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美股異動|金山雲盤前漲超3% 機構指其直接受益於小米和金山軟件集團加大AI投入
金山雲(KC.US)盤前漲超3%,報14.3美元。消息面上,申萬宏源研報發佈報告指,金山雲24Q4實現營業收入22億元,同比增長30%(收入增速已經連續四個季度環比提升,24Q3同比增速爲16%),超預期;調整後經營利潤爲2437萬元,首次實現轉正。該行指,金山雲爲小米和金山生態最核心雲廠,直接受益於小米和金山軟件集團加大AI 投入。金山雲24Q4來自小米及金山軟件集團的收入同比增長76%。金山雲24 年底與小米及金山軟件集團續簽戰略框架協議,25-27 年合計雲服務年度上限金額爲28/37/48 億元,同比增長41%/35%/29%,保證公司收入增長基本盤;此外,金山雲與小米簽訂融資服務框架,保證資本開支投入。小米建立人車家全生態,手機、IoT 以外汽車業務新成長曲線明確,智駕積極投入,AI需求增長明確。(格隆匯)
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