异动解读|粤港湾智算盘中上涨5.47%,算电协同纳入国家新基建战略叠加全栈布局利好提振

行情直击
May 29

5月29日,粤港湾智算盘中上涨5.47%,报14.65港元/股,成交额3823.68万港元。此前公司股价因更名利好落地后获利回吐已连续多日回调,今日迎来反弹。

消息面上,《政府工作报告》首次将"算电协同"纳入国家新基建战略,AI算力产业迎来政策催化。公司作为覆盖能源底座到应用场景的全链路智算技术服务商,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"差异化布局在行业分化中获得市场重新关注。不过需注意,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,高估值与盈利质量匹配度仍存分歧。

(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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