行業模型,或將其集成到現有產品中。考慮到目前市場的整體估值相對較低,加上市場條件較爲有利,增強了投資者信心,富瑞列出包含亞信科技在內的幾隻股票,相信今輪由DeepSeek驅動的升勢可能會持續更長時間,認爲DeepSeek的成功可爲中國軟件市場的進一步增長帶來新機遇。(格隆匯)

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