7月31日，金山云盘中上涨5.98%，报5.37港元/股，成交额2.25亿港元，快速收复前一交易日因公募基金集中减持所致的跌幅。
消息面上，互联网服务与基础架构板块集体走强，同行业万国数据-SW涨超11%，板块联动效应明显。基本面层面，摩根士丹利此前首予金山云"增持"评级，目标价15美元，指出AI业务已贡献34%营收，预计AI相关收入将同比激增109%；公司AI算力相关产品服务价格已于7月12日起上调15%-50%，新定价生效有望改善盈利预期。此外，国盛证券亦给予"买入"评级，目标价8港元。尽管近期南向资金累计净减持超5700万股，但多家投行看好公司向全栈AI云服务商转型的中长期逻辑，短期资金面压力缓解后股价呈现修复态势。
（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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