天数智芯盘中涨超12%创新高公司受益AI算力供需两旺及GPU国产化率提升

新浪港股06-25

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　　天数智芯（09903）盘中涨超12%，高见887.50港元，再创上市新高。截至发稿，股价上涨9.26%，现报861港元，成交额5.84亿港元。

　　国盛证券认为，公司持续受益于AI算力供需两旺和GPU国产化率提升的产业趋势，天垓、智铠、彤央产品构建完整产品矩阵，随着产品架构迭代升级和商业化客户落地进展加速，业绩有望在2026-2028年迎来持续释放。

　　光大海外表示，公司商业化跑通在即，已同多家国内CSP深度合作，预计26H2和2027年密集出货。海外渠道稳定，国产渠道积极建设。

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天数智芯盘中涨超12%创新高 公司受益AI算力供需两旺及GPU国产化率提升

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天数智芯盘中涨超12%创新高公司受益AI算力供需两旺及GPU国产化率提升