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03896 金山云
已收盘 05-20 16:08:03
7.310
-0.380
-4.94%
最高
7.600
最低
7.260
成交量
5,389万
今开
7.600
昨收
7.690
日振幅
4.42%
总市值
331.29亿
流通市值
331.29亿
总股本
45.32亿
成交额
3.97亿
换手率
1.19%
流通股本
45.32亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）
资讯
新帖
简况
异动解读 | 运营商Token转型冲击估值预期，金山云盘中大跌5.07%
异动解读 · 10:52
异动解读 | 运营商Token转型冲击估值预期，金山云盘中大跌5.07%
异动解读｜运营商Token转型持续冲击估值预期，金山云盘中下跌5.33%
行情直击 · 10:51
异动解读｜运营商Token转型持续冲击估值预期，金山云盘中下跌5.33%
游戏股活跃！哔哩哔哩涨4%，腾讯涨1.5%，4月游戏市场同比增11%
格隆汇 · 05-19 09:58
游戏股活跃！哔哩哔哩涨4%，腾讯涨1.5%，4月游戏市场同比增11%
【券商聚焦】中国银河：云计算行业进入需求放量、量价共振上行周期
金吾财讯 · 05-19 09:20
【券商聚焦】中国银河：云计算行业进入需求放量、量价共振上行周期
异动解读 | 运营商Token转型引发估值担忧，金山云盘中大跌5.06%
异动解读 · 05-18 14:12
异动解读 | 运营商Token转型引发估值担忧，金山云盘中大跌5.06%
电信运营商开始卖Token 估值体系或重构（附港股概念股）
智通财经 · 05-18 10:09
电信运营商开始卖Token 估值体系或重构（附港股概念股）
智通港股早知道 | 算力租赁价格大涨 英伟达H200“松绑”落地
智通财经 · 05-15
智通港股早知道 | 算力租赁价格大涨 英伟达H200“松绑”落地
港股收盘(05.14) | 恒指平收 阿里巴巴-W(09988)绩后涨近4% 碳化硅概念表现抢眼
智通财经 · 05-14
港股收盘(05.14) | 恒指平收 阿里巴巴-W(09988)绩后涨近4% 碳化硅概念表现抢眼
港股异动 | 云计算概念股涨幅居前 阿里云业务增速超预期 国内云服务市场涨价潮持续蔓延
智通财经 · 05-14
港股异动 | 云计算概念股涨幅居前 阿里云业务增速超预期 国内云服务市场涨价潮持续蔓延
异动解读 | 高盛看好云计算板块，金山云盘中大涨近12%
异动解读 · 05-14
异动解读 | 高盛看好云计算板块，金山云盘中大涨近12%
港股AI应用概念股盘初走强！金山云涨超11%，阿里、百度涨超7%
老虎资讯综合 · 05-14
港股AI应用概念股盘初走强！金山云涨超11%，阿里、百度涨超7%
阿里、京东、百度、哔哩哔哩，集体大涨！
中新经纬 · 05-13
阿里、京东、百度、哔哩哔哩，集体大涨！
美股异动 | 热门中概股普涨 金山云(KC.US)大涨逾15%
智通财经 · 05-13
美股异动 | 热门中概股普涨 金山云(KC.US)大涨逾15%
异动解读 | AI云计算概念持续发酵，金山云盘中大涨5.20%
异动解读 · 05-11
异动解读 | AI云计算概念持续发酵，金山云盘中大涨5.20%
金山云4月股份变动月报：股本维持不变
公告速递 · 05-07
金山云4月股份变动月报：股本维持不变
OpenClaw概念股集体扬升 金山云(03896)涨5.46% 市传kimi即将完成新一轮近20亿美元融资
金吾财讯 · 05-07
OpenClaw概念股集体扬升 金山云(03896)涨5.46% 市传kimi即将完成新一轮近20亿美元融资
异动解读 | 与小米合作启动叠加算力租赁高景气，金山云盘中大涨5.58%
异动解读 · 05-07
异动解读 | 与小米合作启动叠加算力租赁高景气，金山云盘中大涨5.58%
部分中概股美股盘前走高
第一财经 · 05-06
部分中概股美股盘前走高
港股异动 | 云计算板块全线走高 豆包将推出付费订阅版本 算力云等需求有望继续爆发
智通财经 · 05-06
港股异动 | 云计算板块全线走高 豆包将推出付费订阅版本 算力云等需求有望继续爆发
异动解读 | 金山云盘中大涨5.62%，小米合作启动与算力租赁高景气成主要推手
异动解读 · 05-06
异动解读 | 金山云盘中大涨5.62%，小米合作启动与算力租赁高景气成主要推手
暂无数据
公司概况
公司名称：
金山云
所属市场：
SEHK
上市日期：
--
主营业务：
金山云控股有限公司是一家主要提供独立云服务的公司。该公司的模块化云产品包括统一的基础设施即服务（IaaS）基础设施、平台即服务（PaaS）层、软件即服务（SaaS）应用软件、人工智能（AI）能力及交付服务。该公司的云产品主要包括云计算、存储和分发。该公司设计了涵盖广泛垂直行业的行业特定解决方案，包括互联网、公共服务、医疗健康、金融服务，以及企业服务等。该公司提供的端到端客户服务涵盖规划、解决方案开发、实施和部署，以及持续维护和升级。该公司在国内和海外市场开展业务。
发行价格：
--
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运营商Token转型冲击估值预期，金山云盘中大跌5.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161680133","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1161680133?lang=zh_cn&edition=full","pubTime":"2026-05-20 10:52","pubTimestamp":1779245570,"startTime":"0","endTime":"0","summary":"金山云今日盘中股价大幅下挫，跌幅达5.07%，引起市场关注。消息面上，中国电信与中国移动于近期正式推出试商用Token套餐，标志着运营商计费模式从“流量GB时代”向“Token计价时代”转型。这种被视为从“比特经济”到“智能经济”的范式跃迁，使得运营商的收入与模型调用次数直接挂钩，其估值体系面临根本性重估。市场担忧，运营商直接切入算力与AI服务分发环节后，金山云等传统云服务及算力租赁公司的中间商角色可能因此被削弱，导致其商业模式与增长前景遭到市场的重新定价。受此行业性预期变化影响，云计算与算力租赁板块整体承压，同行业个股也普遍呈现调整态势。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["03896"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194474265","title":"异动解读｜运营商Token转型持续冲击估值预期，金山云盘中下跌5.33%","url":"https://stock-news.laohu8.com/highlight/detail?id=1194474265","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1194474265?lang=zh_cn&edition=full","pubTime":"2026-05-20 10:51","pubTimestamp":1779245518,"startTime":"0","endTime":"0","summary":"5月20日，金山云盘中下跌5.33%，报7.28港元/股，成交额2.14亿港元，连续多个交易日承压走弱。消息面上，中国电信与中国移动于5月17日正式推出试商用Token套餐，运营商计费模式从\"流量GB时代\"向\"Token计价时代\"转型，被视为从\"比特经济\"到\"智能经济\"的范式跃迁。在Token经营模式下，运营商收入与模型调用次数直接挂钩，估值体系面临根本性重估。