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, following the release of the MOSS-TTS Family by the MOSS team and the successful deployment of the MOSS-TTS model by Wallen Technology as the first domestic computing power vendor to adapt this model [1] Group 1 - Wallen Technology's flagship product, the Bili 166M, has successfully completed high-performance inference deployment of the MOSS-TTS model [1] - The MOSS-TTS Family was officially released and open-sourced on February 10 by the MOSS team, incubated by Shanghai Chuangzhi Academy [1] - Goldman Sachs has initiated coverage on Wallen Technology with a "Buy" rating and a target price of 54 HKD, citing growth in domestic cloud vendor capital expenditure and the rise of the local AI ecosystem [1] Group 2 - Wallen Technology's AI training/inference GPU business is projected to achieve a compound annual growth rate of 101% from 2025 to 2030, positioning the company as a key player in the domestic AI computing power market [1] - The report emphasizes the opportunities presented by the localization of AI computing power as a significant factor for Wallen Technology's growth [1]
壁仞科技午后涨近12% 公司成为首家完成MOSS-TTS模型适配的国产算力厂商