金山云（KC）今日盘中股价大涨5.01%，引发市场广泛关注。分析人士认为，公司近期发布的强劲财报以及AI业务的快速增长是推动股价上涨的主要原因。
根据金山云最新发布的Q2财报，公司总营收达23.49亿元，同比增长24.2%。其中，AI相关收入同比增长超120%至7.3亿元，已连续多个季度实现三位数增长，成为公司业绩增长的强劲引擎。公司与小米及金山生态的合作进一步深化，来自该生态的收入同比增长69.5%，达6.29亿元。
业内人士指出，随着GPT-5引发多模态技术迭代，加上国产替代和算力基建的政策红利，AI推理需求正在快速增长。作为中立云服务商，金山云有望在这一轮AI+云计算的发展浪潮中获得更多市场份额。摩根大通等机构也看好金山云的发展前景，认为其AI收入增长的确定性高于许多其他AI概念股。在AI热潮和业绩支撑下，金山云股价有望继续保持强劲势头。
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