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美股異動|金山雲盤前升約4.5% 獲多家機構上調目標價 有望從AI熱潮中受惠
金山雲(KC.US)盤前升約4.5%,報19.82美元。消息面上,里昂發表研報指,DeepSeek的突破將有助於加速中國人工智能應用的創造,並推動雲端運算需求。鑑於金山雲與小米及金山軟體的策略合作伙伴關係,有利於該公司從人工智能熱潮中受惠。該行將金山雲目標價由5.5美元大幅上調至20.5美元,維持“跑贏大市”評級。高盛發表研報指,將金山雲股價上升歸因於投資者對以下因素的反應強於預期,包括公司與關聯方小米及金山軟件簽訂的2025至2027年框架協議;小米加大對人工智能的投入;公司推出多種人工智能模型,降低人工智能訓練及推理成本等。高盛將金山雲美股目標價定於13.7美元,給予“中性”評級。中金髮表研報指,金山雲於本月8日公佈在公有云和國資雲/政務雲場景中,全面支持DeepSeek-R1/V3。考慮到下游客户需求大於預期,該行上調2025財年收入預測7.2%,同時上調經調整EBITDA預測6.5%。考慮行業估值中樞上行及公司增長預期更為樂觀,故上調其美股目標價至20美元,維持“跑贏行業”評級。(格隆匯)
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