港股異動丨AI應用持續火爆,金山雲高開近6%
港股金山雲(3896.HK)今早高開5.76%,報4.96港元。上週五美股市場金山雲收升14.05%報9.58美元,折算成港股市場價格為4.94港元/股。11月19日,金山雲宣佈,金山軟件與小米簽訂新的框架協議,框架協議自2025-2027年的年度上限建議分別為23.10億元、31.38億元及40.35億元。近期AI應用持續火爆,廣發證券表示,看好公司後續隨着小米將AI深度整合進生態鏈之後的算力需求。另外,瑞銀髮表研報指,金山雲受惠於AI發展及金山生態系統的支持,認為市場低估了金山和AI業務潛在發展機會。(格隆匯)

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