异动解读 | 金山云股价盘中大涨6.55%,花旗上调目标价至20美元

异动解读
Sep 11, 2025

金山云(KC)今日盘中大涨6.55%,引发市场广泛关注。这一显著涨幅主要受到花旗最新研报的推动,该报告看好金山云在人工智能领域的发展前景。

花旗在研报中指出,金山云的人工智能相关需求较预期强劲。基于此,花旗上调了金山云2025年和2026年的收入预测,分别提高3%和1%。研报还强调,公司受人工智能运算需求及利润改善趋势带动,公有云业务表现强劲。鉴于这些积极因素,花旗将金山云的目标价从19美元上调至20美元,并维持"买入"评级。

这一研报反映了市场对金山云在快速发展的人工智能技术领域中的地位的认可。随着企业对AI技术的需求不断增加,金山云作为云服务提供商有望从中受益。然而,投资者仍需密切关注公司后续的实际业绩表现,以验证这些乐观预期是否能够兑现。

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