智通财经APP获悉，硬蛋创新(00400)早盘涨超7%，截至发稿，涨7.2%，报2.83港元，成交额1893.06万港元。
消息面上，硬蛋创新此前发布公告，2025年第三季度，集团继续受惠于AI算力的庞大需求，期内收益约人民币33.321亿元，同比增加约22.1%；经营溢利约为人民币1.279亿元，同比增长约34.7%。2025年前三个月，集团收益约人民币100.086亿元，同比增加约42.0%；经营溢利约为人民币4.035亿元，同比增长约24.8%。
国盛证券此前发布研报称，AI浪潮下，算力需求及配套软件服务需求不断提升，公司掌握稀缺算力资源渠道，打造芯-端-云产业链闭环布局，AI需求旺盛，公司Jetson等系列产品线逐步放量，预计2025-2027年公司实现营收133.6/200.3/270.8亿元，实现归母净利润2.5/3.8/5.0亿元，看好公司后续数据资源、算力芯片资源转化及自研产品放量，且具备估值优势，维持“买入”评级。
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