港股详情

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粤港湾智算

11.340

+0.9208.83%

成交量：515.32万

成交额：5,764.91万

市值：179.63亿

市盈率：169.25

高：11.450

开：10.400

低：10.400

收：10.420

52周最高：19.850

52周最低：4.370

股本：15.84亿

香港流通股本：15.84亿

量比：2.31

换手率：0.33%

股息：- -

股息率：- -

每股收益(LYR):0.067

净资产收益率：2.75%

总资产收益率：-5.23%

市净率：3.90

市盈率(LYR):169.25

市销率: 15.36

数据加载中...

总览公司新闻资讯公告

财报前瞻｜粤港湾智算本季度营收预测缺失，机构观点待验证

粤港湾智算(01396)出现大手买入73.8万股，成交价$11.2，涉资826.56万

阿斯达克财经

港股异动 | 粤港湾智算(01396)早盘涨超9% 英伟达业绩及电话会验证算力需求公司“Token工厂”路径已清晰

粤港湾智算(01396)：从大湾区到和林格尔，用实干炼造“超级Token工厂”

粤港湾智算(01396)股价下跌5.072%，现价港币$9.92

阿斯达克财经

粤港湾智算(01396)：每手买卖单位将更改为500股

粤港湾智算(01396)宣布自2026年9月9日起将每手买卖单位缩减至500股

粤港湾智算(01396.HK)拟8月28日举行董事会会议以批准中期业绩

粤港湾智算（01396）公告定于8月28日召开董事会审议2026年中期业绩

粤港湾智算(01396)股价下跌5.297%，现价港币$11.62

阿斯达克财经

公告之外｜粤港湾智算(01396)在手订单或破400亿：算力重资产的活化之道

一周港股牛熊榜 | 业绩利好催化！布鲁可累涨逾31%、迈富时累涨逾27%；“京东系”承压，京东物流累跌近16%、京东集团累跌逾13%

老虎资讯综合

港股异动 | 粤港湾智算(01396.HK)涨超8% 算力资源供不应求格局持续公司上半年净利预计达去年3.3倍

粤港湾智算(01396)附属与浦银金融租赁订立融资租赁协议

粤港湾智算与浦银金融租赁达成16.87亿元IT设备售后回租协议，租期长达61至62个月

粤港湾智算午后上涨4% 公司在手订单总规模突破300亿元

港股异动 | 粤港湾智算(01396.HK)最高涨超9% 隔夜美股云厂商绩后大涨公司在手订单总规模突破300亿元

港股异动 | AI行业暴力拉升算力股大模型崛起催动国产算力需求粤港湾智算(01396)上扬涨超7%

粤港湾智算(01396)股价上升5.19%，现价港币$10.54

阿斯达克财经

算力板块又回来了进入更挑剔的阶段

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10:38","pubTimestamp":1787798333,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，粤港湾智算早盘涨超9%，截至发稿，涨7.49%，报11.2港元，成交额2370.35万港元。消息面上，英伟达发布季度业绩，已连续15个季度超市场预期。英伟达首次提前一年给出业绩指引，预计2028财年营收将增长约70%。分析人士指出，英伟达超预期的业绩及电话会均表明，算力需求短期内难以放缓。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1486742.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0106261372.USD","IE00BJLML261.HKD","IE00BWXC8680.SGD","LU2237443549.SGD","LU0006306889.USD","LU0274383776.USD","LU2097344431.USD","IE00B1XK9C88.USD","LU2237957811.SGD","LU0472753341.HKD","LU0949170772.SGD","LU0965509101.SGD","VGT","LU0417517546.SGD","LU0210536198.USD","LU0557290698.USD","HK0000819398.USD","LU2023251221.USD","LU0345770993.USD","SGXZ80539844.SGD","LU0198837287.USD","FDTX","LU2506951792.HKD","IE00BMPRXR70.SGD","IE000Q6AESB8.SGD","AIPI","IE00B3SWFQ91.USD","IE00BJTD4V19.USD","LU1551013425.SGD","LU1623119135.USD","LU0316494557.USD","LU2360032135.SGD","LU0069063385.USD","LU0077335932.USD","LU2458330169.SGD","BK4527","LU0353189680.USD","LU1244550221.USD","LU0689626769.HKD","LU2065171402.SGD","IE000YTNTUN2.SGD","LU0234572021.USD","LU0957791311.USD","LU2357125470.USD","DIPS","LU2089985449.USD","SPTE","LU1035775433.USD","LU0719512351.SGD","SGXZ31699556.SGD","IE00B4JS1V06.HKD","SMHX","LU1066053197.SGD","LU0353189763.USD","LU1732800096.USD","LU2083900584.USD","LU2272731600.USD","LU0080751232.USD","LU1979441026.SGD","LU0265550946.USD","LU0795875086.SGD","LU2931357623.SGD","IE00BJJMRY28.SGD","LU2168563687.JPY","IE0004445239.USD","LU1316542783.SGD","LU2756315664.SGD","LU0061474705.USD","LU1037948541.HKD","LU1791710400.SGD","LU2430703178.SGD","LU1923622614.USD","LU0786609619.USD","IE00B19Z9505.USD","LU1814569148.SGD","LU0820561909.HKD","LU0708995401.HKD","LU2430703251.USD","LU2347655073.USD","TTXU","LU0072462426.USD","LU0979878070.USD","LU2860962120.EUR","HK0000320264.USD","HK0000320223.HKD","IE00B7KXQ091.USD","LU1988902786.USD","LU2111349929.HKD","LU2592432038.USD","LU1803068979.SGD","ARTY","LU1914381329.SGD","TEK","LU0868494617.USD","LU1868836591.USD","SG9999014906.USD","LU2552382132.HKD","LU0494093205.USD","01396","LU2237957902.USD","LU0