智通财经APP获悉，金山云(03896)涨近10%，截至发稿，涨9.76%，报8.99港元，成交额15.58亿港元。
根据金山云发布2025年第二季度财报，公司Q2营收23.5亿元，同比增长24.2%;其中，公有云实现收入16.3亿元，同比增长31.7%，行业云实现收入7.2亿元，同比增长10.1%。季度内，AI对主营业务产生积极影响，带动公司整体业绩强劲增长。
美银发表研报称，AI发展驱动公有云业务强劲增长。在数据中心及公有云领域，看好金山云，受强劲AI需求推动，公司业绩高于预期，评级“买入”，目标价10.6港元。
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