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01396 粤港湾智算
休市中 10-23 16:08:09
10.330
-0.480
-4.44%
最高
10.610
最低
10.160
成交量
324.50万
今开
10.600
昨收
10.810
日振幅
4.16%
总市值
163.63亿
流通市值
163.63亿
总股本
15.84亿
成交额
3,364万
换手率
0.20%
流通股本
15.84亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
粤港湾智算(01396)宣布董事会调整:黄昊博士获任独董 韩秦春博士辞任
公告速递 · 10-23 18:32
粤港湾智算(01396)宣布董事会调整:黄昊博士获任独董 韩秦春博士辞任
粤港湾智算(01396.HK)委任黄昊为独立非执行董事
智通财经 · 10-23 18:31
粤港湾智算(01396.HK)委任黄昊为独立非执行董事
44亿净利翻正,最大的增量不在天上
证券之星 · 10-22 21:59
44亿净利翻正,最大的增量不在天上
Willow量子处理器实现重大进展 云计算概念走强 粤港湾智算(01396)涨超4%
金吾财讯 · 10-16
Willow量子处理器实现重大进展 云计算概念走强 粤港湾智算(01396)涨超4%
华业证券:粤港湾智算科技(01396.HK)中期业绩超预期 AI算力进入规模兑现期
智通财经 · 10-13
华业证券:粤港湾智算科技(01396.HK)中期业绩超预期 AI算力进入规模兑现期
港股异动 | 粤港湾智算(01396.HK)涨超7% 在手算力订单超370亿且履约能力强劲 机构看高目标价至36港元
智通财经 · 10-12
港股异动 | 粤港湾智算(01396.HK)涨超7% 在手算力订单超370亿且履约能力强劲 机构看高目标价至36港元
太明证券:维持粤港湾智算(01396)“买入”评级 目标价36港元
智通财经 · 10-12
太明证券:维持粤港湾智算(01396)“买入”评级 目标价36港元
Pacific Alpha Securities:给予粤港湾智算(01396.HK)买入评级 目标价36港元
格隆汇 · 10-10
Pacific Alpha Securities:给予粤港湾智算(01396.HK)买入评级 目标价36港元
港股异动 | 粤港湾智算(01396)尾盘涨近4% 算力租赁行业景气度上行 公司AI算力业务转型顺利
智通财经网 · 10-06
港股异动 | 粤港湾智算(01396)尾盘涨近4% 算力租赁行业景气度上行 公司AI算力业务转型顺利
粤港湾智算9月股份变动月报显示股本维持不变
公告速递 · 10-05
粤港湾智算9月股份变动月报显示股本维持不变
港股通预期升温,这家低调的算力公司值得关注
智通财经 · 09-30
港股通预期升温,这家低调的算力公司值得关注
港股通“大换血“后 名单外或有一个“准通关“标的
智通财经 · 09-24
港股通“大换血“后 名单外或有一个“准通关“标的
算力涨价从“紧缺”走向“报表”:国产算力同步放量兑现业绩
智通财经 · 09-18
算力涨价从“紧缺”走向“报表”:国产算力同步放量兑现业绩
港股异动 | GPT-6 Astra对算力产业意义重大 中际旭创(03308.HK)涨超13% 粤港湾智算(01396.HK)涨近8%
智通财经 · 09-07
港股异动 | GPT-6 Astra对算力产业意义重大 中际旭创(03308.HK)涨超13% 粤港湾智算(01396.HK)涨近8%
美股算力链再度爆发,AI基础设施进入全面扩容周期
智通财经 · 09-04
美股算力链再度爆发,AI基础设施进入全面扩容周期
黄仁勋G20再谈“AI基建”:当算力成为基础设施,中国需要怎样的“AI工厂”?
智通财经 · 09-03
黄仁勋G20再谈“AI基建”:当算力成为基础设施,中国需要怎样的“AI工厂”?
