中金此前发表研报指，金山云宣布与中信金融租赁订立融资租赁协议，以加快AI基础设施相关投入。金山云同时受益于小米及金山生态需求放量，有望率先获得生态客户AI业务布局带来的资源需求增量。中金考虑到金山云AI算力投入节奏较预期快、需求量级高于预期，上调集团今明两年营收预测1.5%和5.7%，分别至75亿及83亿元人民币。Kingsoft Cloud (03896) rose nearly 13% during trading, as of the press time, is up 10.26%, priced at HKD 3.76, with a transaction volume of 0.118 billion HKD.
According to the Zhitong Financial APP, Kingsoft Cloud (03896) rose nearly 13% during trading, as of the press time, is up 10.26%, priced at HKD 3.76, with a transaction volume of 0.118 billion HKD.
On the news front, Kingsoft Cloud previously announced its third-quarter performance, with total revenue reaching 1.886 billion yuan, an increase of 16.0% year-on-year; gross profit was 0.3034 billion yuan, an increase of 54.6% year-on-year; non-GAAP EBITDA was approximately 0.185 billion yuan, turning profit from loss year-on-year. The announcement stated that the year-on-year revenue increase was mainly due to the revenue growth from Xiaomi and clients related to the Kingsoft ecosystem and ai, as well as the increased demand for industry cloud services, although part of the increase was offset by the company's proactive reduction of low-margin content distribution network (CDN) services.
CITIC Securities previously published a research report stating that Kingsoft Cloud announced the signing of a financing lease agreement with CITIC Financial Leasing to accelerate investments related to AI infrastructure. Kingsoft Cloud also benefits from the growing demand from Xiaomi and the Kingsoft ecosystem, expected to be the first to gain resource demand increments brought by ecological clients' ai business layout. CITIC Securities, considering that Kingsoft Cloud's ai computing capacity investment rhythm is faster than expected and the demand level is higher than expected, raised the group's revenue forecast for this year and next year by 1.5% and 5.7%, respectively, to 7.5 billion and 8.3 billion yuan.