金吾财讯 | 美股周一个别发展，市场观望气氛浓厚，三大指数收市升跌不一。美元继续偏软，美国十年期债息回落至4.47厘水平，金价高位整固，油价持续反弹。港股预托证券个别发展，预料大市早段缺乏方向。内地股市昨日上升，沪综指低开高走，收市上升0.4%，沪深两市成交额亦有所增加。港股持续向好，指数冲破24,000点水平，大市成交保持活跃。中美贸易谈判续有进展，市场气氛向好，有利指数进一步挑战24,500点阻力，下方支持上移至23,800点水平。行业消息金山云(03896)第一季总收入19.7亿元人民币，按年增加10.9%，主要是来自小米和金山生态系统以及人工智能相关客户的收入增加。亏损由上年同期3.59亿元人民币，收窄至3.14亿元人民币。季内，经调整毛利3.28亿元人民币，按年增长9.6%，主要由于采购成本下降，经调整毛利率16.6%，相对上年同期为16.8%，原因是季内对人工智能的投资不断增加以及高利润行业云项目延期。经调整EBITDA利润3.19亿元人民币，经调整EBITDA利润率16.2%。小米最新的大型语言模型使用金山云的资源进行训练，预计分部增长将加速，第一季亦通常是企业云服务的淡季，预计项目交付从第二季回升，业绩前景继续乐观。(笔者为证监会持牌人仕，本人及相关人士没持有上述股份)
作者：港湾家族办公室业务发展总监 郭家耀
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