科创板个股中，截至发稿上涨的共有356只，涨幅在5%以上的共有12只，涨幅较高的有龙芯中科、普冉 股份、奥精医疗等，分别上涨20.00%、20.00%、10.37%，下跌的有224只，跌幅较大的有浙海德曼、杭 可科技、华光新材，分别下跌7.11%、5.77%、5.14%。 资金面上，龙芯中科上一交易日主力资金净流出1405.85万元，近5日净流入4812.85万元。 9月16日盘中科创板股龙芯中科涨停，截至09:43，股价报156.24元，成交14.91亿元，换手率2.52%，振 幅17.00%。 8月28日公司发布的半年报数据显示，上半年公司共实现营业收入2.44亿元，同比增长10.90%，实现净 利润-2.94亿元，同比下降23.66%。（数据宝） 融资融券数据显示，该股最新（9月15日）两融余额为10.43亿元，其中，融资余额为10.40亿元，较上一 个交易日减少1314.45万元，降幅为1.25%；融券余额为241.53万元，较上一个交易日减少3.53万元，降 幅为1.44%。近10日两融余额合计增加4561.24万元，增幅为4.58%，其间融资余额增长4.61%，融券余额 下降7.77%。 注：本文 ...

Group 1 - The electronic ETF (515260) has seen a significant increase, reaching a peak of 2.36% and currently up by 2.2%, marking a new high since its listing [1] - Over the past three days, the electronic ETF has attracted a total of 20.23 million yuan in investments, indicating strong market confidence in the sector [1] - Key constituent stocks such as Longxin Technology surged over 18%, Zhongke Shuguang increased by more than 8%, and Haiguang Information rose over 7%, reflecting positive market sentiment [1] Group 2 - Recent talks between China and the U.S. in Madrid focused on resolving TikTok-related issues and promoting economic cooperation, which may impact the tech sector positively [3] - Longxin Technology announced the completion of its first GPGPU chip, the 9A1000, which is expected to be delivered within the third quarter, indicating advancements in AI capabilities [3] - The demand for AI computing power is on the rise globally, driven by increased capital expenditure from major overseas companies and domestic developments in AI applications [3] - The AI/AR glasses market is identified as a potential growth area, with AI driving a transformation in the electronics industry, creating new growth opportunities [3] Group 3 - The electronic ETF (515260) passively tracks the electronic 50 index, heavily investing in semiconductor and consumer electronics sectors, including AI chips and automotive electronics [4] - The ETF provides exposure to key A-share electronic assets such as Luxshare Precision, SMIC, and Haiguang Information, positioning it well within the growing tech landscape [4]

Core Viewpoint - The computing chip sector experienced a significant rally, with Longxin Zhongke's stock rising over 15% following the announcement of the completion of its first GPGPU chip, the 9A1000, which is set to be delivered for testing in the third quarter [1] Group 1: Company Performance - Longxin Zhongke's stock surged over 15% in early trading [1] - Other companies in the sector, such as Zhongke Shuguang and Haiguang Information, also saw their stocks rise over 8%, reaching historical highs [1] - Companies like Dongxin Co., Jingjia Micro, and Cambrian Technology followed suit with stock increases [1] Group 2: Product Development - Longxin Zhongke announced that the research and development of its first GPGPU chip, the 9A1000, is nearly complete [1] - The company plans to deliver the chip for testing within the third quarter, with the success of the project dependent on the results from the testing phase [1]

Group 1 - The core viewpoint of the article highlights the positive impact of Nvidia's antitrust investigation on the A-share semiconductor sector, with significant gains in stocks like Loongson Technology and Haiguang Information [1] - The China Securities Bank expresses optimism towards technology stocks, anticipating a new round of interest rate cuts by the Federal Reserve starting in September [1] - Historical analysis indicates that during periods of simultaneous monetary easing in China and the U.S., the A-share market typically experiences valuation increases, particularly favoring small-cap and growth stocks over large-cap and value stocks [1] Group 2 - The ChiNext 50 ETF (588000) tracks the ChiNext 50 Index, which has a significant allocation in the electronics sector (68.77%) and the pharmaceutical and biological sector (9.85%), totaling 78.62% [2] - The index aligns well with the development of cutting-edge industries such as artificial intelligence and robotics, while also covering various sub-sectors like semiconductors, medical devices, software development, and photovoltaic equipment [1] - Given the historical performance of the ChiNext board, the future growth potential of the ChiNext 50 is considered promising, and investors are encouraged to keep an eye on the long-term development prospects of China's hard technology sector [1]

Core Viewpoint - Longxin Technology's first GPGPU chip, the 9A1000, is nearing completion with plans for tape-out in Q3 2023, marking a significant milestone for the company, which has primarily focused on processors until now [1][3]. Group 1: Product Development - The 9A1000 is positioned as an entry-level graphics card supporting AI acceleration, distinguishing it from other Chinese graphics cards like the Lisuan G100, which is said to compete with the GeForce RTX 4060 [1]. - Specific specifications of the 9A1000 remain undisclosed, but it is suggested to have performance similar to the Radeon RX 550 released eight years ago [3]. - The chip supports PCIe 4.0 and is compatible with 128-bit LPDDR4X high-speed memory, featuring eight computing clusters and advanced internal architecture [3][4]. Group 2: Performance Specifications - The 9A1000 boasts a pixel fill rate of 16 GP/s, a texture fill rate of 32 GT/s, and floating-point performance of 1 TFLOPS (FP32) and 64 GFLOPS (FP64), with INT8 performance reaching 32 TFLOPS [4]. - Recent updates indicate a 20% reduction in the area of stream processors, a 25% increase in operating frequency, and a 70% optimization in power consumption under light load [4]. - The 9A1000 is reported to be four times faster than the integrated graphics of the 2K3000 processor, with AI computing capabilities of up to 40 TOPS, slightly below AMD's Ryzen AI Max+ [5]. Group 3: Future Developments - Longxin is also developing the 9A2000, which is expected to be ten times faster than the 9A1000 and comparable to the GeForce RTX 2080 [5]. - Plans for the 9A3000, a successor to the 9A2000, are in place, although specific specifications are currently unclear [5].

