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港股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
粵港灣智算
10.280
+1.070
11.62%
手動刷新
成交量:
284.18萬
成交額:
2,866.20萬
市值:
162.84億
市盈率:
153.43
高:
10.410
開:
9.490
低:
9.400
收:
9.210
52周最高:
19.850
52周最低:
3.490
股本:
15.84億
香港流通股本:
15.84億
量比:
4.58
換手率:
0.18%
股息:
- -
股息率:
- -
每股收益(LYR):
0.067
淨資產收益率:
2.75%
總資產收益率:
-5.23%
市淨率:
3.56
市盈率(LYR):
153.43
市銷率:
14.00
資料載入中...
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公司
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公告
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18:36","pubTimestamp":1780482982,"startTime":"0","endTime":"0","summary":"粤港湾智算科技有限公司于2026年6月3日发布2026年5月股份变动月报表,报告期截至2026年5月31日。已发行股份合计1,183,909,445股,与上月底相比保持不变,未有回购、注销或库藏股事宜。公司当月未有任何新增发行或购回活动。可换股债券方面,2025年6月10日发行、2026年到期的零息强制可换股债券余额维持265,251,763美元,本月并未触发任何股本变动。截至2026年5月31日,公司股本总数与上月一致。本次公告由公司秘书梁丽娜签署。","market":"sh","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":"2640522970","title":"華業證券:粵港灣智算科技(01396)AI智算基建轉型兑現 訂單、資本與政策共振 打開AI驅動新階段","url":"https://stock-news.laohu8.com/highlight/detail?id=2640522970","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640522970?lang=zh_tw&edition=fundamental","pubTime":"2026-06-03 16:50","pubTimestamp":1780476650,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,华业证券发布研报称,粤港湾智算科技FY2025归母净利润成功扭亏为盈,天顿数据全年收入爆增757.9%至人民币20.253亿元,在算力服务部分毛利率达39.6%。华业证券主要观点如下:事件粤港湾智算完成商业转型,从一家内地基建企业,转型为大湾区AI算力基础设施公司。42,000+ PFLOPS算力部署,在手订单总额超人民币150亿元,为未来3至5年业绩能见度清晰。","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/1449607.html","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":"stock_zhitongcaijing","symbols":["BK1240","161027","AIPO","01396","CHAT","ARTY","BK1541","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1156721142","title":"異動解讀 | 粵港灣智算盤中大漲13.12%,AI產業高速迭代與智算中心需求爆發成主因","url":"https://stock-news.laohu8.com/highlight/detail?id=1156721142","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156721142?lang=zh_tw&edition=fundamental","pubTime":"2026-06-02 14:26","pubTimestamp":1780381595,"startTime":"0","endTime":"0","summary":"粤港湾智算今日盘中股价大幅上涨13.12%,引起市场高度关注。消息面上,当前AI产业正高速迭代发展,作为数字经济核心基础设施的智算中心,其需求持续爆发。伴随大模型训练和AI应用商业化进程的持续提速,行业算力缺口长期存在,使得智算中心的刚需属性不断强化,赛道成长逻辑清晰、景气度上行明确。具体到公司层面,粤港湾智算于2025年收购天顿数据完成业务重组。","market":"nz","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":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640992440","title":"港股異動 | 粵港灣智算(01396)升逾12% AI產業高速迭代發展 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AI应用商业化进程持续提速,行业算力缺口长期存在。因此智算中心的刚需属性不断强化,赛道成长逻辑清晰、景气度上行明确,具备中长期布局价值。","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/1448975.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["AIPO","VXUS","ARTY","BK4585","CHAT","AGIX","01396","BK1240","BK1541","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1182906330","title":"異動解讀 | 粵港灣智算盤中大跌5.99%,更名利好落地後獲利盤離場","url":"https://stock-news.laohu8.com/highlight/detail?id=1182906330","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1182906330?lang=zh_tw&edition=fundamental","pubTime":"2026-06-02 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AIDC、超42000P稠密算力集群及150亿元在手订单,其“一站式、全栈式”的差异化布局在行业分化中获得了市场的重新关注。不过,也有分析指出,公司此前扭亏主要依赖债务重组等非经常性收益,扣非后仍处亏损状态,高估值与盈利质量的匹配度仍存分歧,投资者需注意相关风险。","market":"hk","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":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1170874539","title":"異動解讀|粵港灣智算盤中上漲5.47%,算電協同納入國家新基建戰略疊加全棧佈局利好提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1170874539","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1170874539?lang=zh_tw&edition=fundamental","pubTime":"2026-05-29 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AIDC、超42000P稠密算力集群及150亿元在手订单,其\"一站式、全栈式\"差异化布局在行业分化中获得市场重新关注。","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":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638163727","title":"粵港灣智算(01396):從「Token超級工廠」走向AI全棧式生態服務商","url":"https://stock-news.laohu8.com/highlight/detail?id=2638163727","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638163727?lang=zh_tw&edition=fundamental","pubTime":"2026-05-28 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粵港灣智算盤中大跌5.06%,更名利好落地後獲利回吐壓力持續釋放","url":"https://stock-news.laohu8.com/highlight/detail?id=1107051486","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1107051486?lang=zh_tw&edition=fundamental","pubTime":"2026-05-27 10:49","pubTimestamp":1779850178,"startTime":"0","endTime":"0","summary":"粤港湾智算今日盘中股价出现大幅下跌,跌幅达5.06%,引发了市场关注。