从关键参数来看，"真武"整体性能超过英伟达A800和主流国产GPU，与英伟达H20相当。 凤凰网科技讯1月29日，阿里平头哥官网上线高端AI芯片"真武810E"。 凤凰网科技了解到，这款芯片实现软硬件全自研，此前曾在媒体曝光中引发关注。这意味着由通义实验 室、阿里云和平头哥组成的阿里AI黄金三角"通云哥"完整浮出水面。 ...

Voice AI attracts interest; Inside PhonePe’s IPO planWant this newsletter delivered to your inbox?Also in the letter:■ Shadowfax’s muted listing■ Pine Labs swings to black in Q3■ ETtech Done DealsVoice AI startups hear the sound of money as enterprises sign up Voice artificial intelligence (AI) startups Rising interest: Three Indian startups raised capital in January alone.Others, such as Navana AI, Vaani AI and JobsUPI, are looking to raise funds, founders told ET.The momentum mirrors global trends, where ...

钛媒体App 1月29日消息，根据最新公布的持股清单，挪威规模达2.2万亿美元的主权财富基金在2025年 下半年减持了美国大型科技股，包括其最大持股英伟达。到年底，负责管理该基金的挪威银行投资管理 公司已经减持了其前四大科技股，其中包括苹果、微软和Alphabet。该基金在6月底至年底期间，将英伟 达股份从其投资组合中1.32%的占比减持至1.26%，同时将其持有的微软的股份从1.35%减持至1.26%。这 两家公司仍然是该基金价值最高的五大投资之一，紧随其后的是Alphabet和亚马逊。苹果位列第二。 （广角观察） | | | June 30 Ownership | Yearend Ownership | | --- | --- | --- | --- | | | | (%) 6月30日所有权 | (%) 年末持股比例 | | Name 姓名 | Industry 行业 | (%) | (%) | | NVIDIA Corp NVIDIA 公 | Technology 技术 | 1.32 | 1.26 | | ID | | | | | Apple Inc 苹果公司 | Technology 技术 | 1.2 ...

Core Insights - The rapid development of artificial intelligence (AI) is leading to an energy crisis, with data center electricity demand projected to increase by 160% by 2030, reaching 945 terawatt-hours, equivalent to Japan's total electricity consumption [2] - Traditional electrical interconnects are becoming inadequate for the demands of AI, prompting a shift towards silicon photonics, which uses light for data transmission, offering significant improvements in speed and efficiency [5][11] - The silicon photonics market is expected to grow from $9.5 million in 2023 to over $863 million by 2029, reflecting a 45% annual growth rate, indicating rapid commercial adoption of this technology [6] Group 1: Energy Crisis and AI Demand - AI training facilities are consuming vast amounts of power, with NVIDIA H100 chips consuming up to 700 watts each, leading to energy usage comparable to that of 30,000 households [2] - The existing infrastructure has not kept pace with the exponential growth in computing performance, resulting in a "memory wall" that limits data transfer speeds between processors and memory [6] Group 2: Technological Advancements - Silicon photonics redefines data transmission in computing systems by using photons instead of electrons, significantly reducing energy consumption to 0.05 to 0.2 picojoules per bit compared to traditional electrical interconnects [5] - The transition to silicon photonics is facilitated by advancements in precision optical manufacturing, allowing for scalable processes that support energy-efficient high-performance computing [5][11] Group 3: Market Potential and Challenges - The demand for silicon photonics is driven by the need for high-speed access within modern AI architectures, which require direct connections between memory modules and processors [7] - While silicon photonics technology has been used in telecommunications, its integration into AI systems presents challenges in reliability and maintenance, as failures in co-packaged optical systems could lead to significant repair costs [9] Group 4: Future Implications - The successful deployment and scaling of silicon photonics could revolutionize various sectors, from autonomous vehicles to edge computing, by enabling sustainable AI expansion without compromising performance or environmental responsibility [14] - The technology represents a fundamental shift that may determine which companies lead the next phase of the digital revolution, similar to the impact of copper interconnect technology in previous generations [14]

近日，但斌执掌的东方港湾海外基金向美国证监会（SEC）提供了2025年四季度的13F文件，其美股的最新持仓情况浮出水面。 截至2025年末，东方港湾海外基金清仓了阿里巴巴、奈飞 （Netflix） 、Coinbase等7只股票，持仓标的锐减至10只。期末管理规模约为13.16亿 美元，折合人民币约91亿元，较去年三季度末的12.92亿美元小幅增长。 去年四季度，但斌的调仓动作颇为显著，持仓进一步向科技巨头集中，尤其是大幅加仓谷歌，一举成为其第一大重仓股。 | Stock ↑ | History | Sector | Shares Held or | Market | % of | Previous % of | Rank | Change in | % | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | Principal | Value | Portfolio | | | | Change | | | | | Amt | | | Portfolio | | Shares | | | GOOG | History | ...

前言 《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 ①存储芯片+英伟达，用于DDR的产品已进入小批量测评，芯片元件产品已批量用于英伟达GPU，这家公 司产品获得数据中心、AI-GPU等领域客户认可。 ②端侧AI+光通信+谷歌，这家公司是谷歌Gemini AI端 侧硬件核心芯片供应商，布局FTTR光纤技术，构建多维通信矩阵助力端云互联。 ...

