异动解读 | 金山云盘前大涨8.43%,DeepSeek模型备受赞誉,生态系统收入持续增长-To The Moon - Tiger Brokers Online Investing Community

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异动解读 | 金山云盘前大涨8.43%,DeepSeek模型备受赞誉,生态系统收入持续增长

异动解读01-27

金山云今日盘前大涨8.43%,引起了市场的广泛关注。

公司方面,金山云于近期根据2021年股权激励计划,向雇员授出了9707万个受限制股份单位,体现了管理层对公司未来发展的信心。

技术层面,金山云下属的DeepSeek人工智能模型DeepSeek-R1在美国科技界引发了震动,其表现卓越备受赞誉,业内人士认为其背后创新技术如"顿悟时刻"有望助力AI模型取得突破性进展。

业务层面,光大证券指出,未来三年内金山云将继续为金山软件及小米集团提供云服务,并有望受益于双方在AI、办公、游戏、智能汽车等板块的发展,公司来自生态系统的收入有望持续增长,客户和行业分布将进一步多元化。

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