金山云(KC)今日盘前股价大涨5.9%,报8.98港元,引发市场关注。
分析人士认为,金山云股价大涨或与其大股东雷军押注AI大模型有关。金山云母公司金山集团和小米集团分别持股37.4%和12.3%的股份,实际控制人正是雷军。
消息显示,雷军正加大对AI布局的投入,国产AI应用DeepSeek在上线20天后便吸引2000万活跃用户,被视为"AI界拼多多"。业界分析,雷军看好AI前景,有望通过金山云等旗下公司拓展AI业务,这成为市场推高金山云股价的主要驱动力。
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