Core Viewpoint - Goldman Sachs predicts that Xiaomi will invest approximately 10 billion RMB in AI by 2026, positioning Kingsoft Cloud as a major beneficiary of Xiaomi's increased investment in AI [1] Group 1: Company Insights - Kingsoft Cloud's stock rose over 8% to $14.24 in pre-market trading following the report from Goldman Sachs [1] - The report indicates that Kingsoft Cloud is expected to renew its related transaction agreement with Xiaomi by mid-2023, which will increase the revenue cap from Xiaomi by 10% to 15% for the years 2026 to 2027 [1] Group 2: Industry Implications - The integration of AI with the physical world through Xiaomi's "human-vehicle-home" ecosystem is anticipated to drive significant growth for Kingsoft Cloud [1] - The projected compound annual growth rate (CAGR) for revenue from Xiaomi to Kingsoft Cloud is estimated to reach 37% from 2025 to 2028 [1]
金山云(KC.US)盘前涨逾8% 高盛：小米持续加码AI 公司显著受惠