金山云（KC）今日盘中大涨5.12%，引起投资者广泛关注。此轮涨势主要受到公司最新财报及AI业务增长前景的推动。
根据金山云发布的2024年第四季度财报，公司实现营业收入22亿元，同比增长30%，超出市场预期。更值得注意的是，公司首次实现调整后经营利润转正，为2437万元。其中，AI云业务表现尤为亮眼，第四季度收入同比增长约500%至4.7亿元，已连续六个季度实现三位数同比增长。
分析师普遍看好金山云在AI云服务领域的发展前景。申万宏源在最新研报中指出，金山云作为小米和金山软件生态系统中最核心的云服务提供商，将直接受益于这两家公司在AI领域的持续投入。金山云与小米及金山软件集团续签的战略框架协议也为未来三年的收入增长提供了保障。此外，金山云与小米签订的融资服务框架将确保公司有足够的资本支持AI业务发展。随着小米在智能家居、物联网和汽车业务等领域的扩张，金山云有望获得更多AI相关的业务机会。
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