异动解读|粤港湾智算盘中下跌8.07%,更名落地后获利回吐压力加剧估值分歧持续发酵

行情直击
May 26

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。

此前公司受AI算力转型、豆包收费消息及更名计划等多重催化,股价曾一周累计大涨约56%,年内累计涨幅一度超275%。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。同时,公司对算力资产的高溢价收购引发估值泡沫担忧,高估值与实际盈利质量的匹配度分歧持续发酵,进一步加剧了抛售压力。

(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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