ILUVATAR COREX (09903) surged more than 20%, reaching a historic peak of HKD 246 during the trading session. At the time of writing, the stock was up 20.93% to HKD 233.4, with a turnover of HKD 728 million. The catalyst for this movement stems from the official launch of Zhipu AI's new flagship large model, GLM-5, on February 12th. ILUVATAR COREX announced that its fully self-developed computing technology system has achieved comprehensive and deep compatibility with GLM-5, enabling a breakthrough where the model is compatible and ready for use immediately upon release.
Notably, beyond Zhipu AI, several major tech companies have recently intensified their model upgrades. Alibaba's Tongyi Qianwen plans to release its new flagship AI model, Qwen 3.5, during the Spring Festival period. Furthermore, after a year-long interval, DeepSeek also plans to launch its new generation large model around the same time. Huachuang Securities pointed out that there are currently four main technical architectures for mainstream AI computing acceleration chips. Compared to ASIC and FPGA, GPUs hold advantages in general computing performance and developer accessibility. They are also more mature than NPUs, which are still in the exploratory phase, making GPUs the primary choice for large model training and inference. Guolian Minsheng believes that the vigorous development of large models globally will bring more "certainty premiums" to companies in the AI hardware layer. Regarding hardware, it is recommended to focus on domestic GPU leaders such as ILUVATAR COREX.
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