异动解读|智谱盘中上涨13.19%,1GW国产算力落地叠加收购中科加禾提振情绪

行情直击
Jul 21

7月21日,智谱(02513.HK)盘中上涨13.19%,报974.0港元,成交额5.89亿港元。

消息面上,智谱已落地1GW级国产AI算力数据中心建设,全部采用国产AI芯片,同步完成对国产AI异构算力软件公司中科加禾的收购。中科加禾源自中科院计算所编译实验室,深耕异构算力软件栈及编译优化,被视为国内顶尖AI Infra团队之一。两项动作分别补齐算力供给与算力释放两大关键能力,前者提供大规模训练资源,后者通过编译器等基础软件提高芯片利用率、降低推理成本。此前智谱股价因竞品冲击及解禁压力连续大跌,本次基础设施布局明朗化或缓解市场对其技术竞争力的担忧。

(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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