东芯股份(688110.SH):上海砺算近日与某国内领先云计算服务商签署战略合作框架协议
DosiliconDosilicon(SH:688110) 智通财经网·2025-11-27 10:53

Core Viewpoint - Dongxin Co., Ltd. (688110.SH) announced that its stock price has deviated by 30% over three consecutive trading days, indicating abnormal trading activity due to market rumors regarding a large GPU chip order with Lishuan Technology (Shanghai) Co., Ltd. [1] Group 1: Company Developments - The company confirmed that Lishuan Technology has signed a strategic cooperation framework agreement with a leading domestic cloud service provider, focusing on future collaboration in areas such as domestic cloud desktop systems, domestic AIPC, cloud rendering, and digital twin solutions [1] - Currently, only the framework agreement has been signed, and no specific orders have been placed, meaning no revenue has been generated yet [1] - The chip products from Lishuan Technology are primarily intended for applications in personal computers, professional design, AIPC, cloud gaming, cloud rendering, and digital twin scenarios, rather than for large model computing clusters [1] Group 2: Market Implications - The sales of Lishuan Technology's products are contingent upon product certification, customer onboarding, and mass production supply, all of which involve uncertainties [1]