6月29日， 壁仞科技午后一度升逾14%。截至目前股价涨超8%，报61.6港元，成交额9.02亿港元。
消息面上，智谱此前开源新一代旗舰模型GLM-5.2，壁仞科技旗下壁砺166系列已基于vLLM推理框架完成Day0适配与调优，并向开发者提供快速部署方案。
对于国产GPU而言，市场看的不只是芯片硬件本身，还包括模型适配速度、软件栈、工具链和开发者生态。壁仞科技能够在新模型开源后快速完成适配，意味着其产品在国产AI算力落地环节具备更强的响应能力。
此外壁仞科技作为国产通用GPU设计商，产品覆盖AI训练及推理解决方案，后续有望受益于国内云服务商资本开支扩张。研报预计，公司2026至2028财年收入年均复合增长率将高于行业平均水平，并有望在2027财年实现转亏为盈。
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