Core Insights - The company UCloud has officially launched its liquid-cooled cabinets at the Ulanqab Intelligent Computing Center, marking the beginning of large-scale commercial use [1] Product Features - The new liquid-cooled cabinet features a compact design, reducing the height from the traditional 6U to 4U, while supporting 8 high-performance GPU cards, resulting in a 50% increase in computing density [1] - The immersion liquid cooling technology lowers the operating temperature of GPUs by 15°C and reduces overall power consumption by 15%, with operational noise levels below 35dB, making it suitable for high-load scenarios such as AI training, AI inference, and supercomputing [1]

Core Viewpoint - Shanghai is a leader in computing power and artificial intelligence (AI) in China and is also competitive globally, supported by a strong integrated circuit industry and numerous AI application scenarios [1] Group 1: AI Industry Strength - Shanghai's AI industry benefits from a robust integrated circuit industry, attracting top AI model companies and providing rich application scenarios for AI [1] - Companies like Yuke Technology, which integrate computing power services, have a competitive advantage in Shanghai [1] Group 2: Global Expansion Support - Shanghai is positioned as a global hub for Chinese companies going abroad, with significant emphasis on digital empowerment for international expansion [1] - The city offers various supportive policies for cross-border investment and legal regulations to facilitate Chinese companies' overseas operations [1] Group 3: Recommendations for Internationalization - It is suggested that Shanghai should establish an international rule adaptation service system to address common legal, policy, and data compliance needs faced by Chinese companies going abroad [1] - Strengthening the role of overseas service hubs and ecosystem integration, particularly in the digital domain, is recommended, with cloud computing serving as a foundational platform for international expansion [2] Group 4: Future Development Focus - There is a focus on the construction of Shanghai's "five centers," particularly the international science and technology innovation center, to enhance technological capabilities [3] - Attention is drawn to "space computing," which represents a typical model of industry-academia-research collaboration, laying the groundwork for future advancements in space computing [3]

Core Insights - Shanghai is recognized as a leader in computing power and artificial intelligence (AI) in China and is also competitive globally [1] - The city's strong integrated circuit industry supports the development of top AI model companies and provides rich application scenarios for AI [1] - Shanghai is positioned as a global hub for Chinese enterprises going abroad, with significant support policies for cross-border investment and legal frameworks [1] Group 1 - The integration of computing power services by companies like UCloud provides a competitive advantage for development in Shanghai [1] - There is a strong emphasis on digital empowerment for enterprises going abroad, particularly in the Hongqiao area, with various supportive measures in place [1] - A recommendation is made to establish an international rule adaptation service system to address common legal, policy, and data compliance needs for Chinese enterprises going abroad [1][2] Group 2 - The suggestion to enhance the role of outbound service hubs and ecosystem integration, particularly in the digital domain, is highlighted [2] - The establishment of local data centers is proposed to meet data compliance requirements for Chinese enterprises operating abroad [2] - The focus on the construction of Shanghai's "five centers" and the international science and technology innovation center is emphasized, with a specific interest in "space computing" as a model for industry-academia collaboration [3]

Core Viewpoint - Shanghai aims to seize global opportunities in the low-altitude economy, establishing itself as a comprehensive demonstration zone and an internationally influential "Sky City" to contribute to national low-altitude economic development [2] Group 1: Space Computing and Commercial Aerospace - The global space computing market is projected to reach $24.94 billion by 2026, with a compound annual growth rate (CAGR) of 15.08% from 2026 to 2035, indicating significant growth potential [4] - Shanghai is encouraged to accelerate research and industrial layout in space computing technologies, including radiation-resistant CPUs/GPUs and high-speed inter-satellite laser communication [5] - The commercial aerospace sector is expected to see a surge in activity, with the "Thousand Sails Constellation" launch expected to double in scale compared to the previous year [6] Group 2: Low-Altitude Economy - The low-altitude economy is viewed as a rapidly approaching growth area, with expectations for mass production of "air taxis" by 2027 [8] - Shanghai is advised to establish itself as a leading area for low-altitude economic development, providing a model for national growth and contributing to the overall industry [8] - Recommendations include accelerating local legislation to create a comprehensive regulatory framework for low-altitude flight management and infrastructure development [9]

国产算力有希望在2026年拿到更多的份额。 国模与国芯如何齐头并进？ 今年上海两会期间，上海市人大代表、优刻得董事长兼CEO季昕华建议，联动壁仞、沐曦、燧原等本地芯片龙头企业，复旦、交大、上科大等高校科研机 构，优刻得等本地云服务厂商，"重点攻坚AI大模型、自动驾驶、生物医药等领域的深度适配。" 过去一年时间，壁仞、沐曦、天数智芯等数家上海芯片企业上市，架构起了技术和资本的桥梁。未来，上海的算力，有望更好地支撑中国人工智能蓬勃发 展的生态。 上海有什么 "相比国内其他城市，上海的国产芯片产业成熟度更高一些，而且AI企业也比较多，政府支持力度也比较大。"季昕华对第一财经记者表示。 优刻得是一家上海的云计算厂商，在其位于全国各地的数据中心已经引入了中国本土的AI芯片，它很早就与上海沐曦股份展开了合作。 沐曦股份是一家聚焦于人工智能和图形渲染的集成电路公司。2024年，沐曦股份收入7.4亿元；2025年上半年，它的收入9.15亿元。沐曦股份已经在2025年 12月份登陆科创板。 对于上海芯片企业来说，2025年是一个丰收年。 除了沐曦股份，上海壁仞科技、上海天数智芯也已经在去年上市了。据上交所官网披露，上海燧原科技 ...

