5月30日周五盘中，金山云（KC）股价出现大幅下跌，跌幅高达5.59%。这一显著跌幅引发了市场的广泛关注。
金山云股价下跌的主要原因可能与其母公司金山软件（03888.HK）最新公布的财报业绩有关。多家金融机构近日下调了对金山软件的评级和目标价。富瑞证券报告指出，金山软件第一季度收入及调整后盈利均低于预期，该机构因此将金山软件的目标价从43.3港元下调至42.8港元。中银国际更是将金山软件的评级从"买入"降至"持有"，并将目标价从50.2港元大幅下调至41.7港元。
分析人士指出，金山软件第一季度业绩疲软，其三大业务板块（在线游戏、办公软件和云服务）表现均不及预期。特别是在当前AI算力供应大幅增加的背景下，投资者对金山云及其母公司在AI和云计算业务方面的商业化进程可能缺乏耐心。这种市场情绪很可能是导致金山云股价大跌的重要因素。随着市场对云计算和AI相关股票的态度趋于谨慎，金山云未来的股价走势值得持续关注。
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