晚报 | 9月12日主题前瞻

Group 1: Solid State Drives (SSD) and AI Computing - Kioxia collaborates with NVIDIA to develop SSDs with reading speeds nearly 100 times faster than traditional SSDs, expected to launch by 2027, primarily targeting the generative AI computing server market [1] - The new SSD technology allows direct connection and data exchange with GPUs, significantly enhancing data transfer efficiency, which is crucial for AI computations [1] - The SSD direct connection technology is seen as a key innovation in AI computing infrastructure, with China's intelligent computing scale projected to reach 725.3 EFLOPS in 2024, a year-on-year growth of 74.1% [1] Group 2: Mobile Payment Innovations - Alipay's "Tap to Pay" feature has surpassed 200 million users, achieving a record speed of gaining 100 million new users, with over 1,000 available usage scenarios [2] - The "Tap to Pay" service is redefining payment experiences through technological innovation and ecosystem expansion, becoming a new entry point for platform services [2] - The success of "Tap to Pay" is supported by China's manufacturing capabilities and is driving continuous iteration in domestic consumption scenarios [2] Group 3: Data Element Marketization - The State Council is implementing pilot reforms for market-oriented allocation of data elements in several regions, aiming to enhance public data sharing and establish new data circulation and transaction models [3] - The initiative is expected to accelerate industrial development as local governments strengthen data element marketization trials [3] Group 4: Automotive Industry Performance - In the first eight months of this year, China's automobile production and sales reached 21.05 million and 21.12 million units, respectively, marking a year-on-year increase of 12.7% and 12.6% [5] - The cumulative installed capacity of power batteries in China reached 417.9 GWh from January to August, with a year-on-year growth of 43.1% [5] Group 5: Pharmaceutical Innovations - China ranks second globally in new drug research and development, with over 20% of the world's new drugs currently under research [5] - Several domestic innovative drugs have been approved, filling gaps in their respective fields [5]