华为发布AI容器技术Flex：AI，国产算力再次突破

Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [1] Core Insights - The report highlights the launch of Huawei's AI container technology Flex:ai, which addresses the low utilization efficiency of computing power in the industry, currently averaging only 30% to 40%. Flex:ai enhances utilization by 30% through precise segmentation of GPU/NPU resources [4][5] - The report emphasizes the unique advantages of Flex:ai over Nvidia's Run:ai, particularly in virtualization and intelligent scheduling, which can optimize resource allocation for AI workloads [5][6] - The development of Flex:ai is seen as a significant step in strengthening domestic computing power capabilities, promoting a complete open-source ecosystem for AI tools [6][7] Summary by Sections Industry Overview - The closing index is at 5068.36, with a 52-week high of 5841.52 and a low of 3963.29 [1] Performance Analysis - The relative performance of the computer industry compared to the CSI 300 index shows fluctuations, with a notable decline of 13% from November 2024 to November 2025 [3] Key Developments - Huawei's Flex:ai is positioned to significantly improve AI cluster computing efficiency and reduce migration barriers for AI models, reinforcing the software capabilities in the domestic computing landscape [6][7] - The report suggests monitoring companies involved in AI containers and domestic computing power, including BoRui Data, Haohan Deep, and others [7]