金山云（03896）今日盘中大涨11.73%，引发市场关注。截至发稿，该股报7.03港元，成交活跃。
消息面上，金山云作为AI概念股和数据中心股双重受益。近日，《北京市促进民营经济健康发展、高质量发展2025年工作要点》发布，提出支持民营企业建设智算中心，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。此外，中共中央政治局时隔近七年再次集体学习人工智能，突显对人工智能战略的重视程度。
分析人士指出，在国内AI应用政策持续提升和技术创新不断突破的背景下，2025年"人工智能+"有望迎来黄金发展时期。数据中心公司当前在手订单有望支撑未来1-2年业绩增速提升，受旺盛订单拉动，数据中心资本开支进入上行通道。金山云作为行业领先企业，有望从中受益。
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