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 ceiling from Xiaomi by 10% to 15% for the years 2026 to 2027 [1] - This adjustment suggests that Kingsoft Cloud could achieve a compound annual growth rate (CAGR) of 37% in revenue from Xiaomi from 2025 to 2028 [1] Group 2: Industry Trends - Xiaomi aims to integrate AI with the physical world through its "people, vehicles, and home" ecosystem, indicating a strategic focus on AI development [1]
美股异动 | 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