值得注意的是，11月19日，金山云宣布，金山软件与小米签订新的框架协议。广发证券表示，看好后续随着小米将AI深度整合进生态链之后的算力需求。光大证券指出，金山云作为小米&金山生态系统内的唯一战略云平台，来自于生态的营收弹性可期、盈利能力有望持续改善，预计公司调整经营利润率有望于2025转正。Jinshan Cloud (03896) rose more than 12% in early trading. As of press release, it was up 12.31% to HK$5.2, with a turnover of HK$62.2157 million.
The Zhitong Finance App learned that Jinshanyun (03896) rose more than 12% in early trading. As of press release, it had risen 12.31% to HK$5.2, with a turnover of HK$62.2157 million.
According to the news, on December 26, according to reports such as Interface News, the Xiaomi Group is actively building its own GPU 10,000 card cluster to increase investment in AI models. The report pointed out that the Xiaomi Big Model Team already had 6,500 GPU resources at the beginning of its establishment. This move shows Xiaomi's determination and investment in the field of AI hardware.
Notably, on November 19, Jinshan Cloud announced that Jinshan Software signed a new framework agreement with Xiaomi. GF Securities said it is optimistic about future computing power requirements as Xiaomi deeply integrates AI into the ecological chain. According to Everbright Securities, Jinshan Cloud is the only strategic cloud platform within the Xiaomi & Jinshan ecosystem. Revenue flexibility from the ecosystem can be expected, and profitability is expected to continue to improve. It is expected that the company's adjusted operating profit margin will be corrected in 2025.