308772762.SGD","LU0211328371.USD","IE0004445015.USD","IE000W1ABFV2.USD","LU2552382215.SGD","IE0009G5SDU7.USD","LU0390134368.USD","LU2168564149.EUR","LU1127390331.HKD","BK4585","LU2394011477.USD","IXN","SG9999015341.SGD","LU0203202063.USD","LU0683600562.USD","SG9999014559.SGD","LU2211815571.USD","LU2089284900.SGD","LU2168564222.USD","LU0342679015.USD","LU0795875169.SGD","LU1691799644.USD","LU0256863902.USD","LU2286300806.USD","LU1145028129.USD","BK4532","LU2290526834.HKD","FAI","LU2168564495.EUR","LU0175139822.USD","LU2092627202.USD","LU2456880835.USD","LU2237443622.USD","LU0672654240.SGD","LU2746668974.SGD","BK4588","LU0823421333.USD","LU1069344957.HKD","ANV","LU1116320737.USD","LU2403377893.USD","LU0320765059.SGD","LU0661504455.SGD","LU0444973449.USD","LU1571399168.USD","LU2047632596.USD","NVDA","NVDS.UK","LU0912757837.SGD","IE0004091025.USD","LU2125909916.SGD","LU2347655156.SGD","LU0234570918.USD","LU1712237335.SGD","NVII","LU2552382058.USD","BK4534","LU2148611432.USD","LU2637965513.SGD","LU2236285917.USD","LU1989764748.USD","LU0738911758.USD","LU0143551892.USD","LU1778281490.HKD","IE00BYXW3230.USD","LU1989772840.SGD","LU2430703095.HKD","LU1934455863.HKD","LU2237443382.USD","LU2272731782.SGD","LU1119994496.HKD","NVDQ","LU2413666426.HKD","LU0788109477.HKD","FTEC","NVDD","LU1861220033.SGD","LU0097036916.USD","LU0820562030.AUD","LU2054465674.USD","GB00BDT5M118.USD","LU0964807845.USD","LU2452424414.USD","NVDY","AGOX","LU1242518931.SGD","CMAG","BK4581","CHAT","EFIV","LU0210533765.USD","BK4612","LU0096364046.USD","LU0128525929.USD","LU2265009873.SGD","LU2420271590.USD","IE00B5949003.HKD","IE0034235188.USD","NVDB","LU0345770308.USD","SNVD.UK","LU1400636574.HKD","LU1366333091.USD","LU0225283273.USD","BK4529","LU1280957306.USD","LU1917777945.USD","LU1791710582.SGD","IE00BKDWB100.SGD","IE0034235295.USD","ESUM","LU2237443978.SGD","LU2087625088.SGD","LU0174119429.USD","LU2491050154.USD","LU1642822529.SGD","LU2125154935.USD","NVDU","LU2250418816.HKD","BK4550","BK4549","LU1935043536.SGD","GAMR","LU2954938101.SGD","LU0348723411.USD","LU1551013342.USD","LU1852331112.SGD","LU1267930730.SGD","LU2063271972.USD","LU2191332357.HKD","LU2896262040.SGD","07788","LU1064131342.USD","LU0708994859.HKD","LU1923623000.USD","2NVD.UK","LU1861127337.USD","LU2433249047.HKD","LU2272731865.HKD","LU0889565833.HKD","LU2213496289.HKD","LU2491050071.SGD","SG9999015952.SGD","LU0511384066.AUD","LU2461242641.AUD","07388","LU0823414478.USD","SG9999015978.USD","LU2361044949.HKD","SG9999004303.SGD","LU1670756490.USD"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13:40","pubTimestamp":1787550053,"startTime":"0","endTime":"0","summary":"粤港湾智算与呼和浩特市政府签约“粤港湾词元基地”，投资超百亿，规划万卡集群与算电协同示范产业园，落子和林格尔。用行业正在兴起的说法——它在搭建一座“Token工厂”。粤港湾智算把词元基地放在这里，算的是一笔运营成本账：电和散热作为最大的持续性支出，和林格尔绿电使用率超过85%，年均气温7度上下，一年有两百多天可以靠自然风冷。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1484067.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1240","BK1134","159983","BK1541","01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661223697","title":"粤港湾智算(01396)股价下跌5.072%，现价港币$9.92","url":"https://stock-news.laohu8.com/highlight/detail?id=2661223697","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661223697?lang=zh_cn&edition=fundamental","pubTime":"2026-08-24 13:29","pubTimestamp":1787549340,"startTime":"0","endTime":"0","summary":"[下跌股]粤港湾智算(01396) 股价在下午01:28比前收市价下跌5.072%，现股价为港币$9.92。至目前为止，今日最高价为$10.45，而最低价为$9.92。