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美股異動|金山雲盤前續升6.6% 近日獲多家機構齊唱好 中金對其增長預期更為樂觀
港股金山雲今日大升7.3%,帶動金山雲(KC.US)美股盤前升6.6%,該股此前2日累計升幅達15%。金山雲將於3月19日舉行董事會會議以審批第四季度業績。中金日前上調金山雲目標價至20美元,對公司增長預期更為樂觀。里昂發佈研報稱,金山雲的GenAI收入將在今年增長60%至約20億元人民幣,增量收入主要來自小米在自動駕駛方面的培訓需求,約4至5億元,以及來自AILLM創業公司的擴大需求,約1至2億元。里昂則認為,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。(格隆匯)

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