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01396 粤港湾智算
已收盘 07-02 16:08:21
12.640
-1.270
-9.13%
最高
13.910
最低
12.400
成交量
730.60万
今开
13.910
昨收
13.910
日振幅
10.86%
总市值
197.18亿
流通市值
197.18亿
总股本
15.60亿
成交额
9,424万
换手率
0.47%
流通股本
15.60亿
市净率
--
ROE
--
每股收益
0.00
52周最高
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52周最低
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市盈率
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股息
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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
拆解硅基时代投资新拐点!四位行业大咖共探AI下半场破局之道
格隆汇 · 07-01 20:04
拆解硅基时代投资新拐点!四位行业大咖共探AI下半场破局之道
粤港湾智算(01396)拟折让约18.40%发行合共2362.02万股认购股份 净筹约为2.77亿港元
智通财经 · 06-29 22:51
粤港湾智算(01396)拟折让约18.40%发行合共2362.02万股认购股份 净筹约为2.77亿港元
粤港湾智算配售价每股11.75港元,较五日平均价折让10.03%,较上日收盘价折让18.4%
美股速递 · 06-29 22:45
粤港湾智算配售价每股11.75港元,较五日平均价折让10.03%,较上日收盘价折让18.4%
粤港湾智算拟增发2362万股新股,占现有股本1.51%
美股速递 · 06-29 22:45
粤港湾智算拟增发2362万股新股,占现有股本1.51%
粤港湾智算(01396.HK)算力新基建赛道身份获恒生指数权威认定
智通财经 · 06-29
粤港湾智算(01396.HK)算力新基建赛道身份获恒生指数权威认定
粤港湾智算(01396)上扬5.98% 机构看好将AI算力服务打造为核心增长引擎
金吾财讯 · 06-15
粤港湾智算(01396)上扬5.98% 机构看好将AI算力服务打造为核心增长引擎
港股异动 | 粤港湾智算(01396)涨超8% 算力业务成核心增长引擎 公司估值具备向上空间
智通财经网 · 06-11
港股异动 | 粤港湾智算(01396)涨超8% 算力业务成核心增长引擎 公司估值具备向上空间
异动解读|粤港湾智算盘中上涨5.01%,华业证券给予买入评级目标价23.08港元
行情直击 · 06-11
异动解读|粤港湾智算盘中上涨5.01%,华业证券给予买入评级目标价23.08港元
异动解读|粤港湾智算盘中上涨5.24%,华业证券给予买入评级目标价23.08港元
行情直击 · 06-10
异动解读|粤港湾智算盘中上涨5.24%,华业证券给予买入评级目标价23.08港元
研报掘金丨华业证券:粤港湾智算科技AI智算基建转型兑现,目标价看高至23.08港元
中金财经 · 06-10
研报掘金丨华业证券:粤港湾智算科技AI智算基建转型兑现,目标价看高至23.08港元
粤港湾智算:可转债转股增发3.76亿股 占比约31.77%
公告速递 · 06-09
粤港湾智算:可转债转股增发3.76亿股 占比约31.77%
粤港湾智算(01396)因零息强制可换股债券获转换而发行发3.76亿股
智通财经 · 06-09
粤港湾智算(01396)因零息强制可换股债券获转换而发行发3.76亿股
异动解读|粤港湾智算盘中下跌8.39%,更名利好落地后获利回吐压力加剧
行情直击 · 06-08
异动解读|粤港湾智算盘中下跌8.39%,更名利好落地后获利回吐压力加剧
异动解读|粤港湾智算盘中下跌5.14%,更名利好落地后获利回吐压力延续
行情直击 · 06-05
异动解读|粤港湾智算盘中下跌5.14%,更名利好落地后获利回吐压力延续
粤港湾智算2026年5月无新增发行,股本维持稳定
公告速递 · 06-03
粤港湾智算2026年5月无新增发行,股本维持稳定
华业证券:粤港湾智算科技(01396)AI智算基建转型兑现 订单、资本与政策共振 打开AI驱动新阶段
智通财经 · 06-03
华业证券:粤港湾智算科技(01396)AI智算基建转型兑现 订单、资本与政策共振 打开AI驱动新阶段
异动解读 | 粤港湾智算盘中大涨13.12%,AI产业高速迭代与智算中心需求爆发成主因
异动解读 · 06-02
异动解读 | 粤港湾智算盘中大涨13.12%,AI产业高速迭代与智算中心需求爆发成主因
港股异动 | 粤港湾智算(01396)涨超12% AI产业高速迭代发展 智算中心景气度上行明确
智通财经 · 06-02
港股异动 | 粤港湾智算(01396)涨超12% AI产业高速迭代发展 智算中心景气度上行明确
异动解读 | 粤港湾智算盘中大跌5.99%,更名利好落地后获利盘离场
异动解读 · 06-02
异动解读 | 粤港湾智算盘中大跌5.99%,更名利好落地后获利盘离场
异动解读|粤港湾智算盘中下跌5.38%,更名利好落地后获利回吐压力延续
行情直击 · 06-02
异动解读|粤港湾智算盘中下跌5.38%,更名利好落地后获利回吐压力延续
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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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20:04","pubTimestamp":1782907446,"startTime":"0","endTime":"0","summary":"硅基新纪元已经告别概念炒作与单点泡沫","market":"us","thumbnail":"https://img3.gelonghui.com/54993-f1fc0cab-fe1a-4e40-86b4-f839f3005ea6.jpg?guru_height=3334&guru_width=5000&guru_size=1670656","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/54993-f1fc0cab