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03896"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636047885","title":"游戏股活跃！哔哩哔哩涨4%，腾讯涨1.5%，4月游戏市场同比增11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2636047885","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636047885?lang=zh_cn&edition=full","pubTime":"2026-05-19 09:58","pubTimestamp":1779155931,"startTime":"0","endTime":"0","summary":"港股游戏股普遍活跃，其中，哔哩哔哩涨约4%，网易涨2.8%，腾讯、金山软件涨1.5%，心动公司、IGG、网龙皆有涨幅。消息上，中国音数协游戏工委于官方公众号18日发布2026年4月中国游戏产业月度报告。2026年4月，中国游戏市场实际销售收入303.69亿元，环比下降3.51%，同比增长11.04%。其中，腾讯是4月游戏市场的最大赢家：《王者荣耀》新赛季及五五开黑节活动持续贡献流水，稳居流水榜首。","market":"sh","thumbnail":"http://imgcloud.jrjimg.cn/2026/05/cms_20260519095851257.jpg","type":0,"news_type":0,"thumbnails":["http://imgcloud.jrjimg.cn/2026/05/cms_20260519095851257.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2026/05/19095857136058.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LU1951186391.HKD","IE00B0169L03.USD","IE0008368742.USD","LU0634319403.HKD","BK1588","LU0456846285.SGD","LU2087589342.USD","SG9999006514.SGD","IE00BGV7N243.SGD","LU2498475776.HKD","LU2097828805.USD","LU1880383440.USD","BK4563","BK4526","BK4504","LU1242518857.USD","LU0320764243.SGD","IE0001KFT4U8.USD","LU0210527791.USD","LU0509642566.USD","LU0611395673.USD","LU0164880469.USD","LU1568876335.HKD","SG9999014906.USD","LU2242644610.SGD","SG9999015978.USD","IE0032431581.USD","LU0080751232.USD","LU0043850808.USD","LU0320764599.SGD","LU0540923850.HKD","LU0501845795.SGD","LU0149721374.USD","LU0828238088.HKD","IE00B5MMRT66.SGD","LU1769817179.HKD","HK0000914660.USD","IE0009570106.USD","LU1770034418.SGD","SG9999001903.USD","IE00B3M56506.USD","HK0000352291.HKD","SGXZ51526630.SGD","LU0823397103.USD","BK1516","LU0254981946.USD","SGXZ31699556.SGD","LU0327786744.USD","LU1226287875.USD","LU0048580855.USD","LU0589944569.HKD","LU2177674079.SGD","BK1526","LU0593848301.USD","LU0127658192.USD","IE0034224299.USD","LU0502904849.HKD","LU0431992006.USD","LU0314109678.HKD","SG9999014914.USD","LU1102505929.USD","LU1048484197.HKD","SGXZ81514606.USD","LU1226287792.SGD","LU0594300419.USD","LU1196710864.SGD","LU0738912210.USD","LU0577902298.EUR","LU1051769294.HKD","SG9999000418.SGD","SG9999000327.SGD","SG9999001051.SGD","LU0823413660.USD","LU0287142896.SGD","SG9999014674.SGD","LU0700851271.USD","LU0972618739.USD","LU0516422952.EUR","LU0871576103.HKD","LU1439103000.SGD","LU0651946864.USD","LU1993786604.SGD","SG9999014880.SGD","LU1046422090.SGD","LU0117841782.USD","LU0708995153.HKD","SG9999002463.SGD","LU0051755006.USD","LU0348783662.USD","LU0588545904.SGD","BK4505","LU1719994722.HKD","BK4509","IE00B031HW06.USD","LU2039709279.SGD","NTES","LU0823040885.USD","BK1608","IE00BQXX3D17.EUR","IE00BZ08YR35.GBP","LU0633140727.USD","LU1733274390.USD","LU0737861772.HKD","LU1734074674.USD","LU0192582467.USD","LU0164872284.USD","LU0289960550.SGD","BK1591","LU1808992512.USD","LU0979878070.USD","LU1316542783.SGD","LU2476274720.SGD","LU0128522157.USD","LU3063872942.SGD","LU0516423091.SGD","LU0011963245.USD","LU2097828714.EUR","BK1618","LU0210533765.USD","BK1589","SG9999006597.SGD","BK1587","LU0106959298.USD","LU0228659784.USD","LU0348827113.USD","LU0203345920.USD","LU0488056044.USD","LU0072462343.USD","LU0819121731.USD","LU0054237671.USD","SG9999002562.SGD","SG9999015945.SGD","LU0169518387.USD","LU0572939691.SGD","BK4550","LU1323998911.USD","LU2237443549.SGD","SGXZ90724238.SGD","LU0499858602.USD","09626","LU1868838027.USD","LU0449509016.USD","LU0868486357.SGD","IE00B97KM107.HKD","LU0061477393.USD","LU1769817096.USD","BK4585","LU0898667661.SGD","LU