算力租赁全线爆发，板块走出批量涨停行情_老虎社区_美港股上老虎

算力租赁全线爆发，板块走出批量涨停行情

红绿跳跳糖
07-08 15:39

当下AI分支分化明显，算力租赁赛道走出独立强势行情，批量个股封板热度拉满。当日云赛智联、数据港直接封死涨停；网宿科技、恒为科技、南兴股份、二六三此前已先后收获涨停，深信服、飞利信同步大涨超13%，板块赚钱效应集中释放。

海外算力供给受限叠加国内大模型需求持续扩容，算力租赁作为轻资产算力载体，订单增长逻辑清晰。

本轮板块集体冲高，本质是资金从上游芯片硬件，转向算力服务端做高低切换，属于AI内部轮动行情，短期情绪溢价偏高，板块连续大涨后极易出现资金获利兑现、快速回调的波动风险。

关注跳跳糖，持续拆解各细分赛道资金异动细节。[正经]

# 经纬天地启动人工智能策略升级推进算力租赁与调度平台

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