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OpenClaw概念股集体扬升 金山云(03896)涨5.46% 市传kimi即将完成新一轮近20亿美元融资

金吾财讯
May 07

金吾财讯 | OpenClaw概念股盘初集体扬升，截至发稿，金山云(03896)涨5.46%，百度集团-SW(09888)涨4.86%，阿里巴巴-W(09988)涨3.95%，网易-S(09999)涨3.03%，京东集团-SW(09618)涨2.84%，美团-W(03690)涨2.42%。消息面上，5月6日市场传言kimi即将完成新一轮约20亿美元融资，投后估值突破200亿美元。本轮由美团龙珠领投，中国移动、CPE(中信产业基金)等机构参投，其中仅龙珠出资即超过2亿美元。今年1至2月，月之暗面已密集完成三轮融资，累计金额约19亿美元。加上本轮，公司在不到半年内累计融资超39亿美元，折合人民币逾376亿元，超越MiniMax与智谱，位列国内大模型创业公司首位。高盛新近发布研报亦表示，中国AI大模型的年化经常性收入(ARR)今年以来持续超预期，Token需求爆发式增长推动云基础设施进入高景气周期，而美国云巨头的一季度业绩(谷歌云同比增长63%、Azure增长40%、AWS增长29%)也为行业景气度提供了有力佐证。分析师将将MiniMax评级从“中性”上调至“买入”，维持阿里巴巴“买入”评级。分析师预计阿里云三月季度收入增速将达40%，高于上季度的36%。与此同时，中国大型云服务商的资本开支尚有扩张空间，这为云与数据中心板块提供了多年期的景气支撑，云与数据中心成为中国互联网首选子行业。

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