智通财经APP获悉，金山云(03896)盘中涨超44%，高见6.7港元创历史新高，较9月低点1.08港元已涨超500%。截至发稿，涨34.56%，报6.23港元，成交额19.42亿港元。
消息面上，据界面新闻报道，小米正在着手搭建自己的GPU万卡集群，将对AI大模型大力投入。小米大模型团队在成立时已有6500张GPU资源。此外，小米集团合伙人、总裁卢伟冰今日表示：“预计2024年小米研发费用为240亿元，2025年将达到300亿元，5年（2022—2026年）预计研发费用超1000亿元，而研发投入的主要方向为AI、OS、芯片。”
值得注意的是，11月19日，金山云宣布，金山软件与小米签订新的框架协议。广发证券表示，看好后续随着小米将AI深度整合进生态链之后的算力需求。光大证券指出，金山云作为小米&金山生态系统内的唯一战略云平台，来自于生态的营收弹性可期、盈利能力有望持续改善，预计公司调整经营利润率有望于2025转正。
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