7月6日，小米集团-W盘中上涨3.48%，报23.76港元，成交额17.45亿港元，延续近期反弹态势。
消息面上，小米自身对金山云的GPU算力需求已从万卡集群标准升级为超大规模算力集群，项目总投入预算从近40亿元大幅上调至百亿元以上，加码力度远超市场预期。同时，小米汽车6月交付量连续第三个月稳定在3万辆以上，上半年累计交付约18万辆。花旗维持"买入"评级，指当前估值具吸引力；高盛亦重申"买入"，12个月目标价40港元，认为第三季有望迎来转势。此外，南向资金近日加仓小米，贝莱德近期增持约717.94万股，公司亦密集回购。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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