智通港股早知道 | 算力租赁价格大涨英伟达H200“松绑”落地

智通财经05-15

【今日头条】算力租赁价格大涨腾讯高层昨日在业绩会上表示，腾讯在AI相关服务的需求在持续增长，今年这一块的资本支出相比去年会有所增加，特别是在下半年。同日阿里巴巴CEO吴泳铭表示，现在阿里的服务器内几乎没有一张卡是空的，基于未来3-5年的需求情况，他认为阿里大量投入AI数据中心的投资回报非常确定。考虑到建设算力中心投入巨大，资本支出或将超过最初宣布的3800亿元。综合机构观点看，互联网客户是算租...

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CAPEX 持续上修，带动相关上市公司业绩取得实质性增长。国盛证券研报指出，Agent及AICoding带动算力需求结构性跃升，全球AI算力租赁价格已上修超40%。国盛证券研报显示，据科智咨询数据，2024 年中国智能算力租赁市场规模达到 377EFlops，2025年市场规模达到632 EFlops，预计中国智能算力租赁市场规模将持续增长，2026年与2027年中国智能算力租赁市场规模将分别达984 EFlops与1346EFlops。算力租赁相关产业链涉及港股：粤港湾控股（01396）、万国数据-SW（09698）、金山云（03896）、新意网集团（01686）。【大势展望】 隔夜美股悉数上涨 英伟达连涨七日续创新高隔夜美股截至收盘道琼斯工业平均指数比前一交易日上涨370.26点，收于50063.46点，涨幅为0.75%；标准普尔500种股票指数上涨56.99点，收于7501.24点，涨幅为0.77%；纳斯达克综合指数上涨232.88点，收于26635.22点，涨幅为0.88%。大型科技股多数上涨，英伟达收涨4.39%续创新高，已连续七个交易日上涨，总市值5.71万亿美元。人工智能芯片制造商Cerebras System上市首日大涨超68%。美股AI光互联龙头POET大涨超43%；商业航天概念股普涨，AST SpaceMobile涨近11%，Rocket Lab涨超6%。热门中概股多数下跌，纳斯达克中国金龙指数跌3.37%。阿特斯太阳能跌超11%。恒生指数ADR上涨，按比例计算，收报26414.21点，较香港收市升25.17或0.1%。纽约商品交易所WTI原油期货当月连续合约上涨1.00美元，收于每桶102.02美元，涨幅为0.99%。COMEX黄金期货当月连续合约下跌51.30美元，跌幅1.09%，报4655.4美元/盎司。【热点前瞻】农业农村部修订印发生猪产能综合调控实施方案农业农村部印发《生猪产能综合调控实施方案（2026年修订）》。此次《方案》综合考虑猪肉市场供需、生猪生产效率提升等因素，设定全国能繁母猪正常保有量稳定在3750万头左右，是自2024年2月以来再次下调正常保有量目标。《方案》明确，适当收紧能繁母猪存栏量绿色区域和黄色区域上限以及黄色区域下限，建立产能分级联动调控机制，强化生产和市场预期引导，促进生猪市场供需更加适配。涉及港股牧原股份(02714)、万洲国际(00288)、中粮家佳康(01610)、德康农牧(02419)。加拿大推出1万亿加元电网扩张计划加拿大周四公布一项规模达1万亿加元的战略，计划到2050年将全国电网容量扩大一倍，理由是电力需求迅速增长以及能源安全需求上升。作为该战略的一部分，加拿大政府计划修改清洁电力相关法规，允许更多使用可信的碳抵消机制，并给予现有天然气发电机组更大的运营灵活性，以维持电网稳定性和供电可靠性。涉及港股东方电气（01072）。英伟达H200“松绑”落地 联想已证实获准分销2026年5月14日，一则消息在全球科技与资本市场激起波澜。据路透社报道，美国商务部已批准阿里巴巴、腾讯、字节跳动、京东等约10家中国企业采购英伟达H200人工智能芯片，联想集团（00992）与富士康作为分销商及服务器相关企业也被纳入获批名单。