金山云（KC）股价盘前大涨15.03%，延续了近期的强势走势。此次显著上涨主要受到两方面利好因素的推动。
首先，英伟达宣布恢复向中国客户销售H20图形处理器（GPU）芯片，这一消息带动了整个云服务板块的上涨。作为云服务提供商，金山云有望从中受益。其次，金山云近期在人工智能领域频频发力，公司不仅与金山办公联合发布了全国首个政务AI一体机，还全面接入了Kimi-K2模型。这些举措显示了金山云在AI技术应用方面的积极布局，特别是在政务领域的深入拓展。
分析人士认为，随着AI技术的快速发展和广泛应用，金山云这样积极拥抱新技术的公司可能会继续受到市场青睐。同时，英伟达等海外巨头股价突破前高，也对AI算力概念的整体情绪面产生了积极影响，进一步推动了金山云股价的上涨。
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