华为即将国产AI推理重要突破，昇腾有望再度站上风口

Group 1 - Huawei will release breakthrough technology in AI inference at the 2025 Financial AI Inference Application Landing and Development Forum on August 12, which may reduce China's reliance on HBM technology and enhance domestic AI model inference performance [1] - Huawei announced significant advancements in AI infrastructure at the Huawei Cloud Ecosystem Conference on April 10, introducing the CloudMatrix384 super node, which is designed to meet the massive computing power demands of the AI era and has been deployed at the Wuhu data center [1] - Huawei's CANN, a heterogeneous computing architecture for AI scenarios, will be fully open-sourced, aiming to optimize task scheduling and resource management to maximize the performance of Ascend chips [1] Group 2 - The Ascend platform has been widely applied in high-computing scenarios such as finance, electricity, transportation, and government, with strong order fulfillment capabilities driving continuous expansion of the industry chain [2] - The 10th Huawei Connect Conference will be held in Shanghai from September 18-20, 2025, presenting investment opportunities related to Huawei's Harmony and Ascend chains [2] Group 3 - Advanced Communication has officially launched the Ascend A800I A2 large model integrated machine [3] - Tuowei Information is a strategic partner of Huawei, focusing on the "Kunpeng/Ascend AI + Industry Large Model + Harmony" comprehensive strategy [4]