智算领域
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“妖股”直击:实达集团日内振幅14.17%,智算领域布局引关注
Sou Hu Cai Jing· 2025-12-01 03:17
交易所数据显示,12月1日实达集团股价低开后,早盘初期呈现震荡走势,价格在低位区间波动;进入 10:00之后,股价开始持续拉升,价格快速走高,期间大部分时间在均价线上方运行,截至10:47维持 在相对高位震荡,整体走势偏强,10:00后上攻动能明显。当前价格5.25元,涨幅3.35%,成交量503.25 万手,成交额26.02亿元,振幅14.17%,换手率23.11%。 注:本文由AI根据市场公开信息生成,不构成投资建议,投资有风险,入市需谨慎。 来源:市场资讯 市场对实达集团的关注主要集中在其智算领域的布局推进。公司正积极承接算力中心建设项目,涉及算 力调度平台开发、企业级容器云平台等业务方向,相关业务拓展动作受到市场关注。 公司此前披露了收购福建数产名商科技有限公司95%股权暨关联交易的相关事项,不过截至目前,本次 交易涉及的正式协议尚未签署,后续事项的达成存在不确定性。 | 分时 五日 日K 周K 月K 5分 15分 30分 60分 | | | 五档盘口 | | 明细 | | --- | --- | --- | --- | --- | --- | | 最新 : 5.29 涨跌额:0.21 涨跌幅 :+4 ...
连收5个涨停板!这家公司,紧急澄清
Zheng Quan Ri Bao Wang· 2025-11-26 11:39
从11月20日至25日,实达集团在连续4个交易日内日收盘价格涨幅偏离值累计达到40%。此后,公司股 价于11月26日再次涨停,已连续5个交易日涨停。 公开信息显示,实达集团聚焦大数据业务,涉及数字政府、数智教育、智能算力和数据流动等领域的系 统集成、运营及软件产品业务。公司正在积极推进智算领域的投入与布局。目前,公司主要承接算力中 心建设项目,还涉及算力调度平台的开发、企业级容器云平台的快速交付能力构建,以及CPU、GPU等 算力的多集群管理和调度。公司已成功落地克融云智算中心一期二标段项目和鼓楼智算中心二期建设项 目等。 该公司相关负责人在业绩说明会上表示,公司将持续专注于提升经营业绩、优化公司治理结构、提高运 营效率、增强核心竞争力,增强创新能力等策略为股东创造长期价值。 11月26日晚,福建实达集团(600734)股份有限公司(以下简称"实达集团")发布股票交易风险提示公 告,澄清传闻。该公告称"公司注意到网络平台上有关本公司与阿里云合作的传闻,目前公司与阿里云 之间未开展业务合作"。 此前,11月5日,实达集团公告披露,拟收购福建数产名商科技有限公司(以下简称"数产名商")95%股 权,收购完成后将成 ...
紫光股份:公司致力于充分发挥“算力×联接”的乘数效应
Zheng Quan Ri Bao Wang· 2025-11-21 09:12
证券日报网讯紫光股份(000938)11月21日在互动平台回答投资者提问时表示,公司致力于充分发 挥"算力×联接"的乘数效应,持续深化智算领域的全栈布局和能力,通过"多元算力"筑牢高效、绿色、 自主算力基石的同时,并以高品质网络联接助力客户实现最佳智算效能。 ...
游族网络(002174)披露子公司与专业投资机构共同投资公告,10月27日股价下跌5.86%
Sou Hu Cai Jing· 2025-10-27 09:37
Core Viewpoint - Youzu Interactive (游族网络) has announced a joint investment with professional investment institutions to establish a new investment partnership focused on artificial intelligence and intelligent computing, with a total scale not exceeding 6.673 billion yuan [1]. Group 1: Company Financials - As of October 27, 2025, Youzu Interactive's stock closed at 12.69 yuan, down 5.86% from the previous trading day, with a total market capitalization of 12.479 billion yuan [1]. - The stock opened at 13.59 yuan, reached a high of 13.62 yuan, and a low of 12.42 yuan, with a trading volume of 1.224 billion yuan and a turnover rate of 9.73% [1]. Group 2: Investment Details - The investment partnership, named Wuxi Xincheng Cloud Star Intelligent Investment Partnership (tentative), will be established by Youzu's wholly-owned subsidiaries and other investment firms [1]. - Youzu Interactive and its subsidiary intend to contribute no more than 1 billion yuan, accounting for a maximum of 15% of the partnership, with an initial contribution of 200 million yuan [1]. - The partnership will have a term of five years, extendable for another five years, and will be managed by Wuxi Xintong Technology Co., Ltd. [1].
