金吾财讯 | 天数智芯(09903)走势强劲，截止发稿，报529.00港元，涨幅13.57%，成交额3.05亿港元。消息面上，华创证券研究指，天数智芯作为国产通用GPU自主化核心企业，凭借覆盖训练与推理的完整产品矩阵、资深的研发团队，已实现商业化快速落地，营收持续高增，盈利结构与研发转化效率同步优化。当前，AI算力需求持续爆发，海外巨头垄断与出口管制为国产GPU开辟了广阔的发展机遇。叠加国内产业政策支持，公司成长动能充足。该机构预计公司2026-2028年实现归母净利润-7.59/3.63/20.24亿元，首次覆盖给予“推荐”评级。
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