港股异动 | 中软国际(00354)再涨超3% 公司为华为核心合作伙伴 已开展算力租赁及运营工作
中软国际(00354)再涨超3%，本月涨超10%。截至发稿，涨3.14%，报6.24港元，成交额7691.16万港元。
消息面上，据媒体报道，百度集团为200台服务器订购了1600颗华为昇腾910B AI芯片。分析人士称，尽管这个订单量，与过去通常从英伟达订购的数千颗芯片相比，规模较小，但具有重要意义。民生证券认为，华为昇腾芯片为AI体系提供强大算力，有望成国产AI算力的“扛旗者”。
据悉，中国软件国际于2020年起部署算力运营业务，目前在多个城市开展算力租赁及运营工作。公司作为华为昇腾、盘古的核心合作伙伴，公司有望凭借在华为昇腾产业的战略布局以及核心位势，做大国产算力租赁及运营市场，形成新的收入增长。
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