Core Viewpoint - Kingsoft Cloud (03896) has seen a stock price increase of over 6%, currently trading at HKD 7.87, with a transaction volume of HKD 638 million, following the announcement of a cooperation framework agreement with Xiaomi for IDC services and network hardware [1] Group 1: Agreement Details - The agreement with Xiaomi is set to commence on July 29, 2025, with an initial term of three years for IDC services and one year for network hardware [1] - Kingsoft Cloud will purchase IDC services and network hardware from Xiaomi, which is expected to enhance its cloud service capabilities and support business growth [1] Group 2: Strategic Benefits - The terms and conditions of the services and products procured from Xiaomi are comparable to those from independent third-party providers, ensuring stable and high-quality IDC services and network hardware [1] - This collaboration is anticipated to reduce administrative costs associated with sourcing similar services from multiple providers, thereby improving overall operational efficiency [1]

Meta Platforms公布财报显示，第二季度营收超过预期，对当前时期的预测也强于预期，这表明这家社 交媒体公司的广告业务仍在快速增长，足以支持其在人工智能方面的大举支出。财报公布后，Meta美 股盘后一度大涨10%。 Meta预计，其第三季度营收将达到475亿美元至505亿美元，此外，Meta还上调了2025财年资本开支预 期区间的下限，因为该公司继续加大对人才、基础设施、数据中心和能源的投资，以在快速发展的AI 竞赛中保持竞争力。Meta目前预计全年资本支出将在660亿美元至720亿美元之间，较此前640亿至720 亿美元的预期有所提高。 格隆汇7月31日｜港股市场AI概念股集体强势，其中，美图公司涨超14%，金蝶国际涨超11%，创梦天 地、金山云涨超10%，汇量科技、快手-W涨超8%，粉笔、迈富时涨超7%，第四范式涨超6%，微盟集 团涨超5%，金山软件涨超4%。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 01357 | 美图公司 | (0) | 14.71% | 12.480 | 569.86 ...

公告称，作为云服务提供商，公司需要大量的IDC资源及网络硬件设备来支持其不断增长的业务并提升 其云服务能力。此外，由于从小米集团采购的服务及产品的条款及条件对集团而言不逊于从其他独立第 三方服务提供商采购的服务及产品的条款及条件，因此订立此类交易将使集团能够获得稳定且优质的 IDC服务及网络硬件设备来源，并降低集团从众多提供商采购类似服务的行政性开支，从而进一步提高 整体营运效率。 智通财经APP获悉，金山云(03896)盘中涨超6%，截至发稿，涨6.35%，报7.87港元，成交额6.38亿港 元。 消息面上，金山云发布公告，于2025年7月29日(交易时段后)，公司与小米订立2025年小米合作框架协 议，据此，(1)公司已同意购买而小米已同意提供IDC相关服务，初始期限自2025年7月29日起为期三 年，及(2)公司已同意购买而小米已同意出售网络硬件设备，初始期限自2025年7月29日起为期一年。 ...

近期2025世界人工智能大会(WAIC)火热开展，进一步推动AI概念股行情向好。今日，金山云(3896.HK) 盘初拉升涨超7%，报7.94港元，暂成交5.4亿港元。近期金山云频频走高，7月15日盘中曾上涨近12%。 金山云此次在WAIC亮相了星流平台、智算云、具身智能、政务AI一体机、行业模型等六大AI重磅成 果，其AI创新技术及行业落地实力受到瞩目。摩根大通不久前曾发布研报看好金山云AI增长前景，并 上调其目标价至10港元。 本文源自：金融界AI电报 ...

本文源自：金融界 金山云控股有限公司以提供全球范围内的云服务为主营业务，构建了一整套的云计算基础架构和运营体 系，服务领域涉及互联网、公共服务、数字健康、金融等多个领域。公司运用大数据、人工智能和边缘 计算等高新技术，为500余家优质客户提供超过150种解决方案，并于2020年和2022年分别在美股和港股 完成上市。 作者：行情君 7月31日，金山云(03896)盘中上涨4.19%，截至10:09，报7.71元/股，成交3.01亿元。 截至2025年一季报，金山云营业总收入19.7亿元、净利润-3.14亿元。 ...

