The computing chip concept saw renewed activity, with CloudWalk Technology rising over 10%.
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The computing chip concept saw a volatile surge, with Muxi Technology rising over 10%.
Mars Finance reports that the computing chip concept stocks fluctuated and rose in the morning session, with Muxi Technology surging over 10%, followed by Wantong Development, VeriSilicon, Hygon, Cambricon, Moore Threads, and Loongson Technology. This surge was driven by news that Intel has raised CPU prices. The price increase primarily targets some consumer-grade Core Ultra processors and Xeon server processors. Specifically, the overall price increase for high-end Xeon server products ranges from 7% to 12%. (Cailian Press)
The computing power leasing concept rebounded after fluctuations, with Wangsu Science & Technology rising nearly 15%.
According to Mars Finance, the computing power leasing concept stocks rebounded in early trading, with Wangsu Science & Technology rising nearly 15%, followed by Sangfor Technologies, Cloudwalk Technology, UCloud, Aofei Data, and Xiechuang Data. Galaxy Securities believes that computing power leasing companies are currently exploring a "token factory" cooperation model with large-scale model providers, gradually evolving from the underlying "selling resources" model to a "selling output" model. Computing power leasing companies will provide MaaS services and share the benefits of the token boom through a token-sharing profit model. (Cailian Press)
Sun Guoliang of Muxi Technology: Orders for some products are already booked until next year or even later; the MXC600 chip series has already been shipped in large quantities.
Mars Finance reported on July 8th that during the "Vibrant China Research Tour" in Shanghai, Sun Guoliang, Chief Product Officer and Senior Vice President of Muxi Technology, revealed that orders for some of the company's products are already booked into next year and beyond. The MXC600 chip series is the company's main product this year and is already shipping in large quantities. Regarding the contradiction in the market between "hardware shortages" and "concerns about computing power surplus," he believes that currently, general-purpose, easy-to-use, stable, and reliable computing power is scarce, even extremely difficult to obtain. The surplus computing power refers to computing power applicable to some non-general-purpose architectures, capable of running only previous-generation models or certain niche models, which constitutes a certain degree of overcapacity. (Science and Technology Innovation Board Daily)
AI PC concept stocks surged, with Hongxi Technology hitting the 30cm daily limit.
According to Mars Finance, stocks of AI server and switch computing hardware continued to be active, driving a surge in AI PC concept stocks. Hongxi Technology hit its 30% daily limit, Thunderobot Technology rose over 15%, and Huaqin Technology, Huwei Intelligent, Yidao Information, and Lianyun Technology followed suit. (Cailian Press)
The concept of computing power leasing continues to rise, with multiple stocks, including YunSai Zhilian, hitting the daily limit.
According to Mars Finance, the computing power leasing concept continues to rise, with YunSai Intelligent Link and DataPort hitting the daily limit. Previously, Wangsu Science & Technology, Hengwei Technology, Nanxing Shares, and 263 had also hit the daily limit, while Sangfor Technologies and Feilixin both rose by more than 14%. (Cailian Press)
Edge AI concept stocks fluctuated and strengthened, with Rockchip hitting the daily limit.
Mars Finance reports that AI-related stocks on the edge of the market rallied in early trading, with Rockchip Technology hitting the daily limit, followed by Transsion Holdings, Allwinner Technology, Pinming Technology, Espressif Systems, VeriSilicon Holdings, and Hengxuan Technology. In related news, Broadcom announced an expanded strategic partnership with Apple, extending its custom ASIC chip contract to 2031. Broadcom will develop and supply custom AI acceleration chips for multiple generations of iPhones, Macs, and Vision Pro products, strengthening its AI computing power deployment on the edge. (Cailian Press)