5月1日周四盘前，金山云（股票代码：KC）股价大涨5.08%，延续了近期AI算力概念股的上涨势头。此次涨幅引发了投资者的广泛关注，反映出市场对AI相关企业的持续看好。
消息面上，北京市近日发布了《促进民营经济健康发展、高质量发展2025年工作要点》，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一定比例的投资支持。这一政策利好可能是推动金山云等AI算力概念股走强的重要因素之一。
值得注意的是，小米公司于4月30日推出了专注推理能力的开源大模型MiMo，在数学推理和代码竞赛测评中表现出色。作为小米和金山软件生态系统中最核心的云厂商，金山云有望直接受益于这两家公司在AI领域的加大投入。申万宏源此前的研报也指出了金山云在这一生态中的重要地位，这可能进一步增强了投资者对金山云未来发展前景的信心。
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