智通财经网·2025-09-15 08:17Core Insights - The report from Guotai Haitong highlights the opening of the CPU interconnect bus by Haiguang Information, which is expected to address the current fragmentation in the domestic computing chip ecosystem and accelerate the unification of the intelligent computing ecosystem [1][2]. Group 1: Haiguang Information - Haiguang Information has opened its CPU interconnect bus to full-stack industry partners, including direct connection IP, communication protocols, and customized instruction sets [2]. - This initiative aims to resolve the lack of uniformity in the technology routes of domestic computing chips and the fragmentation of the system ecosystem, enhancing the scheduling capabilities between CPUs and accelerator cards [2]. Group 2: Shuguang AI Supercluster System - Shuguang has launched the first AI computing open architecture-based supernode, the Shuguang AI Supercluster System, which features high performance with the capability to house 96 GPU cards in a single cabinet, achieving a computing scale of hundreds of PFlops [3]. - The system supports the expansion of super-large clusters with a million cards and demonstrates high computational efficiency, achieving 2.3 times the performance of mainstream models for large model training and inference [3]. - The supercluster system has passed over 30 days of reliability testing and can automatically analyze and isolate faults in millions of components within seconds [3]. - The open architecture allows for hardware compatibility with multiple brands of AI acceleration chips and software compatibility with mainstream AI computing ecosystems, promoting technology sharing and collaboration [3]. Group 3: Investment Recommendations - Recommended stocks include Cambrian-U (688256.SH), Haiguang Information (688041.SH), SMIC (688981.SH), Zhaoyi Innovation (603986.SH), and Shengke Communication-U (688702.SH) [1]. - Related stocks mentioned are Chipone (688521.SH) [1].