异动解读 | 天数智芯港股首日大涨5.04%,国产GPU龙头受市场热捧

异动解读
Jan 09

天数智芯(09903)今日盘中大涨5.04%,引起了市场的广泛关注。作为国产GPU领域的领军企业,该公司于1月8日正式登陆香港联合交易所主板,成为近期资本市场的一大亮点。

消息面上,天数智芯的股价上涨主要得益于其成功的IPO和市场对其在国产GPU领域的领先地位的认可。公司是国内首家实现训练与推理通用GPU芯片量产的企业,产品广泛应用于金融、医疗、智慧城市等多个领域。截至2025年6月30日,公司已累计向290余家客户交付超5.2万片芯片,展现出强劲的商业化能力。

此外,天数智芯的上市也受到了基石投资者的热烈追捧,18家知名机构合计认购近16亿港元。市场普遍看好公司在AI算力需求爆发背景下的发展前景,认为其有望在国产替代进程中占据重要地位。

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