Core Insights - Huawei has announced the open-sourcing of its CANN software toolkit for Ascend AI GPUs, emphasizing its AI strategy centered around computing power and monetization of Ascend hardware [3][6][11] - The CANN architecture, akin to NVIDIA's CUDA, provides a multi-layer programming interface to help users build AI applications specifically for Huawei's Ascend GPUs [4][6] Group 1: Huawei's CANN Open-Sourcing - The CANN toolkit has been upgraded to version 8.0, offering both a community version for early feature access and a commercial version tailored for enterprise users [6] - CANN now supports various deep learning frameworks, including PyTorch, MindSpore, TensorFlow, and others, enhancing its compatibility and usability for developers [9] - Huawei has initiated the "CANN Open Source Ecosystem Co-Building Initiative," indicating a strong commitment to developing an open ecosystem around Ascend technology [11] Group 2: Competitive Landscape - A new startup, Oxmiq Labs, founded by a legendary GPU architect, aims to create a software ecosystem similar to CUDA, focusing on GPU hardware and software IP [12][14] - Oxmiq's software stack includes OXCapsule for workload management and OXPython, which allows CUDA-based applications to run on non-NVIDIA hardware without modification [21][23] - The competitive environment is intensifying, with multiple players challenging NVIDIA's dominance in the GPU market, ultimately benefiting developers through increased options and innovation [7][23]

Core Viewpoint - Huawei has announced the open-source release of its CANN software toolkit for Ascend AI GPUs, aiming to enhance its competitiveness against NVIDIA's CUDA ecosystem [1][3][7]. Group 1: Huawei's AI Strategy - Huawei's rotating chairman Xu Zhijun emphasized that the core of Huawei's AI strategy is computing power, with a commitment to monetizing Ascend hardware [3]. - The open-source CANN architecture and Mind series application enablement toolkit will allow developers to explore the potential of Ascend GPUs independently [7][12]. Group 2: CANN Software Toolkit - CANN, a neural network computing architecture, provides multiple programming interfaces to help users build AI applications for Huawei's Ascend [4]. - The CANN toolkit is likened to a Huawei version of CUDA, offering similar interfaces for GPU support [5]. - CANN has been upgraded to version 8.0, with both community and commercial versions available, supporting 12 operating systems [7]. Group 3: Competitive Landscape - On the same day, a new startup led by legendary GPU architect Raja Koduri emerged, focusing on developing a software ecosystem similar to CUDA, but not targeting consumer-grade GPUs [6][13]. - Oxmiq Labs, founded by Koduri, aims to provide a vertically integrated platform combining GPU hardware IP with a comprehensive software stack for AI and graphics workloads [20][22]. Group 4: Oxmiq's Software Strategy - Oxmiq's software stack includes OXCapsule, a unified runtime for workload management, and OXPython, which allows CUDA-based applications to run on non-NVIDIA hardware without modification [29][31]. - The software is designed to be independent of Oxmiq's hardware, which is a core part of its strategy [31]. Group 5: Industry Implications - The competition against NVIDIA's CUDA ecosystem is intensifying, with multiple players entering the field, ultimately benefiting developers [32].

未来网络发展大会已成功举办八届，作为江苏省重点支持、南京市重点打造的网络信息领域全球品 牌盛会，大会见证了一系列重大科技创新成果发布，推动更多网络信息技术走向应用、赋能实体经济。 本届大会围绕"立高端、强基础、开新局"的目标打造未来网络盛会。其中，大会"会议"部分由一场 开幕式、一场主论坛、17场分论坛和一场闭幕式组成；"展示"部分聚焦未来网络领域具有领先地位的创 新突破成果展示；"赛事"部分即"2025未来之光——未来网络科技创新大赛"；"发布"部分将面向全社会 公开征集多个领域的领先创新科技成果，经评审后现场发布优秀成果。 中新网南京8月6日电 (记者 徐珊珊)第九届未来网络发展大会将于8月19日至21日在南京举办。记者 从5日召开的新闻发布会上获悉，本届大会以"网络全球 决胜未来"为主题，届时将发布数算网一体化调 度系统、网络大模型与多智能体系统等三大重磅科技成果。 "今年是人工智能大模型爆炸式发展的一年，以Deepseek为代表的高水平国产大模型不断出现，增 强了中国人工智能产业发展信心，也加快推动其在各场景的广泛应用，同时这些新技术、新应用、新场 景对网络提出了高带宽、低时延等更大挑战，需要全球业界 ...

