港股异动 | 硬蛋创新(00400)再涨超10% 端侧AI市场规模有望突破万亿 公司已率先兑现赛道红利

智通财经
Jun 30

智通财经APP获悉,硬蛋创新(00400)再涨超10%,5月初至今累计涨幅已近150%。截至发稿,涨8.58%,报5.19港元,成交额3278.86万港元。

消息面上,近日,硬蛋创新旗下科通技术在深圳举办“知边界・智未来:使用NVIDIA Jetson构建您自己的智能体AI”主题技术峰会。本次活动联合NVIDIA生态技术团队及奥尼电子智微智能等端侧AI产业链伙伴,聚焦OpenClaw开源框架与NVIDIA Jetson边缘算力平台的技术融合路径,向产业端输出端侧AI智能体的一体化落地方案。

中信建投此前指出,端侧AI市场规模将从2025年的3219亿元跃升至2029年的1.22万亿元,年复合增长率达40%。从业绩端来看,硬蛋创新已率先兑现赛道红利:公司2026年第一季度实现营收约60.34亿元,同比增长125.6%;经营溢利约2.08亿元,同比增长51.0%,其中边缘AI算力相关业务已成为公司核心增长引擎。

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