异动解读 | 金山云盘前大涨5.24%,AI业务强劲增长推动业绩超预期

异动解读
Aug 28

周四盘前,金山云(KC)股价大涨5.24%,投资者对该公司最新财报表现反应积极。

金山云近期公布的第二季度财报显示,公司业绩超出市场预期,尤其是人工智能(AI)业务的强劲增长成为亮点。具体数据显示:

1. 第二季度总营收同比增长24.2%至23.5亿元; 2. AI业务收入同比增长超120%至7.3亿元,连续多个季度实现三位数增长; 3. 公司整体毛利率有所提升。

受此利好消息影响,多家国际投行纷纷上调了金山云的目标价。其中,摩根大通将金山云的目标价大幅上调至18.5美元,并指出金山云在AI收入增长方面的确定性高于许多其他AI相关股票。分析师普遍认为,金山云在云计算和AI领域的布局有望持续带动公司业绩增长。

金山云作为中国领先的独立云服务提供商,近年来积极布局AI领域。公司提供的模块化云产品包括IaaS基础设施、PaaS层、SaaS应用软件等,覆盖互联网、公共服务、医疗健康、金融服务等多个垂直行业。随着AI技术的快速发展,金山云有望在这一领域继续保持增长势头。

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