智通财经APP获悉，金山云(03896)尾盘涨超9%，截至发稿，涨8.46%，报9.49港元，成交额12.01亿港元。
广发证券指出，金山云背靠小米金山，保持中立定位，跻身为国内领先云服务商。该行指出，小米和金山集团是金山云战略客户，其AI投入加大为公司增长提供重要支撑。新签关联交易金额上限明显提高，其中25至27年小米应付云服务上限为23.1/31.4/40.4亿元，还包括未来3年132亿元融资服务上限，反映公司AI业务高成长性。
该行指出，小米汽车智能座舱、自动驾驶中的数据产生、数据处理、模型训练，以及未来的大模型、AIoT方面庞大的推理量，都将为金山云的增长提供支撑。此外，公司已覆盖业内多数头部通用大模型创业公司，推理及应用将带来增量。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.