金山云(KC)今日盘中股价大涨8.6%,引发市场广泛关注。对此,分析人士认为,主要利好源于机构积极看好金山云下一代人工智能(GenAI)业务的高增长潜力。
据悉,机构预计金山云的GenAI收入将在2025年实现约60%的高速增长,收入预计达到20亿元人民币左右。消息显示,增量收入主要来自小米在自动驾驶领域的AI算力训练需求约4-5亿元,以及AI创业公司对金山云算力服务的扩大需求约1-2亿元。
作为国内领先的云计算及AI服务商,金山云在人工智能领域拥有雄厚实力和广阔市场空间。多家机构纷纷看好该公司在人工智能浪潮下的长期成长性,给予"买入"至"中性"的投资评级,认为其GenAI业务增长将为股价带来有力支撑。
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