慎入，基本面明显在变_老虎社区_美港股上老虎

2024-12-28

慎入，基本面明显在变差，大客户流失了30%多，应收账款在升高，靠金主爸爸输血，没有成长性。而且云这个市场本来就接近饱和，价格内卷式竞争严重，没有规模会越来越差

周五美股金山云涨幅超20%，消息面上，11月19日，金山云宣布与小米签署新框架协议。协议中提到，金山软件未来3年的年度上限建议分别为23.10亿元、31.38亿元及40.35亿元。【小米概念股纷纷大涨，你看好金山云作为业务伙伴的增长潜力吗？现在还能否上车？】

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