智通财经APP获悉，金山云(03896)午后涨超7%，截至发稿，涨6.35%，报6.36港元，成交额7.25亿港元。
消息面上，金山云此前发布一季度业绩，期内公有云收入13.54亿元，同比增长14.0%，其中AI相关收入5.25亿元，同比增幅高达228%，实现连续7个季度三位数增长，占公有云收入比例升至39%，核心受益于公司在通用模型、互联网服务、具身智能等领域实现突破。
光大证券指出，作为小米&金山生态的唯一战略云平台，金山云与生态企业的业务合作顺利推进，一季度公司来自小米&金山生态的收入达5.0亿元，同比增长50.0%，占整体收入比例进一步提升至25%。展望未来，公司将持续通过灵活的资本合作模式，在保障底层计算能力供应的同时，改善自身资产结构，从而支持公司AI业务的快速增长。
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