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← @美股研究社

$KC

BULLISH2026-05-28
Price around the call
↑ 2026-05-28
By horizon✗ miss-25.3%
1d
✓ +8.3%
5d
✗ -2.3%
21d
✗ -25.3%
Original post
美股研究社 · 2026-05-28

金山云这份一季报,最好别只看成一家云厂商的业绩修复。$金山云(KC)$ 它更像一个信号:AI正在把金山云从“二线云厂商”,往“智算基础设施公司”那边推。当然,这句话听起来有点资本市场腔。换个更直白的说法:以前市场看金山云,看的是什么?看它和阿里云、腾讯云比规模,看它什么时候...

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