中新社上海2月3日电(范宇斌)上海市两会正在此间举行，上海市市长龚正3日作政府工作报告时指出， 过去一年，上海制定实施脑机接口、量子计算、硅光、6G等领域未来产业培育方案，今年要大力培育 发展脑机接口、第四代半导体等未来产业。 未来产业作为引领科技革命和产业变革的关键力量，其发展路径面临着独特挑战。上海市政协常委尧金 仁受访时表示，纵观中外实践，未来产业的培育需突破"长周期资本供给"和"动态风险评估"两大核心瓶 颈。他建议上海构建"传统资本+创新要素"的融合投入体系，推动资金、人才、数据、算力等创新资源 持续向未来产业集聚，并创新金融工具与"接力赛"式运行机制，以解决长期投入不足和周期错配问题， 使前沿科技真正成为可估值、可交易、可退出的资产，保障创新的连续性。 市场分析显示，预计到2026年，全球太空算力市场规模将达到249.4亿美元，并在2026年至2035年间保 持约15.08%的高复合年增长率，展现出巨大的产业潜力。 "上海作为中国航天产业的重要基地，在卫星制造、火箭发射、星间通信、算力设施等领域拥有雄厚基 础。"季昕华建议，上海可聚焦太空算力核心关键技术攻关，优化产业空间布局，深化开放协同合作。 上 ...

当前，以大模型为代表的通用人工智能正引发新一轮科技革命和产业变革，其中"人工智能驱动科学研究（AI4S）"是孕育颠覆性创 新、发展新质生产力的核心前沿。上海在产业生态、技术积累和应用场景方面构建了显著优势，已经形成从芯片算力、算法框架到 行业应用的全栈人工智能产业链。 为此，季昕华建议，在上海率先建设科学智能创新示范区，为上海科创中心建设和人工智能产业发展作出积极贡献。一方面要在现 有市级算力调度体系内，专项扩容建设"AI4S公共算力服务池"，整合高校、科研院所及部分企业的闲置算力，统一纳管调度。以现 有成熟的专业孵化平台（如启迪之星等）与特色产业园区为抓手，提供容器化、预置多学科软件、集成开发环境、项目组管理等功 能的云服务门户，向科研团队和中小企业提供普惠性算力支持。并且发放算力补贴，鼓励和补贴科研团队优先使用基于国产AI芯片 的算力进行科学计算与模型训练。 上海市人大代表、优刻得董事长季昕华对《国际金融报》记者表示，在推动AI深度赋能高风险、高价值的科学研究领域时，仍面临 系统性挑战。季昕华建议，在上海率先建设科学智能创新示范区，把杨浦打造成为AI4S创新示范区，因为杨浦区内人工智能企业呈 集群式发展， ...

当前，我国算力产业正处于快速发展与国产替代的关键阶段。截至2025年9月，全国智能算力规模达1053EFLOPS，算力总规模位居 全球第二，2026年GPU市场规模预计达1450亿元，国产化率目标冲刺40%。 季昕华对《国际金融报》记者表示，我国GPU算力仍面临"高端稀缺、中低端过剩"的结构性矛盾，核心IP核、高带宽存储（HBM） 等关键部件依赖进口，软件生态与国际主流体系兼容性不足，叠加国际监管政策收紧，算力安全与产业自主发展面临双重挑战。 为此，季昕华建议，一是研究制定《国产GPU软件适配标准》，推动主流算法框架与国产GPU的原生适配，在政务、金融、医疗等 敏感行业率先应用推广"国产GPU+本地AI框架"全栈方案，通过政府购买服务引导行业应用，培育自主生态的市场土壤。 2026年上海两会近日启幕，上海市人大代表、优刻得董事长兼CEO季昕华围绕太空算力、GPU（图形处理器）算力自主可控、人工 智能驱动科学研究（AI4S）、数字基建赋能企业出海等主题提交了四份建议。 二是支持国产算力科技企业、国产云服务厂商组团拓展东盟、中亚等海外市场，通过技术输出与本地化服务构建国际产业链，建 设"上海算力出口服务平台"，在 ...

Group 1 - Tianwei Video Technology saw a sharp increase, hitting the daily limit up [1] - Shunwang Technology rose over 15% [1] - Wangsu Science and Technology increased by more than 13% [1] - Other companies such as Nanling Technology, Qingyun Technology, Yuke Technology, Litong Electronics, and Guanghuan Xunwang also experienced significant gains [1]

Market Performance - The IT services sector increased by 3.33% on February 3, with *ST Yunchuang leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Top Gainers in IT Services - *ST Yunchuang saw a closing price of 8.06, with a significant increase of 30.00% and a trading volume of 116,100 shares, totaling a transaction value of 88.596 million yuan [1] - Wangsu Science and Technology closed at 19.31, up 14.40%, with a trading volume of 5.4564 million shares and a transaction value of 9.851 billion yuan [1] - Capital Online closed at 27.46, up 11.63%, with a trading volume of 842,800 shares and a transaction value of 2.214 billion yuan [1] Market Capital Flow - The IT services sector experienced a net inflow of 3.064 billion yuan from institutional investors, while retail investors saw a net outflow of 466 million yuan [2] - The main funds showed a mixed trend, with some companies like Huasheng Tiancheng receiving significant net inflows, while others like Xiangyou Technology faced outflows [3] Notable Stocks with Net Inflows - Huasheng Tiancheng had a net inflow of 1.698 billion yuan, accounting for 38.55% of its trading volume [3] - Yanshan Technology recorded a net inflow of 863 million yuan, representing 11.85% of its trading volume [3] - Wangsu Science and Technology had a net inflow of 530 million yuan, making up 5.38% of its trading volume [3]