美股異動|金山雲盤前升近8% 績後獲多家大行上調目標價
金山雲(KC.US)盤前升近8%,報16.65美元。消息面上,高盛發表研報指,金山雲2024年第四季財報大幅超出預期,收入按年增長30%,較市場普遍預期及高盛預測高出6%,主要來自於人工智能雲業務收入的強勁增長,以及來自關聯方小米和金山軟件的收入高於預期的帶動。該行將其目標價從13.7美元上調至15.6美元,並上調2025至2027年收入和EBITDA預測。另外,花旗將金山雲的目標價上調至21.5美元,維持“買入”評級,預期公有云業務將成為今年主要收入增長動力,大部分新增收入來自人工智能相關需求。里昂亦將金山雲的目標價由20.5美元上調至23.5美元,維持“跑贏大市”評級,看好公司AI支持收入增長。(格隆匯)
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