-fe1a-4e40-86b4-f839f3005ea6.jpg?guru_height=3334&guru_width=5000&guru_size=1670656"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/5417026","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":"gelonghui_highlight","symbols":["BK1240","00020","01396","BK1109","AGIX","02706","ARTY","BK1615","AIPO","BK1179","01236","BK1541","BK1613","BK1117","80020","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647528308","title":"粤港湾智算(01396)拟折让约18.40%发行合共2362.02万股认购股份 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发布公告,于2026年6月29日,本公司与认购人订立认购协议,据此,本公司已有条件同意配发及发行,而认购人已有条件同意认购合共2362.02万股认购股份,占本公司于本公告日期现有已发行股本15.6亿股股份的约1.51%;及本公司经配发及发行认购股份扩大的已发行股本约1.49%。认购事项所得款项总额将约为2.78亿港元,而所得款项净额将约为2.77亿港元,相当于净发行价约每股认购股份11.73港元。","market":"us","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/1460762.html","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":"stock_zhitongcaijing","symbols":["BK1541","01396","BK1240"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186070212","title":"粤港湾智算配售价每股11.75港元,较五日平均价折让10.03%,较上日收盘价折让18.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186070212","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1186070212?lang=zh_cn&edition=full","pubTime":"2026-06-29 22:45","pubTimestamp":1782744321,"startTime":"0","endTime":"0","summary":"粤港湾智算(Greater Bay Area AI Computingtech Co)本次配售股份的认购价格定为每股11.75港元。这一价格较其股份在配售前连续五个交易日的平均收盘价有约10.03%的折让,同时较配售协议签署前最后一个交易日的收盘价有约18.4%的折让。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1240","BK1541","01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1182993655","title":"粤港湾智算拟增发2362万股新股,占现有股本1.51%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182993655","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1182993655?lang=zh_cn&edition=full","pubTime":"2026-06-29 22:45","pubTimestamp":1782744319,"startTime":"0","endTime":"0","summary":"粤港湾智算宣布,计划发行约2362万股新股,此次增发规模相当于公司现有总股本的1.51%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1541","BK1240","01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647342676","title":"粤港湾智算(01396.HK)算力新基建赛道身份获恒生指数权威认定","url":"https://stock-news.laohu8.com/highlight/detail?id=2647342676","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647342676?lang=zh_cn&edition=full","pubTime":"2026-06-29 10:02","pubTimestamp":1782698535,"startTime":"0","endTime":"0","summary":null,"market":"hk","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://www.zhitongcaijing.com/immediately.html?type=ganggu","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":"live_zhitongcaijing","symbols":["01396","BK1240","BK1541"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643222031","title":"粤港湾智算(01396)上扬5.98% 机构看好将AI算力服务打造为核心增长引擎","url":"https://stock-news.laohu8.com/highlight/detail?id=2643222031","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643222031?lang=zh_cn&edition=full","pubTime":"2026-06-15 13:32","pubTimestamp":1781501561,"startTime":"0","endTime":"0","summary":"金吾财讯 | 粤港湾智算 盘中上扬5.98%,最新报13.46港元,成交额3173.38万港元。