美股異動丨金山雲盤前升8.35% 績後獲小摩、瑞銀上調目標價
金山雲(KC.US)盤前升8.35%,報12.97美元;H股今日收升近8%,報6.9港元。消息面上,摩根大通發表研究報吿指,相信金山雲正實現向人工智能的戰略轉型,並擁抱小米及金山整個集團所帶來的財務效益。該行認為,金山雲的人工智能收入增長前景的確定性高於許多其他AI股,維持對其“增持”評級,目標價由4.2美元大幅上調至18.5美元。
另外,瑞銀髮表研報指,金山雲持續增加於人工智能(AI)相關業務的佈局,相信可受惠於不斷增長的大語言模型訓練和推理需求。展望第二季及今年全年,該行預期AI驅動公有云需求強勁增長,將推動其收入將增長22.4%及18.7%。該行予其“買入”評級,目標價從12.5美元上調至14美元。(格隆匯)
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