金山云（03896）今日盘中大涨8.67%，引起了市场的广泛关注。
消息面上，金山云高级副总裁近日宣布，其智算平台“金山云星流”已完成从资源管理平台向一站式AI训练与推理全流程平台的战略升级。升级后的平台构建了从异构资源调度、训练任务故障自愈到机器人行业应用支撑、模型API服务商业化落地的全链路闭环，为迎接AI应用爆发做好了充分准备。
市场分析指出，随着麦肯锡报告预测全球AI推理市场规模将在2028年达到1500亿美元，智算作为核心基础设施将迎来巨大增量空间。此次平台升级增强了金山云在AI领域的竞争力，市场对其在AI浪潮中的增长潜力表示乐观，从而推动了股价的上涨。
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