异动解读｜金山云盘中上涨5.77%，板块回暖叠加AI算力涨价正式生效

行情直击07-16

7月16日，金山云盘中上涨5.77%，报5.57港元/股，成交额2.59亿港元。

消息面上，金山云此前宣布AI算力相关产品服务价格上调约15%-50%已于7月12日正式生效，行业从"内卷定价"转向"供需定价"。同时，摩根士丹利近期首予公司"增持"评级，目标价15美元，看好其向AI云服务供应商转型。板块方面，互联网服务与基础架构整体走强，万国数据-SW涨5.28%，加幂科技涨6.29%，联动效应明显。基本面上，小米GPU算力预算已上调至百亿元以上，阿里签署五年数十亿长约，公司AI收入占比已超五成。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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