粤港湾智算8月股本维持不变
公告速递 · 09-01
粤港湾智算8月股本维持不变
粤港湾智算:AI算力总订单储备370 亿,多数收入利润下半年确认
时代周报 · 08-31
粤港湾智算:AI算力总订单储备370 亿,多数收入利润下半年确认
粤港湾智算(01396.HK)发布中期业绩 净利润2.81亿元达去年全年5倍 在手意向订单超370亿元
智通财经 · 08-29
粤港湾智算(01396.HK)发布中期业绩 净利润2.81亿元达去年全年5倍 在手意向订单超370亿元
粤港湾智算2026年上半年营收25.6亿元,经调整净利润2.81亿元
公告速递 · 08-28
粤港湾智算2026年上半年营收25.6亿元,经调整净利润2.81亿元
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公司概况
公司名称:
粤港湾智算
所属市场:
SEHK
上市日期:
--
主营业务:
粤港湾智算科技有限公司(原名:粤港湾控股有限公司)是一家主要从事基建业务、人工智能(AI)算力技术服务及高性能服务器的集成与交付的投资控股公司。该公司通过三个业务部门开展业务。基建业务分部主要从事物业销售、物业管理及数据中心的开发及运营。AI算力服务分部主要从事提供大规模训练算力集群及大规模推理集群的建设、交付及运营服务。高性能服务器设备的集成与交付分部主要从事高性能服务器设备的集成与交付,并提供相关运营及售后服务。该公司主要在国内市场开展业务。
发行价格:
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21:59","pubTimestamp":1792677560,"startTime":"0","endTime":"0","summary":"同期收入52.48亿美元、同比增长69%,运营利润23.67亿美元、同比接近翻倍,是AI业务的五倍多。所以准确地说:这44亿里,最大的增量来自机房,不是天上。当季营收646.01亿美元、同比增长26%创新高,四季度指引也高于预期。对应资本开支单季195.93亿美元,其中164亿投向AI,前九个月约480亿。中信建投测算,2026 年算力租赁市场有望突破 2600 亿元,三百亿级的单笔合约已占相当分量。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/SS2026102200041748.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1134","BK1240","BK1541","01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2675415557","title":"Willow量子处理器实现重大进展 云计算概念走强 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10:52","pubTimestamp":1791773523,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,太明证券发布研报称,维持粤港湾智算“买入”评级,12个月目标价36港元,潜在升幅255.0%。预计2026-2028年集团归母净利润有望达到6.75亿元、13.15亿元及28.06亿元人民币,两年复合增长103.9%。太明证券主要观点如下:上半年业绩兑现,归母净利润预测上调至6.75亿元人民币公司上半年收入25.59亿元,归母净利润2.75亿元。集团AI业务半年收入规模已超过天顿数据2025年全年,AI算力技术服务毛利率35.5%,贡献约92%的集团毛利,规模化盈利基础进一步夯实。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1505705.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["EWH","01396","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674860413","title":"Pacific Alpha Securities:给予粤港湾智算(01396.HK)买入评级 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公司AI算力业务转型顺利","url":"https://stock-news.laohu8.com/highlight/detail?id=2673472034","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673472034?lang=zh_cn&edition=full","pubTime":"2026-10-06 15:38","pubTimestamp":1791272308,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,粤港湾智算尾盘涨近4%。开源证券近期表示,算力供需缺口持续扩大,算力租赁行业景气度上行。粤港湾智算中期财报显示,期内AI业务实现收入23.83亿元,占营收比重的93%;在手算力订单超370亿,履约能力强劲。意味着公司完成对天顿数据的收购合并后,已全面转型成为“AI智算技术服务商和生态构建平台”,半年度业绩超预期兑现,印证了公司AI智算业务转型卓有成效。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1503881.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["BK4588","01396","AIO","BK1541","WISE","BK1240","BK4585","BK1134","VXUS","KCAI","WDAI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1185859305","title":"粤港湾智算9月股份变动月报显示股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1185859305","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1185859305?lang=zh_cn&edition=full","pubTime":"2026-10-05 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15:48","pubTimestamp":1790754512,"startTime":"0","endTime":"0","summary":"港股AI板块中,一家已经形成规模化算力服务收入的公司,正在因港股通纳入预期受到关注。市值测算显示余量,明年3月成为关键窗口港股通的纳入有明确标准。全球AI基建扩张,规模化交付能力值得关注全球算力市场近期仍在释放积极信号。粤港湾智算值得关注,正因为其中报已经呈现了规模化收入、实际盈利和交付进展。资本市场预期与产业需求在此交汇,让这家港股算力公司值得进入更广泛的研究视野。","market":"fut","thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1502593.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["FLHK","BK1134","BK1541","01396","BK1240"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669243763","title":"港股通“大换血“后 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