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　　粤港湾智算（01396）盘中最高涨超9%，截至午后发稿，股价上涨4%，现报11.43港元，成交额6644.27万港元。

　　隔夜美股AI云厂商龙头CoreWeave绩后大涨逾19%，公司二季度营收创下26亿美元历史新高，同比涨幅112%；待执行订单储备规模攀升至1040亿美元，企业客户渗透率持续快速提升。在财报电话会上，公司CEO Mike Intrator与CFO Nitin Agrawal明确判断，AI将渗透全球经济全领域，算力紧缺格局将长期延续。高盛预期，即使未来两年资本支出持续攀升，云端服务供应商的营收成长速度仍有望超越支出增幅，进一步巩固AI投资的长期基本面。

　　国海证券认为，海外CSP以及Neocloud厂商逐渐验证，大规模算力资本开支能够有效转化为营收与利润。在Agent驱动下，推理需求具备长期持续增长潜力，预计中国AI算力供需紧张加剧，算力租赁行业中长期增长逻辑较为确定，且已进入业绩释放的红利期。此前，粤港湾智算公告披露，今年上半年新增订单逾150亿元，在手总规模突破300亿元，累计交付算力规模近50，000P（FP16稠密）；预计上半年净利润不低于2.4亿元，达去年全年的3.3倍。

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