TRANSWARP (06727) shares jumped more than 8%, rising 8.03% to HK$34.96 as of press time, with trading volume of HK$11.8227 million.

On the news front, the market widely draws parallels between TRANSWARP (06727) and "China's version of Databricks," as both stand to benefit from AI-driven expansion of data infrastructure.

In July this year, the company officially released the preview version of its GPU-native cognitive database at WAIC 2026. The product unifies relational databases, vector retrieval, graph computing, document parsing, and memory management to run on GPUs, providing real-time data processing and knowledge management capabilities for the AI Agent's "planning-execution-feedback-replanning" loop model, delivering an overall performance improvement of 70 times compared to open-source CPU databases.

Guolian Minsheng Securities believes that as a leading domestic enterprise-level AI and big data foundational software company, TRANSWARP (06727) has a complete self-developed matrix spanning big data platforms, distributed databases, and data development and intelligent analytics tools. With the release of the GPU-native cognitive database, deepening domestic substitution, and expansion into overseas markets, the company is expected to upgrade from a tool-based vendor to an AI infrastructure platform company.

Additionally, with the recovery growth of its core business combined with expense ratio optimization, the company's operating quality inflection point has emerged.