金山云（KC）今日盘中大涨5.01%，引发市场关注。这一涨势主要受该公司强劲的第二季度财报表现推动，特别是其人工智能（AI）业务的显著增长。
根据金山云最新发布的财报显示，公司第二季度总营收达23.49亿元，同比增长24.2%，环比增长19.3%。其中，AI相关收入同比增长超120%至7.3亿元，已连续多个季度实现三位数增长，成为公司业绩增长的主要驱动力。值得注意的是，AI收入在公有云收入中的占比已攀升至44.8%的高点，推动公司整体毛利率和盈利能力持续优化。
此外，金山云与小米及金山生态的合作进一步深化，也为公司业绩提供了有力支撑。来自该生态的收入达6.29亿元，同比增长69.5%。这种协同效应不仅巩固了金山云在AI领域的市场地位，也为未来增长奠定了坚实基础。多家分析机构对金山云的前景持积极态度，认为公司在AI领域的持续投入和创新将为其带来长期增长机会。随着GPT-5引发多模态技术迭代，以及国产替代和算力基建的政策红利，金山云有望在"AI+云计算"的黄金窗口期中进一步扩大市场份额。
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