《大行》美銀證券降金山雲(03896.HK)目標價至6.7元 重申「中性」評級
美銀證券發表研究報告指,金山雲(03896.HK)(KC.US)首季收入按年升11%,按季則降12%,分別較市場及美銀預測低10%和8%。
該行表示,由於企業雲端需求疲弱,將金山雲2025至2027年的收入預測下調2%,金山雲(03896.HK)目標價由6.8下調至6.7元,對金山雲(KC.US)目標價由13.1美元降至12.9美元。由於盈利能力受壓,即使業績有強勁增長,仍重申「中性」評級。報告指,展望第二季,預期隨著項目加快交付,企業雲端業務的季度營業額料將穩步回升。
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