港股异动 | 天数智芯(09903)一度涨超7%破顶机构指“彤央”系列边端产品实测性能超越英伟达同类产品

华尔街财圈

天数智芯(09903)一度涨超7%，盘中高见310.6港元创上市新高。截至发稿，涨2.8%，报294港元，成交额1.62亿港元。

消息面上，此前，英伟达正式宣布其新一代AI超级计算平台Vera Rubin已进入全面投产阶段。根据英伟达公布的数据，Rubin GPU搭载第三代Transformer引擎，NVFP4推理/训练算力达到50/35PFLOPS，达到前代Blackwell的5/3.5倍；HBM4带宽22TB/s，为前代的2.8倍。中邮证券表示，Rubin GPU升级为HBM4，成为与GPU紧紧绑定的“计算核心”。

有业内人士分析，2025年国产GPU已实现从“单点突破”到“系统级替代”的跨越。随着资本化进程加速、生态体系完善，国产算力正从追赶国际巨头转向定义自主架构，在AI驱动的算力新时代构建坚实底座。华鑫证券认为，天数智芯天垓系列训练GPU和智铠系列推理GPU已实现规模化应用，新发布的“彤央”系列边端产品实测性能超越英伟达同类产品。该行认为，随着2026年AI产业“云端深耕+边缘爆发”格局成型，公司GPU业务将成为业绩增长引擎。

$天数智芯(09903)$

存储涨价潮！闪迪、美光牛市还在吗？

据报道，三星电子自本月12日起全球率先实现HBM4的量产，目前正以比上一代HBM3E高出20%至30%的价格进行谈判，在HBM、通用型DRAM和NAND闪存价格全面走高的背景下，预计三星电子和SK海力士将在今年第一季度打破此前的季度营业利润纪录。【存储涨价潮愈演愈烈，大家觉得牛市是否还在？现在你对闪迪、美光有何看法？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

棋哥投研
02-27 14:09
棋哥投研
$天数智芯(09903)$ 如果“彤央”系列边端产品实测性能超越英伟达同类产品，那么这个价格还是太便宜了
MortimerDodd
02-27 13:58
MortimerDodd
天数智芯太猛了，性能秒杀英伟达！
市调观察社
02-27 14:00
市调观察社
以为是开玩笑没想到来真的啊

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</a>如果“彤央”系列边端产品实测性能超越英伟达同类产品，那么这个价格还是太便宜了\n<br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":537194265589256,"commentId":"537194265589256","gmtCreate":1772171895573,"gmtModify":1772173673207,"authorId":9000000000000469,"author":{"id":9000000000000469,"idStr":"9000000000000469","authorId":9000000000000469,"name":"MortimerDodd","avatar":"https://static.tigerbbs.com/e95988692a3ca0ec3a601b11d189cbe9","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":537184352593216,"objectIdStr":"537184352593216","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"天数智芯太猛了，性能秒杀英伟达！","text":"天数智芯太猛了，性能秒杀英伟达！","html":"天数智芯太猛了，性能秒杀英伟达！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":537194735014960,"commentId":"537194735014960","gmtCreate":1772172034556,"gmtModify":1772172039778,"authorId":4090735318032220,"author":{"id":4090735318032220,"idStr":"4090735318032220","authorId":4090735318032220,"name":"市调观察社","avatar":"https://static.tigerbbs.com/5f025a53ef4d480a11216d152eda8b37","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":537184352593216,"objectIdStr":"537184352593216","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"以为是开玩笑没想到来真的啊\n<br>","text":"以为是开玩笑没想到来真的啊\n<br>","html":"以为是开玩笑没想到来真的啊\n<br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/537184352593216"}