7月31日，金山云（KC）股价盘中大涨8.41%，引发市场广泛关注。这波涨势主要受到公司在人工智能领域的创新成果以及与小米集团的战略合作等多重利好因素推动。
首先，金山云近日在2025世界人工智能大会（WAIC）上展示了包括星流平台、智算云、具身智能、政务AI一体机和行业模型在内的六大AI重磅成果。这些创新技术的亮相凸显了金山云在AI领域的研发实力和应用前景，进一步提升了投资者对公司未来增长潜力的信心。
其次，金山云于7月29日与小米集团签订了2025年合作框架协议。根据协议，小米将为金山云提供为期三年的IDC相关服务，以及为期一年的网络硬件设备销售。这一合作有望增强金山云在云计算及硬件基础设施领域的服务能力，为公司未来发展奠定坚实基础。此外，近期微软和Meta等科技巨头财报超预期，带动整个AI板块热度攀升，金山云作为AI赛道的重要参与者也受益于这一行业趋势。值得一提的是，里昂证券近期发布研报，给予金山云"跑赢大市"评级，目标价为17美元，进一步助推了投资者信心。
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