金山云(KC.US)盘前涨3.04%，报13.24美元。摩根大通近日发研报指，金山云公布第三财季财报后股价大涨，相信集团正实现向人工智能的战略转型，并拥抱小米及金山整个集团所带来的财务效益。因此该行认为，金山云的人工智能收入增长前景的确定性高于许多其他AI股。摩通相信，小米及金山软件对模型训练的GPU计算能力需求仍在增长，并将把大部分AI计算开支分配至金山云。另外，由于供应链管理日趋复杂，该行预期引入第三方供应商提供计算能力会对利润率造成负面影响。总该行维持金山云“增持”评级，美股目标价由4.2美元大幅上调至18.5美元。(格隆汇)

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