异动解读 | 金山云盘前大涨5.79%,人工智能需求强劲,花旗上调目标价

异动解读
Sep 11

金山云(KC)今日盘前大涨5.79%,引发市场广泛关注。截至发稿,该股报16.400美元。这一显著涨幅主要受到几个积极因素的推动。

首先,花旗发布的最新研报指出,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%。同时,花旗维持了2027年的预测不变。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。

基于这些积极因素,花旗将金山云的美股目标价从19美元上调至20美元,并维持"买入"评级。这一评级调整进一步增强了投资者对金山云未来发展前景的信心。金山云在人工智能和云计算领域的持续增长潜力,以及其业务模式的改善,成为推动股价上涨的关键因素。

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