【6月6日瑞银上调金山云目标价,看好其AI业务发展】6月6日,瑞银发布研报指出,金山云不断加大人工智能相关业务布局,有望受益于大语言模型训练和推理需求的增长。在小米生态及第三方客户持续拓展的支撑下,公有云业务收入预计将扭转跌势,重新实现增长。 瑞银预计,随着AI业务收入占比提升及规模效应带来成本效益,金山云非公认会计原则经营亏损率将收窄,有望在2027年实现盈利。展望二季度及全年,AI驱动公有云...
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