金山云（KC）今日盘前股价大涨6.54%，延续了近期的强劲涨势。该股在过去一周内累计涨幅已超过35%，引发市场广泛关注。
此轮涨势主要受以下因素推动：首先，美国芯片巨头英伟达（NVDA）宣布恢复向中国市场销售H20 AI芯片，并推出新款RTX PRO GPU。这一消息极大缓解了金山云等中国科技公司的芯片供应压力。里昂证券指出，芯片供应改善有望提升金山云的利润率，并给予该股"跑赢大市"评级，目标价17美元。
其次，AI应用领域整体走强，带动相关概念股普遍上涨。作为中国领先的独立云服务提供商，金山云在云计算、存储和AI应用等方面的业务布局获得投资者青睐。分析师普遍看好公司在AI时代的发展前景，83%的分析机构给予买入评级。此外，市场对中国智能算力市场的快速增长预期也为金山云等公司提供了利好支撑。
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