Group 1 - TianShu ZhiXin (09903) saw a surge of over 20%, reaching a new high of 246 HKD since its listing, with a current price of 233.4 HKD and a trading volume of 728 million HKD [1] - On February 12, the new flagship AI model GLM-5 was officially released by ZhiPu AI, with TianShu ZhiXin achieving full-chain deep adaptation with GLM-5, enabling immediate compatibility and usability [1] - Major tech companies are also upgrading their models, with Alibaba's new flagship AI model Qwen 3.5 set to be released during the Spring Festival, and DeepSeek planning to launch its new generation model after a year [1] Group 2 - Huachuang Securities noted that the main AI computing acceleration chips have four technical architectures, with GPUs being more advantageous in general computing performance and development friendliness compared to ASICs and FPGAs, and more mature than NPUs [1] - Guolian Minsheng (601456) believes that the booming development of large models both domestically and internationally will bring more "certainty premium" to AI hardware companies [1] - The hardware sector is advised to focus on domestic GPU leader TianShu ZhiXin among others [1]
天数智芯涨超20%创上市新高 大模型蓬勃发展催化GPU需求