智通财经APP获悉，粤港湾控股(01396)再涨超6%，月内股价累涨超四成。截至发稿，涨6.18%，报8.76港元，成交额9874.32万港元。
消息面上，粤港湾控股在去年10月公告收购天顿数据之后，完成了从地产模式向稀缺资产型AI算力基础设施平台的实质性转型。公司净利润从2024财年巨亏约20.413亿元，一举逆转为2025财年归母净利润约7300万元。财报中显示，天顿数据在并表后短短两个多月内便贡献了约6.167亿元收入，占集团总收入的61.5%。太明证券此前指出，若综合考虑资产稀缺性、流动性溢价调整和发展弹性，公司估值重估的空间仍然较大。给予“买入”评级，并将粤港湾控股作为该行在中国AI板块的首选股之一。
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