港股異動丨金山雲漲超7% 政策春風推動算力發展 牽手小米阿里大模型增強AI競爭力
金山雲(3896.HK)午後進一步上揚,一度漲7.86%至6.45港元,市值266億港元。行業方面,政策對算力板塊的推進持續,工信部近日印發《算力互聯互通行動計劃》,立足提高公共算力資源使用效率和服務水平。昨日國家能源局發佈通知,要求在能源資源豐富地區協同規劃算力與電力項目,探索“綠電聚合供應”模式,爲算力中心降低用電成本提供路徑,推動綠色算力產業鏈加速發展。個股方面,金山雲近期宣佈接入Xiaomi MiMo系列模型、Qwen3系列模型。有分析認爲,金山雲接入兩大頂流大模型,不僅豐富了平臺的模型種類,更在自然語言處理、多模態交互、智能決策等核心場景實現了技術突破,助力客戶構建更智能、高效的自主智能體與行業應用,大大增強了金山雲在AI服務市場的吸引力與競爭力。(格隆匯)
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