华为引领算力创新 国产算力迎机遇

Group 1 - Huawei announced the development roadmap for its Ascend future computing chips and clusters at the Huawei Connect 2025 conference, showcasing significant performance improvements and expansion directions for the chips [1] - According to CITIC Securities, Huawei's upcoming products in 2026 will demonstrate substantial advancements, with new products expected to double computing power annually, highlighting the company's rapid iteration capabilities [1] - Other domestic computing chip manufacturers are also maintaining a fast iteration pace, leading to a general enhancement in product competitiveness [1] Group 2 - The rapid development of domestic computing power is not an isolated phenomenon in the AI industry upgrade process, as the capabilities of computing chips are improving quickly alongside the continuous upgrading and iteration of domestic large models [2] - The DeepSeek V3.1 model, designed for the next generation of domestic chips, utilizes UE8M0 FP8 parameter precision, indicating a collaborative advancement between computing power and models to drive domestic AI industry progress [2] - The revenue share of AI businesses in related companies is showing a quarterly upward trend, with downstream applications gradually reflecting in revenue segments such as cloud computing [2]