慎入，基本面明显在变_老虎社区_美港股上老虎

2024-12-28

慎入，基本面明显在变差，大客户流失了30%多，应收账款在升高，靠金主爸爸输血，没有成长性。而且云这个市场本来就接近饱和，价格内卷式竞争严重，没有规模会越来越差

2024 年公司总营收达到 77.85 亿元，同比增长 10.5%。其中，公共云服务营收为 50.07 亿元，同比增长 14.3%；企业云服务营收 27.78 亿元，同比增长 4.3% 。【市场竞争加剧，你看好金山云发展前景吗？现在还能继续持有吗？】

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