* 中国云服务提供商--金山云港股3896.HK周一早盘涨幅扩大至8.1%。
* 野村在报告中表示，将金山云美股KC.O的目标价从6.7美元上调至18.1美元，但评级从“买入”下调至“中性”，因该股年初至今已上涨57%，已充分反映积极的前景。
野村并指，预计金山云的业务保持稳固，因小米集团1810.HK的大语言模型训练需求、小米和金山软件3888.HK对于自动驾驶和WPS AI的推理需求，带来强劲的AI（人工智能）收入前景。此外，由于DeepSeek正在加速在中国的AI投资，相信金山云凭借强大的AI服务器储备能从中受益。
* 金山云港股今年迄今涨46.5%，同期恒生指数.HSI上扬16.3%。
* 恒生科技指数.HSTECH盘中一度升2.4%。（完）
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(发稿 徐凯文；审校 张喜良)
((kaiwen.xu@thomsonreuters.com))
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