Hello各位投资者朋友们大家好欢迎来到法安ETF会客室我是主持人马静怡从9月24号新政发布以来大家也关注到了中国的A股市场经历了非常火热的普涨行情但是后续是逐步进入到了行业轮动板块轮动以及风格轮动的这样的结构性行情当中 接下来看上周的表现呢呃周一这个计算机电子半导体国防军工以及通信等等高弹性的科技承商板块率先表现尤其是科创芯片科创50创业版50等等聚焦新执生产力的这些方向呃周中呢家用电器轻工制造食品饮料农林牧鱼等等传统行业开始表现 到后半周市场整体除了弱势震荡之外周五也是进行了一定的反弹比如说光伏以及创业板科创芯片等等的相对的科技成长的板块尽管可能会有阶段性的回调但是市场的成交仍然是非常火热的大约是在2万亿左右的日均成交的水平 在这样的结构性行情当中我相信投资者也会持续的去关注这些不同板块的基本面的情况以及资金流和政策的方向等等在短期震荡整理的过程当中我们仍然是持续的去看好科技投资的价值徐总司也提到了科技要打头阵了新制生产力的环节关注度仍然是比较高的从数据上来看国务院国资委的数据显示 今年前三季度中央企业在战略性新兴产业领域而持续持续加大了资源投资力度累计完成投资是1.5万亿元同比增长17.6%占总投资规模 ...

华为鸿蒙震撼来袭，科技行情怎么看 20241024 摘要 • 华为鸿蒙系统（Harmony OS Next）正式发布，其原创性、AI 技术集成和 数据安全等优势使其有望与安卓和苹果形成三足鼎立的局面。 • 鸿蒙系统发布后，软件创新、AI 需求增长和硬件支持将成为重要投资方 向。 • 芯片概念具有广阔空间、较大投资弹性及强劲成长性，台积电和英伟达等 厂商对未来需求持乐观态度，半导体产业链前景乐观。 • 低空经济、军工板块和光伏行业是近期市场热点，其中光伏行业受益于海 外限制放松和国内价格协调，具备较强的交易竞争力和反转潜力。 • 海外科技领域尤其是半导体板块表现强劲，美国对英特尔和阿斯麦出口限 制加剧了国际科技竞争，国产替代逻辑值得关注，包括 AI 芯片、核心半 导体设备等领域。 • 锂电池产业链经历困境反转，碳酸锂价格回落，但新能源车需求依然强劲， 观察供给端实质性变化将是判断投资机会的重要指标。 Q&A 当前科技行业的走势如何，尤其是华为鸿蒙系统的发布对市场有何影响？ 近期科技行业出现了几个重要事件，其中华为鸿蒙系统（Harmony OS Next）的 正式发布备受关注。鸿蒙系统在国产化和原创性方面具有显著 ...

各位朋友们大家早上好我是华人基金研究员周鸿浩欢迎来到今天的早盘解读那么今天呢我们的核心的聚焦的话题还是对于当前科技行业的一个走势判断我们关注到其实近期啊有几个科技领域的重磅事件 首先就是华为的鸿蒙系统应该说是正式的上线发布了那么本次的一个系统叫做HarmonyOS Next那么它应该说从操作系统维度有几大比较明显的亮点也是受到了市场的广泛关注那么第一大亮点应该说是我们从国产化和一个原创性的角度是当前国内的一个非常创新的操作系统 从鸿蒙的一个系统的一个推出根据华为的一个官方数据当前已经是国内应该说使用量第二的一个操作系统了那么也有望从未来的一个维度形成鸿蒙安卓和苹果三足鼎立的这样的一个局面那么鸿蒙它有哪些特点呢可能此前很多投资人认为鸿蒙它就是从安卓衍生出来的确实呢 但鸿蒙这个系统设立的初期呢它确实是借助了一些安卓的一些框架和安卓的应用要做一些衔接和转换那么应该说从这一次的一个发布会之后呢鸿蒙它形成了一个生态系统的闭环也就是意味着未来 原来单纯在安卓体系上面可以应用的一个软件要重新在鸿蒙这样的一个体系去做一个更新和迭代它应该说在未来是不完全兼容的因此我们可以看到这是这样的一个原生性的操作系统它从软件的一个维度包括 ...

