华为发布全球最强超节点和集群；华为徐直军：明年Q1推出昇腾950PR，采用了华为自研HBM——《投资早参》

Market News - US stock indices closed higher, with the Dow Jones up 0.27%, Nasdaq up 0.94%, and S&P 500 up 0.48% [1] - International precious metal futures generally declined, with COMEX gold futures down 1.07% at $3678.2 per ounce and COMEX silver futures down 0.12% at $42.1 per ounce [1] - International oil prices slightly decreased, with WTI crude oil down 0.61% at $63.31 per barrel and Brent crude oil down 0.71% at $66.98 per barrel [1] - European stock indices all rose, with Germany's DAX up 1.35%, France's CAC40 up 0.87%, and the UK's FTSE 100 up 0.21% [1] Industry Insights - Huawei's Connect 2025 conference highlighted the importance of supernodes in AI infrastructure, with over 300 CloudMatrix 384 supernodes deployed [2] - Huawei plans to launch the Atlas 950 SuperPoD with a computing power of 8192 cards by Q4 2026 and the Atlas 960 SuperPoD with 15488 cards by Q4 2027 [2] - The supernode technology aims to overcome traditional cluster performance bottlenecks, supporting trillion-parameter model training and inference [3] - Huawei's self-developed low-cost HBM (High Bandwidth Memory) is expected to double computing power annually, enhancing AI server capabilities [4] - A new hydrogen negative ion prototype battery developed by the Dalian Institute of Chemical Physics could significantly impact large-scale energy storage and hydrogen applications [5] - The hydrogen energy market is projected to reach 4 trillion yuan by 2030, driven by technological breakthroughs and policy support [6]