8月25日消息,港股AI概念股走强,微盟集团涨超15%,第四范式涨超7%,万国数据涨超6%,金山云涨超5%,最高触及8港元,创月内新高。
个股消息面上,近日,微盟集团公布2025年中期业绩,收入约7.755亿元,经调整收入约7.755亿元,同比增长7.8%;毛利约5.82亿元,同比增长1.1%;经调整毛利约5.83亿元,同比增长36.1%;经调整净利润为1690万元,实现自2021年以来的首次扭亏。
金山云上周发布第二季度财报,AI对主营业务产生积极影响,带动公司整体业绩强劲增长。财报显示,金山云Q2营收23.5亿元,同比增长24.2%;调整后EBITDA同比增长570.1%,达4.1亿元;调整后EBITDA率达17.3%,同比提升14.1个百分点。公有云实现收入16.3亿元,同比增长31.7%,行业云实现收入7.2亿元,同比增长10.1%。AI账单收入达7.3亿元,同比增长超120%。此外,小米和金山生态收入达6.3亿元,同比增长69.5%。
中金研报指,展望三季度,伴随大规模集群逐步交付,预计收入提速趋势有望持续。此外,伴随分润模式及“三代”模式(即代采、代建、代运营)的占比提升,预计2025年全年经调整EBITDA利润率将保持同比改善趋势。该行维持对其“跑赢行业”评级和目标价16.3美元。
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