Domestic GPU Leaders Rally in Hong Kong Market

Stock News04-15

Shares of two leading domestic GPU manufacturers advanced significantly during trading. ILUVATAR COREX (09903) and BIREN TECH (06082) both saw intraday gains exceeding 10%. At the time of writing, ILUVATAR COREX was up 6.79% at HK$368, while BIREN TECH had risen 5.36% to HK$38.14. The positive momentum follows Nvidia's overnight performance, where its stock closed up 3.8% at $196.51, marking its longest winning streak since a similar ten-day rally in 2023, reflecting sustained global enthusiasm for AI computing power. Western Securities analysts noted that as inference model parameters continue to scale, hyper-node technology is expected to help domestic computing power break into new inference scenarios. Domestic AI chips are projected to experience accelerated growth by 2026, with leading companies possessing strong supply-side capabilities likely to achieve high-certainty, high-growth trajectories. Additionally, the implementation of hyper-node technology is anticipated to create new growth opportunities for server manufacturers and interconnect technology firms.

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