智通财经APP获悉，金山云(03896)逆市涨超5%，截至发稿，涨2.58%，报6.35港元，成交额2.49亿港元。
高盛最新研报称，小米积极探索边缘端大型语言模型与云端大型语言模型，以满足不同场景对灵活性与便利性的多元需求。该行预期小米未来数季将有更多AI成果公布，并应用于小米生态圈及其全球规模最大的AIoT连网装置，将驱动差异化发展，并支持小米人车家生态圈的升级策略。
公开资料显示，金山云作为小米金山生态唯一战略云平台，有望深度受益于生态内激增的算力需求。光大证券指出，前三季度，金山云来自小米&金山生态的收入合计达18.2亿元，公司持续为生态企业提供优质服务，夯实智算需求的快速响应能力，该行预计公司2025全年有望较好完成27.8亿的关联交易目标。
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