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AI算力电源新纪元,纳微与英伟达联盟定义HVDC技术规范;OpenAI计划打造亿台AI“伴侣”, AI硬件产业有望迎来奇点时刻——《投资早参》
Mei Ri Jing Ji Xin Wen·2025-05-22 23:39

Market News - The US stock market showed mixed results with the Dow Jones closing flat, the Nasdaq rising by 0.28%, and the S&P 500 falling by 0.04%. Major tech stocks mostly increased, with Tesla up nearly 2% and Google rising over 1% [1] - International gold prices adjusted, with spot gold down 0.6% at $3294.49 per ounce, and COMEX gold futures down 0.56% at $3295.10 per ounce. International oil prices weakened, with WTI crude oil down 1.23% at $60.81 per barrel [1] - European stock indices closed lower, with Germany's DAX down 0.51%, France's CAC40 down 0.58%, and the UK's FTSE 100 down 0.54% [1] Industry Insights - A strategic partnership between Nexperia and NVIDIA focuses on developing the next-generation 800V high-voltage direct current (HVDC) architecture, aimed at providing more efficient and stable power solutions for GPUs. This collaboration is expected to significantly enhance AI hardware infrastructure [2] - Nexperia's silicon carbide (SiC) technology is anticipated to improve energy efficiency, thermal management, and system reliability in various applications, including electric vehicles and data centers. The global HVDC market is projected to grow at a compound annual growth rate (CAGR) of over 25% from 2025 to 2030 [2] - Kunlun Wanwei launched the TianGong Super Intelligent Agent, which utilizes AI agent architecture and deep research technology to generate various content types. This product signifies a shift from traditional office software to an "AI Office" era, with a focus on enhancing intelligent applications [3] - OpenAI announced a $6.5 billion acquisition of AI hardware startup io, aiming to release a revolutionary AI "companion" device by the end of 2026. This device is designed to integrate seamlessly into users' daily lives, addressing the growing demand for emotional companionship and intelligent experiences [4][5] - The global companion robot market is expected to grow from 75 billion yuan in 2023 to 304.3 billion yuan by 2029, with a CAGR of 25.56% from 2024 to 2029, driven by advancements in AI technology [4][5] Company Updates - Wang Zhi, the chairman of Wangsu Technology, plans to reduce his shareholding by no more than 203,100 shares. Other executives also plan to reduce their holdings, totaling a maximum of 1,851,000 shares [6] - Changhong High-Tech received a warning letter from the Ningbo Securities Regulatory Bureau for failing to timely disclose related party transactions exceeding expected amounts [6] - Daqian Ecology announced plans for major shareholders to reduce their holdings by up to 4,071,600 shares, representing 3% of the total share capital [6] - Yiwan Yi Chuang announced that a shareholder plans to reduce their holdings by up to 5,923,600 shares, accounting for 2.5% of the total share capital [7]