港股异动 | 重庆机电(02722)盘中涨超7% 机构称数据中心柴发需求量有望爆发式增长

智通财经2025-07-29

智通财经APP获悉，重庆机电(02722)盘中涨超7%，截至发稿，涨5.8%，报1.46港元，成交额2517.37万港元。消息面上，今日有报道指，消息人士称，因市场需求强劲，英伟达上周向台积电下了30万片H20芯片组的订单。德邦证券近期指出，H20恢复供应驱动AIDC硬件产业链放量。英伟达H20芯片计划恢复对华供应，预计将直接缓解国内AI算力短缺，推动AIDC（AI数据中心）硬件产业链加速放量。...

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