周二盘中，金山云（03896）股价大涨8.11%，引发市场关注。分析显示，此轮涨势主要受两大因素驱动。
首先，金山云宣布全面接入Kimi-K2模型，这一举措显著提升了投资者对公司在人工智能领域发展前景的信心。Kimi-K2模型的集成预计将增强金山云的技术实力，有望为公司带来新的增长机遇。
其次，中概股整体走势强劲也为金山云股价提供了有力支撑。数据显示，纳斯达克金龙指数上涨0.61%，多数中概股呈现上涨态势。这一大环境有利于提振投资者对中概股的信心，进而推动个股走高。值得注意的是，在此背景下，南向资金也显示出对金山云的青睐，截至7月14日收盘，南向资金增持金山云528.16万股，进一步凸显了市场对该股的看好情绪。
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