异动解读 | 金山云升级智算服务体系 与小米续约 股价盘中大涨7.76%

异动解读
Jan 16, 2025

金山云(03896)股价今日盘中大涨7.76%,令市场关注。

消息面上,金山云近日宣布全面升级其智算服务体系,旨在助力大模型应用落地。与此同时,金山云与小米续签了新的框架协议,有望从小米生态系统不断增长的算力需求中获益。

分析人士指出,受惠于对智能计算实力的持续加码,以及与小米生态合作的深化,金山云的营收弹性空间可期,盈利能力有望进一步改善。市场对公司长期增长前景持乐观态度,推动股价走高。

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