金山云(KC)今日盘前股价大幅上涨14.86%，引发了市场的广泛关注。
消息面上，行业龙头阿里云官网发布公告，因全球AI需求爆发及供应链涨价，其AI算力、存储等产品最高涨价34%。这一举动被视为行业恶性价格竞争结束、盈利中枢修复的信号，直接带动了包括金山云在内的云计算与算力概念板块走强。
此外，AI推理需求激增，Token调用量暴涨，驱动算力租赁市场明确进入涨价周期。机构观点普遍认为，金山云作为小米生态内的核心云平台，其AI业务有望保持高速增长，将直接受益于行业景气反转与自身成长加速。同时，OpenClaw开源模型生态的热度以及市场对公司即将发布的新季度财报的乐观预期，也共同助推了股价上涨。
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