1282649810.SGD","IE00B0169N27.USD","LU1366334578.USD","LU0886674414.USD","LU1226288253.USD","BK4554","LU0029875118.USD","LU1282651121.HKD","BK1531","LU0541501648.USD","LU0348723411.USD","LU2152927971.USD","LU0608807433.USD","LU1515016050.SGD","LU0819123356.HKD","LU1044875133.USD","LU2226246903.HKD","BK1609","LU0823041008.USD","LU2106854487.HKD","SG9999001689.USD","LU2237443382.USD","IE0008369823.USD","LU0572940350.SGD","LU1688375341.USD","SG9999017495.SGD","LU0231483743.USD","BK4531","LU2237443465.HKD","BK1502","LU2237443895.HKD","LU0865486749.SGD","03896","LU0784639295.USD","LU1642822792.SGD","LU1956131251.USD","LU0107464264.USD","LU0862451753.SGD","IE00BZ08YT58.USD","LU0348816934.USD","LU1568876251.USD","LU0823413587.USD","LU0594300179.USD","LU1048596156.SGD","LU0072913022.USD","00499","LU0572944931.SGD","LU0873338254.USD","LU0359202008.SGD","LU1960683339.HKD","BK4566","LU0210526637.USD","LU1196710195.USD","LU0516422366.SGD","LU0106252389.USD","LU0417516571.SGD","LU0140636845.USD","LU0828237940.HKD","LU2257852520.SGD","LU0052750758.USD","HK0000914686.HKD","LU0196878994.USD","BK1521","LU0328353924.USD","LU0831103253.SGD","LU1051768304.USD","SG9999001069.SGD","09999","LU0469268626.HKD","SG9999001846.SGD","LU0070217475.USD","LU0828237510.HKD","LU1224444064.USD","LU0890818403.SGD","LU0329678170.USD","LU2362541513.USD","LU0261950983.USD","HK0000151867.HKD","TCEHY","IE00B031J352.USD","BK1104","SGXZ99366536.SGD","LU0449515922.USD","LU1733274473.HKD","SG9999002828.SGD","HK000032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中国银河证券研究称，词元消耗量持续上行，对应全社会AI推理需求规模化放量，对阿里云为代表的云服务商构成确定性利好。伴随词元成为智能时代统一价值结算单位，云计算商业模式正发生根本性重构，行业逐步脱离传统服务器租赁、时长计费的IaaS模式，全面转向以词元消耗为核心的MaaS智能服务按量计费体系。推动云厂商高毛利AI服务收入扩容，优化整体盈利结构，行业进入需求放量、量价共振的上行周期。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981649","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0708995153.HKD","LU0106252389.USD","LU0117844026.USD","LU1807302812.USD","IE00B5MMRT66.SGD","LU0197773673.USD","LU2097828714.EUR","LU1044876610.USD","LU0823413660.USD","LU1048484197.HKD","BK1588","IE0003895053.USD","LU0169518387.USD","LU0315178854.USD","LU0149534421.HKD","LU1880398554.USD","LU0417516571.SGD","LU0106959298.USD","IE00BZ08YR35.GBP","LU0261950983.USD","LU0328353924.USD","BK1609","LU2087589342.USD","LU0173614495.USD","LU0605514214.HKD","BK1521","LU0348825331.USD","LU0469268626.HKD","LU0348784397.USD","LU1048596156.SGD","LU1251922891.USD","LU0791591158.USD","LU0516422440.USD","LU0823426480.USD","LU0359201885.HKD","LU0516422952.EUR","LU1282649141.HKD","SG9999001689.USD","SG9999000327.SGD","LU0261947096.USD","LU0873338254.USD","LU0642271901.SGD","LU2476274720.SGD","LU0051755006.USD","LU0314109678.HKD","LU0143863198.USD","BK1587","LU2097828557.USD","LU0594300419.USD","LU0348767384.USD","LU0762540952.USD","LU0054237671.USD","LU0572944931.SGD","LU1880383440.USD","BK1608","IE0032431581.USD","BK1142","LU0449515922.USD","HK0000107257.USD","BABA","LU1328615791.USD","LU0140636845.USD","LU1720051108.HKD","LU1044874839.SGD","LU0823397103.USD","LU1282651048.USD","BK1584","KC","LU0264606111.USD","LU1051769294.HKD","LU0329678170.USD","LU0675040207.SGD","LU0348827113.USD","LU0417516738.SGD","601881","LU0588545904.SGD","BK1134","LU0634319403.HKD","SG9999006514.SGD","SG9999006597.SGD","LU1655091459.SGD","HK0000320264.USD","LU0293314216.USD","LU0254981946.USD","LU0630378692.HKD","LU0128522157.USD","LU0477156797.USD","LU1831875114.USD","LU1808992512.USD","LU0307460666.USD","LU0163747925.USD","LU0648948544.HKD","LU0181495838.USD","LU1769817