金吾财讯 | 金山云(03896)短线走高，截至发稿，涨8.36%，报7.78港元，成交额4.44亿港元。
消息面上，光大证券表示，AI算力需求呈现指数级增长，国内算力市场规模预计2030年突破5000亿元。该行表示，金山云在AI云服务商中具备独特生态优势，小米生态链的智能制造、IoT及汽车业务，为金山云提供天然AI流量入口，关联交易额上限三年翻十倍至113亿元，构成收入安全垫。政策层面，国家首提“支持公有云发展”，付天姿认为这将加速算力资源集约化，利好金山云等头部厂商。对比全球云巨头，金山云毛利率已逼近20%行业领先水平，经营现金流连续三季转正，验证战略调整成效。此外，据香港交易所信息显示，摩根士丹利在金山云的持股比例于03月26日从4.74%升至5.22%。
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