异动解读|金山云盘中上涨7.51%,全球三大云厂商业绩强劲带动板块集体走强

行情直击
Aug 04

8月4日,金山云盘中上涨7.51%,报6.49港元/股,成交额1.31亿港元。

消息面上,谷歌、微软、亚马逊三大云厂商最新财报表现强劲,其中谷歌云单季营收同比暴增82%,微软Azure同比增长43%,亚马逊AWS营收同比增长37%创18个季度最快增速,云计算板块集体走强。金山云作为港股云计算代表标的,叠加公司AI相关收入预计同比激增109%、小米百亿算力预算落地及AI算力产品提价15%-50%等多重利好,盈利弹性逻辑持续强化,资金积极流入。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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