美股異動|金山雲盤前續升1% 獲多家機構上調目標價
昨日大幅收升42.27%的金山雲(KC.US)今日美股盤前續升1.38%,報6.62美元。中金髮報吿指,金山雲第三季收入按年增長16%至18.9億元,符合市場預期;經調整EBITDA 達1.85億元,大幅超出市場預期,得益於有效的成本及費用管控。該行維持“跑贏行業”評級;考慮公司業務結構優化,更為樂觀的增長及盈利前景,上調目標價8%至6.5美元。里昂亦調高公司2024和2025財政年度營收預測各1%和6%,上調經調整淨利預測6400萬和1億元,以反映強勁的AI業務增長。該行將目標價由3美元上調至5.5美元,維持“跑贏大市”評級。此外,美銀證券表示,憧憬AI業務收入增加、企業雲項目組合調整以及成本控制措施漸見成效,預測第四季毛利率可按年將進一步改善。基於AI業務的快速擴張,美銀將金山雲2024至2026年收入預測上調4%至8%。(格隆匯)
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