异动解读 | 星流平台战略升级获机构看好,金山云盘中大涨5.09%

异动解读
Jan 27

金山云今日盘中股价大幅上涨5.09%,引起了市场的广泛关注。

消息面上,金山云的星流平台近期完成了战略升级,构建了“一站式AI训推全流程平台”,这标志着公司在人工智能基础设施能力上的重要进展。同时,光大证券发布研报,予金山云“买入”评级,认为全球AI算力需求强劲正重塑云服务行业逻辑,公司作为小米生态内核心云平台,AI业务有望保持高速增长,并直接受益于行业景气反转。

此外,资金流向数据显示,南向资金近期持续增持金山云股票,连续4日加仓,这也为股价提供了支撑。综合来看,公司自身的技术升级、积极的行业前景以及资金的持续流入,共同推动了此次股价的显著上涨。

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