布鲁塞尔爆发大规模抗议

金山云早盘涨逾8% 公司有望受惠持续强劲LLM训练需求_蜘蛛资讯网

雨霖铃电影质感

、资源整合效率的头部厂商有望持续受益于结构性红利。　　野村发布研报称，金山云作为小米集团-W生态圈中唯一的人工智能云基础设施供应商，有望持续受惠于小米锐意发展大语言模型（LLM）的决心，潜在的H200晶片进口或能缓解公司在2026财年面临的短缺问题。该行认为，公司受惠于持续强劲的LLM训练需求，以及消耗更多Token的智能体等应用所带动的推理需求增长所推动，相信今年中国AI投资周期仍在加速，相应将

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