智通财经APP获悉，金山云(03896)涨超5%，截至发稿，涨5.28%，报6.78港元，成交额5.88亿港元。
消息面上，近期，OpenClaw热度持续提升，当前已成GitHub历史上增速最快的开源软件项目。值得关注的是，此前小米推出Xiaomi miclaw移动端Agent，开启小范围封测。招商证券认为，算力云服务是最确定方向，云厂提价背后的需求逻辑正在强化。开源证券也表示，以Seedance2.0、OpenClaw为代表的应用产品有望带来算力需求的高增，同时国内外云厂商相继发布涨价函，进一步反映下游算力需求的旺盛。
光大证券此前指出，全球AI算力需求强劲正重塑云服务行业逻辑。随着AWS打破惯例率先提价，行业恶性价格竞争有望终结，盈利中枢与估值体系将迎来双重修复。金山云作为小米生态内核心云平台，AI业务有望保持高速增长，有望直接受益于行业景气反转与自身成长加速。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.