异动解读|华勤技术盘中上涨4.2%,英伟达算力产业链利好叠加港股通增量资金预期

行情直击
May 27

5月27日,华勤技术盘中上涨4.2%,报87.15港元/股,成交额918.88万港元。

消息面上,公司作为国内稀缺的英伟达AI服务器原始设计制造商,深度绑定英伟达算力生态,数据中心业务年营收预计突破600亿元,超节点产品全年收入目标超百亿。同行业联想集团今日涨3.35%,算力硬件板块延续强势形成共振。此外,公司自5月21日正式调入沪港通及深港通标的,南向资金通道打通带来增量资金预期;5月26日全额行使超额配股权增发878.22万股H股,募资约6.82亿港元。机构面,90天内共15家机构覆盖,其中13家给予买入评级,机构目标均价128.98元,看多信号明确。

(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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