异动解读｜粤港湾智算盘中下跌8.07%，更名落地后获利回吐压力加剧估值分歧持续发酵

行情直击05-26

5月26日，粤港湾智算盘中下跌8.07%，报15.02港元/股，成交额2936.42万港元。公司股份简称已于5月22日正式由"粤港湾控股"更改为"粤港湾智算"，利好全面落地后获利盘加速离场，股价延续连续回调态势。

此前公司受AI算力转型、豆包收费消息及更名计划等多重催化，股价曾一周累计大涨约56%，年内累计涨幅一度超275%。公司AI算力业务占总收入61.5%，归母净利润7300万元实现扭亏为盈，但市场分析指出扭亏主要依靠债务重组收益约1.45亿元及股权处置收益约1.8亿港元等非经常性损益，扣非后实际仍处于亏损状态。同时，公司对算力资产的高溢价收购引发估值泡沫担忧，高估值与实际盈利质量的匹配度分歧持续发酵，进一步加剧了抛售压力。

（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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