$金山云(KC)$这_老虎社区_美港股上老虎 - 老虎社区

$金山云(KC)$这个市场很大，但有马太效应，像aws有规模，azure有场景，google有数据，金山云有什么？靠炒作独立云服务商概念吗？

现在国内大点的互联网公司有哪家自己不搞个XX云，目前光靠伺候几个大佬赔本赚吆喝，说不准哪天就把你甩了。至于中小公司，上云图的是便宜好用，金山云在这些方面又没有什么优势。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

WGJJS
2020-05-09
WGJJS
流通股本小，可以炒炒
- 不动如山回复哈哈侬:
  所以老外已经拉黑中概股了，中国人自己玩 [无语] [开心]
- 哈哈侬:
  嗯，可以陪老外炒炒短线，回想去年瑞幸刚上市，一群老外到凌空soho实地考察，像捡到宝一样的喜悦之情溢于言表。。。 [嘘]
fenry
2020-05-09
fenry
靠政府采购
- 哈哈侬:
  天翼云卡位在前面，金山很难突破，如果能把WPS整合进来，搞搞Saas也许有出路。
Gakkir
2020-05-09
Gakkir
$金山云(KC)$ 楼主说的没错，金山云招股书可以详细看看，一直亏损仍未盈利，国内狠打价格战血拼腾讯云和阿里云，抢夺市场份额，几个头部客户占自己总营收90％以上，自己只有力保几个头部客户才能维持生存，况且头条系产品已经开始自建缓存，逐步将流量迁移到自家的云服务中心，所以金山云后期势必还会继续亏损。
cyborgsea
2020-05-09
cyborgsea
核心在于目前只能买到金山的云股票其他的云没上市投资的逻辑是整个行业的前景
不动如山
2020-05-09
不动如山
金山系也很庞大吧
一夜知球
2020-05-09
一夜知球
金山云是国内第一大独立云，所以稀缺前景广阔。

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