179.HKD","LU1044875133.USD","LU0561508036.HKD","SG9999001051.SGD","LU1224444064.USD","LU0096374516.USD","LU0543330483.HKD","BK0276","LU1188198961.HKD","LU0531970944.HKD","LU0588545490.SGD","LU1794554557.SGD","IE0034224299.USD","LU1224709979.USD","LU0326950275.SGD","LU0315179316.USD","LU0589944569.HKD","SG9999000459.SGD","SG9999002828.SGD","LU0488056044.USD","LU0672654166.SGD","LU1688375341.USD","LU0029875118.USD","SG9999004220.SGD","LU0611395673.USD","LU1316542783.SGD","LU0165289439.USD","LU2357305700.SGD","LU1048588211.SGD","LU0651946864.USD","LU0127658192.USD","LU2045819591.USD","LU0048580855.USD","BK0188","SG9999001093.SGD","LU2097828805.USD","BK1591","HK0000320223.HKD","LU0329678337.USD","LU0502904849.HKD","LU0620787316.HKD","BK1586","LU0082770016.USD","LU0648000940.SGD","IE00B543WZ88.USD","BK1526","LU0164880469.USD","BK1579","LU0823039010.USD","LU1568876251.USD","BK1516","LU0214875030.USD","LU0499858438.USD","SG9999001069.SGD","LU1366334578.USD","LU0577902454.USD","LU0348783662.USD","LU1993786604.SGD","LU0117841782.USD","LU0417516902.SGD","LU1328277881.USD","LU0784639295.USD","LU0164939612.USD","BK1109","SG9999001226.SGD","SG9999002463.SGD","IE00BZ08YT58.USD","LU0572939691.SGD","LU0370786039.SGD","BK1104","IE00B3M56506.USD","89988","LU0320764599.SGD","LU0531971595.HKD","IE00B0JY6N72.USD","LU0831093199.SGD","SG9999001903.USD","LU1515016050.SGD","LU0499858602.USD","LU0348788117.USD","LU0791590937.USD","LU0455707207.USD","BK1502","BK1517","LU0463099449.HKD","LU0868486357.SGD","BK1147","LU0708995583.HKD","LU0862451837.USD","LU0890818403.SGD","LU0819123356.HKD","IE0008368304.USD","LU0862451753.SGD","SGXZ90724238.SGD","LU2488822045.USD","LU0640798160.USD","BK1607","BK1583","LU0651947912.USD","LU1211504680.USD","IE00BMPRXN33.USD","LU0979878070.USD","BK1564","BK1249","LU0762541174.USD","LU1720050803.USD","LU1961090484.USD","LU0072462343.USD","LU0516422366.SGD","LU0244354667.USD","LU0823038988.USD","LU2449936058.SGD","LU0831103253.SGD","LU0540923850.HKD","LU0235996351.USD","BK1518","LU3063872942.SGD","LU2125910500.SGD","LU0132412106.USD","LU0197773160.USD","LU0823426308.USD","LU0164865239.USD","LU0431992006.USD","LU1642822792.SGD","LU0823397285.USD","LU2039709279.SGD","BK1589","LU0819121731.USD","LU0762542818.HKD","BIDU","HK0000286598.CNH","LU1868838027.USD","LU2242644610.SGD","LU2125910849.SGD","LU2097829019.USD","LU0061477393.USD","IE00BPRC5H50.USD","06881","LU0149721374.USD","LU0607220059.USD","LU0650527681.SGD","LU0345775950.USD","LU0196878994.USD","LU0047713382.USD","LU0084288322.USD","LU0577902611.USD","LU0541501648.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| 运营商Token转型引发估值担忧，金山云盘中大跌5.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113374312","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1113374312?lang=zh_cn&edition=full","pubTime":"2026-05-18 14:12","pubTimestamp":1779084767,"startTime":"0","endTime":"0","summary":"金山云今日盘中股价出现大幅下挫，跌幅达5.06%，引起了市场关注。消息面上，中国电信与中国移动等运营商正式推出Token套餐服务，标志着行业计费模式正从传统的“流量经营”向“Token经营”转型。这一战略转变被视为从“比特经济”到“智能经济”的范式跃迁，可能深刻重构相关产业链公司的底层商业逻辑与估值体系。作为云服务与算力租赁领域的相关概念股，金山云等公司的业务模式与增长前景可能因此面临市场重新评估，部分投资者担忧传统云服务模式受到冲击，从而引发了股价的调整。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["03896"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636301414","title":"电信运营商开始卖Token 估值体系或重构（附港股概念股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2636301414","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636301414?lang=zh_cn&edition=full","pubTime":"2026-05-18 10:09","pubTimestamp":1779070162,"startTime":"0","endTime":"0","summary":"2026年5月17日，中国电信正式推出了全国层面的试商用Token套餐，这标志着运营商的计费模式正从传统的“流量GB时代”向人工智能时代的“Token计价时代”转型。