计算机行业周报：华为全连接大会重点更新！AI眼镜再迎催化-20250920

Investment Rating - The industry investment rating is "Overweight" indicating that the industry is expected to outperform the overall market performance [50]. Core Insights - The report highlights significant updates from the Huawei All-Connect Conference 2025, focusing on chips, supernodes, and partnerships, alongside the emergence of AI glasses as a new catalyst in the market [5][6]. - Huawei's Ascend 950 series chips are set to double their computing power annually, with the introduction of new models featuring enhanced interconnect bandwidth and low-precision data formats [7][8][10]. - The Atlas 950 AI supernode is expected to launch in Q4 2026, boasting superior performance metrics compared to NVIDIA's upcoming products, including a total computing power of 8 EFLOPS for FP8 and 16 EFLOPS for FP4 [12][13]. - The report emphasizes the importance of software and hardware openness, with Huawei planning to open-source its software components and hardware designs to enhance collaboration with partners [20][29]. - The AI glasses market is gaining traction, with Meta's new AI glasses featuring advanced AR capabilities and muscle signal interaction, indicating a growing trend in wearable technology [30][32][34]. Summary by Sections Huawei All-Connect Conference 2025 - The conference showcased Huawei's latest chip developments, including the Ascend 950 series, which will feature models with enhanced computing capabilities and interconnect bandwidth [7][9]. - The introduction of supernodes as a standard, with the Atlas 950 supernode supporting up to 8192 cards, significantly enhances performance and bandwidth [12][19]. AI Glasses Development - Meta's release of AI glasses marks a pivotal moment in the wearable tech space, integrating AR displays and muscle signal interaction for enhanced user experience [30][32]. - The report notes that AI algorithms from companies like Rainbow Soft are well-positioned to capitalize on the growing demand for AI glasses, leveraging their established technology in mobile photography [34][35]. Investment Targets - The report identifies key investment targets across various segments, including AIGC applications, digital economy leaders, and data-centric companies, suggesting a diversified approach to investment in the tech sector [37].