智通财经APP获悉，金山云(03896)涨超5%，截至发稿，涨5.46%，报7.34港元，成交额6.96亿港元。
消息面上，AI需求推升算力成本，国内主要云厂商现涨价潮。此外，3月19日，小米创始人雷军对外透露，小米自主研发的MiMo大语言模型在全球知名的大模型聚合平台OpenRouter上，成功登上周榜第一位。
开源证券认为，AI需求可预见性提升，AI需求有望带动云计算行业摆脱低价内卷。光大证券此前称，作为小米&金山生态唯一战略云平台，公司有望持续受益于小米自研MiMo大模型的训练、智能驾驶的训练与推理、以及“人车家”生态中海量终端设备接入AI服务后产生的推理需求。
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