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港股異動丨金山雲高開12%,11月初以來累升超2倍
格隆匯 12-27 09:23
AI應用概念金山雲(3896.HK)高開12.1%,報5.19港元。隔夜美股市場金山雲收升14.35%報10.2美元,折算成港股市場價格為5.28港元/股。港股金山雲股價自11月初上升至今,累計升幅已超2倍。消息面上,11月19日,金山雲宣佈與小米簽署新框架協議。協議中提到,金山軟件未來三年的年度上限建議分別為23.10億元、31.38億元及40.35億元。機構普遍認為,隨着小米計劃將人工智能(AI)深度融入其生態鏈,加之對算力的巨大需求,金山雲作為其合作伙伴,必將迎來業務的顯著增長。其中,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。瑞銀稱,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雲和AI業務潛在發展機會。(格隆匯)

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