龙旗科技(09611)拟出资4100万美元认购境外云算力领域投资基金龙旗科技(09611)公布，公司全资子公司国龙科技于 2026 年 5 月 14 日签订了《 SHARE SUBSCRIPTION AGREEMENT relating to TECHNOLOGICAL OVERSEAS CAPITAL 3 LIMITED》，国龙科技拟以自有资金 4100 万美元参与投资 TECHNOLOGICAL OVERSEAS CAPITAL 3 LIMITED，本基金目标规模为 6400 万美元(以最终认购金额为准)。中国平安人寿保险股份有限公司增持中国人寿(02628)1438.1万股 每股作价约31.48港元香港联交所最新资料显示，5月11日，中国平安人寿保险股份有限公司增持中国人寿(02628)1438.1万股，每股作价31.4767港元，总金额约为4.53亿港元。增持后最新持股数目约为9.76亿股，最新持股比例为13.12%。中芯国际(00981)公布一季度业绩公司拥有人应占溢利约1.97亿美元 环比增长14.2% 同比增长5%中芯国际(00981)公布2026年第一季度业绩，销售收入为25.055亿美元，环比增长 0.7%，同比增长11.5%。毛利约5.04亿美元，环比增长5.3%，同比减少0.4%;公司拥有人应占溢利约1.97亿美元，环比增长14.2%，同比增长5%。二季度，公司给出的收入指引为环比增长 14%到 16%，毛利率指引为 20%-22%，与上一季指引相比提升 2 个百分点。华虹半导体(01347)发布一季度业绩华虹半导体(01347)发布2026年第一季度业绩，公司2026年Q1实现营业收入46.25亿元（人民币），同比增长18.22%；归母净利润1.4亿元，同比增长513%，主要系报告期内平均销售价格及付运晶圆数量上升使得毛利上升，及本期为汇兑收益而上年同期为汇兑损失。2026年第二季度，预计销售收入约在6.9亿美元至7.0亿美元之间，预计毛利率约在14%至16%之间。公司Q1净利润1.4亿，2025年Q4净利润1.25亿，据此计算，Q1净利润环比增长11%。人工智能对全球半导体市场需求的显著拉动，第一季度，公司12英寸产能爬坡稳步推进、收入占比已提升至62.7%；8英寸产线继续保持良好盈利能力。与此同时，拟议收购华力微事项已获上交所受理并进入实质审核阶段，正在按照既定计划推进，预期可于今年下半年完成。阿里健康(00241)年度经调整净利为23.262亿元，同比增长19.3%阿里健康(00241)公布截至2026年3月31日止年度全年业绩，总收入为约342.55亿元，同比增长 12.0%。净利润额为约19.363亿元，同比增长35.2%。调整后净利润额为23.262亿元，同比增长19.3%，调整后净利润率从6.4%提升至6.8%。拟派末期股息5.95分及特别股息每股普通股13.52分。【个股点晴】 瑞声科技(02018)：有望进入美国云端服务提供商UQD市场近日，瑞声科技旗下远地科技ATAHORAN系列2.2MW/2.6MW集中式液冷CDU实现规模化量产，并同步开启全球批量交付。花旗预期，透过整合远地科技，液冷业务将贡献约2亿元人民币。远地科技已完成其Atahoran 2.2MW/2.6MW CDU产品的规模化生产，目前CDU月产能已达400台。此外，该行预计瑞声科技今年稍后可望透过为现有供应商提供组件，进入美国云端服务提供商的UQD市场。花旗续指，该行预计苹果iPhone 18于2026年下半年产量将达到8,400万部，且全为高阶型号，将带动瑞声科技的触控及VC散热业务。同时，该行看好公司数据中心液冷业务，认为长远有望分散其消费电子业务的风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 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智通港股早知道 | 算力租赁价格大涨 英伟达H200“松绑”落地

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智通港股早知道 | 算力租赁价格大涨英伟达H200“松绑”落地