异动解读｜中国软件国际盘中下跌5.11%，进军算力业务引发冲高回落

行情直击06-04 13:18

6月4日，中国软件国际盘中下跌5.11%，报4.46港元/股，成交额4.09亿港元。该股早盘一度涨超4%，午后急速回落翻绿。

消息面上，公司6月3日正式宣布进军算力业务，拟采购算力资源以落实全栈全场景AI战略。该消息早盘一度提振股价，但午后市场对算力投入规模及回报周期产生分歧，叠加此前大摩将其评级下调至"减持"、目标价大削至2.6港元的压制效应仍在，获利盘集中抛售导致股价快速回落。此外，近20个交易日南向资金累计净减持超2100万股，显示机构资金态度谨慎。公司全栈AI业务虽实现109.2%的高增长，但年度溢利同比下降36.7%，转型阵痛仍在持续。

（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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