智通财经APP获悉，天数智芯(09903)午前涨超6%，截至发稿，涨6.09%，报442.6港元，成交额2.18亿港元。
消息面上，4月23日，腾讯混元正式发布并开源Hy3 preview大模型，该模型以全面实用性为核心，在复杂推理、长上下文、代码与智能体等能力上实现显著跃升。天数智芯以其全栈自研算力资源底座与深度优化能力，为混元Hy3 preview的高效推理、规模化部署与生态开放提供坚实支撑。
华泰证券发布研报称，看好天数智芯受益大模型训练与推理需求双轮驱动下的AI芯片需求爆发，国产替代空间广阔且持续加速；公司坚持软硬协同研发，产品迭代路径清晰，有望凭借领先产品性能、生态兼容性，以及稳定产能供应，实现行业头部客户关键突破，在算力国产化浪潮中保持竞争优势。
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