金山云(03896)今日盘中大涨5.78%，股价显著上扬，引发市场关注。
消息面上，隔夜美股云计算板块集体爆发，带动港股相关概念股走强。谷歌、微软、亚马逊三大云厂商股价大幅上涨，其中谷歌云单季营收同比暴增82%，微软Azure同比大增43%，亚马逊AWS营收同比增长37%，创下18个季度以来最快增速。云厂商二季度财报集体超出市场预期，证明AI投资正从"烧钱"阶段转向能够产生真金白银的"收租"模式，市场信心显著增强。
此外，科技巨头云业务的积压订单总额已突破2.3万亿美元，亚马逊、谷歌、Meta等纷纷上调2026年全年资本支出预期，为云计算产业链提供了长期需求保障。金山云作为港股云计算及数据中心概念股的代表之一，受板块整体走强带动，今日盘中获得资金青睐。
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