金山云今日盘中大涨16.40%，引起了市场的广泛关注。
消息面上，高盛发布研究报告指出，开源人工智能代理OpenClaw能够执行实际任务，其快速普及展现了人工智能应用的巨大潜力。该行重申对人工智能基础设施供应链的正面展望，并预期推理需求一旦起飞，将为半导体及硬件需求带来指数级增长，包括金山云在内的云端供应商将因此受惠。
此外，市场消息称阿里云此轮涨价的重要原因之一是“Token调用量暴涨”，反映出AI应用需求的强劲增长。同时，OpenClaw概念股受到市场热捧，英伟达创始人黄仁勋在近期演讲中反复强调OpenClaw的重要性，而腾讯的QClaw也预计将于近期开启公测，进一步推动了市场对相关概念股的乐观情绪。
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