Changes in Hong Kong stocks | Lanqi Technology (06809) opens more than 11%, AI agent Muse ignites CPU market, and demand for memory interconnect chips is expected to increase

The Zhitong Finance App learned that Lanqi Technology (06809) opened more than 11% higher. As of press release, it rose 11.73% to HK$320, with a turnover of HK$101 million.

According to the news, after Meta's AI smart Muse was released at the beginning of this month, it quickly climbed to the top of the Apple App Store's free app rankings, reigniting market demand for CPU manufacturers, and driving chip stocks such as Intel and Arm to collectively rise overnight. The analysis indicates that the popularity of AI agents will drive up inference and infrastructure loads, thereby benefiting server CPU requirements. It is worth mentioning that Intel CEO Chen Liwu said earlier that CPU demand is growing rapidly, leading to tight supply and demand, and the shortage may continue as AI applications develop.

According to reports, with the increase in CPU usage in the AgenticAI era, the demand for memory interconnect chips is expected to increase. Lanqi Technology's interconnect chip product matrix is rich, and its market share will reach 36.8% in 2024. The Lyon Research Report points out that as AI shifts from model training to inference, especially the development of AI agents, the demand for server CPUs continues to rise. The bank believes that Lanqi Technology is the main beneficiary of strong CPU demand.