美股異動|金山雲盤前升超10% 近日青海智算中心正式開通運行
金山雲(KC.US)盤前升超10%,報9.82美元。消息面上,12月中旬,金山雲青海智算中心點亮活動在海東市河湟新區中國電信(國家)數字青海綠色大數據中心舉辦,標誌着金山雲青海智算中心正式開通運行。該項目總投資約8.8億元,共規劃256台算力服務器集羣,總算力規模超過4000P。項目建設一期算力工程已於今年9月中旬落地並對外提供算力服務。截至12月,已投入158台算力服務器集羣與智算中心節點,算力規模超過2048P,完成投資4億元。
另外,瑞銀近期發表研報指,受惠於AI發展及金山生態系統的支持,金山雲第三季業績表現穩健,超出市場預期,有助提升投資者對其收入及盈利持續復甦的期望。該行並將金山雲的評級從“中性”上調至“買入”,目標價從4.2美元調升至12.5美元,認為市場低估了金山和AI業務潛在發展機會。(格隆匯)

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