智通财经APP获悉，洛阳钼业(03993)涨超5%，截至发稿，涨5.12%，报13.34港元，成交额4.05亿港元。
消息面上，近日，甲骨文(Oracle)一份高达3000亿美元(约合人民币2.14万亿元)的算力采购合同，引爆全球投资者对算力、AI相关板块的热情，算力行业未来增长确定性及预期也进一步推高。中原证券认为，北美云厂商从AI投资中获得了积极回报，并持续加大AI基础设施的投资力度，推动AI算力硬件基础设施需求旺盛。
据了解，钴材料在晶体管接触层中的应用显著提升了器件性能。在5nm等先进制程中，钴硅化合物可大幅降低接触电阻，进而提高晶体管开关速度，为高端AI芯片的算力跃升提供支持。天风证券指出，铜钴业务持续为公司贡献“量+价”。25H1产量超进度完成，未来计划促进TFM东区17K工艺技改项目落地，继续提产降本，KFM加大勘探力度增储。此外，受刚果(金)暂停钴出口4个月的临时性政策及市场库存水平下降影响，预计钴价高位支撑公司营收。
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