该机构表示,随着公司正式更名为“粤港湾智算科技”,标志着其从传统基建向AI算力基础设施平台的转型已彻底完成。华业证券表示,粤港湾智算科技在FY2025财年实现了关键的结构性反转。通过全面收购深圳天顿数据科技,公司成功将AI算力服务打造为核心增长引擎。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983824","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":null,"symbols":["AGIX","BK1240","ARTY","BK1541","01396","AIPO","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642026634","title":"港股异动 | 粤港湾智算(01396)涨超8% 算力业务成核心增长引擎 公司估值具备向上空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2642026634","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642026634?lang=zh_cn&edition=full","pubTime":"2026-06-11 15:43","pubTimestamp":1781163822,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,粤港湾智算涨超8%,截至发稿,涨8.83%,报13.68港元,成交额9434.7万港元。华业证券认为,随着公司正式更名为“粤港湾智算科技”,标志着其从传统基建向AI算力基础设施平台的转型已彻底完成。基于其在手超150亿元人民币的高额订单及稀缺的算力资源,华业证券为其设定23.08港元的目标价,较当前市值具备显著上升空间。","market":"sh","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/1453087.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":["VXUS","BK1240","BK4588","BK1541","BK4585","01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1115923882","title":"异动解读|粤港湾智算盘中上涨5.01%,华业证券给予买入评级目标价23.08港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1115923882","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1115923882?lang=zh_cn&edition=full","pubTime":"2026-06-11 11:49","pubTimestamp":1781149763,"startTime":"0","endTime":"0","summary":"6月11日,粤港湾智算盘中上涨5.01%,报13.2港元/股,成交额3900.35万港元。消息面上,华业证券于6月10日发布研报,给予公司\"买入\"评级,目标价23.08港元,较当前股价仍具备显著上升空间。此前公司股价因更名利好落地后获利回吐连续回调,本次研报发布对市场情绪形成持续提振,股价延续反弹走势。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169265821","title":"异动解读|粤港湾智算盘中上涨5.24%,华业证券给予买入评级目标价23.08港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1169265821","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1169265821?lang=zh_cn&edition=full","pubTime":"2026-06-10 13:33","pubTimestamp":1781069618,"startTime":"0","endTime":"0","summary":"6月10日,粤港湾智算盘中上涨5.24%,报12.65港元/股,成交额4192.34万港元。消息面上,华业证券当日发布研报,给予公司\"买入\"评级,目标价23.08港元,较当前股价具备显著上升空间。该行指出公司AI算力基建转型已彻底完成,天顿数据收入暴增757.9%至20.3亿元人民币,毛利率达22.2%,在手算力订单超150亿元人民币,上架率稳定在95%以上,为未来三至五年业绩提供高能见度支撑。此前公司股价因更名利好落地后获利回吐而连续回调,本次研报发布对市场情绪形成提振。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642412848","title":"研报掘金丨华业证券:粤港湾智算科技AI智算基建转型兑现,目标价看高至23.08港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2642412848","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642412848?lang=zh_cn&edition=full","pubTime":"2026-06-10 11:37","pubTimestamp":1781062623,"startTime":"0","endTime":"0","summary":"华业证券发表研报,给予粤港湾智算科技“买入”评级,目标价23.08港元。粤港湾智算科技持续转型,聚焦AI算力核心业务,定位新型算力运营商;估值逻辑随之调整,由基建折价向算力及科技属性估值体系过渡。AI算力服务收入占集团并表收入约61.5%,且比例仍在上升。