Group 1 - Alibaba's DingTalk has initiated a secret project called "D Plan," potentially entering the AI hardware sector [1] - Moore Threads announced a new GPU architecture "Huagang" at its first MUSA developer conference, featuring a 50% increase in computing density compared to the previous generation, supporting full precision calculations from FP4 to FP64, and capable of scaling to over 100,000 nodes in intelligent computing clusters [1] - Shanghai Jiao Tong University's research team has achieved a breakthrough in all-optical computing chips, enabling large-scale semantic media generation models [1] Group 2 - Guojin Securities remains optimistic about AI-PCB and core computing hardware, as well as the Apple supply chain and self-controlled beneficiary industries, predicting explosive growth in ASIC numbers from major companies like Google, Amazon, Meta, OpenAI, and Microsoft between 2026 and 2027 [2] - The demand for AI copper-clad laminates is strong, with leading manufacturers in mainland China expected to benefit due to slow overseas expansion [2] - The ChiNext 50 Index (399673) reflects the performance of 50 stocks with high liquidity and market capitalization in the ChiNext market, with the top ten weighted stocks accounting for 71.14% of the index [2]
算力硬件强势拉升，创50ETF(159681)涨超2.1%