金山云（03896）今日盘中股价大涨8.51%，引起市场广泛关注。截至盘中，该股报7.94港元，成交额达5.4亿港元。
消息面上，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，金山云将从小米购买IDC相关服务，初始期限为三年；同时还将购买网络硬件设备，初始期限为一年。这项合作将使金山云获得稳定且优质的IDC服务和网络硬件设备来源，有望降低采购成本，提高整体运营效率，支持公司业务增长。
此外，金山云近期在2025世界人工智能大会（WAIC）上展示了多项AI创新成果，包括星流平台、智算云、具身智能、政务AI一体机和行业模型等六大解决方案。公司还相继接入了多个头部AI大模型，如文心4.5系列、Kimi-K2系列、Xiaomi MiMo系列等，展现了其在AI领域的创新技术实力。摩根大通此前发布研报看好金山云的AI增长前景，并上调其目标价至10港元，这些因素共同推动了投资者对金山云未来发展的信心。
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