明源云(00909)再涨近15%，截至发稿，涨13.37%，报4.24港元，成交额1.91亿港元。 此外，明源云近日公布，开拓日本市场，向独立第三方收购ASIOT株式会社100%股权。目标公司是一 家专为日本不动产行业提供人工智能(AI)及物联网(IOT)解决方案的服务商，现金代价7亿日元。收购完 成后，公司与目标公司将在产品、运营和技术等方面进行资源共享，实现业务快速协同发展。 消息面上，明源云拟于8月26日举行董事会会议批准中期业绩。公司此前发布盈喜，预计上半年股东应 占利润净额约1209万元至1541万元人民币，去年同期亏损1.15亿元。高盛认为，明源云上半年盈利表现 超出预期，主要源于成本控制较理想；基于现金流折现估值法，高盛将明源云的目标价从2港元上调至 2.25港元，维持"中性"评级。 ...

Core Viewpoint - Mingyuan Cloud (00909) has seen a significant stock price increase of nearly 15%, currently trading at 4.24 HKD, with a transaction volume of 191 million HKD, following the announcement of its mid-term performance meeting on August 26 [1] Financial Performance - The company has issued a profit warning, expecting a net profit attributable to shareholders of approximately 12.09 million to 15.41 million RMB for the first half of the year, compared to a loss of 115 million RMB in the same period last year [1] - Goldman Sachs believes that Mingyuan Cloud's half-year earnings performance exceeded expectations, primarily due to effective cost control [1] - Based on discounted cash flow valuation, Goldman Sachs has raised the target price for Mingyuan Cloud from 2 HKD to 2.25 HKD, maintaining a "Neutral" rating [1] Strategic Expansion - Mingyuan Cloud has announced its entry into the Japanese market by acquiring 100% of ASIOT Corporation, a company providing AI and IoT solutions specifically for the Japanese real estate industry, for a cash consideration of 700 million JPY [1] - Post-acquisition, the company and ASIOT will share resources in products, operations, and technology to achieve rapid business synergy [1]