异动解读 | 英伟达重启对华芯片销售，金山云接入新AI模型，股价盘中飙涨16.81%

异动解读

Jul 15, 2025

金山云（03896.HK）今日盘中股价大幅上涨，涨幅一度达到16.81%，引发市场广泛关注。这一显著涨幅主要受到多重利好因素的推动。

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，这一消息极大提振了云服务相关股的表现。作为云服务提供商，金山云直接受益于这一政策变化，投资者看好其未来在AI基础设施领域的发展前景。

其次，金山云近期宣布全面接入Kimi-K2模型，并联合金山办公发布了全国首个政务AI一体机。这些举措显示了公司在人工智能领域的积极布局，有望增强其技术实力和市场竞争力，进一步推动了投资者的乐观情绪。

此外，中概股整体表现强劲也为金山云股价提供了有力支撑。多只中概科技股呈现上涨态势，反映出投资者对中国科技企业，特别是在人工智能等前沿领域有所布局的公司保持乐观态度。在这一大背景下，金山云作为中概科技股的代表之一，获得了资金的青睐。

分析人士指出，金山云此次股价大涨反映了市场对AI相关概念股的持续看好。随着全球范围内新一轮AI"军备竞赛"的开启，预计国内算力需求与应用生态将进一步扩大，这可能为金山云等云服务提供商带来更多增长机会。然而，投资者也需警惕AI概念炒作可能带来的风险，理性看待相关个股的投资价值。

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