7月3日，金山云盘中上涨5.24%，报5.0港元/股，成交额1.34亿港元。
消息面上，据媒体报道，金山云下半年将加速GPU算力集群建设，以满足头部客户爆发式增长的算力需求。其中，小米对金山云的GPU算力需求已从万卡集群升级为超大规模算力集群，相关投入预算由近40亿元增至百亿元以上；阿里大模型团队已与金山云签署5年期算力租赁合同，涉及3000余台八卡GPU服务器。此外，公司此前宣布AI算力相关产品服务价格上调约15%-50%，将于7月12日起生效，市场对其利润改善预期持续升温。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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