金山云（03896）今日盘中大涨11.73%，引发市场关注。该股价格走势与整体AI概念股和数据中心股的普遍上涨趋势相符。
消息面上，多重利好因素推动AI相关概念股走强。近日，阿里巴巴推出新一代通义千问模型Qwen3，性能超越多个全球顶尖模型；腾讯也对其混元大模型研发体系进行全面重组，加码AI研发投入。更值得关注的是，中共中央政治局时隔近七年再次集体学习人工智能，凸显了国家对AI战略的高度重视。
另一方面，《北京市促进民营经济健康发展、高质量发展2025年工作要点》近日发布，提出支持民营企业建设智算中心，并对采购自主可控GPU芯片开展智能算力服务的企业给予支持。这一政策有望benefiting金山云等数据中心和云服务提供商。分析人士指出，在AI应用政策支持和技术创新持续突破的背景下，2025年"人工智能+"产业有望迎来黄金发展期，加速AI技术在各场景的落地应用。
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