高盛发表研究报告,将金山云(KC.US) 的投资评级由“中性”上调至“买入”,该行预计小米(01810.HK) 将于2026年在AI领域投入约100亿元人民币,而金山云将可成为小米持续对AI发展加大投资的主要受益者,将金山云美股目标价由14.2美元升至15.6美元。该行指出,小米锐意通过其“人车家”生态,将AI与物理世界融合,预计金山云将在今年中前更新与小米的关连交易协议,使2026至2027年...
Source Link高盛发表研究报告,将金山云(KC.US) 的投资评级由“中性”上调至“买入”,该行预计小米(01810.HK) 将于2026年在AI领域投入约100亿元人民币,而金山云将可成为小米持续对AI发展加大投资的主要受益者,将金山云美股目标价由14.2美元升至15.6美元。该行指出,小米锐意通过其“人车家”生态,将AI与物理世界融合,预计金山云将在今年中前更新与小米的关连交易协议,使2026至2027年...
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