智通财经APP获悉，小米系继续走高，截至发稿，金山软件(03888)涨5.18%，报40.6港元；小米集团-W(01810)涨4.1%，报52港元；金山云(03896)涨0.95%，报7.47港元。
消息面上，4月30日，小米开源其首个推理大模型Xiaomi MiMo，该模型参数规模7B，在数学推理和代码竞赛测评中超越了OpenAI的闭源推理模型o1-mini和阿里Qwen开源推理模型QwQ-32B-Preview。此外，小米已启动大模型人才招聘，岗位包括“大模型算法专家”等，招聘详情显示，小米大模型的应用场景大多与自身业务或产品相关。
华福证券此前曾发布研报称，未来能够跑出来的AI巨头需要满足3个条件：有AI流量；有AI云平台；AI模型迭代。该行指出，“小米+金山云”对标特斯拉+xAI，AI终端流量优势突出。中金则表示，预计2025 年小米汽车出货量同比增长192%至40万台；看好小米凭借“人车家”全生态的闭环模式，在端侧AI蓬勃发展的未来发挥平台+硬件+软件生态+用户的生态价值和入口地位。
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