中金发表报告指，金山云(KC.US) 去年第四季收入按年增长29.6%至22.3亿人民币，经调整EBITDA达3.6亿人民币，超出市场预期。由于人工智能业务的投资结构和需求增长好于预期，该行上调2025年和2026年的收入预测5.4%和4.7%，至分别95.2亿人民币和110.3亿人民币。
由于收入增长较预期快及经营杠杆优于预期，该行上调2025年和2026年经调整EBITDA预测24.9%及19.4%至15.7亿人民币及23.1亿人民币。该行认为公司的增长及盈利前景更趋乐观，上调目标价25%至25美元。维持“跑赢行业”评级。(ha/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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