金山云(KC.US)盘初一度涨超17%，最高触及15.4美元。 消息面上，今日，阿里云、百度智能云相继官宣涨价，涨幅最高34%。早在3月11日，腾讯云智能体开发平台宣布调整计费策略，公测模型于13日从免费转向按量计费，混元系列模型普遍涨价超400%。 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。(格隆汇)
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