金山云(KC.US)盘前涨超17.6%，报12美元，开盘后股价势将刷新2022年初以来新高。金山云H股今日盘中一度飙升44%创新高，最终收涨37.8%。

消息面上，有媒体称小米正在着手搭建GPU万卡集群，大力投入AI大模型。小米大模型团队在成立时已拥有6,500张GPU资源，据小米2023周年演讲，小米大模型技术主力突破方向为轻量化、本地部署。值得注意的是，金山云上月宣布与小米签署新框架协议，根据协议，金山软件未来三年的年度上限建议分别为23.10亿元、31.38亿元及40.35亿元。机构普遍认为，随着小米计划将人工智能(AI)深度融入其生态链，加之对算力的巨大需求，金山云作为其合作伙伴，必将迎来业务的显著增长。(格隆汇)

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