研报掘金｜中金：上调金山云目标价至6.5美元增长及盈利前景更为乐观

格隆汇资讯11-21 14:09

中金发表报告指，金山云第三季收入按年增长16%至18.9亿元，符合市场预期；经调整EBITDA 达1.85亿元，大幅超出市场预期，得益于有效的成本及费用管控。此外，公司披露与金山软件及小米的关联交易框架协议。据公告，2025年至2027年期间，来自金山软件及小米的收入上限预计合计约为113亿元。报告指，考虑金山云AI业务收入贡献超预期，上调2024年和2025年收入预测2%和1.7%，至76.5...

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研报掘金｜中金：上调金山云目标价至6.5美元 增长及盈利前景更为乐观

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研报掘金｜中金：上调金山云目标价至6.5美元增长及盈利前景更为乐观