广发证券：维持金山云(03896)“买入”评级合理价值10.49港元/股

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智通财经APP获悉，广发证券发布研报称，金山云(03896)拥有高可见度的强劲需求，小米金山加大AI投入，基础大模型、智能汽车、WPS均需要大量AI训练和推理算力，非小米客户AI需求亦旺盛。参考可比公司估值，分别给予AI云/非AI云业务6/2倍PS，对应合理价值10.49港元/股。维持“买入”评级。广发证券主要观点如下：核心观点该行维持此前对公司25Q4的预测，预计收入同比+20%，全年收入达95...

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广发证券：维持金山云(03896)“买入”评级 合理价值10.49港元/股

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广发证券：维持金山云(03896)“买入”评级合理价值10.49港元/股