智通财经APP获悉，云计算概念股涨幅居前，截至发稿，金山云(03896)涨8.51%，报8.8港元；阿里巴巴-W(09988)涨7.15%，报142.3港元；万国数据-SW(09698)涨3.46%，报45.42港元。
消息面上，5月13日，阿里巴巴集团发布2026财年第四季度及全年财报，财报显示，云智能集团本季实现收入416.26亿元，同比增长38%；外部商业化收入增长加速至40%，主要由公共云业务增长驱动。CEO吴泳铭在财报中表示，阿里的全栈AI投资已从孵化阶段进入规模商业化阶段，云智能集团取得"跨模型、云基础设施和应用层面的加速突破"。
值得注意的是，近期，国内云服务市场涨价潮持续蔓延，腾讯云、阿里云相继跟进，行业近20年只降不升惯例已被打破，我国云计算市场的竞争逻辑正在从低价扩张转向能力定价。5月9日，腾讯云和阿里云相关产品价格先后迎来持续性上涨。
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