--- 格式版本: 2 标题: "冲上热搜！601138：前瞻卡位Vera Rubin计算平台 _ 东方财富网" 原文链接: "https://finance.eastmoney.com/a/202608113838245297.html" 发布日期: "2026-08-11" 发布时间校准状态: "found" 发布时间需复核: "否" 发布时间来源: "llm:local:strict_original_body" 发布时间证据: "2026年08月11日 23:00 来源： 中国基金报" 发布时间校准原因: "正文中明确标注发布时间为2026年08月11日 23:00，来源中国基金报，符合发布时间优先级。" 发布时间校准置信度: "1" 发布时间候选数量: 31 发布时间严格候选数量: 8 发布时间原页读取状态: "source template page reused from URL open" 发布时间未找到原因: "" 发布时间校准时间: "2026-08-12T07:31:46+08:00" 发布时间仲裁状态: "confirmed" 发布时间仲裁尝试次数: 1 发布时间仲裁耗时毫秒: 4441 发现时间: "2026-08-12T07:31:31+08:00" 入库时间: "2026-08-11T23:31:51.505Z" 来源平台: "东方财富搜索" 搜索渠道: "source_template" 搜索词: "https://so.eastmoney.com/news/s?keyword=Vera%20Rubin" 匹配关键词: - "Vera Rubin" - "计算" - "GPU" - "液冷" - "AI服务器" - "量产" - "交付" - "部署" - "AI" 相关厂家: - "工业富联" 相关专家: - "黄仁勋" 内容类型: "网页" 抓取工具: "CDP Render" 清洗工具: "CDP Text + Defuddle/Readability 正文提取" 原始附件: [] AI优质: "否" AI打分: 57 AI分档: "召回候选" AI质检状态: "不通过" AI打分理由: "文章为工业富联半年报解读，涉及Vera Rubin前瞻卡位，但缺乏架构、互连、散热等技术细节，商业信号明确但整体偏财务，技术深度不足。" AI质检模型: "ali-deepseek-v4-flash" AI质检时间: "2026-08-12T07:32:06+08:00" AI主题相关性: 12 AI来源权威性: 8 AI新颖性: 14 AI技术细节: 3 AI商业部署信号: 12 AI完整性: 8 采集批次: "2026年8月12日2点04分20秒" 采集批次ID: "20260812-020420-289" 去重键: "https://finance.eastmoney.com/a/202608113838245297.html" --- - [财经](http://finance.eastmoney.com/) - [焦点](http://finance.eastmoney.com/yaowen.html) - [股票](http://stock.eastmoney.com/) - [新股](http://stock.eastmoney.com/newstock.html) - [期指](http://stock.eastmoney.com/gzqh.html) - [期权](http://option.eastmoney.com/) - [行情](http://quote.eastmoney.com/flash/sz300059.html) - [数据](http://data.eastmoney.com/) - [全球](http://stock.eastmoney.com/global.html) - [美股](http://stock.eastmoney.com/america.html) - [港股](http://hk.eastmoney.com/) - [期货](http://futures.eastmoney.com/) - [外汇](http://forex.eastmoney.com/) - [银行](http://bank.eastmoney.com/) - [基金](http://www.1234567.com.cn/) - [理财](http://money.eastmoney.com/) - [债券](http://bond.eastmoney.com/) - [直播](https://roadshow.eastmoney.com/) - 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"https://wap.eastmoney.com/a/202608113838245297.html") 提示： 微信扫一扫 分享到您的 朋友圈 ![](https://g1.dfcfw.com/g4/202608/20260806130850.png) AI妙想为你解读全文 APP内免费阅读 ![](https://g1.dfcfw.com/g4/202608/20260806130911.png) [![K图 601138_0](https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=1.601138&imageType=knews&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1)](http://quote.eastmoney.com/unify/r/1.601138) 　　 [炒股第一步，先开个股票账户](https://acttg.eastmoney.com/pub/webtg_hskh_act_zixun_01_01_01_0?infocode=202608113838245297) 　　【导读】 [工业富联](http://quote.eastmoney.com/unify/r/1.601138) 上半年业绩创新高，透露前瞻卡位Vera Rubin计算平台 　　8月11日晚间， [工业富联](http://quote.eastmoney.com/unify/r/1.601138) 冲上某平台热股飙升榜第二位。 ![](https://np-newspic.dfcfw.com/download/D25537036319996239205_w654h543_o.jpg) 　　消息面上，8月11日盘后， [工业富联](http://quote.eastmoney.com/unify/r/1.601138) 披露2026年半年报，提及AI算力需求持续爆发式增长，并前瞻卡位Vera Rubin计算平台。 　　2026年上半年，工业富联的营业收入为5578.61亿元，同比增长54.63%；归母净利润为237.40亿元，同比增长95.99%。 　　截至8月11日收盘，工业富联股价报66.01元/股，总市值达1.31万亿元。 ![图片](https://np-newspic.dfcfw.com/download/D25599874329419797465_w378h648.jpg) 　　 **连续四个季度净利润超百亿元** 　　2026年第一季度，工业富联的归母净利润、扣非后净利润分别为105.95亿元、102.50亿元。 ![图片](https://np-newspic.dfcfw.com/download/D25384750842966595704_w561h503.jpg) 　　由此计算，2026年第二季度，工业富联的归母净利润为131.46亿元、扣非后净利润为127.35亿元。 　　至此，工业富联的归母净利润、扣非后净利润连续四个季度均超百亿元，并在2026年第二季度创新高。 ![图片](https://np-newspic.dfcfw.com/download/D24931968903437176778_w705h503.jpg) 　　工业富联公告称，2026年上半年，公司的归母净利润等财务指标增长，主要系AI算力需求呈现持续爆发式增长所致。 　　2026年上半年，大模型技术加速向垂直领域渗透，驱动算力需求结构性升级，全球主要云服务商及企业客户持续加大对AI基础设施的投入。 　　作为高端智能制造及 [工业互联](http://quote.eastmoney.com/unify/r/90.BK0832) 网解决方案服务商，工业富联在2026年上半年来自 [云计算](http://quote.eastmoney.com/unify/r/90.BK0579) 板块的收入同比增长75.7%。 　　2026年上半年，工业富联来自云服务商的AI服务器收入同比增长2.3倍，GPU AI机柜出货量同比增长3.2倍，ASIC AI机柜出货量同比增长3倍，ASIC CPU服务器出货量同比增长2.5倍。 　　工业富联在2026年半年报中表示，AI相关业务的贡献持续扩大，稳居公司业绩增长的核心引擎地位。 　　 **在Vera Rubin计算平台已前瞻卡位** 　　2026年半年报显示，工业富联强调其是全球AI服务器市场的龙头企业，并透露与全球多家头部客户正在共同攻克下一代AI服务器及液冷技术等核心环节。 　　目前，工业富联持续与其客户推动下一代产品的合作，其中在Vera Rubin计算平台已实现前瞻卡位，交付能力与供应链整合深度稳居行业第一梯队。 　　Vera Rubin计算平台是 [英伟达](http://quote.eastmoney.com/unify/r/105.NVDA) 在2026年国际 [消费电子](http://quote.eastmoney.com/unify/r/90.BK1037) 展上发布的下一代AI超级计算平台，面向自动驾驶、医疗健康、 [机器人](http://quote.eastmoney.com/unify/r/0.300024) 技术及药物研发等领域。 　　这印证了工业富联与 [英伟达](http://quote.eastmoney.com/unify/r/105.NVDA) 的合作在持续加深。 　　受限于合作条款等因素，工业富联一直无法明确其与 [英伟达](http://quote.eastmoney.com/unify/r/105.NVDA) 的合作，但外界通过其他信息已经知晓。 　　2023年5月29日，英伟达创始人兼CEO黄仁勋在一场公开演讲中点名英伟达服务器供应链伙伴的合作名单，包含工业富联子公司鸿佰科技。 　　工业富联公告称，公司深耕AI服务器领域，依托深厚的研发储备与智能制造底座，形成了具有竞争力的技术壁垒与规模效应。未来，公司将坚定执行AI核心战略。 　　 [想炒股，先开户！选东方财富证券，行情交易一个APP搞定>>](https://acttg.eastmoney.com/pub/webtg_hskh_act_zixun_01_01_01_0?infocode=202608113838245297) （文章来源：中国基金报） ![](https://g1.dfcfw.com/g4/202608/20260805130749.png) 暗盘资金榜已更新!这些个股/板块可以关注> 文章来源：中国基金报 责任编辑：156 原标题：冲上热搜！601138：前瞻卡位Vera Rubin计算平台 **郑重声明：** 东方财富发布此内容旨在传播更多信息，与本站立场无关，不构成投资建议。据此操作，风险自担。 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