智通财经APP获悉，金山云(03896)早盘涨超8%，截至发稿，涨4.91%，报9.18港元，成交额6.16亿港元。
里昂发布研报称，金山云的GenAI收入将在今年增长60%至约20亿元人民币，增量收入主要来自小米在自动驾驶方面的培训需求，约4至5亿元，以及来自AILLM创业公司的扩大需求，约1至2亿元。值得注意的是，金山云将于3月19日举行董事会会议以审批第四季度业绩。
华福证券此前发布研报称，“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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