“科技牛”猛冲后暂停歇息,中港股市算力与AI受益者趁机配售新股“抽水”

路透中文
Jul 06
“科技牛”猛冲后暂停歇息,中港股市算力与AI受益者趁机配售新股“抽水”

路透上海7月6日 - 中港股市“科技牛”单边上涨的势头暂时停歇,转而高位盘整,与消费等传统板块的轮动变得频繁,在这一背景下,一些搭上算力与人工智能(AI)概念的公司,在股价高位横盘之际,开始配售新股、募集资金。

主要开发通用图形处理器(GPGPU)芯片的芯片设计公司--壁仞科技6082.HK周日公告称,拟配售1.53亿股新H股,配售价为46.2港元,较上周五收市价折让约9.94%,筹70.686亿港元。该公司二季度股价累计暴涨1.1倍,今日盘中则最多泻近一成,创5月19日以来新低。

在电脑中虚拟复刻3D现实场景以供客户监控管理的中国五一视界6651.HK上周五公告称,拟配售546.56万股新股,配售价73.2港元,较周四收市价折让约12%,所得款项净额3.9亿港元,用于物理AI工厂基础建设、研发51WORLD MODEL世界模型、具身智能规模化落地。

该公司二季度股价飙升1.3倍,今日盘中一度大跌一成。

中国印制电路板生产商--鹏鼎控股002938.SZ上周五发布向特定对象发行A股股票预案,募集资金总额不超过96亿元,用于庆鼎AI服务器和高速光模块高密度互连积层板项目。

AI服务器需要装配高速、高层数的PCB(印制电路板),人工智能浪潮提振了这种部件的需求。鹏鼎控股二季度股价亦翻倍,今日收低1.5%,盘中最多下挫6.1%,创5月20日以来新低。

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