11月22日,金山云早盘股价一度涨近3%触及6.26港元,截止发稿,金山云上涨0.65%报6.15港元,市值278.7亿港元,成交额1.32亿港元;隔夜美股市场,金山云上涨4.67%报11.87美元。
此前,金山云宣布公司在智算云领域的新突破,其智算平台金山云星流已完成从资源管理平台向一站式AI训推全流程平台的战略升级。金山云星流训推平台提供从模型开发、训练到推理的完整生命周期管理,具备开发、训练、推理和数据处理四大模块能力,通过降低多模块协同复杂度,能实现“开箱即用”的AI开发体验。 此前财报数据显示,得益于在智算云领域的前瞻性布局和技术能力建设,智算云已经成为金山云业务的“新底色”,金山云2025年Q3营收同比增长31%,其中智算云账单收入实现近120%的高速增长,在公有云收入占比达45%。
国信通院预计,2045年后我国在用人形机器人超过1亿台,进入各行业领域,整机市场规模可达约10万亿元级别。金山云作为AI概念股表现抢眼,频频走高,港股多次上涨约20%。分析人士指出,凭借在智算云领域的前瞻性布局和技术能力建设,金山云有望持续受益于AI发展红利,打开新一轮增长空间。
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