中金发表研报指，金山云(KC.US) 于本月8日公布在公有云和国资云/政务云场景中，全面支持 “DeepSeek-R1/V3”，故维持其2024财年收入及经调整EBITDA预测基本不变。另外，考虑到下游客户需求大于预期，故上调2025财年收入预测7.2%，同时上调经调整EBITDA预测6.5%。
中金亦引入对金山云2026财年收入105.4亿元人民币及经调整EBITDA预测19.3亿元人民币，维持该股的“跑赢行业”评级。考虑行业估值中枢上行及公司增长预期更为乐观，故上调其美股目标价111%至20美元。(js/da)(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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