Group 1 - The State Administration of Foreign Exchange allows foreign investors to reinvest foreign exchange profits generated in China, facilitating capital inflow and investment [2] - Nvidia is under further investigation by the State Administration for Market Regulation for violating antitrust laws related to its acquisition of Mellanox Technologies [3] - The Ministry of Commerce opposes the U.S. request for G7 and NATO members to impose tariffs on China based on its imports of Russian oil, labeling it as unilateral bullying and economic coercion [5] Group 2 - The Financial Regulatory Bureau, People's Bank of China, and China Securities Regulatory Commission launched a financial education campaign aimed at enhancing public understanding of financial rights and services [6] - The State Council emphasizes the need for online travel platforms to strengthen personal information protection and ensure compliance with regulations to safeguard consumer rights [8] - The Beijing Market Supervision Administration is investigating the ongoing controversy surrounding the pre-made dishes of the restaurant chain Xibei [9] Group 3 - CATL's sodium-ion battery has become the first in the world to pass the new national standard certification [11] - Longxin Technology has completed the development of its first GPGPU chip, expected to be delivered within the third quarter [13] - Kanglong Chemical's subsidiary has successfully passed an FDA inspection [14] - Shandong Push's application for H-share issuance has been accepted by the China Securities Regulatory Commission [20]

Group 1: Company Developments - Purun Co. plans to acquire controlling stake in high-performance 2D NAND storage chip company SHM [4] - Longxin Zhongke's first GPGPU chip, 9A1000, is expected to deliver tape-out within the third quarter [5] - Jingwei Hengrun's major shareholder and director, Cao Xuming, intends to reduce holdings by up to 1 million shares [6] - Hangke Technology's actual controller, Cao Ji, plans to transfer 3% of total share capital through inquiry pricing [7] - Jincheng Co. announces a cash acquisition of 100% equity in Chip Micro Semiconductor for 316 million yuan [3] Group 2: Industry Trends - Shanghai government promotes the development of high-end medical imaging products and AI medical devices [1] - Henan province accelerates the construction of national supercomputing internet core nodes and AI-enabled industrialization [1] - Dongguan city supports the construction of low-altitude economic infrastructure, including general airports and eVTOL facilities [2] Group 3: Financing and Investments - Chip Vision Microelectronics completes several hundred million C+ round financing led by Guoxin Fund [16] - Huakan Biotechnology secures several hundred million B+ round financing for 3D cell manufacturing solutions [16] - Haide Hydrogen Energy announces a new round of strategic financing for global market expansion and product development [17]

Core Viewpoint - Longxin Zhongke (688047) has completed the development of its first GPGPU chip, the 9A1000, and plans to deliver the tape-out within the third quarter, with success dependent on the results of subsequent testing [1] Group 1 - Longxin Zhongke's first GPGPU chip, 9A1000, is in the final stages of development [1] - The company expects to deliver the tape-out of the 9A1000 chip within the third quarter [1] - The success of the chip will be determined by the testing results after the tape-out [1]

Core Insights - Longxin Zhongke's 3C6000 and 2K3000 chips are expected to enter mass production next year [1] Chip Development - The 2K3000 chip, released on June 26, integrates Longxin's GPU IP core LG200, which has certain inference capabilities and has been adopted by several clients [1] - The upcoming 9A1000 is the first GPGPU chip with low cost, targeting RX550 in graphics performance, and boasts tens of TeraFLOPS of computing power [1] - Future plans include the development of 9A2000 and 9A3000 chips [1] Application and Validation - The 3C6000 and 2K3000 chips released in the first half of the year are expected to undergo application validation in various typical scenarios this year, with mass production anticipated next year [1]

"什么是CPU""计算机的运算过程""我国第一款通用CPU"……在第一堂课上，龙芯实验室主任汪文祥给 同学们讲述起了CPU发展的"前世今生"。接下来，在为期一学期的课程中，多名龙芯中科的工程师将在 课堂上引导学生从零开始，通过硬件描述语言代码，一步步设计一个精简的单周期LoongArch架构 CPU。从点亮一颗LED灯的基础逻辑，到最终让CPU成功运行一段自定义程序，学生们将在理论与实践 的结合中亲身经历CPU设计的全过程，深刻理解计算机底层硬件的运作奥秘，激发对硬件设计与国产芯 片技术的浓厚兴趣。 北京十一实验中学副校长、课程研究院院长汪花介绍，当前科技革命与产业变革日新月异，芯片作为信 息技术产业的核心，是支撑经济社会发展和保障国家安全的战略性和先导性产业。但在中小学教育阶 段，学生接触芯片底层技术的机会极少，多数时候只能被动使用电子产品，对其核心原理知之甚少。这 种"技术认知断层"，不仅不利于学生理解科技本质，会在一定程度上限制他们对科技领域的探索热情。 高一作为学生世界观、价值观和学科兴趣逐步成型的关键时期，此时引入CPU设计课程，能让学生跳 出"使用科技"的浅层认知，进入"理解科技、创造科技"的深层 ...