3月4日盘中,金山云(KC)股价大涨7.66%,引发市场广泛关注。消息面上,野村证券最新调整了对金山云的评级及目标股价预期,成为股价大涨的主要推手。
据分析,野村证券下调了金山云的评级至"中性",但同时将目标股价从6.7美元大幅上调至18.1美元,显示对公司未来前景较为看好。野村预计金山云的业务走势保持强劲,主要原因是人工智能收入展望更加向好,尤其得益于小米公司在大模型训练、自动驾驶及WPS AI等方面的需求增长。
野村证券针对金山云2024年至2026年的收入及盈利预测均有所上调,以反映人工智能领域需求强于之前预期。金山云作为国内领先的云服务提供商,在人工智能市场需求旺盛的背景下,将获得更多业务增长动力。
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