金山云(KC.US)今日盘中大涨5.01%,报19.82美元,引发了市场的广泛关注。
消息面上,里昂研究、高盛和中金等多家机构发表研报看好金山云,因其有望从人工智能热潮中获益。里昂指出,金山云的DeepSeek人工智能突破有助加速中国人工智能应用的创造,并推动云端运算需求。鉴于金山云与小米及金山软件的合作关系,有利于该公司从人工智能热潮中受惠。里昂大幅上调金山云目标价至20.5美元,维持"跑赢大市"评级。
高盛分析师则认为,投资者对金山云与关联公司签订2025至2027年框架协议、小米加大人工智能投入以及金山云推出多种AI模型降低训练成本等因素反应强于预期。中金也上调收入和盈利预期,认为行业估值及公司前景向好,将金山云目标价上调至20美元,维持"跑赢行业"评级。
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