异动解读｜天数智芯盘中下跌6.24%，前日创历史新高后获利回吐压力显现

行情直击06-26

6月26日，天数智芯盘中下跌6.24%，报747.0港元，成交额2.49亿港元。公司股价前一交易日盘中最高触及887.50港元创上市新高，短期涨幅巨大后出现获利回吐。

消息面上，此前字节跳动洽购公司至少5万颗AI推理芯片、阿里亦在接触公司等利好持续推升股价，但相关订单尚未获得官方确认。估值层面，公司尚未盈利，市净率约32.62倍，前期市销率高达百倍以上，大幅高于港股半导体板块均值。股价近期连续冲高后，高估值叠加利好未正式落地，回调压力集中释放。同日半导体板块整体承压，中芯国际跌2.15%，兆易创新跌2.26%，澜起科技跌3.88%，壁仞科技跌2.65%。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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