完整早报音频，请点击标题下方小耳机收听 【影石创新 CEO 回应大疆起诉：能理解巨头被抢市场的心态】 3 月 23 日，据媒体报道，大疆在广 东省深圳市中级人民法院正式起诉影石创新，该诉讼涉及 6 项专利权属争议，多名前大疆核心研发人 员被指涉及争议。大疆表示，影石申请的涉案专利系前员工离职后一年内作出的发明创造，这些发明 与其在大疆任职时的工作任务密切相关，属于职务发明，专利申请权依法应归大疆所有。对此，影石 创新 CEO 刘靖康在微博回应称，排查诉讼涉及的员工在离职大疆一年内申请的专利，现有证据显示 均为在影石内产生的创意和自主创新的成果。对市场较为关注的飞控领域，唯一可能涉及的专利来自 于自己，且这件专利在当下限飞的条件下用处不大，因此相关功能并未启用。刘靖康表示：" GoPro 和大疆起诉我们，完全能理解巨头被抢市场的心态。"（中证金牛座） 上下滑动可查看长图 【于东来回应 40 亿资产利润分配争议：分的是大家的钱】 3 月 21 日，有网友发布胖东来创始人于 东来的直播片段，直播中于东来表示："我们现在分钱，也不是说是我的钱分了，不是这个概念，是 大家的钱，我只占 5% ，只是现在我们可能几年没分钱 ...

针对今日媒体报道的大疆起诉影石创新专利侵权一案，财联社记者以投资者身份致电影石创新证券部，其工作人员回应， 相关信息已经留意到，目 前正在跟公司法务部确认，如有相关情况且达到披露标准后会向外界披露。 据悉，近日大疆在广东省深圳市中级人民法院正式起诉影石创新，涉及6项专利权属纠纷，多名前大疆核心研发人员被指参与。这是大疆首次在国内 提起专利权属纠纷，目前法院已正式立案。 ...

证券代码：688685 证券简称：迈信林 公告编号：2026-008 江苏迈信林航空科技股份有限公司 一、关于变更公司注册资本的情况 公司完成了 2024 年限制性股票激励计划第一个归属期的股份登记工作。公 司 股 份 总 数 由 145,426,667 股 变 更 为 146,851,667 股 ， 公 司 注 册 资 本 由 145,426,667 元变更为 146,851,667 元。具体内容详见公司于 2025 年 1 月 10 日 在上海证券交易所网站披露的《江苏迈信林航空科技股份有限公司关于变更公司 注册资本暨修订<公司章程>的公告》（公告编号：2026-002）。 二、变更后的工商登记信息情况 1、公司名称：江苏迈信林航空科技股份有限公司 2、统一社会信用代码：91320506551248029M 3、类型：股份有限公司（上市、自然人投资或控股） 4、住所：苏州市吴中区太湖街道溪虹路 1009 号 关于完成工商变更并取得营业执照的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 江苏迈信林航空科技股份有限 ...

Core Viewpoint - The final ruling from the U.S. International Trade Commission (ITC) resolved all six patent claims made by GoPro against the company, confirming that the products in question do not infringe on GoPro's patents and that some of the patent claims are invalid [1][3][5]. Group 1: ITC Ruling Details - The ITC confirmed that three of GoPro's claimed invention patents (No. 10015413, No. 10958840, No. 10529052) do not constitute infringement and that the patent claims are invalid or partially invalid [3][4]. - One of GoPro's claimed invention patents (No. 10574894) was also found not to infringe, while another (No. 11336832) had its claims invalidated [3][4]. - The company had a previous generation product that fell under GoPro's design patent (No. D789435), but a new design was confirmed by the ITC to not infringe on this patent [3][5]. Group 2: Impact and Future Actions - The conclusion of the 337 investigation did not have a substantial impact on the company's production and operations, allowing it to continue importing and selling its current products in the U.S. without restrictions [5]. - The company established a dedicated task force to prepare defense measures and risk strategies during the investigation, including a new design that was confirmed to be non-infringing [5]. - The company has initiated a patent infringement lawsuit against GoPro in China and plans to actively protect its legal rights through various legal avenues [5].

Group 1 - The core viewpoint of the news is the significant rise in the computing power leasing sector, with multiple companies experiencing substantial stock price increases [1] - Runze Technology reached a 20% limit up, indicating strong market interest and investor confidence in the company [1] - Other companies in the sector, such as Zhongbei Communication and Huasheng Tiancai, also hit their price limits, showcasing a broader trend of growth within the computing power leasing industry [1] Group 2 - Companies like Aofei Data and Maixinlin saw stock increases of over 10%, further emphasizing the positive momentum in the market [1] - Additional firms, including Guanghuan Xinwang, Hengrun Co., Hongjing Technology, and Runjian Co., also experienced stock price increases, indicating widespread enthusiasm in the sector [1]

