金山云(KC)今日盘前股价大涨5.54%，引起了市场的广泛关注。
消息面上，高盛发布研报指出，预计小米集团将于2026年在人工智能领域投入约100亿元人民币，而金山云将成为小米持续加大AI投资的主要受益者。该行预计，金山云将在今年中前更新与小米的关联交易协议，使2026至2027年来自小米的收入上限较现有水平提高10%至15%，这意味着2025至2028年来自该客户的收入年均复合增长率可达37%。
此外，字节跳动正式发布其视频创作模型Seedance 2.0，标志着AI视频技术从演示迈向商业可用阶段，推动了整个AI应用板块的情绪。作为AI概念股的一员，金山云也受益于这一产业景气上行的趋势。
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