Core Viewpoint - Wallen Technology (06082) has seen a significant stock increase, rising nearly 12% in the afternoon session, with a current price of 36.64 HKD and a trading volume of 277 million HKD. The company has successfully deployed the MOSS-TTS model, becoming the first domestic computing power vendor to adapt this model, which is expected to drive future growth in AI-related revenue [1][1][1]. Company Summary - Wallen Technology's flagship product, the Bili 166M, has completed the high-performance inference deployment of the MOSS-TTS model, marking a significant milestone for the company [1][1]. - The company has been recognized as the first domestic computing power vendor to adapt the MOSS-TTS model, highlighting its competitive edge in the AI sector [1][1]. Industry Summary - Goldman Sachs has initiated coverage on Wallen Technology with a "Buy" rating and a target price of 54 HKD, citing the growth in capital expenditures from domestic cloud vendors and the rise of the local AI ecosystem as key drivers for the company's future performance [1][1]. - The report projects that Wallen Technology's AI training/inference GPU business revenue will achieve a compound annual growth rate of 101% from 2025 to 2030, positioning the company as a core player in the domestic AI computing power market [1][1].
港股异动 | 壁仞科技(06082)午后涨近12% 公司成为首家完成MOSS-TTS模型适配的国产算力厂商