【券商聚焦】高盛予金山云(KC)“中性”评级 相信公司在下半年及明年维持强劲的收入增长

金吾财讯
Yesterday

金吾财讯 | 高盛报告指,金山云(KC)第二季业绩好坏参半,收入及经调整EBITDA高于该行及市场预期,但非通用会计准则净亏损则超预期。该行相信公司强劲收入增长在下半年及明年维持,基于高增长动力不变,包括人工智能云收入及小米/金山生态圈收入增长,小米也已承诺人工智能投资,如大模型及辅助驾驶等。该机构上调对金山云今年至2027年收入预测4%至9%及EBITDA预测9%至15%,下调对公司经调整净亏损预测,同时考虑公司增加债务开支为人工智能投资融资。该行对金山云ADR目标价由12.7美元上调至13.5美元,评级“中性”。

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