异动解读 | 金山云股价盘中大跌6.70%,Q1财报亏损持续引发市场担忧

异动解读
May 29, 2025

金山云(03896.HK)今日盘中大跌6.70%,引发市场关注。该公司昨日发布的2025年第一季度财报显示,虽然收入实现增长,但亏损状况仍在持续,这可能是导致股价下跌的主要原因。

根据财报,金山云第一季度总收入达19.7亿元人民币,同比增长10.9%。其中,人工智能业务表现亮眼,收入同比增长超过200%至5.3亿元。然而,公司仍录得3.14亿元的亏损,虽然较去年同期的3.59亿元有所收窄,但持续亏损状况可能引发投资者对公司盈利能力的担忧。

此外,公司昨日还宣布了董事会成员的变动。非执行董事冯宏华因个人原因辞任,张铎将接任其职位。这一人事变动也可能给市场带来一定的不确定性,从而影响投资者信心。尽管金山云在人工智能等新兴领域表现出色,但投资者似乎更关注公司的整体盈利状况,这反映在今日的股价表现上。

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