智通财经APP获悉,金山云(03896)涨超4%,截至发稿,涨4.23%,报9.85港元,成交额7.47亿港元。
消息面上,金山云公布2024年第四季度业绩。财报显示,金山云Q4营收22.3亿元,同比大增29.6%,超行业平均增速;其中,公有云实现收入14.1亿元,同比增长34.0%,行业云实现收入8.2亿元,同比增长22.7%。期内,公司继续以人工智能引领转型,人工智能账单收入达4.74亿元,同比增长近500%,占公有云收入比例继续提升至34%。Q4来自小米和金山生态收入达4.9亿元,同比增长76%,占收入比例进一步提升至22%。
去年四季度,公司盈利水平加速提升,调整后毛利润创历史最高水平达4.3亿元,同比增长63.0%;调整后毛利率达19.2%;调整后EBITDA率再创新高,实现16.1%的高双位数,同比提升17.7个百分点,环比提升6.3个百分点;调整后经营利润首次扭亏为盈,调整后经营利润率为1.1%,较去年同期提升12.0个百分点。
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