异动解读 | 壁仞科技盘中大涨9.17%,因成首家MOSS-TTS模型适配国产算力厂商并获高盛“买入”评级

异动解读
Feb 12

壁仞科技(06082)今日盘中股价大幅上涨9.17%,引起了市场的广泛关注。

消息面上,壁仞科技在AI算力领域取得重要进展。公司旗下旗舰产品壁砺166M率先完成了由模思智能及OpenMOSS团队开源发布的语音生成基座MOSS-TTS模型的高性能推理部署,成为首家实现该模型适配的国产算力厂商。这一技术突破显示了公司在AI生态中的领先地位和强大的产品实力。

此外,国际知名投行高盛近日发布研报,首次覆盖壁仞科技并给予“买入”评级,目标价设定为54港元。报告指出,受益于国内云厂商资本开支增长、本土AI生态崛起及产品迭代升级,壁仞科技2025-2030年AI训练/推理GPU业务营收年复合增长率有望达到101%,公司被视为把握AI算力国产化机遇的核心标的。这一乐观预期显著提振了市场信心。

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