异动解读｜金山云盘中下跌5.19%，绩后冲高回落持续盈利困局压制估值

行情直击08-24

8月24日，金山云盘中下跌5.19%，报5.66港元/股，成交额6601.11万港元。

消息面上，公司8月19日发布Q2财报，营收30.72亿元同比增长30.8%创单季新高，AI云账单收入同比增82%，GAAP口径首次实现正经营利润。绩后股价一度大涨逾11%，但随即遭遇获利回吐。市场关注点转向盈利质量：上半年归母净亏损仍达4.37亿元，累计亏损高达156.85亿元，毛利率同比下滑1.1个百分点至14.1%，折旧摊销同比增长86%至18.6亿元侵蚀利润。此外，同板块万国数据-SW同日跌5.4%，行业整体承压亦拖累走势。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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