此次股价下跌主要源于前期利好消息兑现后的获利了结压力。公司股份简称近期正式由“粤港湾控股”更改为“粤港湾智算”,随着这一更名利好全面落地,前期因AI算力转型、更名计划等多重因素催化而积累的大量获利盘开始加速离场,导致股价连续回调。市场分析指出,公司此前股价曾在一周内累计大涨约56%,积累了显著涨幅。尽管公司财报显示归母净利润扭亏为盈,但盈利主要依赖债务重组、股权处置等非经常性损益,扣非后实际仍处于亏损状态。高估值与基本面盈利质量之间的差距,进一步加剧了市场的抛售压力。","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":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1188372318","title":"異動解讀|粵港灣智算盤中下跌5.58%,更名利好落地後獲利回吐壓力持續釋放","url":"https://stock-news.laohu8.com/highlight/detail?id=1188372318","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1188372318?lang=zh_tw&edition=fundamental","pubTime":"2026-05-27 10:47","pubTimestamp":1779850039,"startTime":"0","endTime":"0","summary":"5月27日,粤港湾智算盘中下跌5.58%,报14.38港元/股,成交额3972.3万港元。消息面上,公司股份简称已于5月22日正式由\"粤港湾控股\"更改为\"粤港湾智算\",更名利好全面落地后,前期积累的获利盘持续加速离场,股价延续连日回调态势。","market":"hk","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":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194874566","title":"異動解讀 | 更名利好落地後獲利盤離場,粵港灣智算盤中大跌近8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1194874566","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1194874566?lang=zh_tw&edition=fundamental","pubTime":"2026-05-26 09:52","pubTimestamp":1779760355,"startTime":"0","endTime":"0","summary":"粤港湾智算今日盘中大跌7.95%,引起了市场的广泛关注。消息面上,公司股份简称已于近日正式由“粤港湾控股”更改为“粤港湾智算”,在更名这一利好全面落地后,前期积累的获利盘加速离场,导致股价延续连续回调态势。此前,公司因AI算力转型、相关收费消息及更名计划等多重因素催化,股价曾经历大幅上涨,积累了显著的涨幅。市场分析指出,尽管公司AI算力业务收入占比较高,且归母净利润实现扭亏为盈,但其扭亏主要依赖于债务重组收益及股权处置收益等非经常性损益,扣非后实际仍处于亏损状态。同时,公司对算力资产的高溢价收购引发了市场对其估值泡沫的担忧,高估值与实际盈利质量之间的分歧持续发酵,进一步加剧了市场的抛售压力。","market":"nz","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":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1133472774","title":"異動解讀|粵港灣智算盤中下跌8.07%,更名落地後獲利回吐壓力加劇估值分歧持續發酵","url":"https://stock-news.laohu8.com/highlight/detail?id=1133472774","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1133472774?lang=zh_tw&edition=fundamental","pubTime":"2026-05-26 09:43","pubTimestamp":1779759809,"startTime":"0","endTime":"0","summary":"5月26日,粤港湾智算盘中下跌8.07%,报15.02港元/股,成交额2936.42万港元。公司股份简称已于5月22日正式由\"粤港湾控股\"更改为\"粤港湾智算\",利好全面落地后获利盘加速离场,股价延续连续回调态势。公司AI算力业务占总收入61.5%,归母净利润7300万元实现扭亏为盈,但市场分析指出扭亏主要依靠债务重组收益约1.45亿元及股权处置收益约1.8亿港元等非经常性损益,扣非后实际仍处于亏损状态。","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":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1136768446","title":"異動解讀 | 粵港灣控股盤中大跌5.07%,更名正式生效日利好落地引發獲利了結","url":"https://stock-news.laohu8.com/highlight/detail?id=1136768446","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1136768446?lang=zh_tw&edition=fundamental","pubTime":"2026-05-22 10:33","pubTimestamp":1779417205,"startTime":"0","endTime":"0","summary":"粤港湾控股(01396)今日盘中股价出现大幅下跌,跌幅达到5.07%。消息面上,今日为公司股份简称正式由“粤港湾控股”更改为“粤港湾智算”的生效日。此前,市场已对该更名计划及公司向AI算力的转型有所预期,并推动了股价上涨。如今利好正式落地,部分前期获利资金选择集中了结,对股价形成了直接压力。此外,公司股价近期已连续多日回调。此前受AI算力转型、相关收费消息及更名计划等多重因素催化,公司股价曾在一周内累计大涨约56%,积累了较大的获利盘。同时,市场分析指出,公司虽实现扭亏为盈,但主要依靠债务重组等非经常性收益,其高估值与实际盈利质量的匹配度仍存分歧,这也是导致股价承压的原因之一。","market":"sg","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":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1153265252","title":"異動解讀|粵港灣控股盤中下跌5.63%,更名正式生效日利好落地獲利回吐壓力再度釋放","url":"https://stock-news.laohu8.com/highlight/detail?id=1153265252","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153265252?lang=zh_tw&edition=fundamental","pubTime":"2026-05-22 10:30","pubTimestamp":1779417018,"startTime":"0","endTime":"0","summary":"5月22日,粤港湾控股盘中下跌5.63%,报15.25港元/股,成交额6337.39万港元。今日为公司股份简称正式由粤港湾控股更改为粤港湾智算的生效日,利好落地引发资金集中获利了结。此前公司受AI算力转型、豆包收费消息及更名计划催化,股价曾一周累计大涨约56%,近期已连续多日出现回调。公司AI算力业务占总收入61.5%,归母净利润7300万元实现扭亏为盈,但扭亏主要依靠债务重组等非经常性收益,市场对其高估值与实际盈利匹配度仍存分歧。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","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":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":7,"pageCount":3,"totalSize":126,"code":"91000000","status":"200"}]}}