港股异动 | 金山云(03896)涨超5% AIDC产业或步入高壁垒扩张周期公司有望受惠持续强劲LLM训练需求

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智通财经APP获悉，金山云(03896)涨超5%，截至发稿，涨5.55%，报6.86港元，成交额1.96亿港元。消息面上，近期，谷歌云、亚马逊AWS等云服务商相继涨价。华创证券认为，云厂商涨价与AI开支扩张共同重塑AIDC产业逻辑。涨价潮提升算力资产回报预期，需求爆发则抬升产业规模天花板，推动AIDC从重资产行业升级为具备高壁垒、高确定性的核心基础设施赛道。具备技术迭代能力、资源整合效率的头部厂商...

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港股异动 | 金山云(03896)涨超5% AIDC产业或步入高壁垒扩张周期 公司有望受惠持续强劲LLM训练需求

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港股异动 | 金山云(03896)涨超5% AIDC产业或步入高壁垒扩张周期公司有望受惠持续强劲LLM训练需求