7月22日，慧与科技盘中上涨3.39%，报48.64美元/股，成交额7286.57万美元。消息面上，云计算及服务器板块集体走强，同业超微电脑涨17.59%、戴尔涨7.37%，带动硬件板块情绪；IREN与Hut 8于7月20日宣布与科技巨头签署总价值28亿美元的多年期AI云计算合同，进一步提振AI基础设施整体预期。公司层面，慧与科技AI布局持续推进，7月初ScanSource将HPE Juniper Networking纳入分销体系，此前公司与英伟达联合为Vultr部署采用Nvidia GB300 NVL72系统及液冷技术的下一代AI云基础设施，板块共振与自身基本面形成双重催化。
（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。）
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