港股异动 | 金山云(03896)涨超4% Agent持续运行放大Token消耗云计算行业进入通胀期

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智通财经APP获悉，金山云(03896)涨超4%，截至发稿，涨4.41%，报8.28港元，成交额6.34亿港元。消息面上，国联民生证券指出，Agent的持续运行会显著放大Token消耗、联网搜索、状态存储、长连接和多步推理需求，进而带动芯片、模型、云平台三个层面的系统性重估。该行称，云是本轮高确定性的“卖铲人”，金山云等受益于一键部署、模型托管、知识库、Agent平台订阅和企业级治理需求。长江证券...

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港股异动 | 金山云(03896)涨超4% Agent持续运行放大Token消耗 云计算行业进入通胀期

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港股异动 | 金山云(03896)涨超4% Agent持续运行放大Token消耗云计算行业进入通胀期