金山云(KC)今日盘中大涨5.03%，引发市场关注。截至发稿，该股报14.380美元。
消息面上，Omdia发布"中国AI云市场，1H25"报告，指出2025年上半年中国AI云市场规模达223亿元。报告认为，生成式AI(GenAI)带来AI云市场的爆发，2025年预计增长148%，到2030年将达1930亿元规模。作为AI云服务提供商之一，金山云有望从这一市场增长中受益。
此外，美银证券分析师Daley Li上调金山云评级至买入，目标价20.4美元，这一利好消息也为金山云股价提供了支撑。分析人士认为，随着AI技术在云计算领域的深入应用，金山云作为中国领先的云服务提供商之一，未来发展前景广阔。
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