异动解读 | AI模型进展提振板块情绪，金山云盘前大涨8.81%

异动解读02-27 17:45

金山云(KC)今日盘前股价大涨8.81%，表现强劲。

消息面上，AI应用股受到市场关注。有报道称DeepSeek正在测试V4 Lite模型，该模型具备原生多模态推理能力，上下文窗口达到100万tokens。野村证券的研报指出，此类技术突破有望赋能本土AI应用发展，推动开源大模型生态成熟。兴业证券也认为V4模型应用生态潜力较大。这些进展提振了市场对AI应用板块的信心，金山云作为相关个股受到带动。

此外，港股云计算板块整体快速拉升，市场对云计算和人工智能相关领域的关注度显著提升，进一步推动了金山云等个股的上涨。

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