The focus of the global artificial intelligence industry has once again shifted back to the edge side of hardware. Supported by multiple positive factors such as NVIDIA's upcoming GTC conference and the joint promotion by major companies, AIPC-related stocks opened strongly on the morning of June 1st. Among them, Leishen Technology, a company listed on the Beijing Stock Exchange, performed the most strongly, with its stock price rapidly rising to 31.33 yuan, a gain of 30.00% that sealed it in a涨停 (limit up), with trading volume exceeding 385 million yuan and a turnover rate over 12%, becoming the leading stock in the entire AIPC sector.
This surge in the capital market was mainly supported by clear industry signals from chip giants. NVIDIA previously boldly promoted the slogan "New Era of PC" on social media platforms, followed by Microsoft, Arm, and other industry leaders who also shared and promoted it. This collaboration not only locked in the upcoming GTC Taipei 2026 conference in Taipei but also clearly indicated that the AIPC industry is entering a golden period of technological iteration and application explosion.
Aside from the strong external support, Leishen Technology's intensive actions in the new edge-side computing market were also a key factor driving its stock price upwards. On May 28th, the company officially announced its full-scale efforts in AI edge-side computing, launching a series of AI workstations covering three core scenarios: tower, mini, and mobile, while also unveiling its self-developed "ThunderClaw Intelligence," aiming to provide users with an all-in-one AI intelligent terminal solution through the deep integration of hardware and software.
Industry analysts pointed out that in the second half of the era of large models, the competition is about how to truly bring computing power down to users' desktops and hands. Leishen Technology not only secured a position in terminal hardware but also announced plans to launch a full-stack product for the intelligent computing center on July 16th, officially entering the core infrastructure of AI computing hardware, building a comprehensive computing network covering cloud, edge, and end. This business layout highly aligned with industry trends allows it to accurately capture market benefits during the technological iteration window, and its subsequent market performance is worth continued attention from all parties.
