金山云(03896.HK)今日盘中股价大涨5.83%,引发市场关注。公司股价上涨或与其在人工智能领域的业务前景良好有关。
里昂证券预期,金山云的生成式人工智能(GenAI)业务收入将在2025年实现60%的增长,达到约20亿元人民币。
增量收入主要来自两方面:一是小米在自动驾驶领域的培训需求,预计带来约4至5亿元收入;二是来自人工智能创业公司扩大的需求,预计带来约1至2亿元收入。金山云的人工智能业务前景广阔,获得市场乐观预期。
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