智通财经APP获悉，周一，金山云(KC.US)涨10%，报13.17美元。消息面上，瑞银发表研报称，金山云持续增加于人工智能(AI)相关业务的布局，相信可受惠于不断增长的大语言模型训练和推理需求。展望第二季及今年全年，该行预期AI驱动公有云需求强劲增长，将推动其收入分别增长22.4%及18.7%。
摩根大通研报称，金山云公布第三财季业绩后股价大涨，相信集团正实现向人工智能的战略转型，并拥抱集团及小米所带来的财务效益。因此，该行认为，金山云的人工智能收入增长前景的确定性高于许多其他AI股。小摩相信，小米及金山软件对模型训练的GPU计算能力需求仍在增长，并将把大部分AI计算开支分配至金山云。
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