异动解读 | 金山云盘前大涨5.79%,AI需求强劲推动业绩预期上调

异动解读
Sep 11

金山云(KC)今日盘前大涨5.79%,引起市场广泛关注。据悉,花旗发布的最新研报是推动股价上涨的主要原因。

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。基于这一判断,该机构上调了金山云2025年和2026年的收入预测,分别提高3%和1%。花旗分析师表示,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,花旗将金山云的目标价从19美元上调至20美元,并维持"买入"评级。

这一研报显示了市场对金山云在人工智能领域发展前景的看好,特别是在当前AI技术快速发展的背景下。投资者对公司未来业绩增长的预期提升,进而推动了股价的上涨。然而,投资者仍需密切关注公司后续的实际业绩表现,以验证这些预期是否能够兑现。

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