华勤技术午后涨逾14% 浪潮信息业绩超预期印证AI服务器高景气

新浪港股07-08

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　　华勤技术（03296）盘中涨超16%，截至发稿，股价上涨13.98%，现报66.95港元，成交额2.86亿港元。

　　浪潮信息昨晚发布2026年半年度业绩预告，公司预计上半年归母净利润为26亿元—31亿元，同比增长226%—288%；扣除非经常性损益后净利润预计为20.55亿元—25.55亿元，上同比增长206%—280%。国联民生证券认为，浪潮信息在超节点等领域的布局领先行业，有望受益于国产算力行业景气度提升，实现业务的快速发展。

　　公开资料显示，华勤技术凭借计算、网络与液冷散热的全栈设计壁垒，其超节点项目预计于今年第二季度开始发货并于下半年步入规模化交付，2026全年相关收入指引超百亿元。甬兴证券此前指出，公司精准把握AI行业高速发展的战略机遇，未来有望持续受益AI增长带来的需求增加。

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