金山云(KC)在今日夜盘出现大涨5.74%的行情,引起了市场广泛关注。
消息面上,金山云的下一代人工智能(GenAI)业务获得机构积极看好,预计2025年该领域收入有望实现约60%的高速增长,达到20亿元人民币左右。这为该股价格大涨带来了推动力。
据了解,金山云在GenAI方面的增量收入主要来自两个渠道:一是小米在自动驾驶领域对算力训练的大量需求,预计贡献4-5亿元收入;二是创业公司对金山云算力服务的扩大采购需求,将带来1-2亿元收入增量。作为国内领先的云计算及人工智能服务商,金山云在该领域拥有雄厚实力,此次机构看好其GenAI业务高增长潜力,为公司股价大涨注入了动能。
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