异动解读 | 瑞银上调评级至"买入"助力金山云盘前大涨5.95%

异动解读12-20 17:09

金山云(KC)今日盘前大涨5.95%,引发了市场的广泛关注。

分析认为,此轮上涨主要源于投资机构看好金山云的发展前景。具体来说,瑞银发表研报指出,受惠于AI发展及金山软件生态系统的支持,金山云第三季度业绩表现出色,超出市场预期,有助提升投资者对其收入及盈利持续复苏的期望。

报告预计,随着云端使用量增长,特别是WPS Office及小米物联网、智能手机和电动车相关的AI需求,预计来自金山软件和小米的收入贡献将从2024年的约20%,提升至2027年的超过40%,推动该公司2025至2027年收入年均复合增长率达到13%。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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