粤港湾智算今日盘中大跌7.95%，引起了市场的广泛关注。
消息面上，公司股份简称已于近日正式由“粤港湾控股”更改为“粤港湾智算”，在更名这一利好全面落地后，前期积累的获利盘加速离场，导致股价延续连续回调态势。此前，公司因AI算力转型、相关收费消息及更名计划等多重因素催化，股价曾经历大幅上涨，积累了显著的涨幅。
市场分析指出，尽管公司AI算力业务收入占比较高，且归母净利润实现扭亏为盈，但其扭亏主要依赖于债务重组收益及股权处置收益等非经常性损益，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了市场对其估值泡沫的担忧，高估值与实际盈利质量之间的分歧持续发酵，进一步加剧了市场的抛售压力。
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