异动解读 | 金山云受GenAI收入预期提振夜盘大涨5.17%

异动解读03-06

金山云(KC,03896)今日夜盘大涨5.17%,引发市场广泛关注。据了解,此前机构预测金山云下一代人工智能(GenAI)服务今年将实现约60%的高增长,成为推升其股价的主要利好因素。

具体来看,里昂发布的最新研报指出,金山云的GenAI收入预计将在2025年增长60%至约20亿元人民币。其中,小米在自动驾驶领域的AI训练需求或贡献4-5亿元的增量收入,AI创业公司对金山云算力服务扩大需求也将带来1-2亿元的收入增长。

随着人工智能技术的不断突破,金山云作为领先的云计算及AI服务商将迎来广阔的市场空间。机构预期其GenAI收入将保持高速增长,推动了资本市场对金山云的乐观情绪,成为今日其股价夜盘大涨的主因。

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异动解读 | 金山云受GenAI收入预期提振 夜盘大涨5.17%

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异动解读 | 金山云受GenAI收入预期提振夜盘大涨5.17%