总成交量为199.2万股，总成交金额为港币$2.01千万。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180725131627024_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180725131627024_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAD2608244335/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAD2608244335/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01396","BK1541","BK1240","BK1134"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660492314","title":"粤港湾智算(01396)：每手买卖单位将更改为500股","url":"https://stock-news.laohu8.com/highlight/detail?id=2660492314","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660492314?lang=zh_cn&edition=fundamental","pubTime":"2026-08-19 17:29","pubTimestamp":1787131782,"startTime":"0","endTime":"0","summary":"智通财经APP讯，粤港湾智算(01396)发布公告，公司股本中每股面值0.10港元的股份于香港联合交易所有限公司主板买卖的每手买卖单位将由2000股股份更改为500股股份，自2026年9月9日上午九时正起生效。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1481990.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1240","BK1134","01396","BK1541"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186871713","title":"粤港湾智算(01396)宣布自2026年9月9日起将每手买卖单位缩减至500股","url":"https://stock-news.laohu8.com/highlight/detail?id=1186871713","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186871713?lang=zh_cn&edition=fundamental","pubTime":"2026-08-19 17:25","pubTimestamp":1787131527,"startTime":"0","endTime":"0","summary":"香港，2026年8月19日——粤港湾智算科技有限公司今日发布公告称，公司股份于香港联合交易所主板的每手买卖单位将由2,000股调整为500股，调整自2026年9月9日09:00起生效。公告显示，根据股份于本公告日前一日在联交所的收市价每股10.67港元计算，现行每手2,000股的市值约为21,340港元；调整后，每手500股的市值约为5,335港元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660535884","title":"粤港湾智算(01396.HK)拟8月28日举行董事会会议以批准中期业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2660535884","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660535884?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 08:37","pubTimestamp":1787013422,"startTime":"0","endTime":"0","summary":"格隆汇8月18日丨粤港湾智算(01396.HK)宣布，董事会会议将于2026年8月28日(星期五)举行，以(其中包括)考虑及批准公司及其附属公司截至2026年6月30日止六个月的中期业绩及其刊发。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260818/32337900.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK1134","BK1541","BK1240","01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1129352464","title":"粤港湾智算（01396）公告定于8月28日召开董事会审议2026年中期业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=1129352464","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1129352464?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 08:05","pubTimestamp":1787011537,"startTime":"0","endTime":"0","summary":"粤港湾智算科技有限公司（01396）8月17日发布董事会会议通告。公司董事会将于2026年8月28日（星期五）召开会议，届时将审议并批准公司及其附属公司截至2026年6月30日止六个月的中期业绩，并讨论相关公告事宜。\n根据公告，董事会由执行董事罗介平先生（兼任董事会主席）、钟军华先生、何飞先生以及独立非执行董事韩秦春博士、钱鹤博士、刘晓彦博士组成。\n公司表示，将在董事会完成审议后及时披露2026年中期业绩报告的具体内容。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660101678","title":"粤港湾智算(01396)股价下跌5.297%，现价港币$11.62","url":"https://stock-news.laohu8.com/highlight/detail?id=2660101678","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660101678?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 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股价在上午11:04比前收市价下跌5.297%，现股价为港币$11.62。至目前为止，今日最高价为$12.88，而最低价为$11.62。总成交量为436.2万股，总成交金额为港币$5.377千万。