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港股異動 | 金山軟件漲逾3% 暫六連升累漲逾8%
格隆匯 12-09 13:11
格隆匯12月9日丨金山軟件(3888.HK)今日續漲,暫六連升累漲逾8%,現報18.76港元,漲3.19%,暫成交1.5億港元,最新總市值257.5億港元。金山軟件上週一(2日)晚間發公告稱,公司與小米集團訂立一份未來三年度的框架協議,將向小米提供若干綜合服務,主要包括雲服務、推廣服務、郵箱定製開發服務及廣告代理服務;將與小米共同經營由本集團提供的遊戲;將向小米提供硬件產品等。高盛近日發研報稱,金軟第三季收入符預期及盈利表現勝預期,旗下金山辦公上月中已在上交所上市,另公佈有計劃分拆金山雲,不過未有提供時間表,該業務在今年第三季首次實現正數的毛利率。維持其“買入”評級,目標價21.5港元。輝立亦指,目前金山雲不斷拓展遊戲雲、政務雲、金融雲等領域,相信雲業務仍能保持高速增長,完成管理層全年70%的增長目標難度不大,維持“買入”評級。
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