金山云（KC）今日盘前股价大涨8.19%，引发市场广泛关注。此轮涨势主要受两大利好消息推动。
首先，金山云于7月29日与小米集团签订了2025年合作框架协议。根据协议，小米将为金山云提供为期三年的IDC相关服务，以及为期一年的网络硬件设备销售。这一合作有望增强金山云在云计算及硬件基础设施领域的服务能力，为公司未来发展奠定坚实基础。
其次，在近期举行的2025世界人工智能大会（WAIC）上，金山云展示了包括星流平台、智算云、具身智能、政务AI一体机和行业模型在内的六大AI重磅成果。这些创新技术的亮相凸显了金山云在AI领域的研发实力和应用前景，进一步提升了投资者对公司未来增长潜力的信心。值得一提的是，摩根大通此前曾发布研报，看好金山云的AI增长前景，并将其目标价上调至10港元。
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