算力利用率提升30% 万兴科技等华为云合作方或受益

Group 1 - Huawei officially launched and open-sourced its innovative AI container technology Flex:ai, which can enhance the average utilization rate of computing resources by 30% through precise management and intelligent scheduling of GPU and NPU resources [1] - The average utilization rate of computing resources in the industry currently ranges from 30% to 40%, indicating a significant opportunity for improvement [1] - The high cost of computing resources and the need for optimization are identified as bottlenecks restricting the development of the AI industry, making Huawei's new technology potentially beneficial for AI application companies [1] Group 2 - Wanjun Technology (300624.SZ) is a leading player in China's digital creative software sector, with a global presence in over 200 countries and regions, and has surpassed 2 billion active users [2] - As a partner of Huawei Cloud, Wanjun Technology has collaborated with Huawei on multiple levels, including computing power, AI technology, and product application [2] - The Wanjun Tianmu AI model 2.0, released in June, shows a 90% performance improvement over its predecessor and has achieved top rankings in global assessments, indicating its competitive edge in the market [2]