异动解读｜金山云盘中上涨5.32%，大摩列为首选标的叠加AI算力涨价临近生效

行情直击07-10

7月10日，金山云盘中上涨5.32%，报5.74港元/股，成交额1.83亿港元。

消息面上，摩根士丹利近日指出金山云是大中华区IT服务与软件板块首选标的，称其为"纯粹的AI云业务投资标的"，预计AI相关收入将同比激增109%。同时，公司AI算力相关产品服务价格上调约15%-50%将于7月12日正式生效，涨价落地在即进一步强化市场对收入及利润改善的预期。此外，小米对金山云GPU算力需求已升级至超大规模算力集群，项目总投入预算由近40亿元上调至百亿元以上；阿里大模型团队亦与金山云签署5年期算力租赁合同，全部交付后年化收入超40亿元。

（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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