迈向智能世界白皮书2024 数据存储 数据是数字化到数智化成功 转型的关键要素 构建万物互联的智能世界 序言： 人类出现在地球上，已有数十万年的历史，但人类文明真正的高速发展时期也仅仅是最近几千 年的时间。这里最关键的是纸张的出现，使得人类可以记录经验和知识，并借助纸张进行群体分享、 学习、演进、发展，直接促进了人类社会文明的高速发展。值得一提的是，以前在中世纪欧洲采用 羊皮进行重要文字的记录，当时一本书上千页，需要数百张羊皮来制作，是十分复杂和昂贵的，不 利于知识的记录和传播。 在人们发明以数字化形式保存和传播信息后，人类进入数字时代，而数字化形式的信息则被称 为数据。因为数据可以被高效处理，这促进了数据爆发式增长。而数据存储作为保存数据的载体， 如同新时代的"纸张"，开始加速人类文明的跃迁。我们是新时代的数据存储缔造者、完善者、创 新者，制造出面向数字化世界的"新纸张"。 缺数据，不 AI。伴随着 AI 大模型持续成熟并走向多模态，数据逐渐成为 AI 的关键，因为 AI 是以电脑模拟人脑的思考方式、从海量数据中发现规律、总结知识，再将这些知识融入不同的业务 场景，生成业务咨询师、编程机器人、智能客服等，让 ...

Core Insights - The report emphasizes that the demand for computing power will experience a hundredfold increase over the next decade, driven by the rise of AI and cloud computing, with global computing power expected to reach 3.3 ZFLOPS (FP32) and AI computing power reaching 864 ZFLOPS (FP16) by 2030 [4][11][20] - Data centers are positioned as the foundational infrastructure for the digital economy, serving as the "engine" for digital transformation and the backbone for AI and cloud technologies [4][11] - The report identifies a critical contradiction between the surging demand for computing power and resource constraints, necessitating innovations in computing architecture and energy efficiency [4][20] Industry Trends - The report predicts that the number of large-scale data centers will exceed 1,000 globally within the next three years, alongside a rapid increase in edge data centers, with nearly 10 million edge computing nodes expected to be deployed by 2030 [11] - AI-driven data centers are anticipated to undergo a comprehensive revolution, with AI computing power projected to exceed 105 ZFLOPS (FP16) by 2030, fundamentally altering consumption patterns and business operations [13][26] - The shift towards green development is highlighted, with data centers expected to transition from high energy consumption to becoming enablers of sustainable practices, aiming for carbon neutrality by 2030 [14][34] Future Scenarios and Innovation Directions - The report outlines five key future scenarios for data centers, focusing on enhancing efficiency across various dimensions: data efficiency, human efficiency, computing efficiency, energy efficiency, and operational efficiency [5][24] - Innovations in multi-stream collaboration are emphasized as essential for improving energy efficiency, with a focus on integrating energy, data, and business flows [34] - The concept of "AI for All" is introduced, suggesting that AI will create new productivity forms and drive the transition to an intelligent world, impacting various industries [25][31] Key Technical Features - The report defines critical technical features for future data centers, including diverse and ubiquitous computing resources, high security and reliability, zero-carbon energy solutions, and advanced storage technologies [8][9] - The need for system-level innovations is highlighted, with a focus on soft-hard collaboration to enhance computing efficiency and address the limitations of traditional computing architectures [17][35] - The report discusses the importance of socialized data collaboration to enhance data efficiency, emphasizing the role of data as a new production factor in the digital economy [37]

