金山云(KC)今日盘前股价大涨7.93%,延续了近期的上涨势头。这一显著涨幅主要受到公司最新发布的一季度财报的推动,其中AI相关业务表现亮眼。
根据金山云此前发布的2025年第一季度财报,公司公有云收入达到13.54亿元,同比增长14.0%。其中,AI相关收入更是实现了228%的同比增长,达到5.25亿元。这标志着金山云AI业务已连续7个季度保持三位数增长,占公有云收入的比例也升至39%。分析人士指出,这一强劲增长主要得益于公司在通用模型、互联网服务和具身智能等领域的突破性进展。
此外,作为小米和金山生态的唯一战略云平台,金山云与生态企业的业务合作也在顺利推进。一季度来自小米和金山生态的收入达5.0亿元,同比增长50.0%,占整体收入比例进一步提升至25%。这表明公司在生态系统内的地位正在不断巩固和提升。
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