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205152743541_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205152743541_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAD2608171367/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAD2608171367/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1541","BK1134","BK1240","01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659145285","title":"公告之外｜粤港湾智算(01396)在手订单或破400亿：算力重资产的活化之道","url":"https://stock-news.laohu8.com/highlight/detail?id=2659145285","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659145285?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 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业绩利好催化！布鲁可累涨逾31%、迈富时累涨逾27%；“京东系”承压，京东物流累跌近16%、京东集团累跌逾13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1172900185","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172900185?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 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AI算力云服务订单的交付需求。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1479698.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["159940","BK1541","01396","BK1134","BK1240"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1135664176","title":"粤港湾智算与浦银金融租赁达成16.87亿元IT设备售后回租协议，租期长达61至62个月","url":"https://stock-news.laohu8.com/highlight/detail?id=1135664176","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1135664176?lang=zh_cn&edition=fundamental","pubTime":"2026-08-13 21:12","pubTimestamp":1786626764,"startTime":"0","endTime":"0","summary":"粤港湾智算（GBA AI COMP）近日宣布，已与浦银金融租赁签署协议，计划以16.87亿元人民币从后者购买IT设备，并在随后将这批设备回租给浦银金融租赁。此次售后回租交易的租期设定为61至62个月，展现出公司对其资产流动性的优化安排。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1134","BK1240","BK1541","01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659133289","title":"粤港湾智算午后上涨4% 公司在手订单总规模突破300亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2659133289","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659133289?lang=zh_cn&edition=fundamental","pubTime":"2026-08-13 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粤港湾智算(01396)上扬涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658940119","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658940119?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 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股价在下午03:55比前收市价上升5.19%，现股价为港币$10.54。至目前为止，今日最高价为$10.54，而最低价为$10.0。总成交量为485.301万股，总成交金额为港币$4.974千万。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126133719348_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126133719348_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2608102505/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2608102505/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1240","BK1541","01396","BK1134"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657547788","title":"算力板块又回来了 进入更挑剔的阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2657547788","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657547788?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 21:12","pubTimestamp":1785935531,"startTime":"0","endTime":"0","summary":"市场给出的信号很直接：AI算力这条主线没有结束，只是进入了新的阶段。换句话说，AI行情正在从“卖铲人”叙事，进入“谁能稳定收租”的阶段。算力行业的很多业务往往是分批交付、分阶段计费、分周期释放收入。所以，这一轮算力板块回暖，不只是一次情绪反弹，更像是资本市场对AI基础设施景气度的再确认。板块前期调整已经释放了不少担忧，市场对算力供需、AI投入回报的信心正在修复。这也是当前算力板块重新长红的底层逻辑。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1476485.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["AIPO","BK1240","VTHR","QTOC","AGIX","BK1541","ARTY","01396","CHAT"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":8,"pageCount":1,"totalSize":143,"code":"91000000","status":"200"}]}}