粤港湾智算(01396)今日盘中股价大幅上涨13.12%，引起市场高度关注。
消息面上，当前AI产业正高速迭代发展，作为数字经济核心基础设施的智算中心，其需求持续爆发。根据行业报告预测，2023年至2028年间，中国智算中心市场的复合年均增长率预计将达到26.8%。伴随大模型训练和AI应用商业化进程的持续提速，行业算力缺口长期存在，使得智算中心的刚需属性不断强化，赛道成长逻辑清晰、景气度上行明确。
具体到公司层面，粤港湾智算于2025年收购天顿数据完成业务重组。目前，天顿数据处于中国智算建设运营商第一梯队，是国内最早布局国标A级第三方数据中心的企业之一，能够提供“绿能智算”全生命周期服务。同时，作为少数能够搭建万卡集群数据中心的企业，天顿数据精准聚焦人工智能模型训练与推理核心场景，可直接满足千亿参数级大模型训练、大规模AI推理等高端算力需求，填补了市场对顶尖AI算力服务的供给缺口，占据了AI产业链的核心环节。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.