计算机ETF（512720）盘中涨超1.3%，市场关注AI芯片架构创新与国产GPU进展

Group 1 - The core viewpoint of the news highlights the rapid development of the AI computing power, large models, and GPU chip sectors within the computer and software development industry, with a focus on innovations in AI chip architecture and advancements in domestic GPUs [1] - Domestic GPU companies, such as Tianzu Zhixin and Birun Technology, are making progress with their products, which have begun small-scale shipments. The Tianpai series (training) is priced at approximately 30,000 to 40,000 yuan per unit, while the Zhi Kai series (inference) is around 10,000 yuan per unit [1] - Birun Technology is projected to have orders exceeding 1.2 billion yuan by 2025, with its next-generation BR20X chip expected to be commercialized in 2026, showcasing advanced GPGPU architecture, software platforms, and cluster technologies [1] Group 2 - In the large model sector, companies like Zhipu Huazhang (ToB) and MiniMax (ToC) are progressing through local deployment and overseas commercialization paths, having passed hearings at the Hong Kong Stock Exchange [1] - Zhipu Huazhang leverages Tsinghua University's research capabilities, with its GLM-4.7 model demonstrating strong performance in coding abilities, while MiniMax has achieved 73.1% of its revenue from overseas through efficient architecture and rapid iteration [1] - The industry is currently in a high R&D investment phase, with commercialization progress in sub-sectors such as AI servers and tax AI exceeding expectations [1]