金山云昨日港股股价走高，收盘价报6.55港元/股，大涨8.44%。接着，在昨夜的美股市场，金山云盘中一度涨超13%，最终以12.54美元/股收盘，也实现7.18%的亮眼涨势。金山云港美双市表现不俗，是受益于基本面稳健、市场情绪向好、AI投资热潮等多重利好。
此前，金山云发布24年Q4业绩大超市场预期。其业绩实现全面盈利，营收同比大增30%，远超所有上市公司；AI账单收入达4.74亿元，同比劲增近500%，亮眼的业绩指标凸显了金山云的强劲向上势头。市场认为，在此提速下，金山云25年收入规模有可能超过一百亿。
近段时间以来，金山云持续受到花旗、瑞银、里昂、高盛等国际机构的关注和看好。在最新业绩发布后，多家机构纷纷上调预期。花旗上调对金山云今明两年收入预测19%及29%，目标价上调至21.5美元。里昂更将金山云的目标价上调至23.5美元，维持“跑赢大市”评级。
同时，近期金山云获得约2.9亿美元融资，将用于提升基建、研发能力，在AI赛道竞争力有望进一步得到提升。此次融资还获得战略股东入股，显示出其长期价值和增长空间被看好。融资公告发布后，花旗银行对其目标价不变，并继续保持“买入”评级。此外，摩根大通在金山云的持股比例也从3.16%升至5.48%，彰显对其未来发展的乐观预期。
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