中国电信将Token封装成标准化的产品，个人、家庭及企业用户可以直接购买Token额度，用于调用各类AI大模型服务。同日，中国移动也开始经营Token业务。这一战略转变正在深刻重构两家运营商的底层商业逻辑，其估值体系也随之发生根本性的重估。","market":"hk","thumbnail":"https://static.tigerbbs.com/d9f7e6d7aca698ffc9150d5e22e6bec0","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/d9f7e6d7aca698ffc9150d5e22e6bec0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442663.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1152091168.USD","BK4585","LU1226287529.USD","LU0039217434.USD","HK0000286598.CNH","HK0000165453.HKD","HK0000500386.USD","09698","HK0000252152.HKD","LU1960683339.HKD","09988","BK1133","HK0000288784.HKD","HK0000352291.HKD","HK0000352382.USD","BK1589","LU0149721374.USD","VXUS","LU1152091754.HKD","01686","03896","LU1993786604.SGD","BK1536","LU0067412154.USD","LU1064131003.USD","LU1497734951.SGD","LU1226288170.HKD","LU1634259557.SGD","LU1226287792.SGD","LU0880133367.SGD","HK0000252160.HKD","00728","LU0871576103.HKD","BK1506","LU1481107354.HKD","00941","BK1152","LU1522347837.USD","LU1807302812.USD","BK1521","LU1497733631.SGD","LU1634259391.SGD","LU1008478684.HKD","BK4588","LU1226287875.USD","HK0000288743.USD","LU1951186391.HKD","LU2148510915.USD","00762","LU0164880469.USD","SG9999002463.SGD","01396","BK1610","LU1497733557.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2635000722","title":"智通港股早知道 | 算力租赁价格大涨 英伟达H200“松绑”落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2635000722","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635000722?lang=zh_cn&edition=full","pubTime":"2026-05-15 07:34","pubTimestamp":1778801693,"startTime":"0","endTime":"0","summary":"国盛证券研报指出，Agent及AICoding带动算力需求结构性跃升，全球AI算力租赁价格已上修超40%。大型科技股多数上涨，英伟达收涨4.39%续创新高，已连续七个交易日上涨，总市值5.71万亿美元。人工智能芯片制造商Cerebras System上市首日大涨超68%。英伟达H200“松绑”落地 联想已证实获准分销2026年5月14日，一则消息在全球科技与资本市场激起波澜。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1441990.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1084165304.USD","LU2100268510.USD","BK4587","02628","LU0310800379.SGD","LU1674673428.USD","LU0225283273.USD","LU2357305700.SGD","LU0256863902.USD","IE00BMPRXQ63.HKD","LU1400636657.SGD","LU2592432038.USD","LU0786609619.USD","LU0347712357.USD","ANV","LU0276348264.USD","LU2361045086.USD","09611","LU2168563687.JPY","LU1153585028.USD","02018","LU0057025933.USD","LU2089985449.USD","LU0143551892.USD","LU2750360997.AUD","HK0000819398.USD","LU2462591350.SGD","IE00BWXC8680.SGD","SGXZ81514606.USD","LU2125909593.SGD","LU1400636491.USD","LU0889565833.HKD","LU1983260115.SGD","LU0170899867.USD","SG9999015978.USD","LU0158827781.USD","IE00B1BXHZ80.USD","TCEHY","LU0289960550.SGD","LU2491050154.USD","LU0787776722.HKD","IE0034235295.USD","SG9999014559.SGD","LU1242518931.SGD","LU0868494617.USD","ASTS","02714","IE00B775SV38.USD","LU0820562030.AUD","LU2097344357.USD","LU1244550494.USD","LU1244550221.USD","SG9999002950.SGD","LU2264538146.SGD","SG9999014898.SGD","03896","LU0157215616.USD","LU0158827948.USD","IE00BKVL7J92.USD","SG9999014567.USD","LU0053666078.USD","BK1603","688347","LU1992135472.HKD","LU2237957811.SGD","LU0823421333.USD","LU1951200564.SGD","IE00BN29S564.USD","LU0265550359.USD","LU0097036916.USD","SG9999014914.USD","IE00BMPRXR70.SGD","HK0000914660.USD","SGXZ51526630.SGD","LU1721428933.USD","BK1163","BK4588","IE000KEQY171.SGD","LU0964807845.USD","LU0011850046.USD","IE00BJLML261.HKD","LU1633808545.USD","LU2746668461.USD","LU0708995401.HKD","LU2125909247.SGD","LU2491049909.HKD","LU0109391861