--- title: "里昂：上調金山雲目標價至 5.5 美元 第三季業績受公有云表現強勁及企業雲回升所帶動" description: "里昂將金山雲目標價上調至 5.5 美元，第三季業績受公有云強勁表現及企業雲回升推動，總收入同比增長 16%。經調整 EBITDA 利潤率上升至 9.8%。公司與小米及金山軟件續訂協議，交易收入及融資上限提高。預計第四季營收同比增長加速至 18%，EBITDA 利潤率改善至 13%。調高 2024 和 2025 財政年度營收及淨利預測，以反映 AI 業務增長。" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/220287240.md" published_at: "2024-11-21T06:03:00.000Z" --- # 里昂：上調金山雲目標價至 5.5 美元 第三季業績受公有云表現強勁及企業雲回升所帶動 > 里昂將金山雲目標價上調至 5.5 美元，第三季業績受公有云強勁表現及企業雲回升推動，總收入同比增長 16%。經調整 EBITDA 利潤率上升至 9.8%。公司與小米及金山軟件續訂協議，交易收入及融資上限提高。預計第四季營收同比增長加速至 18%，EBITDA 利潤率改善至 13%。調高 2024 和 2025 財政年度營收及淨利預測，以反映 AI 業務增長。 里昂發表報告指，金山雲第三季業績大致符合預期，總收入按年上升 16%，主要受公有云表現強勁及企業雲回升所帶動；經調整 EBITDA 利潤率進一步上升至 9.8 %。公司與小米及金山軟件續訂框架協議，合作關係更緊密，交易收入及融資上限提高成為亮點。同時關注小米自動駕駛帶來的收入上升空間。里昂預期金山雲第四季的營收按年增長將加速至 18%，而經調整 EBITDA 利潤率料將進一步改善至 13%。該行調高 2024 和 2025 財政年度營收預測各 1% 和 6%，上調經調整淨利預測 6400 萬和 1 億元，以反映強勁的 AI 業務增長。該行將目標價由 3 美元上調至 5.5 美元，維持 “跑贏大市” 評級。 ### Related Stocks - [KC.US - 金山雲](https://longbridge.com/zh-HK/quote/KC.US.md) - [03896.HK - 金山雲](https://longbridge.com/zh-HK/quote/03896.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Ceva Stock Remains Constrained As Momentum Fails To Build | Ceva (NASDAQ:CEVA) stock outlook remains constrained as it enters Phase 18 of its Adhishthana cycle, with a 40% decline | [Link](https://longbridge.com/zh-HK/news/276340118.md) | | If You Invested $100 In Bloom Energy Stock 5 Years Ago, You Would Have This Much Today | Bloom Energy (NYSE:BE) has delivered an annualized return of 39.13% over the past 5 years, outperforming the market by 2 | [Link](https://longbridge.com/zh-HK/news/276488055.md) | | Year of the Horse is Bullish for Stocks—Nvidia's CEO Agrees | As the Year of the Horse begins, investors are optimistic about stock performance, particularly in relation to Nvidia. H | [Link](https://longbridge.com/zh-HK/news/276149897.md) | | 'Skeptics Are Wrong': Top Investor Says Nvidia Stock Looks Stronger With Meta's AI Push | Nvidia (NASDAQ:NVDA) shares have faced scrutiny this year amid concerns over AI infrastructure spending and its impact o | [Link](https://longbridge.com/zh-HK/news/276397424.md) | | Why Nvidia Just Made a $7.9 Billion Bold Bet on Intel | Why Nvidia Just Made a $7.9 Billion Bold Bet on Intel | [Link](https://longbridge.com/zh-HK/news/276371087.md) | --- > **免責聲明**：本文內容僅供參考，不構成任何投資建議。