瑞银发表报告指，金山云(KC.US) 公布6月止第二季度业绩，按美国公认会计准则，收入23.49亿元人民币(下同)，按年增加24.2%，较该行预期高出1.5%，而non-GAAP净亏损则按季扩大至3亿元人民币，主要由于GPU采购预付款产生一次性约1.3亿元人民币的信贷亏损所致；若不计入此项亏损，盈利将高于该行预期。
报告指，金山云第二季来自小米生态系统的收入按年强劲增长70%，相信公司将继续受惠于小米生态系统的AI云端需求增量，以及来自模型训练和AI应用的长期推理机会。该行预测金山云第三季的收入增长将较去年同期加快至31%，而2025财政年度的收入增长将达到22%。重申“买入”评级。目标价由14美元升至16.5美元。(ha/j)(美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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