金山云（KC）今日盘前大涨7.91%，延续了近期的强势表现。这一显著涨幅主要受到多重利好因素的推动。
首先，美国投行富瑞（Jefferies）大幅上调了金山云的目标价。根据报道，富瑞将金山云的目标价从5.8美元上调至18美元，这一调整反映了分析师对公司未来发展前景的看好。富瑞指出，金山云2024年第四季度的非公认会计准则EBITDA（息税折旧摊销前盈余）达到3.6亿元人民币，远超市场预期的7,400万元和富瑞此前预测的2.577亿元。
其次，南向资金持续增持金山云股票也为股价提供了支撑。数据显示，3月21日，南向资金单日增持金山云1397.79万股。截至当日收盘，港股通共持有金山云97682.05万股，占流通股的25.67%。值得注意的是，尽管金山云近20个交易日股价下跌24.87%，但港股通却累计增持了8023.39万股，显示出机构投资者对该股的持续看好。此外，金山云在人工智能（AI）领域的布局和业务增长也受到市场关注。公司CEO邹涛在近期的业绩电话会议上表示，"AI时代到来，云的天花板不是提升，而是掀掉了，金山云会从中受益。"2024年第四季度，金山云的AI云业务总营业额接近5亿元，同比增长500%，占公有云收入的比重攀升至34%。
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