【公告臻选】虚拟现实+AI智能体+智算中心+华为概念+抖音概念!公司已跟华为昇腾做全栈适配
第一财经·2026-01-14 14:45

Overview - The article emphasizes the importance of efficiently navigating through a large volume of announcements each night, providing a selection of key announcements and their interpretations to uncover investment opportunities [1]. Group 1: Recent Highlights - A subsidiary of a leading tantalum capacitor company plans to invest 1 billion yuan in the construction of a special device wafer manufacturing and testing base project, indicating a focus on electronic components and domestic substitution [2]. - A company involved in virtual reality and AI has partnered with Huawei Ascend for full-stack adaptation and is also collaborating with ByteDance's Volcano Engine for product and service integration, showcasing advancements in AI and virtual reality technologies [2]. - A company intends to raise no more than 930 million yuan for projects related to high-speed communication and liquid cooling production, reflecting ongoing developments in 5G and data center infrastructure [2].

【公告臻选】虚拟现实+AI智能体+智算中心+华为概念+抖音概念!公司已跟华为昇腾做全栈适配 - Reportify