港股異動 | 金山軟件(3888.HK)續漲近4% 擬分拆金山雲赴美上市
格隆匯12月30日丨金山軟件(3888.HK)今日續漲,暫五連升累漲逾14%,現報20.65港元,漲3.98%,暫成交1.9億港元,最新總市值283.5億港元。金山軟件曾於12月22日晚發公告稱,已向香港聯交所遞交建議分拆及獨立上市書,金山雲已於紐約時間12月20日按照保密基準向美國證券交易委員會(SEC)遞交可能進行首次公開發售的註冊聲明草擬本。中泰國際認為,目前整個雲計算市場處於上雲的關鍵時期,金山雲作為子公司分拆,一方面可以獲得資本的助力,另一方面也會在獲得更多來自市場的關注,整體的聲望或者地位可以得到提升。並認為儘管金山雲目前增速、規模不及國內兩大頭部廠商阿里雲和騰訊雲,但未來仍可享受行業增長紅利,若未來成功在美股上市,有望提高雲業務估值水平。
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