Group 1 - The A-share market saw a significant rise in computing power concept stocks, with notable increases in companies such as Xingchen Technology (up over 16%) and Runze Technology (up over 15%) [1] - Nvidia showcased the internal structure and supply chain details of its next-generation Vera Rubin computing power system, which integrates 72 Rubin GPUs and 36 Vera CPUs, totaling 1.3 million components [1] Group 2 - The stock performance of key companies includes: - Xingchen Technology with a market cap of 35.8 billion and a year-to-date increase of 84.86% [2] - Runze Technology with a market cap of 164.4 billion and a year-to-date increase of 100.60% [2] - Zhiwei Intelligent with a market cap of 14.9 billion and a year-to-date increase of 59.14% [2] - Tianfu Communication with a market cap of 290.4 billion and a year-to-date increase of 373.51% [2] - Other companies like Mai Xinlin, Zhongbei Communication, and Fenghuo Communication also showed significant gains [2]

Investment Rating - The report maintains a "Buy" rating for the companies mentioned, including Weike Technology (301196.SZ), Nengke Technology (603859.SH), Hehe Information (688615.SH), and Maixinlin (688685.SH) [8][53]. Core Insights - The report highlights significant advancements in AI technology, particularly with the release of LLaDA2.1 and Gemini3.1Pro, which set new standards in multimodal AI applications [1][35]. - LLaDA2.1 achieves a peak speed of 892 Tokens/second in complex programming tests, showcasing a balance between speed and quality through innovative technical breakthroughs [3][23]. - Gemini3.1Pro demonstrates exceptional reasoning capabilities, scoring 77.1% in the ARC-AGI-2 test, significantly outperforming its predecessor and competitors [35][36]. Summary by Sections Computing Power Dynamics - The report notes stable rental prices for computing power, with specific configurations priced at 28.64 CNY/hour for Tencent Cloud and 31.58 CNY/hour for Alibaba Cloud [22]. - LLaDA2.1, released in February 2026, includes versions with 16 billion and 100 billion parameters, breaking the speed barrier for diffusion language models [23][26]. - The model introduces a novel error-correcting editing mechanism, enhancing generation efficiency without sacrificing quality [27][29]. AI Application Dynamics - Gemini's weekly traffic increased by 4.31%, indicating growing user engagement [33]. - Gemini3.1Pro supports up to 1 million tokens in context, achieving high scores in long-text processing and significantly reducing hallucination rates compared to previous models [40][41]. AI Financing Trends - WorldLabs completed a $1 billion funding round, with notable investors including AMD and NVIDIA, aimed at advancing spatial intelligence technologies [46][48]. - The funding will accelerate the development of their flagship product, Marble, which focuses on generating high-fidelity 3D worlds for various applications [47][49]. Investment Recommendations - The report suggests focusing on companies that are expanding their computing power capabilities, such as Maixinlin and Weike Technology, as well as those excelling in AI applications like Hehe Information and Nengke Technology [52].

资本市场热捧"算力+"概念，跨界者众，深耕航空航天的上市公司迈信林（688685.SH，股价47.86元， 市值70.28亿元）也是其中一例。 此前，迈信林高调宣布拟通过设立合伙企业，斥资最高3.11亿元增资光子算数（南京）科技有限公司 （以下简称"光子算数"），意图打通算力运营的上游技术瓶颈。2月25日晚间，迈信林公告披露，由于 在业务发展规划及经营管理权等"核心条款"上无法达成一致，公司决定终止此次关联增资，并注销为此 专门设立的合伙企业。 这一逻辑在当时看来颇为顺畅：利用上市公司的资金优势，通过关联方白冰的牵线搭桥，迅速切入算力 底层技术领域，从而为迈信林在传统的航空零部件业务之外，打造一个充满想象力的科技新标签。 谈判破裂：核心条款未达成一致意见，超3亿元资金按下"停止键" 《每日经济新闻》记者注意到，就在算力布局"急刹车"时，迈信林交出了一份不错的2025年业绩快报： 营业收入同比增长20.98%，归母净利润同比增长22.69%。一边是主营业务的稳健增长，一边是跨界转 型的出师未捷，迈信林在"航空+算力"的双轮驱动道路上正面临着现实与理想的艰难博弈。 交易回溯：航空主业外的"算力突围"，拟斥资数亿元 ...

Core Viewpoint - The company's stock price fluctuations are influenced by multiple factors including macroeconomic environment, industry cycles, capital flows, and market sentiment [2] Group 1 - The company management places high importance on the interests of all shareholders and closely monitors stock price performance [2] - The company emphasizes investor relations management and adheres strictly to regulatory disclosure obligations [2] - The company will continue to enhance communication and engagement with investors [2]

影响经营业绩的主要因素：(1)报告期内公司算力服务及销售业务收入稳步增长，带动经营业绩增长。 (2)报告期内公司因股权激励确认的股份支付费用为4,199.88万元(上年同期为1,133.49万元)，对净利润产 生较大影响。 迈信林(688685.SH)发布2025年年度业绩快报，报告期内，公司实现营业收入5.77亿元，同比增长 20.98%;归属于母公司所有者的净利润5587.45万元，同比增长22.69%。 ...