智通财经APP获悉，金山云(03896)涨超8%，截至发稿，涨8.17%，报5.43港元，成交额3.5亿港元。
消息面上，海通国际指出，公司是国内领先的云服务厂商，技术、产品与服务能力持续提升；公司战略转为全面拥抱AI，战略性优化收入结构以提升盈利能力已取得显著成效。受益于小米集团与金山软件集团未来庞大的云服务需求，以及考虑到公司与金山软件集团、小米集团续订的大额框架协议，公有云服务收入有望高速增长。此外，随着公司收入结构优化，公有云服务收入占比持续提升，进一步发挥公有云规模效应，预计公司毛利率持续提升。
据悉，在近期举办的金山云年度Tech Talk上，金山云高级副总裁刘涛宣布金山云全面升级智算服务体系，助力大模型应用落地。据悉，金山云围绕基础云、智算网及智算平台，构建了智算云1.0能力体系，且正在向平台化和Severless演进的智算云2.0演进。
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