Core Viewpoint - TianShu ZhiXin (09903) experienced a significant stock price increase of over 20%, reaching a new high of 246 HKD, driven by the release of the GLM-5 model by ZhiPu AI, which has achieved deep compatibility with TianShu's self-developed computing power technology [1][1][1] Group 1: Company Developments - The release of ZhiPu AI's next-generation flagship model GLM-5 marks a breakthrough in compatibility and usability with TianShu ZhiXin's technology [1][1] - TianShu ZhiXin's stock price rose by 20.93% to 233.4 HKD, with a trading volume of 728 million HKD [1][1][1] Group 2: Industry Trends - Major technology companies are intensively upgrading their AI models, with Alibaba's Qwen 3.5 and DeepSeek's new model set to launch soon [1][1] - Current mainstream AI computing acceleration chips include four main architectures, with GPUs being favored for their general computing performance and development friendliness compared to ASICs, FPGAs, and NPUs [1][1] - The growth of large models in both domestic and international markets is expected to provide more "certainty premiums" for AI hardware companies [1][1]
港股异动 | 天数智芯(09903)涨超20%创上市新高 大模型蓬勃发展催化GPU需求