港股异动 | 金山云(03896)早盘涨超8% GenAI收入今年或增长六成小米系AI终端流量优势突出

智通财经03-06

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，“...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2517970509?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-03-06 09:58","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2517970509","market":"hk","top_or_hot":-1,"title":"港股异动 | 金山云(03896)早盘涨超8% GenAI收入今年或增长六成 小米系AI终端流量优势突出","media":"智通财经","content":"<div>\n<p>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，“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1258366.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 金山云(03896)早盘涨超8% GenAI收入今年或增长六成 小米系AI终端流量优势突出</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 金山云(03896)早盘涨超8% GenAI收入今年或增长六成 小米系AI终端流量优势突出\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-06 09:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1258366.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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，“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1258366.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0314109678.HKD","symbol_name":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1258366.html","article_id":"2517970509","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2517970509","pubTimestamp":1741226335,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，金山云早盘涨超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。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81810":"小米集团-WR","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","BK1607":"新IT概念","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","BK1506":"5G概念","03896":"金山云","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","BK4526":"热门中概股","BK1193":"电脑硬件、储存设备及电脑周边","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","BK1523":"武汉本地概念股","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","01810":"小米集团-W","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","KC":"金山云","03888":"金山软件","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","XIACY":"小米集团ADR","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","BK4563":"昨日强势股","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","LU0823426480.USD":"法巴中国股票经典Dis","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","BK1517":"云办公","BK1531":"手游股"},"translate_title":"Changes in Hong Kong stocks Kingsoft Cloud (03896) rose more than 8% in early trading GenAI revenue may increase by 60% this year Xiaomi's AI terminal traffic advantages are outstanding","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"01810":1,"03888":1,"03896":1,"HXXD.SI":0.6,"KC":1,"XIACY":0.6},"content_text":"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。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport,movement","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.32.1","shortVersion":"4.32.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2517970509"}

港股异动 | 金山云(03896)早盘涨超8% GenAI收入今年或增长六成 小米系AI终端流量优势突出

精彩评论

港股异动 | 金山云(03896)早盘涨超8% GenAI收入今年或增长六成小米系AI终端流量优势突出