8月3日，金山云盘中上涨6.02%，报6.16港元/股，成交额2.67亿港元。消息面上，公司美股ADR于上周五收涨9.96%至11.15美元，带动港股联动走高；同时AI云服务板块延续强势，资金持续流入。
基本面方面，多家投行看好公司向全栈AI云服务商转型逻辑，摩根士丹利首予"增持"评级、目标价15美元，国盛证券首予"买入"评级、目标价8港元，广发证券维持"买入"、目标价9.84港元。公司AI相关收入预计同比激增109%，叠加小米百亿算力预算落地及AI算力产品提价15%-50%，盈利弹性逻辑持续强化。
（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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