粤港湾智算(01396)今日盘中大涨5.18%，引起了市场的广泛关注。
消息面上，此次股价上涨主要受到政策与公司基本面的双重驱动。《政府工作报告》首次将“算电协同”纳入国家新基建战略，为AI算力产业带来了明确的政策催化。作为覆盖能源底座到应用场景的全链路智算技术服务商，粤港湾智算拥有108MW 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。
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