.USD","SG9999015341.SGD","LU1699723380.USD","IE00BQXX3F31.USD","01072","LU0541501648.USD","IE00B1XK9C88.USD","BK1543","LU1267930490.SGD","LU1988902786.USD","AMZN","NVDS.UK","2NVD.UK","LU1791710582.SGD","LU1989764748.USD","LU1066053197.SGD","IE00BQXX3D17.EUR","LU2065170008.USD","META","NVII","LU1821325948.USD","LU0345769631.USD","LU2322448957.HKD","IE00B5949003.HKD","HK0000532082.HKD","IE0009G5SDU7.USD","LU2242650005.HKD","SG9999018865.SGD","600875","00700","LU1069344957.HKD","LU1861127337.USD","IE00BYXW3230.USD","LU0689472784.USD","BK1549","LU0942090050.USD","LU2322448791.USD","LU0353189680.USD","LU2168564149.EUR","LU2077746001.SGD","IE0034235303.USD","LU1935042488.USD","LU0444971666.USD","LU1323610961.USD","BK4543","SG9999014542.SGD","LU2236285917.USD","LU2552382215.SGD","LU1548497426.USD","LU0079474960.USD","LU2458330169.SGD","MSFT","HK0000306701.USD","LU2361044865.SGD","LU1116320737.USD","NVDL","LU0072462426.USD","LU2106854487.HKD","LU2063271972.USD","LU2420271590.USD","NVDA","LU2092627202.USD","LU2054465674.USD","LU0861579265.USD","LU2756315664.SGD","LU1037948897.HKD","NVDO","LU1496350502.SGD","LU0823434740.USD","LU1674673691.USD","SNVD.UK","LU2473716301.USD","LU1400636574.HKD","SG9999001424.SGD","LU0210536198.USD","BK4527","LU0965509010.AUD","LU0476273544.USD","RKLB","HSI","LU0353189763.USD","LU2087621335.USD","NVDG","BK1614","LU2087625088.SGD","LU1037948541.HKD","BK4612","LU1923622291.USD","LU1778281490.HKD","LU2083900584.USD","SG9999002224.SGD","LU2244417387.USD","BK4554","LU0094547139.USD","LU2452424414.USD","BK4551","LU0256863811.USD","LU1935043023.USD","LU2286300806.USD","LU1814569148.SGD","LU2211815571.USD","LU2237438978.USD","BK4581","SG9999015986.USD","LU1116320901.HKD","LU2290526834.HKD","LU2360106780.USD","LU2463028550.USD","LU2491050071.SGD","LU0289739343.SGD","LU2111349929.HKD","LU0154236417.USD","LU0061474705.USD","LU2487616109.SGD","LU0077335932.USD","LU1791710400.SGD","LU2357125470.USD","LU0444973449.USD","SG9999017495.SGD","LU0494093205.USD","LU1551013425.SGD","IE0009356076.USD","IE00BJJMRY28.SGD","IE00BK4W5L77.USD","SGXZ99366536.SGD","LU1974910355.USD","HK0000304805.HKD","LU0868494708.USD","SG9999014906.USD","LU2028103732.USD","SG9999001069.SGD","LU1923622614.USD","LU1934455194.USD","IE00BDCRKT87.USD","SGXZ31699556.SGD","LU2168564065.EUR","IE00B4YYXB79.USD","BK4548","LU0820561909.HKD","LU2860962120.EUR","IE00BZ199S13.USD","LU2506951792.HKD","NVD2.UK","LNVGY","LU1868836914.USD","LU2023251221.USD","NVIW.SI","LU0265550946.USD","LU1852331112.SGD","LU1366192091.USD","LU1435385759.SGD","LU0274383776.USD","09988","BK4608","LU1571399168.USD","LU1670756490.USD","LU1718418525.SGD","BABA","BK1607","LU0788109477.HKD","LU2552382132.HKD","BK4529","SGXZ23171101.USD","LU2750360641.GBP","LU1861220033.SGD","LU0128525929.USD","LU2168564495.EUR","LU1934455863.HKD","LU0719512351.SGD","LU0823414551.USD","LU0345770993.USD","LU0234570918.USD","LU2602419157.SGD","LU0069063385.USD","LU0080751232.USD","LU2047632596.USD","LU221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| 恒指平收 阿里巴巴-W(09988)绩后涨近4% 碳化硅概念表现抢眼","url":"https://stock-news.laohu8.com/highlight/detail?id=2635797359","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635797359?lang=zh_cn&edition=full","pubTime":"2026-05-14 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| 云计算概念股涨幅居前 阿里云业务增速超预期 国内云服务市场涨价潮持续蔓延","url":"https://stock-news.laohu8.com/highlight/detail?id=2635076381","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635076381?lang=zh_cn&edition=full","pubTime":"2026-05-14 09:38","pubTimestamp":1778722710,"startTime":"0","endTime":"0","summary":"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。