金山云股价大涨！继续持有or止盈离场？ - 老虎社区

振作起来0007

02-11

有涨有跌很正常，长期持有中

02-11

I don't know I'm. Sorry.

02-11

不能，金山云还需要找到自己的根基慢慢发展，例如Ai、云基础设施等。不过希望金山云继续加油，奥利给

02-11

不会，不接飞刀🔪

我抽过神仙草也没神仙叼

02-11

没有不太看好，不做不了解的股票

02-11

迟早一地鸡毛的，，，，看着吧。

02-10

持有！坚定持有！还能涨30%！！！

02-10

不敢上，随时有归零的风险

02-07

有，但在16.8块平仓了

02-06

没有上车，但恭喜在车上的同学。

红筹股财经

02-05

Deepseek将直接颠覆云的盈利模式

过去多年，国内云厂由于客户要求定制化开发，利润率整体极低或者亏损，24年国内云的逻辑没有演绎，核心卡在了模型差距大，而deepseek就是scaling law放缓和模型平权的标志性事件，意味着24年海外巨头价值创造最明显的业务云，将有望在国内复刻。海外云厂基本上交易在25年10x ps左右。更重要的是，AI的拉动下，保守估计海外云市场已经在过去1年半涨出了一万亿美元以上的市值。而国内，全部巨头加在一起，可能连千亿rmb的市值都没有给到。$金山云(03896)$ $金山云(KC)$

Deepseek将直接颠覆云的盈利模式

天平道合控股有限公司

02-05

初八｜灵蛇开运

初八到，福气到！蛇行天下事业兴，风调雨顺年年好！ $天平道合(08403)$ 天平道合作为一站式价值链服务、SaaS平台服务、线上数字行销、展览及活动设计、统筹及管理服务的综合解决方案提供商，积极探索“展览+科技”融合模式，运用大数据、区块链等技术，在智慧科技和数智化供应链领域取得一定成就，帮助客户在技术创新和数字化完成转型升级，不断提升客户互动体验和满意度。

初八｜灵蛇开运

02-04

十三点

杰西利弗莫尔1亿目标

02-04

国内市场都这样啊，

02-04

$金山云(03896)$ DeepSeek的新方向是云计算。金山云港股大涨31%，就是因为中国头部云计算企业金山云率先接入了DeepSeek。接下来估计华为云、阿里云、腾讯云、百度云也会跟进。

买股票的打铁匠

02-04

$金山云(03896)$ 国内好像也没谁在用金山云，这波上涨纯粹是靠AI概念硬炒上去的，涨得快，估计跌得也快，等着看吧！

不肯媚俗的心

02-04

$金山云(03896)$ 用不起AWS的小AI公司正在集体投奔金山云，算力价格优惠还能蹭到政务数据做训练。如果真把AI变成生活中的水和电那金山云肯定用处不小

02-04

$金山云(03896)$ 金山云是政府的指定服务商啊。稳定性堪比公务员薪资，经济越差，政府IT预算反而可能增加。

02-04

这话有点酸了，国内哪家政企商务合作不是集成？

02-03

就是涨了，你说气人不？科技股是用利润衡量的吗？不懂就多学习

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国内好像也没谁在用金山云，这波上涨纯粹是靠AI概念硬炒上去的，涨得快，估计跌得也快，等着看吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/399952891129904","isVote":1,"tweetType":1,"viewCount":4975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400664005140760,"gmtCreate":1738825890584,"gmtModify":1738825893008,"author":{"id":"3533113765473661","authorId":"3533113765473661","name":"千山万","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3533113765473661","authorIdStr":"3533113765473661"},"themes":[],"htmlText":"没有上车，但恭喜在车上的同学。","listText":"没有上车，但恭喜在车上的同学。","text":"没有上车，但恭喜在车上的同学。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400664005140760","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399529070043816,"gmtCreate":1738563912813,"gmtModify":1738563914170,"author":{"id":"13706207625000","authorId":"13706207625000","name":"晨曦瑞景","avatar":"https://static.tigerbbs.com/a74d7eb9ad983535d5c722c842cc08e8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"13706207625000","authorIdStr":"13706207625000"},"themes":[],"htmlText":"确实后发后觉了，不过还是很看好 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