智通财经APP获悉， 金山云(03896)午前涨超7%，截至发稿，涨7.19%，报10.74港元，成交额11.06亿港元。
消息面上，金山云公布在公有云和国资云/政务云场景中，全面支持DeepSeek-R1/V3。高盛发布研报称，将金山云股价上涨归因于投资者对以下因素的反应强于预期，包括公司与关联方小米及金山软件签订的2025至2027年框架协议；小米加大对人工智能的投入；公司推出多种人工智能模型，降低人工智能训练及推理成本等。
华福证券认为，未来能够跑出来的AI巨头需要满足3个条件：有AI流量；有AI云平台；AI模型迭代。该行指出，“小米+金山云”对标特斯拉+xAI，AI终端流量优势突出。AI流量方面，截至2024年11月，小米澎湃OS的跨端智联技术已经连接了全球超过10亿台设备；AI云平台方面，金山云未来随着小米智驾、IOT、AI手机等场景的逐步应用，AI收入将持续增长；AI模型迭代方面，DeepSeek-V2的关键开发者之一罗福莉将加入小米，领导小米大模型团队。
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