游族网络:子公司与专业投资机构共同投资设立无锡云星智算
Xin Lang Cai Jing· 2025-10-24 12:12
游族网络(002174.SZ)公告称,公司全资子公司驰游信息及游族互娱拟与无锡新通、新虹发展共同投资 设立无锡云星智算合伙企业,总规模预计不超过66.73亿元。游族互娱及驰游信息拟以自有资金认缴出 资不超过10.01亿元人民币,首期合计出资2亿元,后续出资进度以执行事务合伙人出资通知为准。本次 公司参与出资设立无锡云星智算,未来无锡云星智算将聚焦人工智能、智算领域等科技行业的优质企业 和投资机会,为上市公司的长远发展进行前瞻性技术储备,以协同公司主业发展,促进科技与文化产业 深度融合,提升公司在科技领域的战略布局。 ...
高新兴迎拐点:2025年Q1收入近三年首涨,现金流创同期最佳
Zheng Quan Shi Bao Wang· 2025-04-28 10:23
高新兴正通过聚焦高价值业务、积极布局新兴领域,展现出强劲的新生潜力。汽车车载终端业务的大幅 增长和轨交业务的稳健贡献,共同构成了未来发展的主要驱动力。智算领域的战略布局为未来发展提供 了额外的支持和想象力。随着Q1业绩的明显改善,高新兴已驶入增长轨道,未来发展值得期待。(文 穗) 2024年年报显示,高新兴在核心业务上取得显著突破。交通行业收入占比超65%,其中汽车车载终端收 入增幅达35.43%,成功突破奇瑞、哈曼等大客户,并进一步做大吉利汽车、长安汽车客户份额。公司 连续斩获吉利4G、5G TCAM项目、平台化定点项目,更成为国内第一家获得巴龙5G Redcap平台授权 的外部客户,彰显其在车载通信终端领域的领先地位。公司轨交终端业务保持5%以上的稳健增长,该 业务对高新兴全年利润贡献超7000万元。值得一提的是,公司基于多传感融合的高铁周界入侵前端监测 设备已完成研制及试验,未来业务将进一步拓展至铁路沿线及周界领域,开辟新的增长空间。面对市场 变化,高新兴积极调整业务结构,主动收缩政府集成类业务,收入规模为近几年历史最低,据公告称, 公司侧重于周期较短、回款良好、无需垫资的产品及服务,减少对集成业务、机 ...
家居业一周|今年前两月家具零售额增长,北京华著拟入主东易日盛
Xin Jing Bao· 2025-03-24 06:47
Group 1: Furniture Retail Performance - In January and February 2025, the total retail sales of furniture reached 26.2 billion yuan, showing a year-on-year growth of 11.7% [2] - The overall retail sales of consumer goods in the same period amounted to 837.31 billion yuan, with a growth rate of 4.0% [2] - The building and decoration materials retail sales were 24.6 billion yuan, with a slight increase of 0.1% year-on-year [2] Group 2: Corporate Developments - Beijing Huazhu Technology Co., Ltd. is set to acquire Dongyi Risheng, with the signing of a restructuring investment agreement [3] - The acquisition aims to help Dongyi Risheng transition into the intelligent computing sector and improve its financial structure [3] - The restructuring is expected to alleviate debt issues and enhance the company's operational and profitability capabilities [3] Group 3: Industry Events - The 55th China International Furniture Fair (Guangzhou) commenced on March 18, 2025, featuring over 4,900 exhibitors from 36 countries and regions [4] - The fair covers a total area of 850,000 square meters and focuses on themes of design innovation and industry collaboration [4] Group 4: Shareholder Actions - Jiangshan Oupai announced that a shareholder plans to reduce holdings by up to 4.394 million shares, representing 2.48% of the total shares [5] - The company anticipates a significant decline in net profit for 2024, projecting a range of 80 million to 120 million yuan, a decrease of 69.22% to 79.48% year-on-year [5] Group 5: Health and Sleep Research - Mousse partnered with the China Sleep Research Society to release the "2025 AI Era Healthy Sleep White Paper," focusing on a strategic transformation towards smart health sleep systems [6] - The report highlights the increasing prevalence of electronic device usage before sleep, with 28% of respondents reporting poor sleep quality [7][8]