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汇聚科技早盘涨超11% OpenAI牵手立讯精密开发AI硬件 公司为立讯体系成员企业
Zhi Tong Cai Jing· 2025-09-22 02:34
Group 1 - The core point of the article is that Huiju Technology (01729) experienced a significant stock price increase of over 11%, attributed to a strategic partnership between OpenAI and Luxshare Precision (002475) to develop a revolutionary AI device for consumers [1] - As of the report, Huiju Technology's stock price rose by 10.87% to HKD 17.75, with a trading volume of HKD 289 million [1] - OpenAI's first AI device is currently in the prototype development stage, designed to be portable and equipped with an advanced context-aware system, integrating the large language model behind ChatGPT for more natural human-machine interaction [1] Group 2 - Luxshare Precision acquired Huiju Technology through its subsidiary in February 2022, holding a 74.67% stake post-acquisition [1] - According to招商证券, the MPO business is the core profit source for Huiju Technology, leading in technology, with 16-core MPO products already in mass production and positioned within the overseas cloud supply chain, serving as a key supplier for Google [1] - The demand for Huiju Technology's MPO products is robust, with profitability significantly higher than the company's average, and the MPO business is expected to experience rapid growth in the coming years due to ongoing expansion with major clients, overseas capacity building, and technological advancements [1]