2024 版 计算 2030 构建万物互联的智能世界 前言 十年前，人类进入 ZB[1] 数据时代，移动互联网、云计算、大数据刚刚起步；今天，这些技术已经 深刻地改变人类社会，计算发挥了前所未有的作用。 2030 年，人类将迎来 YB[1] 数据时代，对比 2020 年，通用算力增长 10 倍、人工智能算力增长 4000倍[2]。数字世界和物理世界无缝融合，人与机器实现感知、情感的双向交互；人工智能无所不及， 帮助人类获得超越自我的能力，成为科学家的显微镜与望远镜，让我们的认知跨越微小的夸克到广 袤的宇宙，千行万业从数字化走向智能化；计算能效将持续提升，走向低碳计算，帮助人类利用数 字手段加速实现碳中和目标。 未来十年，计算将帮助人类跨入智能世界，这是一个波澜壮阔的史诗进程，将开启一个与大航海时代、 工业革命时代、宇航时代等具有同样历史地位的新时代。 3 目 未来计算场景 08 2.1 更聪明的 Al 2.2 更普惠的 Al. 2.3 更纵深的感知 2.4 超越现实的体验 2.5 更精确地探索未知 . 2.6 更准确地模拟现实 . 2.7 数据驱动的业务创新. 2.8 更高效的运营效率 . 计算 2030 愿 ...

Investment Rating - The report does not explicitly state an investment rating for the industry. Core Insights - The report emphasizes the transformation of manufacturing through the Fourth Industrial Revolution, focusing on networking, digitalization, and intelligence [5]. - It highlights the importance of breaking down data silos within the industrial chain to drive innovation and operational efficiency [8]. - The rise of the C2B model is identified as a key trend, with flexible production being crucial for meeting personalized consumer demands [12]. - The integration of digital technologies is seen as essential for building new capabilities in manufacturing enterprises [15]. Industry Overview - The report discusses the goals of various industrial strategies, such as Germany's Industry 4.0, the U.S. Industrial Internet strategy, and China's Made in China 2025 initiative, all aimed at enhancing manufacturing capabilities through digital and intelligent technologies [5][7]. - It outlines the trend towards industrial internet and cloud computing as critical technologies for achieving integration between information technology and operational technology [30]. Technological Framework - The report describes a dual technology system that supports the success of smart manufacturing clouds, including industrial IoT, cloud computing, and big data analytics [31]. - It identifies five key aspects of smart manufacturing: digitalization, integration, modeling, visualization, and automation [33]. Case Studies - The report presents various case studies, including Huawei's smart manufacturing practices, which demonstrate the implementation of fully automated and digitized production processes [102]. - It also highlights the collaboration with companies like ANSYS and Altair to enhance high-performance computing capabilities for industrial applications [157][156]. Solutions and Partnerships - The report outlines Huawei's manufacturing solutions, which include a comprehensive ecosystem of partners and technologies aimed at facilitating the digital transformation of manufacturing [139]. - It emphasizes the importance of collaboration among industry players to build a robust industrial service capability [141].

2024 版 数字能源 2030 构建万物互联的智能世界 数字能源 2030 01 从巴黎协定到阿联酋 COP28 会议， 减碳成为全球确定性趋势 COP28 会议启动"结束化石燃料"的时代，超过 150 个国家提出 减碳承诺 十八世纪以后，煤炭、石油、电力的广泛使用， 先后推动了第一、第二次工业革命，使人类社 会从农耕文明迈向工业文明，能源为推动社会 进步、消除贫困、改善民生提供了源源不断的 动力，成为世界经济发展的最重要基石之一。 同时，人类对地球气候系统的影响显而易见， 近年来人为排放的温室气体达到历史最高水平。 根据联合国政府间气候变化专门委员会（IPCC） 的统计，人类活动引起的二氧化碳变化量每年 约为 237 亿吨（尤其是燃烧化石燃料，每年大 约排放 200 亿吨）。其结果就是现在大气中的 二氧化碳含量比过去 65 万年（平均水平）高了 27%。特别是工业革命时代开始大量燃烧煤炭， 二氧化碳水平开始急速上升，有可能引发气候 系统前所未有的变化，导致严重的生态和经济 失调。这已促使人们讨论如何减少化石燃料的 燃烧来降低温室气体的产生。 科学界和各国政府对气候变化问题正在形成更 加明确的共识，2015 ...

