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大行評級|美銀:上調金山雲目標價至3.4港元 重申“中性”評級

美銀證券發表研報指,金山雲第三季收入按年增長16%至18.9億元,略高於市場普遍預期約1%,主要受到人工智能收入按年提升7.9倍,以及企業雲業務在項目交付加快的推動下穩健復甦。期內毛利率亦按年提升4個百分點。

美銀表示,憧憬AI業務收入增加、企業雲項目組合調整以及成本控制措施漸見成效,預測第四季毛利率可按年將進一步改善。基於AI業務的快速擴張,美銀將金山雲2024至2026年收入預測上調4%至8%,目標價由1.7港元上調至3.4港元,重申“中性”評級。

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