6月30日，壁仞科技盘中上涨3.93%，报65.1港元/股，成交额1.07亿港元。
消息面上，智谱新一代旗舰模型GLM-5.2开源后，壁仞科技壁砺166系列基于vLLM推理框架完成Day0适配与调优，市场持续关注其国产GPU软件生态能力。分析人士指出，壁仞科技在Day0适配上已具备明显先发优势，目前已支持智谱GLM、DeepSeek-V、腾讯混元、阿里千问等多款主流大模型的即时适配。此外，星展此前首予公允值80.74港元，预计公司收入年均复合增长率达147%，看好其受惠于中国云端服务商资本开支扩张的结构性机遇。半导体板块今日同步走强，中芯国际涨3.12%、天数智芯涨3.17%，行业联动提供支撑。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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