异动解读|金山云盘中上涨6.54%,AI算力涨价临近生效叠加板块主题回暖

行情直击
Jun 29

6月29日,金山云盘中上涨6.54%,报4.5港元/股,成交额5326.95万港元。消息面上,公司此前宣布AI算力相关产品服务价格上调约15%-50%,调整将于7月12日起生效,随着涨价日期临近,市场对其利润改善的预期有所升温。

此外,AI涨价主题近期交易热度大幅提升,板块联动效应带动个股自近期低位反弹。基本面上,公司一季度智算云账单收入同比增长90.1%,占公有云收入比重首次超过50%,国盛证券首予"买入"评级,目标价8港元。

(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。)

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