金山云-非交易路演要点：在人工智能以及小米 - 金山生态系统的推动下，具有建设性的增长和盈利前景

23 March 2025 | 12:23PM HKT Timothy Zhao We hosted Kingsoft Cloud (KC)'s CFO and IRD with investors in Hong Kong and virtually on Mar 21, post the company's 4Q24 results (Earnings Review). Investor questions were mostly centered around 1) outlook for demand and revenue from Xiaomi/Kingsoft, 2) details of AI revenue breakdown by customer/demand and unit economics, 3) AI investments including types of investments, domestic supply, etc., 4) competition. We believe our takeaways from the NDR support our more co ...