2025年末,国产GPU成为资本市场焦点,摩尔线程、沐曦股份上市后股价暴涨,掀起"国产英伟达"热潮。与此同时,即将登陆港股的"GPU第一股"壁仞科技,三年半累计亏损63.57亿元。为何同为国产GPU企业,壁仞科技的亏损数据相对较多?答案其实并非经营能力的差异,而是港股财务准则下特殊的"赎回负债"的影响。壁仞科技成立于2019年,作为国内领先的通用智能解决方案提供商,其经营层面的增长势能十分强劲。...
Source Link2025年末,国产GPU成为资本市场焦点,摩尔线程、沐曦股份上市后股价暴涨,掀起"国产英伟达"热潮。与此同时,即将登陆港股的"GPU第一股"壁仞科技,三年半累计亏损63.57亿元。为何同为国产GPU企业,壁仞科技的亏损数据相对较多?答案其实并非经营能力的差异,而是港股财务准则下特殊的"赎回负债"的影响。壁仞科技成立于2019年,作为国内领先的通用智能解决方案提供商,其经营层面的增长势能十分强劲。...
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