异动解读｜金山云盘中上涨5.44%，AI云转型持续获投行看好

行情直击07-29

7月29日，金山云(03896)盘中上涨5.44%，报5.43港元/股，成交额1.25亿港元。

消息面上，近期多重利好持续催化。摩根士丹利此前首予金山云"增持"评级，目标价15美元，将其列为大中华区IT服务与软件板块首选标的，指出AI业务已贡献34%营收，预计AI相关收入将同比激增109%。此外，公司AI算力相关产品服务价格已于7月12日起正式上调15%-50%，新定价生效有望改善盈利预期。国盛证券亦首次覆盖给予"买入"评级，目标价8港元/15美元，看好其生态内AI算力需求爆发及星流平台升级为一站式AI训推全流程平台的增长逻辑。

（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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