金山云（KC）今日盘前大涨5.08%，延续了昨日的上涨势头。这一涨势与AI算力中概股整体走高的趋势相符，反映出市场对人工智能相关公司的持续看好。
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》，其中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。作为中国领先的独立云服务提供商，金山云有望从这一政策中受益。此外，小米集团最近推出了专注推理能力的开源大模型MiMo，展现了其在AI领域的雄心。鉴于金山云是小米和金山软件生态系统中最核心的云服务提供商，这一举措可能会为金山云带来更多业务机会。
值得注意的是，金山云在前一个交易日（4月30日）的成交额达到8252.49万美元，较前日大幅增加355.33%，成交量达604.93万股。这一显著的成交量增加可能预示着投资者对金山云的兴趣正在上升。随着AI技术的快速发展和应用场景的不断拓展，作为云服务提供商的金山云有望在未来的AI算力竞争中占据有利地位。
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