智通财经APP获悉，壁仞科技(06082)盘中涨超12%，截至发稿，涨9.22%，报38.86港元，成交额4.05亿港元。
消息面上，2026年春节前后，中国国产AI大模型密集发布。壁仞科技旗舰产品壁砺166系列已完成对智谱GLM-5、MiniMax M2.5、DeepSeek、千问Qwen3.5等头部模型的高效兼容，凭借高算力、高通用性与全栈自研软件栈，成为支撑百模大战的核心算力底座。
申万宏源此前发布研报称，壁仞科技为国产AI芯片核心企业，率先实现MoE架构商业化与线性注意力机制突破，BR166芯片算力达BR106两倍；客户集中度下降，大客户依赖度持续缓解；下一代BR20X预计2026年上市，叠加国资支持，国产替代逻辑坚实。
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