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光大证券:维持金山云(KC.US)增持评级

Zhitong Finance ·  Nov 24, 2023 20:59

维持金云“增持”评级。

智通财经APP获悉,光大证券发表报告称,受益于公有云业务收入结构优化、行业云项目质量提升及有效的成本控制,金山云(KC.US)毛利率连续五个季度持续提升,3Q23 达到12.1%的历史新高,同比/环比提升5.9pcts/0.8pcts。该行预计,伴随客户结构优化、AI 营收占比提升以及降本提效持续推进,金山云的净亏损有望持续收窄,上调24-25年归母净利润3%/12%至-18.0/-14.4 亿元,维持金云“增持”评级。

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