金山云(KC,03896)今日夜盘大涨5.17%,引发市场广泛关注。据了解,此前机构预测金山云下一代人工智能(GenAI)服务今年将实现约60%的高增长,成为推升其股价的主要利好因素。
具体来看,里昂发布的最新研报指出,金山云的GenAI收入预计将在2025年增长60%至约20亿元人民币。其中,小米在自动驾驶领域的AI训练需求或贡献4-5亿元的增量收入,AI创业公司对金山云算力服务扩大需求也将带来1-2亿元的收入增长。
随着人工智能技术的不断突破,金山云作为领先的云计算及AI服务商将迎来广阔的市场空间。机构预期其GenAI收入将保持高速增长,推动了资本市场对金山云的乐观情绪,成为今日其股价夜盘大涨的主因。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.