点击输入图片描述（最多30字） 点击输入图片描述（最多30字） 【鸣鸣很忙上市大涨88%】中国最大的休闲食品饮料连锁零售商——湖南鸣鸣很忙商业连锁股份有限公司在港交所主板挂 牌上市，开盘大涨88.08%，截至收盘，涨幅回落至69.06%，报400港元/股，总市值达862.04亿港元。鸣鸣很忙此次全球发 售1410.1万股H股，公开发售阶段认购倍数超过1500倍，8家基石投资者合计认购15亿港元，包括腾讯、淡马锡与贝莱德 等。公司预计净筹资30亿港元以上，发行市值约500亿港元。鸣鸣很忙旗下拥有零食很忙、赵一鸣零食两大品牌，最新数据 显示，截至2025年11月30日，鸣鸣很忙门店数达21041家。（更多内容，点击查看《两位85后卖零食，开店两万家，身价均 超200亿港元，鸣鸣很忙刚刚IPO》）（中国基金报） 点击输入图片描述（最多30字） 【英伟达员工晒年会最牛年终奖：黄仁勋亲笔签名皮衣】近日，英伟达CEO黄仁勋陆续到访上海、北京、深圳，分别参加 了三地分公司举办的新年活动。1月27日，有网友在社交媒体晒出一件黄仁勋亲笔签名的皮衣。该网友表示，自己本来想签 在胸前，结果黄仁勋直接把他翻个身按住并称"Don't ...

Group 1 - Jack Ma emphasizes the importance of teaching children how to effectively use AI rather than debating its necessity, highlighting curiosity, imagination, and creativity as key skills for the AI era [2] - The Ma Yun Rural Teacher Program, initiated by the Jack Ma Foundation in 2015, aims to enhance rural education quality through funding and professional training, selecting 100 teachers annually for support [2] Group 2 - Hunan Mingming Henbang, China's largest snack and beverage retail chain, saw its stock surge by 88.08% upon listing on the Hong Kong Stock Exchange, closing with a market cap of HKD 86.204 billion [4] - The company issued 14.101 million H shares, with a subscription rate exceeding 1500 times, and anticipates net proceeds of over HKD 3 billion from the offering [4] Group 3 - Tesla plans to cease production of Model S and Model X vehicles to transition towards a fully autonomous future, utilizing the "Optimus" robot factory for production [8] - Elon Musk stated that this change is part of Tesla's overall shift towards automation, although support for existing Model S and Model X vehicles will continue [8] Group 4 - SoftBank is reportedly negotiating to invest up to $30 billion in OpenAI, which is seeking to raise up to $100 billion in new funding, potentially valuing the company at $830 billion [10] - OpenAI's largest shareholder, SoftBank, previously invested $22.5 billion in December, increasing its stake to approximately 11% [10] Group 5 - Meta reported Q4 revenue of $59.89 billion, a 24% year-over-year increase, with advertising revenue also rising by 24% to $58.14 billion [11] - The company expects Q1 sales to range between $53.5 billion and $56.5 billion, with a post-earnings stock increase of over 4% [11] Group 6 - Ideal Auto is restructuring its R&D framework, splitting the autonomous driving team into three main groups, with a focus on software and hardware integration [10] - The restructuring aims to enhance the efficiency of the development process and align with the company's strategic goals [10] Group 7 - Amazon announced a reduction of nearly 16,000 jobs as part of an organizational restructuring while continuing to invest in strategic areas [17] - The company aims to balance workforce adjustments with ongoing recruitment in critical functions [17] Group 8 - Longting Technology completed a new round of financing totaling 500 million yuan, with investors including national and local AI industry funds [18] - The funds will be used to accelerate product development and enhance the company's market position [18]

AI-focused cloud stocks Arista Networks (ANET)  and CoreWeave (CRWV)  have been on a tremendous rally again as investors rotate back into AI infrastructure plays with major chipmakers — especially Nvidia (NVDA) — signaling stronger long-term demand for data center capacity.After being hit hard during the late-year AI bubble scare at the end of 2025, CoreWeave shares have spiked +40% in the last month, seeing a sharp reversal and an extended rebound following the announcement of a new partnership with Nvidia ...

明星科技股分化，英伟达涨1.59%，谷歌涨0.38%，微软涨0.22%，特斯拉跌0.10%，Meta，亚马逊和苹果跌 逾0.6%，苹果跌0.7%，甲骨文跌1.20%。 纳斯达克中国金龙指数涨0.32%，阿里巴巴涨1.70%，网易涨1.46%，百度涨0.02%，京东跌0.92%，拼多多 跌3.84%。 2026.01. 29 本文字数：1315，阅读时长大约2分钟 作者 | 第一财经 樊志菁 周三美股涨跌互现，投资者消化最新美联储利率决议，并等待多家科技巨头盘后公布业绩。截至收盘，道指 涨12.19点，涨幅为0.02%，报49015.60点，纳指涨0.17%，报23857.45点；标普500指数微跌0.01%，报 6978.03点，盘中历史首次突破7000点大关。 半导体设备巨头阿斯麦高开低走跌2.1%，公司2025年第四季度净销售额达97亿欧元，创纪录新高，超出市 场预期。受人工智能芯片制造产能投资扩大推动，公司2025年第四季度的订单额达132亿欧元，是分析师平 均预期的2倍。阿斯麦还上调了业绩展望，预计2026年全年销售额将在340亿欧元至390亿欧元之间，而分析 师的预期为350亿欧元。 北京时间周四凌 ...