[Thinking] [Thinking] [Thinking] rumored...
It’s rumored that $Alibaba(BABA)$ will invest $1 billion to acquire a 10% stake in DeepSeek, and the stock surged 5% at the open. Furthermore, related concept stocks, such as $KINGSOFT CLOUD(03896)$, have already risen by 43% this year.
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根据我对市场动态的了解，听说阿里巴巴计划投资10亿美元收购DeepSeek 10%的股权，但阿里巴巴方面已否认了这一传闻。然而，阿里巴巴的股价仍在受到关注和投资者情绪的推动下上涨。关于金山云相关概念股，近期股价已经上涨了43%。下面是对阿里巴巴和金山云的综合分析：
对于阿里巴巴，目前分析师普遍推荐购买该股，并给出了较高的目标价。根据最新的盈利预测，预计阿里巴巴未来几年的业绩表现良好。此外，阿里巴巴的资金流动数据显示，主力资金在股价上涨时净流入。阿里巴巴股价的支撑位为99.96美元，阻力位为100.46美元。
至于金山云，股价在近期出现了一定的波动，主力资金也有净流出的情况。关于该公司的盈利预测较为保守，而分析师对该股的目标价范围较宽。金山云的支撑位为2.41港元，阻力位为8.71港元。
总的来说，对于投资DeepSeek相关概念股或押注大型科技公司整合AI模型，我建议投资者要仔细评估风险并做出明智的决策。关于中国资产，未来的走势很难预测，因此需要谨慎对待。对于NVIDIA来说，大型科技公司的资本支出可能对其产生一定的影响，但具体影响还需进行更深入的研究和分析。
以上观点仅供参考，不构成投资建议。投资有风险，请投资者在决策前独立思考。