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港股异动 | 天数智芯(09903)涨超20%创上市新高 大模型蓬勃发展催化GPU需求
智通财经网· 2026-02-12 06:43
Core Viewpoint - TianShu ZhiXin (09903) experienced a significant stock price increase of over 20%, reaching a new high of 246 HKD, driven by the release of the GLM-5 model by ZhiPu AI, which has achieved deep compatibility with TianShu's self-developed computing power technology [1][1][1] Group 1: Company Developments - The release of ZhiPu AI's next-generation flagship model GLM-5 marks a breakthrough in compatibility and usability with TianShu ZhiXin's technology [1][1] - TianShu ZhiXin's stock price rose by 20.93% to 233.4 HKD, with a trading volume of 728 million HKD [1][1][1] Group 2: Industry Trends - Major technology companies are intensively upgrading their AI models, with Alibaba's Qwen 3.5 and DeepSeek's new model set to launch soon [1][1] - Current mainstream AI computing acceleration chips include four main architectures, with GPUs being favored for their general computing performance and development friendliness compared to ASICs, FPGAs, and NPUs [1][1] - The growth of large models in both domestic and international markets is expected to provide more "certainty premiums" for AI hardware companies [1][1]
港股芯片股延续涨势 天数智芯涨幅扩大至25%
Xin Lang Cai Jing· 2026-02-12 06:03
港股芯片股延续涨势,天数智芯午后涨幅扩大至25%,壁仞科技涨近10%,兆易创新涨超8%,天域半导 体、上海复旦涨超5%。 来源:滚动播报 ...
港股芯片股延续涨势,天数智芯涨幅扩大至25%
Jin Rong Jie· 2026-02-12 06:02
港股芯片股延续涨势,天数智芯午后涨幅扩大至25%,壁仞科技涨近10%, 兆易创新涨超8%,天域 半 导体、上海复旦涨超5%。 ...
港股芯片股走高,天数智芯涨超8%
Xin Lang Cai Jing· 2026-02-12 02:01
港股芯片股走高,天数智芯涨超8%,兆易创新、上海复旦、天域半导体跟涨。 ...
天数智芯尾盘涨超13% 公司近期发布芯片四代架构路线图对标英伟达
Zhi Tong Cai Jing· 2026-02-10 07:37
Core Viewpoint - TianShu ZhiXin (09903) experienced a significant stock price increase of over 13%, currently trading at 193 HKD with a transaction volume of 1.81 billion HKD, indicating strong market interest in the company [1] Company Overview - TianShu ZhiXin provides general GPU products and AI computing solutions tailored for various industries. The product portfolio includes general GPU chips and accelerator cards, as well as customized AI computing solutions, which encompass general GPU servers and clusters [1] - The company's general GPU products include the TianYuan and ZhiKai series, which are compatible with major domestic and international AI ecosystems and various deep learning frameworks [1] Product Development - Recently, TianShu ZhiXin released a roadmap for its fourth-generation chip architecture, with expectations to surpass NVIDIA's Rubin architecture by 2027 [1] - The company also unveiled a new generation of edge computing products, the "TongYang" series, claiming superior performance in multiple real-world testing scenarios compared to NVIDIA's AGX Orin [1]
天数智芯(09903.HK)尾盘涨超13%
Mei Ri Jing Ji Xin Wen· 2026-02-10 07:35
每经AI快讯,2月10日,天数智芯(09903.HK)尾盘涨超13%,截至发稿涨12.87%,报193港元,成交额 1.81亿港元。 ...
港股异动 | 天数智芯(09903)尾盘涨超13% 公司近期发布芯片四代架构路线图对标英伟达
智通财经网· 2026-02-10 07:16
公开资料显示,天数智芯提供针对不同行业的通用GPU产品及AI算力解决方案。公司的产品组合主要 包括通用GPU芯片及加速卡,以及定制AI算力解决方案(包括通用GPU服务器及集群),天数智芯通用 GPU产品涵盖天垓及智铠系列,兼容国内外主流AI生态以及各类深度学习框架。 智通财经APP获悉,天数智芯(09903)尾盘涨超13%,截至发稿,涨12.87%,报193港元,成交额1.81亿 港元。 值得注意的是,天数智芯近日发布芯片的四代架构路线图,并预计于2027年超越英伟达Rubin架构。同 时,天数智芯还披露新一代边端算力产品"彤央"系列,公司称在多项实测场景中性能优于英伟达AGX Orin。 ...
天数智芯(09903) - 致非登记股东之通知信函及回条 - 以电子方式发佈公司通讯之安排
2026-02-09 08:36
(於中華人民共和國註冊成立的股份有限公司) (Stock Code 股份代號:9903) Dear non-registered shareholder(s), 9 February 2026 Arrangement of Electronic Dissemination of Corporate Communications Pursuant to Rule 2.07 of the Rules Governing The Listing of Securities on The Stock Exchange of Hong Kong Limited (the "Listing Rules") under the expansion of paperless listing regime and electronic dissemination of corporate communications that came into effect on 31 December 2023, Shanghai Iluvatar CoreX Semiconductor Co., Ltd. (the "Company") ...
天数智芯(09903) - 致登记股东之通知信函及回条 - 以电子方式发佈公司通讯之安排
2026-02-09 08:33
(A joint stock company incorporated in the People's Republic of China with limited liability) (於中華人民共和國註冊成立的股份有限公司) (Stock Code 股份代號:9903) 9 February 2026 Dear registered shareholder(s), Arrangement of Electronic Dissemination of Corporate Communications Pursuant to Rule 2.07 of the Rules Governing The Listing of Securities on The Stock Exchange of Hong Kong Limited (the "Listing Rules") under the expansion of paperless listing regime and electronic dissemination of corporate communications that came into e ...
天数智芯(09903) - 截至二零二六年一月三十一日止月份之股份发行人的证券变动月报表
2026-02-05 03:50
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 上海天數智芯半導體股份有限公司 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09903 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 245,101,965 | RMB | | 1 RMB | | 245,101,965 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 245,101,965 | RMB | | 1 RMB | | 245,101,965 | | 2. 股份分類 | 普通股 | 股份類別 | 其他類別 ...