7月28日，金山云港股早盘拉升7%，现报7.92港元，成交额4.79亿港元。近一个月以来，金山云上涨超 过23%。 此外，据了解，金山云近期相继接入文心4.5系列开源模型、Kimi-K2系列模型，加上此前接入的Xiaomi MiMo系列模型、Qwen3系列模型、DeepSeek-R1/V3等，已经广泛覆盖头部AI大模型公司。 消息面上，近日2025世界人工智能大会(WAIC)开幕，金山云携星流平台、智算云、具身智能、政务AI 一体机、行业模型等六大解决方案亮相，全面展现在AI领域的创新技术实力。 ...

消息面上，近日2025世界人工智能大会（WAIC）开幕，金山云携星流平台、智算云、具身智能、政务 AI一体机、行业模型等六大解决方案亮相，全面展现在AI领域的创新技术实力。 此外，据了解，金山云近期相继接入文心4.5系列开源模型、Kimi-K2系列模型，加上此前接入的Xiaomi MiMo系列模型、Qwen3系列模型、DeepSeek-R1/V3等，已经广泛覆盖头部AI大模型公司。 7月28日，金山云港股早盘拉升7%，现报7.92港元，成交额4.79亿港元。近一个月以来，金山云上涨超 过23%。 ...

Market Capitalization Summary - New Oriental has a market capitalization of 15.98 billion [2] - MIN (Ming Chao) has a market capitalization of 10.21 billion [2] - TAL has a market capitalization of 9.38 billion [2] - The market capitalization of various companies includes: - 7.77 billion for Grape Fang [2] - 6.21 billion for Yi Pin Hui [2] - 4.28 billion for Zai [2] - 3.83 billion for Huya [2] Stock Performance - New Oriental's stock increased by 0.28 (+1.45%) [2] - MIN's stock decreased by 0.20 (-4.25%) [2] - TAL's stock decreased by 0.15 (-0.69%) [2] - Grape Fang's stock decreased by 2.39 (-5.11%) [2] - Yi Pin Hui's stock increased by 0.38 (+1.94%) [2] - Zai's stock decreased by 0.10 (-0.93%) [2] Additional Company Insights - The market capitalization of various companies shows a diverse range, with some experiencing significant fluctuations in stock prices [2] - Companies like Huami and Cheetah Mobile have market capitalizations of 1.76 billion and 1.73 billion respectively, with varying stock performance [4] - The overall market trends indicate a mix of gains and losses across different sectors, reflecting the volatility in the market [4]

Group 1 - The core business of the company is providing global cloud services, with a comprehensive cloud computing infrastructure and operational system [1] - The company serves over 500 high-quality clients with more than 150 solutions, utilizing advanced technologies such as big data, artificial intelligence, and edge computing [1] - The company went public in the US and Hong Kong stock markets in 2020 and 2022, respectively [1] Group 2 - As of Q1 2025, the company reported total revenue of 1.97 billion yuan and a net loss of 314 million yuan [2]

Core Viewpoint - Kingsoft Cloud (03896) has entered into a cooperation framework agreement with Xiaomi, which includes the purchase of IDC services and network hardware, aimed at enhancing its cloud service capabilities and operational efficiency [1] Group 1: Agreement Details - The agreement with Xiaomi includes two main components: (1) Kingsoft Cloud will purchase IDC services from Xiaomi for an initial term of three years starting from July 29, 2025, and (2) Kingsoft Cloud will purchase network hardware from Xiaomi for an initial term of one year starting from the same date [1] Group 2: Strategic Rationale - The partnership leverages the long-term business relationship between Kingsoft Cloud and Xiaomi, allowing Kingsoft Cloud to utilize Xiaomi's existing IDC services and procure network hardware, which is expected to drive product innovation and business growth [1] - The terms and conditions for the services and products purchased from Xiaomi are comparable to those from independent third-party providers, ensuring Kingsoft Cloud receives stable and high-quality IDC services and network hardware [1] Group 3: Operational Efficiency - The collaboration is anticipated to reduce administrative costs associated with sourcing similar services from multiple providers, thereby enhancing overall operational efficiency for Kingsoft Cloud [1]