金山云盘中大涨16%,Omdia预计中国AI云市场大幅增长

异动解读
Sep 09

9月9日,金山云持续拉升,盘中大涨16%,消息面上,市场研究机构Omdia发布了"中国AI云市场,1H25"报告。报告指出,2025年上半年中国AI云市场规模达223亿元。更值得注意的是,报告预计受生成式AI(GenAI)带动,2025年中国AI云市场将增长148%,到2030年市场规模将达到1930亿元。作为领先的云服务提供商之一,金山云有望从这一市场快速增长中受益。

此外,美银证券分析师Daley Li上调了金山云的股票评级至"买入",目标价定为20.4美元。这一积极的分析师评级也为金山云股价提供了支撑。在AI云计算市场前景看好及华尔街分析师看好的双重利好下,投资者对金山云未来发展前景持乐观态度,推动其股价在盘中大幅上涨。

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