《大行》中金升金山云(KC.US)目标价至20美元 整合DeepSeek

阿斯达克财经
14 Feb

中金发表报告指,金山云(KC.US)  宣布将DeepSeek-R1/V3全面整合至其公共服务云及国有资产和政务云业务。鉴于下游客户需求强于预期,上调其2025年收入预测7.2%至90.3亿人民币,及上调经调整EBITDA预测6.5%至12.6亿人民币。
中金对金山云2026年收入预测为105.4亿人民币,经调整EBITDA预测为19.3亿人民币。鉴于行业平均估值上升及公司增长前景改善,将目标价上调111%至20美元。(ha/k)(美股为即时串流报价; OTC市场股票除外,资料延迟最少15分钟。)

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