受益智算服務需求激增 金山雲再獲市場青睞
知名調研機構IDC發佈的《中國智算服務市場（2024上半年）跟蹤》報吿顯示，2024年上半年中國智算服務整體市場同比增長79.6%，市場規模達到146.1億元人民幣。根據IDC預測，中國智算服務市場2023-2028年複合增長率達56.2%。這反映出中國智算服務市場潛力巨大。
業內分析認為，伴隨着AI技術的發展，我國算力產業發展動能將持續強勁，算力基礎設施廠商將迎來新⼀輪發展機遇。金山雲作為國內領先的智算雲服務提供商，積極擁抱AI，攜手生態夥伴，以不斷增強的產品技術能力和不斷增厚的服務能力實現業務韌性發展。
日前，金山雲發佈了一系列積極動態，吸引了眾多投資者關注，公司股價也實現飛躍式提升。
具體而言，在英特爾新質生產力技術生態大會上，金山雲展示了其兩款第九代雲服務器產品，其中最新款性能保障型X9雲服務器已正式開啟邀測。該產品搭載了英特爾至強6性能核，計算能力將得到顯著提升。
此外，金山雲還與珠海市人民政府簽署了戰略合作協議，雙方將圍繞政務AIGC智能大模型、政務AI辦公以及政務雲上應用數智創新能力等方面展開深度合作。
2024年11月19日，金山雲與小米簽訂了新的框架協議，金山雲提議在2025、2026、2027年對與小米和金山的關聯交易設置年度上限，小米雲服務的上限從8.68億元大幅提升至23.10億元、31.38億元及40.35億元，進一步鞏固金山雲與小米之間的業務合作關係。
1月7日，在金山雲年度Tech Talk上，金山雲高級副總裁劉濤表示，金山雲全面升級智算服務體系，助力大模型應用落地。
對此，機構普遍認為，隨着AI大模型帶動智算服務需求大增，並受益於小米計劃將人工智能(AI)深度融入其生態鏈，金山雲必將迎來業務的顯著增長。
中金髮布報吿指出，維持金山雲今明兩年盈利預測不變，維持“跑贏行業”評級，基於業績可見度及市場風險偏好提升，將美股目標價上調46%至9.5美元。此外，海通證券首予金山雲“優於大市”評級 ，認為其商業結構優化與AI共振，以及生態協同優勢有望加速業績增長。
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