高盛给予壁仞科技和沐曦股份首次买入评级，并称中国云计算资本开支上升、先进制程产能扩张等料驱 动其业务增长。高盛预计壁仞科技在2025–2030年间的AI训练/推理GPU业务将实现101%复合年增长 率，AI芯片出货量料从2025的3万片增长至2030年的90万片。预计沐曦股份的AI训练与推理GPU业务将 在同期实现88%的复合年增长率。壁仞科技12个月目标价定为54港元，沐曦股份则定为811元人民币。 本文源自：金融界AI电报 ...

Group 1 - Goldman Sachs initiates a buy rating for Wallen Technology and Muxi Co., citing increased capital expenditure in China's cloud computing and expansion of advanced process capacity as drivers for business growth [1] - Wallen Technology's AI training/inference GPU business is expected to achieve a compound annual growth rate (CAGR) of 101% from 2025 to 2030, with GPU shipments projected to rise from 30,000 units in 2025 to 900,000 units by 2030 [1] - Muxi Co.'s AI training and inference GPU business is anticipated to realize a CAGR of 88% during the same period [1] Group 2 - Wallen Technology's 12-month target price is set at HKD 54, while Muxi Co.'s target price is set at RMB 811 [1]