港股异动 | AI行业暴力拉升算力股 大模型崛起催动国产算力需求 粤港湾智算(01396)上扬涨超7%

智通财经
Aug 12

智通财经APP获悉,港股AI算力股强势拉升,截至发稿,MINIMAX-W(00100)涨7.32%,报352港元;智谱(02513)涨6.04%,报1264港元;粤港湾智算(01396)涨6.03%,报10.9港元;万国数据-SW(09698)涨5.06%,报32港元。

消息面上,DeepSeek计划近期整体上调DeepSeek API服务的定价,广发证券认为,与此前针对高峰时段调整价格不同,本次指向API服务整体定价,主要是AI应用增长导致需求上升,算力供给紧张。此次涨价反映大模型行业价格战形势有所调整,厂商越发重视成本控制与可持续盈利能力。算力侧,国产大模型的崛起直接拉动国产算力需求,国产AI芯片及算力租赁是受益方向。

值得一提的是,近期粤港湾智算公告称,旗下深圳鸿睿与浦银金融租赁签订两笔融资租赁协议,合计融资金额约11.85亿元,其中最新一笔金额约7.9亿元,租赁期长达62个月。粤港湾智算上半年新签合同150亿元(累计订单总金额超过300亿元)已交付逾20亿元,另有逾20亿元设备已完成采购、交付在即。在手订单充裕,交付节奏持续加快。在全球AI算力供给紧张、需求井喷的当下,谁能最快将订单转化为可运营的算力资产,谁就能占据先机。

中信建投观点指出,当前模型竞争正由单一参数扩张转向预训练、强化学习、推理时计算、RSI及长期Agent能力协同演进,算力需求将由训练扩展至推理和Agent执行,继续看好大厂Capex生态、国产芯片与超节点、算力服务、Pre-AI、B端AI应用和本地推理。

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