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。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"ba807291cee9c3f4763e8f5db32f9da2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1441527.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0130518102.USD","LU0898667661.SGD","LU0831103253.SGD","LU2097828557.USD","HK0000306701.USD","BABA","LU0784639295.USD","BK1134","LU0737861772.HKD","LU1956131251.USD","LU0862451753.SGD","IE00B0JY6N72.USD","LU1282649810.SGD","HBBD.SI","LU0608807433.USD","LU0611395673.USD","LU1316542783.SGD","LU0651946864.USD","LU1504937902.USD","LU1807302812.USD","BK1613","LU0359201612.USD","LU0572940350.SGD","LU1655091459.SGD","IE00B0169N27.USD","LU1993786604.SGD","LU0651947912.USD","LU0589944569.HKD","HK0000151867.HKD","LU0456846285.SGD","LU0630378692.HKD","BK1502","LU2097828714.EUR","LU0605514214.HKD","LU1794554557.SGD","LU0261947096.USD","LU0516423174.USD","LU0708995153.HKD","LU0516422366.SGD","LU0051755006.USD","SG9999000459.SGD","LU0708995583.HKD","LU1880398471.USD","HK0000320223.HKD","LU0029875118.USD","LU1211504680.USD","LU0293314216.USD","LU1961090484.USD","LU0287142896.SGD","SGXZ90724238.SGD","LU1831875114.USD","LU2294711473.HKD","LU0054450605.USD","LU0463099449.HKD","LU0791591158.USD","LU0516422952.EUR","LU0181495838.USD","LU0572939691.SGD","IE0003895053.USD","LU0588545904.SGD","SG9999006514.SGD","BK1142","LU0348783233.USD","LU1568876335.HKD","IE0034224299.USD","LU0499858602.USD","LU1642822792.SGD","LU0328353924.USD","HK0000320264.USD","LU0048388663.USD","LU0762541174.USD","IE0008368304.USD","LU0326950275.SGD","LU2257852520.SGD","LU0348805143.USD","LU0211977185.USD","IE00BZ08YT58.USD","LU0886674414.USD","LU0819123356.HKD","LU1051768304.USD","BK1610","LU0502904849.HKD","LU0449509016.USD","LU0823413660.USD","BK1607","LU1770034418.SGD","LU0499858438.USD","LU0164880469.USD","IE00BMPRXN33.USD","HK0000306685.HKD","IE00BMPRXR70.SGD","BK1585","LU0588546209.SGD","BK1501","LU0149721374.USD","LU0823038988.USD","LU0823426308.USD","LU0417516738.SGD","SG9999001226.SGD","LU0831093199.SGD","LU1251922891.USD","LU0329678337.USD","LU0197773673.USD","LU0327786744.USD","LU1328615791.USD","LU0607220059.USD","LU0823413587.USD","LU0477156797.USD","LU0561508036.HKD","LU0871576103.HKD","TCEHY","LU0143863784.USD","SG9999002463.SGD","LU0577902454.USD","LU1282649067.USD","LU1366334651.USD","LU0315179316.USD","LU0608807946.USD","BK1608","LU0039217434.USD","LU2476274720.SGD","SG9999002562.SGD","LU0348735423.USD","LU1242518931.SGD","LU0164872284.USD","LU0856984785.SGD","LU1366334578.USD","LU1515016050.SGD","LU0254981946.USD","LU0329678170.USD","LU0862451837.USD","LU0264606111.USD","LU1769817096.USD","LU0228659784.USD","LU0117841782.USD","LU0348825331.USD","IE00BZ08YS42.EUR","LU0348784397.USD","GDS","LU0307460666.USD","LU1439103000.SGD","LU0873338254.USD","LU0431992006.USD","LU1880383440.USD","ALBmain","LU0048580855.USD","LU2087589342.USD","LU0196878994.USD","LU0455707207.USD","09698","LU0130103400.USD","LU1880383366.USD","LU2152927971.USD","BK4588","03896","LU1048484197.HKD","LU0577902298.EUR","LU2097828631.EUR","LU1282649141.HKD","LU1813983027.USD","LU0791590937.USD","LU2449936058.SGD","LU0823041008.USD","LU0640798160.USD","LU0320764599.SGD","LU0163747925.USD","LU0593848301.USD","BK1586","LU1044875133.USD","LU2242644610.SGD","LU0823040885.USD","LU1810669033.SGD","SG9999001689.USD","LU0588545490.SGD","LU0543