智通财经APP获悉，云计算板块全线爆发，截至发稿，金山云(03896)涨6.13%，报8.31港元；万国数据-SW(09698)涨5.86%，报44.46港元；百度集团-SW(09888)涨3.99%，报130.4港元；阿里巴巴-W(09988)涨3.51%，报135.8港元。
消息面上，5月4日，豆包AppStore页面更新内容显示，该应用将在免费版的基础上推出包含更多增值服务的付费版本，以满足不同用户的差异化需求。据悉，4月中旬，阿里云四天内连发三条产品涨价公告，涉及大模型服务平台百炼部分模型单元服务、DDoS防护产品以及DataWorks的API免费额度并支持按量付费等；腾讯云一个月内两度涨价，百度智能云也已上调AI算力产品价格。
中信建投指出，豆包启动订阅化探索，标志着国内AI C端商业化进入提速阶段。开源证券则表示，国产模型崛起及Agent等应用的爆发或继续拉动算力云/算力租赁/AIDC等需求，关注相关领域积极布局并开始兑现高增长的公司。
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