[SMM Computing Power Express] Máquina de inferência nacional 910B4 cotada a 763.000 yuan por unidade

SMM has learned that RTX 4090 server rental transaction prices have become relatively transparent. Low-price resources below 7,000 yuan/month warrant caution, as they may involve risks such as unclear ownership and goods under supervision. A certain channel dealer had previously offered such resources, but the test failed, possibly due to ownership issues or because the goods were under supervision, resulting in low market acceptance. SMM believes that the transparent monthly rental range for the standard RTX 4090 is approximately 7,100–7,300 yuan, and low prices often point to ownership defects; lessees should verify the ownership and equipment status.

SMM learned that a lease contract for 40 RTX 4090 eight-card servers was signed in South China. The closed contract has a six-month term, with a monthly rent of 7,300 yuan per unit, and delivery was completed within the week. Compared to recent east China direct-supply 4090 (7,100 yuan/month, 6–12 months) and central China short-term rental (7,200 yuan/month), the monthly rent for the standard 24GB models stabilized in the 7,100–7,300 yuan range. SMM believes that leasing 4090s with closed, half-year locked pricing has resulted in a highly convergent price band, reflecting ample supply of consumer-grade cards and a lease structure trending toward medium- to long-term lock-in.

Em agosto de 2026, a Divisão AIDC da SMM (Shanghai Metals Market) assinou oficialmente um acordo de cooperação de coleta de preços de aluguel de computação com a Guangzhou Lingjing Technology Co., Ltd., tornando a Lingjing Technology uma das entidades submissoras de preços do índice de preços de computação da SMM.