$壁仞科技(0608_老虎社区_美港股上老虎

HMW1100792
01-02

$壁仞科技(06082)$ 港股GPU第一股壁仞科技速评！通俗版看懂值不值得冲

🔥 亮点：国产GPU头部玩家，1月2日刚登陆港股（代码06082），发行价19.6港元，首日最高涨超118%，打新热度爆到2347倍超额认购！手握12亿+订单，客户有三大电信运营商这类大企业，还在搞新一代芯片，踩中AI算力风口。

⚠️ 风险：看着热闹但一直在亏！三年半累计亏了63亿+，2025年上半年毛利率直接腰斩到31.9%，卖的多是入门级产品不赚钱。国内还有**、摩尔线程这些对手抢份额，估值也不低，全靠AI替代的预期撑着。

总结：短线看新股热度+算力风口，波动肯定大；长期能不能行，得看后续新品能不能卖爆、亏损能不能收住。风险承受力强的可以小玩，稳健党建议先观望～

# 壁仞科技首日大涨！大家都有吃到肉吗？

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LeonaClemens
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