7月20日，金山云盘中上涨5.08%，报5.17港元/股，成交额4937.82万港元。
消息面上，金山云近日公告雷军辞任公司董事长，市场解读此举意在撕掉派系标签，强化公司作为中立AI算力运营商的独立定位，有助于拓展生态外客户。此外，摩根士丹利此前首予公司"增持"评级，目标价15美元，看好其向AI云服务供应商转型；公司AI算力产品服务涨价15%-50%已于7月12日正式生效，行业进入"供需定价"新阶段。基本面上，小米GPU算力预算已上调至百亿元以上，阿里签署五年数十亿长约，公司一季度AI收入占比首破五成，营收同比增长37.2%。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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