高盛给予壁仞科技和沐曦股份买入评级 料中国云厂商支出将驱动增长
MetaX Integrated Circuits (Shanghai)MetaX Integrated Circuits (Shanghai)(SH:688802) Ge Long Hui·2026-02-10 01:29

Group 1 - Goldman Sachs initiates a buy rating for Wallen Technology and Muxi Co., citing increased capital expenditure in China's cloud computing and expansion of advanced process capacity as drivers for business growth [1] - Wallen Technology's AI training/inference GPU business is expected to achieve a compound annual growth rate (CAGR) of 101% from 2025 to 2030, with GPU shipments projected to rise from 30,000 units in 2025 to 900,000 units by 2030 [1] - Muxi Co.'s AI training and inference GPU business is anticipated to realize a CAGR of 88% during the same period [1] Group 2 - Wallen Technology's 12-month target price is set at HKD 54, while Muxi Co.'s target price is set at RMB 811 [1]