高盛发表报告指,金山云(03896.HK) 预计将于8月中下旬公布2026年第二季业绩。自5月底公布首季业绩以来,股价已下跌23%,主要因投资者担忧管理层乐观的资本支出展望与看似未变的营收指引之间存在脱节。高盛认为金山云股价可能已过度调整。基于首季的资本支出执行率,管理层2026年30%以上的营收按年增长展望应是基本情境;而150-200亿人民币的资本支出展望则代表更乐观的情境,根据该行估计,这可...
Source Link高盛发表报告指,金山云(03896.HK) 预计将于8月中下旬公布2026年第二季业绩。自5月底公布首季业绩以来,股价已下跌23%,主要因投资者担忧管理层乐观的资本支出展望与看似未变的营收指引之间存在脱节。高盛认为金山云股价可能已过度调整。基于首季的资本支出执行率,管理层2026年30%以上的营收按年增长展望应是基本情境;而150-200亿人民币的资本支出展望则代表更乐观的情境,根据该行估计,这可...
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