Key Points Industry/Company Involved - **Huawei Industry Chain**: The focus of the discussion revolves around Huawei's recent developments and the impact on its supply chain and ecosystem. Core Views and Arguments - **Significant Changes in Huawei's Supply Chain**: The return of HiSilicon's smaller division, HiSilicon Mini, to the market has driven related stock movements. This division produces storage process chips for the industry and external sales, while the larger division, HiSilicon, focuses on internal use. [doc id='1'] - **Huawei Cloud and Hardware Emphasis**: Huawei's full connection conference highlighted Huawei Cloud and its hardware, including AI computing Ascend and general computing Kunpeng. [doc id='1'] - **New Product Launches**: Huawei has launched several new products, including the Mate X5 smartphone and wearable watches. [doc id='1'] - **HarmonyOS Progress**: HarmonyOS has made significant progress, including public beta testing for all consumers, with initial compatible devices including the Mate60 and X5 series smartphones and the latest tablet computers. [doc id='1'] - **Upcoming Product Launches**: Huawei will launch several important new products in the coming months, including the Mate70 smartphone in November, which will pre-install HarmonyOS S and be its main selling point. [doc id='1'] - **Technology Stocks as a Key Investment Theme**: Technology stocks should be a key theme in the current market differentiation stage, focusing on companies with strong thematic attributes and clear industry trends. [doc id='1'] - **HarmonyOS PC Development Prospects**: HarmonyOS PC has a promising future, with two product lines: To B and To C. The To C product line is expected to be launched earlier than the To B product line. [doc id='1'] - **Investment Opportunities in HarmonyOS**: Investment opportunities related to HarmonyOS are concentrated in several areas and companies, including companies related to Huawei's intelligent vehicles, HarmonyOS, HarmonyOS PC, Huawei's computing power, and Huawei Cloud ecosystem. [doc id='1'] Other Important Content - **Investor Perspective on Technology Stock Investment Opportunities**: Investors should focus on companies involved in HarmonyOS and its ecosystem, HarmonyOS PC-related companies, companies involved in Huawei's computing power and cloud computing ecosystem, and companies performing well in the financial technology field. [doc id='5', '6', '7', '8', '10'] - **HiSilicon Semiconductor Development**: HiSilicon has undergone significant changes this year. The larger division, HiSilicon, produces Kirin chips for smartphones and PCs, while the smaller division, HiSilicon Mini, focuses on semiconductor mature processes and provides services to the industry. [doc id='9'] - **Focus Areas for Future Investors**: Investors should focus on companies related to HarmonyOS and its ecosystem, HarmonyOS PC-related companies, companies involved in Huawei's computing power and cloud computing ecosystem, and companies performing well in the financial technology field. [doc id='10']

那么我们看最近市场涨幅比较大嘛那么今天呢我也给大家汇报一下华为产业链相关的变化那为什么要关注华为产业链我始终在提呢其实八月中旬至今啊就牛股最多的板块一定是大家很清晰啊就华为相关的一些公司 那么今年以来其实跌幅最大的行业那也是我们计算机行业华为加计算机那就是华为相关的计算机操作系统现在关注度最高的就是鸿蒙那我先给大家说一下华为产业相关的变化然后再给大家聚焦鸿蒙相关的变化 那么整个是这样的就是我们之前八月中旬的时候其实华为就开始陆陆续续的大家关注到小海思要逐步回归了小海思它主要是做成熟制成的芯片它相比于大海思它更多是小海思服务于产业的它的芯片是对外卖的大海思更多是华为自用为主 对 那么八月中旬小海思带动了一波华为产业链相关的行情到九月份华为的全届大会召开这个主要是合作伙伴的一个大会并且今年的全届大会很明显他其实是围绕着华为云在办这个跟以前都非常不一样今年就是围绕华为云华为云的硬件华为云他采用的硬件我们的生腾和昆蓬生腾是AI的计算昆蓬是通用计算 那么软件主要是开源鸿蒙跟开源欧拉包括所请来的合作伙伴都是以华为云的合作伙伴为主那开了整个全联机大会这个全联机大会也使得整个市场其实对于华为的关注度也比较高一直延续到了我们9 ...