港股异动 | 硬蛋创新(00400)再涨超18% AI基建竞赛已转向系统效能优化 公司订单充足且经营向好

智通财经
Jun 01

智通财经APP获悉,硬蛋创新(00400)再涨超18%,截至发稿,涨13.02%,报3.82港元,成交额4337.14万港元。

消息面上,硬蛋创新第一季度业绩显示,期内实现营收约60.34亿元,同比大增125.6%,总营收中技术方案占比44.7%、分销业务占比54.8%、自研产品占比0.5%;经营溢利约2.08亿元,同比增长51.0%,在AI算力、存储、机器人三大高景气赛道共振下,业绩延续强劲增长势头。

硬蛋创新董事会主席兼首席执行官康敬伟表示,AI基建竞赛已从算力堆砌转向系统效能优化。公司构建的“XPU+FPGA+存储+软硬件协同设计”全栈生态,有效提升客户算力利用率、降低综合运营成本,成为企业高速增长的核心支撑。当前公司订单充足、经营向好,2026年有望持续维持高增长态势。

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