2026年全球AI服务器市场持续高速扩张,八大云服务商合计资本开支预计增长40%至超6000亿美元,AI推理应用爆发直接带动算力需求,为天顿数据的业务增长提供有利外部环境。","market":"us","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://sc.stock.cnfol.com/gushizhibo/20260610/32275320.shtml","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":"zhongjincaijing_highlight","symbols":["AGIX","01396","EWH","CHAT","ARTY","AIPO","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194230062","title":"粤港湾智算:可转债转股增发3.76亿股 占比约31.77%","url":"https://stock-news.laohu8.com/highlight/detail?id=1194230062","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1194230062?lang=zh_cn&edition=full","pubTime":"2026-06-09 18:13","pubTimestamp":1780999989,"startTime":"0","endTime":"0","summary":"粤港湾智算科技有限公司(股票代码:01396)于2026年6月9日发布公告,因2025年6月10日发行的2026年到期零息强制可转换债券转股,当日向债券持有人发行及配发合计376,175,228股新股份,占本次发行前已发行股本约31.77%。\n本次新股发行每股价格为5.50港元,总发行金额约为20.69亿港元。发行完成后,公司已发行股份由1,183,909,445股增至1,560,084,673股,库藏股数仍为零。\n公司同时确认本次股份发行已获得董事会正式授权,并严格遵循香港联合交易所证券上市规则及相关法律法规的要求。公告由公司秘书梁丽娜呈交。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"粤港湾智算:可转债转股增发3.76亿股 占比约31.77%","news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642046949","title":"粤港湾智算(01396)因零息强制可换股债券获转换而发行发3.76亿股","url":"https://stock-news.laohu8.com/highlight/detail?id=2642046949","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642046949?lang=zh_cn&edition=full","pubTime":"2026-06-09 18:11","pubTimestamp":1780999876,"startTime":"0","endTime":"0","summary":"智通财经APP讯,粤港湾智算(01396)发布公告,因于2025年6月10日发行的2026年到期零息强制可换股债券转换而于2026年6月9日发行及配发3.76亿股新股份。","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/1452063.html","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":"stock_zhitongcaijing","symbols":["BNDW","01396","BK1240","BK1541"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1106405956","title":"异动解读|粤港湾智算盘中下跌8.39%,更名利好落地后获利回吐压力加剧","url":"https://stock-news.laohu8.com/highlight/detail?id=1106405956","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1106405956?lang=zh_cn&edition=full","pubTime":"2026-06-08 10:10","pubTimestamp":1780884604,"startTime":"0","endTime":"0","summary":"6月8日,粤港湾智算盘中下跌8.39%,报12.52港元/股,成交额3843.75万港元。消息面上,公司股份简称已于5月22日正式由\"粤港湾控股\"更改为\"粤港湾智算\",更名利好全面落地后,前期因AI算力转型、更名计划等多重因素催化而积累的获利盘持续离场,股价延续连日回调态势。此前公司股价曾在一周内累计大涨约56%,积累了显著涨幅,技术性调整压力突出。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1107866543","title":"异动解读|粤港湾智算盘中下跌5.14%,更名利好落地后获利回吐压力延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1107866543","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1107866543?lang=zh_cn&edition=full","pubTime":"2026-06-05 11:01","pubTimestamp":1780628506,"startTime":"0","endTime":"0","summary":"6月5日,粤港湾智算盘中下跌5.14%,报13.28港元/股,成交额3383.22万港元。消息面上,公司股份简称已于5月22日正式由\"粤港湾控股\"更改为\"粤港湾智算\",更名利好全面落地后,前期因AI算力转型、更名计划等多重因素催化而积累的获利盘持续离场,股价延续回调态势。