金山云(KC)今日夜盘股价大幅上涨6.71%，引起了市场的广泛关注。
消息面上，高盛发表研究报告，将金山云的投资评级由“中性”上调至“买入”，目标价由14.2美元升至15.6美元。该行预计，小米将于2026年在AI领域投入约100亿元人民币，而金山云将成为小米持续对AI发展加大投资的主要受益者。高盛预计，金山云将在今年中前更新与小米的关连交易协议，使2026至2027年来自小米的收入上限较现有上限提高10%至15%，这意味着2025至2028年来自小米的收入年均复合增长率可达37%。
基于此，高盛将金山云2026至2028年收入预测上调4%至13%，经调整EBITDA预测上调最多4%。这一乐观预期提振了市场信心，推动了股价在夜盘时段的大幅上涨。
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