金吾财讯 | 金山云(KC)盘前涨超5%，截至发稿，报16.320美元。消息面上，高盛发表研报指金山云2024年第四季财报大幅超出预期，收入按年增长30%，较市场普遍预期及高盛预测高出6%，主要来自于人工智能云业务收入的强劲增长，以及来自关联方小米和金山软件的收入高于预期的带动。金山云计划2025年在人工智能方面投资100亿元人民币，基于去年第四季财报受更高的资本开支展望，高盛将其2025至2027年收入预测上调14%至21%，EBITDA预测上调36%至75%，目前预测2024至2027年收入年均复合增长率为23%，维持“中性”评级，美股目标价从13.7美元上调至15.6美元。
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