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110029358","title":"粤港湾智算2026年5月无新增发行,股本维持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1110029358","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1110029358?lang=zh_cn&edition=full","pubTime":"2026-06-03 18:36","pubTimestamp":1780482982,"startTime":"0","endTime":"0","summary":"粤港湾智算科技有限公司于2026年6月3日发布2026年5月股份变动月报表,报告期截至2026年5月31日。已发行股份合计1,183,909,445股,与上月底相比保持不变,未有回购、注销或库藏股事宜。公司当月未有任何新增发行或购回活动。可换股债券方面,2025年6月10日发行、2026年到期的零息强制可换股债券余额维持265,251,763美元,本月并未触发任何股本变动。截至2026年5月31日,公司股本总数与上月一致。本次公告由公司秘书梁丽娜签署。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640522970","title":"华业证券:粤港湾智算科技(01396)AI智算基建转型兑现 订单、资本与政策共振 打开AI驱动新阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2640522970","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640522970?lang=zh_cn&edition=full","pubTime":"2026-06-03 16:50","pubTimestamp":1780476650,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,华业证券发布研报称,粤港湾智算科技FY2025归母净利润成功扭亏为盈,天顿数据全年收入爆增757.9%至人民币20.253亿元,在算力服务部分毛利率达39.6%。华业证券主要观点如下:事件粤港湾智算完成商业转型,从一家内地基建企业,转型为大湾区AI算力基础设施公司。42,000+ PFLOPS算力部署,在手订单总额超人民币150亿元,为未来3至5年业绩能见度清晰。","market":"us","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/1449607.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":["161027","CHAT","BK1240","AGIX","ARTY","AIPO","BK1541","01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1156721142","title":"异动解读 | 粤港湾智算盘中大涨13.12%,AI产业高速迭代与智算中心需求爆发成主因","url":"https://stock-news.laohu8.com/highlight/detail?id=1156721142","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1156721142?lang=zh_cn&edition=full","pubTime":"2026-06-02 14:26","pubTimestamp":1780381595,"startTime":"0","endTime":"0","summary":"粤港湾智算今日盘中股价大幅上涨13.12%,引起市场高度关注。消息面上,当前AI产业正高速迭代发展,作为数字经济核心基础设施的智算中心,其需求持续爆发。伴随大模型训练和AI应用商业化进程的持续提速,行业算力缺口长期存在,使得智算中心的刚需属性不断强化,赛道成长逻辑清晰、景气度上行明确。具体到公司层面,粤港湾智算于2025年收购天顿数据完成业务重组。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01396"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640992440","title":"港股异动 | 粤港湾智算(01396)涨超12% AI产业高速迭代发展 智算中心景气度上行明确","url":"https://stock-news.laohu8.com/highlight/detail?id=2640992440","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640992440?lang=zh_cn&edition=full","pubTime":"2026-06-02 13:52","pubTimestamp":1780379540,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,粤港湾智算涨超12%,截至发稿,涨11.14%,报14.66港元,成交额9691.7万港元。消息面上,当前,AI产业高速迭代发展,智算中心作为数字经济核心基础设施,需求持续爆发。国元国际指出,伴随大模型训练、 AI应用商业化进程持续提速,行业算力缺口长期存在。因此智算中心的刚需属性不断强化,赛道成长逻辑清晰、景气度上行明确,具备中长期布局价值。","market":"hk","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/1448975.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["AIPO","01396","BK4585","CHAT","BK4588","AGIX","ARTY","VXUS","BK1541","BK1240"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1182906330","title":"异动解读 | 粤港湾智算盘中大跌5.99%,更名利好落地后获利盘离场","url":"https://stock-news.laohu8.com/highlight/detail?id=1182906330","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1182906330?lang=zh_cn&edition=full","pubTime":"2026-06-02 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