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广和通涨超7% 端侧AI发展加速 机构看好公司新兴业务布局
Zhi Tong Cai Jing· 2026-01-12 07:17
Core Viewpoint - Guanghe Tong (300638) has seen a stock price increase of over 7%, currently trading at 18.05 HKD with a transaction volume of 209 million HKD, driven by recent developments in AI solutions and applications in the automotive sector [1] Group 1: Company Developments - Guanghe Tong recently showcased its AI package, Dream Eater, based on the self-developed MagiCore 2.0 lightweight computing solution at the Alibaba Cloud Tongyi exhibition [1] - The company has indicated that its 5G and V2X wireless communication modules and solutions are applicable in the autonomous driving sector, primarily focusing on smart cockpit applications in vehicles [1] Group 2: Market Outlook - According to Shenwan Hongyuan, Guanghe Tong is positioned as a core player in the global IoT module market, with expectations that AI/robotics and vehicle/FWA deployments will continue to drive revenue growth [1]