金山云盘中涨超8% 机构料GenAI收入今年或增长60%

新浪港股

03-06

热点栏目自选股数据中心行情中心资金流向模拟交易

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　　金山云（03896）早盘一度涨超8%，截至发稿，股价上涨6.74%，现报9.34港元，成交额9.96亿港元。

　　里昂发布研报称，金山云的GenAI收入将在今年增长60%至约20亿元人民币，增量收入主要来自小米在自动驾驶方面的培训需求，约4至5亿元，以及来自AILLM创业公司的扩大需求，约1至2亿元。值得注意的是，金山云将于3月19日举行董事会会议以审批第四季度业绩。

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