金山云(03896.HK)今日盘中大跌8.97%,引起了市场的广泛关注。
消息面上,金山云一直在加大对智算云业务的投入,并取得了一定成绩。但由于以下几个原因,投资者对金山云在人工智能领域的业务发展前景存在疑虑和担忧,导致了大规模抛售:
首先,金山云和小米云是否会在大模型业务等新兴领域发生激烈竞争,金山云是否能继续保持竞争优势存在不确定性。
其次,金山云在大模型、行业应用等新兴业务的拓展也面临着其他大型云厂商的激烈竞争,能否持续保持领先地位仍有待观察。
此外,金山云正在持续压缩CDN等低毛利业务,这可能影响其现金流状况,从而阻碍新兴业务的投入和发展。
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