Changes in Hong Kong stocks | Domestic GPU Shuangxiong Collective GaoKaitian Digital (09903) rose more than 7%, Bijiao Technology (06082) rose more than 5%

The Zhitong Finance App learned that domestic GPUs were collectively up high. As of press release, Tianshu Zhixin (09903) rose 7.12% to HK$84.3; Bijiao Technology (06082) rose 5.87% to HK$23.8.

According to the news, on the 12th local time, Nvidia announced that Huang Renxun's resignation as president, CEO and board member took effect immediately. Colette Kress was appointed as interim CEO. There are opinions in the market that Nvidia's falling into a management vacuum may affect the pace of its product delivery. This is just a window for replacing domestic computing power to accelerate the fulfillment of expectations. Zheshang Securities predicts that in 2029, China's general GPU market will reach 715.3 billion yuan, and that the Chinese general-purpose GPU market will reach 222.1 billion yuan. Domestic computing power demand is shifting to local manufacturers at an accelerated pace.

In third-party experiments completed in July of this year, the Tianshu Zhixin Tianyi 300 achieved 1.05 times the end-to-end throughput of a single card under a typical PD separation deployment. According to its disclosure, it is the first general-purpose GPU in China to reach this level in this dimension. In September of this year, it was reported that Bijiao Technology's next-generation GPU has been lit up and will be put into mass production. According to the source, this new product is made based on domestic processes, and its performance exceeds that of the Nvidia H200.