胜宏科技盘中涨超6% 机构看好公司未来持续受益AI发展浪潮

新浪港股11:32

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　　胜宏科技（02476）早盘一度涨超6%，截至发稿，股价上涨2.21%，现报231.80港元，成交额4.19亿港元。

　　英伟达日前宣布，面向“千兆级AI工厂”的Vera Rubin平台正在全球扩大部署，CoreWeave、谷歌云、微软Azure和甲骨文云等已开始采用Vera Rubin NVL72系统。摩根大通此前表示，投资者对英伟达Kyber项目时间节点及该公司在Vera Rubin市场份额的担忧有些过头。

　　甬兴证券此前指，公司在AI算力、数据中心、高性能计算等关键领域，多款高端产品已实现大规模量产，带动产品结构向高价值量、高技术复杂度方向升级，高端产品占比显著提升，推动公司业绩高速增长。看好公司未来持续受益AI发展浪潮。

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