330483.HKD","LU1548497426.USD","LU0054237671.USD","LU1720051017.SGD","IE00B3M56506.USD","LU0169518387.USD","LU0261950983.USD","LU1196710864.SGD","89988","LU0096374516.USD","LU0229945570.USD","LU0417516902.SGD","LU1720050803.USD","LU1808992512.USD","LU0828237510.HKD","LU0650527681.SGD","LU0865486749.SGD","LU0441854154.USD","LU1960683339.HKD","LU0370786039.SGD","LU0630378429.USD","LU3063872942.SGD","LU1981816686.USD","LU2293587155.HKD","LU1303224171.USD","BK1618","LU0531970944.HKD","LU0214875030.USD","LU0588545730.USD","LU1044874839.SGD","LU1719994722.HKD","SGXZ86797644.SGD","LU0541502299.USD","LU0251144936.SGD","IE0032431581.USD","LU0762540952.USD","LU1023057109.AUD","LU0244354667.USD","IE00BZ08YR35.GBP","LU2399975544.HKD","IE00BPRC5H50.USD","KC","LU1481107354.HKD","SG9999014674.SGD","LU0672654166.SGD","LU1115378108.SGD","LU0132412106.USD","LU0823397285.USD","LU2039709279.SGD","LU0029874905.USD","LU0052750758.USD","IE00B543WZ88.USD","LU0359201885.HKD","LU2097828805.USD","LU0165289439.USD","LU1868837565.USD","LU0648000940.SGD","LU0449515922.USD","HK0000286598.CNH","LU08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09:36","pubTimestamp":1778722581,"startTime":"0","endTime":"0","summary":"金山云今日盘中大涨11.96%，成为市场关注的焦点。消息面上，高盛新近发表研报，将“云计算及数据中心”列为首选子行业，金山云被包含在该推荐名单之中。这份积极的机构观点提振了市场对该公司及其所在板块的信心，成为推动股价上涨的重要因素。此外，近期多家中国互联网龙头企业披露的财报展示了上行潜力，特别是云业务方面的强劲增长，为整个中概股板块营造了积极的投资情绪，金山云也在此氛围中受到资金青睐。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"06243ddc9ad215d0c2f89803c4e65f0d","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["03896"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1119135579","title":"港股AI应用概念股盘初走强！金山云涨超11%，阿里、百度涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1119135579","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1119135579?lang=zh_cn&edition=full","pubTime":"2026-05-14 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| AI云计算概念持续发酵，金山云盘中大涨5.20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199469980","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1199469980?lang=zh_cn&edition=full","pubTime":"2026-05-11 10:22","pubTimestamp":1778466166,"startTime":"0","endTime":"0","summary":"金山云今日盘中大涨5.20%，引起了市场的广泛关注。消息面上，AI云计算板块近期持续活跃。市场传言月之暗面旗下kimi即将完成新一轮约20亿美元融资，投后估值突破200亿美元；同时，分析师预计阿里云三月季度收入增速将达40%，AI算力需求加速兑现为云厂商收入增长。金山云作为AI云服务核心标的，此前已被市场归入OpenClaw概念股，近期连续受资金追捧。值得关注的是，当日同行业个股多数下跌，但金山云逆势走强，显示其AI云概念溢价获市场认可。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["03896"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1182077545","title":"金山云4月股份变动月报：股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1182077545","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1182077545?lang=zh_cn&edition=full","pubTime":"2026-05-07 19:12","pubTimestamp":1778152324,"startTime":"0","endTime":"0","summary":"金山云于2026年5月7日发布2026年4月股份变动月报，报告期为2026年4月1日至4月30日。公告显示，公司注册股本与已发行股份在本月保持稳定，未出现新增发行、回购或注销活动。报告期末，公司法定/注册股本为40,000,000,000股普通股，每股面值0.001美元，合计注册股本为40,000,000美元，与上月持平。已发行股份总数为4,531,784,801股，无库藏股，亦未发生数量变动。公司提及，已符合香港联交所规定的最低公众持股量要求，并确认遵守相关上市规则及法律法规。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03896"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633162053","title":"OpenClaw概念股集体扬升 金山云(03896)涨5.46% 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| 与小米合作启动叠加算力租赁高景气，金山云盘中大涨5.58%","url":"https://stock-news.laohu8.com/highlight/detail?id=1150313504","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1150313504?lang=zh_cn&edition=full","pubTime":"2026-05-07 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