智通财经APP获悉，金山云(03896)盘中涨超14%，截至发稿，涨10.56%，报5.55港元，成交额8.22亿港元。
消息面上，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。
光大证券指出，AI业务加速增长带动金山云3Q24收入重回双位数增长区间，同时伴随公司收入结构改善、优化行业云项目选择及有效的成本控制，公司盈利能力延续改善趋势，此外，金山云关发布联交易公告，在2025-2027三年来自金山软件+小米集团的收入上限分别为27.8/37.4/48.1亿元，加总金额达113亿元，生态战略合作带来的业绩弹性可期。
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