野村：首予金山云(03896)“买入”评级目标价9.2港元

智通财经2025-05-06

智通财经APP获悉，野村发布研报称，首予金山云(03896)“买入”评级，并设目标价9.2港元，意味着仍有24.3%的上行潜力。该行认为，中国的AI投资周期正在加速，作为中国领先的AI云基础设施服务提供商之一，金山云有望受惠于大语言模型(LLM)训练与推理需求的强劲增长。野村认为，金山云在2025年将在中国云计算市场中表现优异，且实现20%的同比收入增长，其中主要来自AI收入的91%同比增长(占...

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野村：首予金山云(03896)“买入”评级 目标价9.2港元

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野村：首予金山云(03896)“买入”评级目标价9.2港元