港股异动 | 粤港湾智算(01396)涨超12% 算力租赁进入业绩释放红利期公司算力交付全面提速

智通财经08-04

智通财经APP获悉，粤港湾智算(01396)涨超12%，截至发稿，涨11.62%，报10.28港元，成交额2548.73万港元。消息面上，隔夜美股云和租赁大涨，美股三大云厂商中，微软涨近5%，谷歌涨超4%；亚马逊市值则首次突破3万亿美元创新高，此前其公布的财报表现超出市场预期。算力租赁nebius涨超11%，coreweave涨超19%。当前AI行业已从单纯的资本支出扩张进入ROIC（增量资本...

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港股异动 | 粤港湾智算(01396)涨超12% 算力租赁进入业绩释放红利期 公司算力交付全面提速

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港股异动 | 粤港湾智算(01396)涨超12% 算力租赁进入业绩释放红利期公司算力交付全面提速