金山云(KC)今日盘前大涨6.62%,引发市场广泛关注。
据悉,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,预计收入将达到约20亿元人民币。其中,小米在自动驾驶领域的AI训练需求或将为金山云贡献4-5亿元的收入增量;此外,AI创业公司对算力服务的扩大需求也有望为金山云增加1-2亿元收入。
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,其GenAI业务将迎来广阔的市场空间。因此,机构对其GenAI收入保持高增长的预期,成为推升金山云盘前股价大涨的主要利好因素。
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