The Zhitong Finance App learned that Tianshu Zhixin (09903) rose more than 6%. As of press release, it had risen 4.12% to HK$82.2, with a turnover of HK$274 million.

According to the news, recently, Tianshu Zhixin released the first 144-card supernode plan. Shen Wan Hongyuan pointed out that the domestic basic model has ushered in a new round of intensive iteration. DeepSeek released v4.1-Flash and open source a full set of infrastructure components for the Ascending Platform, Dark Side of the Moon teaser Kimi K3.1, etc., and the domestic model continues to narrow the gap with leading overseas models in terms of agent engineering, coding, and complex reasoning capabilities. The bank believes that in a context where the supply of computing power is in short supply, the Tianyi 300 IXL144 is the company's first single-cabinet 144-card supernode solution. The card slot Internet manufacturer deduces the core computing power requirements. The company's order visibility is expected to increase significantly, and future performance is likely to exceed expectations.

Shen Wan Hongyuan added that the domestic supernode ecosystem is gradually maturing, and the computing power base will be implemented at an accelerated pace in the second half of 2026. Currently, the domestic supernode ecosystem is gradually moving towards open source. Major Internet companies, AI chips, and servers are jointly developing supernode products, officially entering the supernode era from the demand side.

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