港股异动 | 金山云(03896)午前涨超4% 云主线回归维持高景气公司有望受惠LLM训练与推理需求强劲增长

智通财经2025-05-06

智通财经APP获悉，金山云(03896)午前涨超4%，截至发稿，涨4.02%，报8.03港元，成交额9.69亿港元。申万宏源发布研报称，2025预计AI投资本土化、多元化、以推理为核心，并伴随云主线回归维持高景气。伴随以阿里为代表的国内云和AI价值重估，云厂商、运营商、IDC、上游设备等产业链将持续受益。值得一提的是，中信建投表示，微软/亚马逊/谷歌/Meta四大北美云厂商财报多超市场预期，资本...

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港股异动 | 金山云(03896)午前涨超4% 云主线回归维持高景气 公司有望受惠LLM训练与推理需求强劲增长

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港股异动 | 金山云(03896)午前涨超4% 云主线回归维持高景气公司有望受惠LLM训练与推理需求强劲增长