海通证券发表报告，首予金山云(03896.HK) “优于大市”评级 ，认为其商业结构优化与AI共振，以及生态协同优势有望加速业绩增长
报告提到，金山云是国内领先的云端服务厂商，技术、产品与服务能力持续提升；公司策略转为全面
拥抱AI，策略性优化收入结构以提升盈利能力已取得显著成效。受惠于小米(01810.HK) 与金山软件集团未来庞大的云端服务需求，公有云服务收入可望高速增长。
海通证券预期金山云2024至2026年公有云服务收入分别按年增长15%、20%及22.5%；预期随着公司云端服务产品持续拓展优势垂直行业，行业云服务收入增长可望维持稳定，预计2024至2026年行业云端服务收入分别按年增长3%、4%及5%。整体而言，预计公司2024至2026年收入分别按年增长10.5%、14.4%及16.9%；归属母公司净亏损分别为15.7、8.31及3.2亿元人民币。(mn/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-12-27 16:25。)
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