异动解读|量化派盘中涨近35%,物理AI板块热度延续叠加公司出席服贸会深化战略布局

行情直击
Sep 11

9月11日,量化派盘中上涨近35%,报5.64港元,成交额3.4亿港元,延续前一交易日涨势。

消息面上,多重催化共振推动物理AI板块持续升温。京东于9月9日JDD大会正式启动"物理AI加速计划",宣布建设国产十万卡算力集群、推进千万小时具身数据采集,冲刺具身智能六项"全球第一",带动板块β效应显现。公司层面,量化派联合创始人李岩于9月9日出席服贸会香港馆启动仪式,公司持续深化物理AI战略布局。量化派已确立"消费业务底座+物理AI新业务"双引擎战略,7月完成配股募资净额约5970万港元,其中40%投向智能硬件采购与商业化拓展、30%投向物理AI基座模型研发。此前盈立证券首次覆盖给予"推荐"评级,目标市值超126亿港元。

(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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