金山云(03896)今日盘中股价大幅上涨5.07%，市场关注度显著提升。
消息面上，多重积极因素共同推动了此次股价上扬。公司此前宣布计划回购不超过已发行股份总数10%的股份，此举彰显了管理层对公司未来发展的信心。与此同时，AI智能体热潮持续，开源框架OpenClaw在开发者社区受到欢迎，市场对云计算及算力服务的需求预期随之升温。此外，公司最新季度财报表现亮眼，其智算云账单收入同比大幅增长90%，首次占到公有云收入的半壁江山，来自小米及金山生态体系的收入也同比增长了68.9%，显示出强大的生态协同效应。
多家投资机构对此持乐观态度。富瑞和光大证券均维持对金山云的“买入”评级，其中富瑞给出了19美元的目标价。机构观点认为，公司正卡位AI云基础设施这一关键赛道，其估值具备向上修复的空间。
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