野村的研究报告将金山云(KC.US) (03896.HK) 的评级由“买入”降至“中性”,目标价由6.7美元大升至18.1美元。该行料公司业务走势将维持强劲,因为人工智能(AI)收入展望更强,主要受到小米(01810.HK) 的大模型训练需求,以及小米和金山软件(03888.HK) 就自动驾驶及WPS AI的界面需求。另外,由于DeepSeek在内地正加快其AI投资,相信金山云将因为其强大的储备...
Source Link野村的研究报告将金山云(KC.US) (03896.HK) 的评级由“买入”降至“中性”,目标价由6.7美元大升至18.1美元。该行料公司业务走势将维持强劲,因为人工智能(AI)收入展望更强,主要受到小米(01810.HK) 的大模型训练需求,以及小米和金山软件(03888.HK) 就自动驾驶及WPS AI的界面需求。另外,由于DeepSeek在内地正加快其AI投资,相信金山云将因为其强大的储备...
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