金山云盘中涨超5% 公司有望充分受益国内云市场景气度上行

金融界
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金山云盘中涨超5%,截至发稿,股价上涨4.02%,现报9.06港元,成交额4.45亿港元。

海内外巨头开启新一轮调价,阿里云四天连发三条产品涨价公告,调整百炼部分模型单元服务价格及DataWorks部分API免费额度;Anthropic企业级产品也已悄悄涨价,从固定费用转为按照实际算力消耗计费。

申万宏源指出,重视具备AI高弹性的独立云标的。1)小米金山生态收入的高确定性与高粘性,金山云作为核心云厂充分享受生态扩张红利(小米新发大模型MiMo-V2 Pro进入全球一梯队)。2)作为独立云厂,也将充分受益于国内云市场景气度上行。

港股频道更多独家策划、专家专栏,免费查阅>>

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