中国AI板块的首选股之一！Pacific Alpha予粤港湾控股“买入”评级_老虎社区_美港股上老虎

中国AI板块的首选股之一！Pacific Alpha予粤港湾控股“买入”评级

格隆汇03-10

Pacific Alpha Securities研报指出，粤港湾控股(1396.HK)在收购天顿数据之后，完成了从地产模式向稀缺资产型AI算力基础设施平台的实质性转型。公司2025年的一系列资本动作不仅帮助公司出清地产负债链条、压缩资产负债表，还同时导入一个具备百亿级在手订单、快速交付能力和技术闭环平台能力的AI智算资产。市场此前对其“转型弹性”存在观望，而该行认为交易完成后将快速进入业绩兑现阶段...

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