Investment Rating - The report maintains a positive outlook on AI applications, Huawei chain, and financial technology [2][5][12] Core Viewpoints - The report highlights the investment hotspots in July, focusing on overseas computing power, AI applications, and military industry, with a bullish sentiment in the market [2][5][12] - The report emphasizes the importance of technological innovation as a growth driver, particularly in AI applications, Huawei chain, and financial technology [2][5][12] Summary by Sections July Investment Hotspots Review - The report identifies overseas computing power and AI applications as key investment themes, with significant gains observed in these sectors [23][34] - The report notes that the computing sector has shown strong performance, with the Shenwan Computer Index rising by 3.86% in July [12][14] August Investment Direction - The report suggests focusing on three main directions for August: AI applications, Huawei chain, and financial technology [2][5][12] - AI applications are supported by government policies and advancements in large model iterations, with notable companies like TempusAI expected to report strong earnings [2][5][12] - The Huawei chain is anticipated to benefit from the upcoming Huawei Connect conference, with historical data indicating potential excess returns around such events [2][5][12] - Financial technology is highlighted as a leading sector, with a significant increase in new A-share accounts and trading volume, indicating a bullish market sentiment [2][5][12] Key Companies and Performance - The report lists several companies with notable performance in July, including Yao Cai Securities, Da Zhi Hui, and OSL Group, with gains exceeding 30% [13][34] - AI application companies such as Dingjie Zhizhi and Fanwei also showed strong performance, with significant month-over-month increases [34][35] Policy Support for AI Development - The report discusses recent government initiatives aimed at supporting AI development, including the issuance of AI vouchers and funding for key projects [35][36] - Shanghai's measures to expand AI applications include financial incentives for companies involved in AI technology and infrastructure [36][37]

8月6日凌晨，英伟达发文称："英伟达芯片不存在后门、终止开关和监控软件。这些绝不是构建可信系 统的方式，也永远不会是。" 数日前，国家互联网信息办公室（以下简称"国家网信办"）就英伟达对华销售的H20算力芯片漏洞后门 安全风险问题，约谈了英伟达公司，要求其在指定期限内作出详细说明并提交相关证明材料。这一事件 让原本就因美国出口限制而命运多舛的英伟达H20芯片，再次成为舆论聚焦的核心。 多位业内人士在接受《中国经营报》记者采访时表示，本次事件深刻地暴露了我国在关键核心技术领域 存在的依赖风险。长期以来，我国高端芯片产业对外部进口产品依赖程度较高，这不仅对产业的持续健 康发展构成制约，亦可能对国家安全利益带来潜在风险。在某种程度上，本次事件可能转化为一个重要 的机遇，促使国内芯片产业进一步加快自主创新的步伐。 H20再生风波 H20芯片作为英伟达基于Hopper架构打造的产品，从设计之初就带有明确的指向性——为契合美国对中 国的出口限制政策，专门面向中国市场提供AI加速支持。其在垂类模型训练、推理等场景中展现出的 卓越性能，使其自进入中国市场以来，便迅速获得了众多中国模型企业客户的认可与青睐。无论是在互 联网巨头 ...

Industry Overview - The Semiconductor Industry Association (SIA) announced that global semiconductor sales reached $179.7 billion in Q2 2025, marking a year-on-year growth of nearly 20% and a quarter-on-quarter increase of 7.8%. This growth is primarily driven by sales increases in the Asia-Pacific and Americas markets, with expectations for continued annual growth in the second half of the year [3] - The World Semiconductor Trade Statistics (WSTS) reported that the global logic semiconductor market grew by 37% in the first half of the year, while memory semiconductors increased by 20%, sensors by 16%, and analog and micro devices saw a modest growth of 4%. Overall, the demand for chips, particularly driven by AI, has led to rapid growth across the sector [3] - The announcement of potential tariffs on the pharmaceutical and semiconductor industries by former President Trump is expected to impact Taiwan and South Korea's foundries the most, likely leading to a trend of domestic production in the semiconductor industry, which could benefit domestic foundries [3] Company Performance - Zhongke Shuguang reported a total revenue of 5.854 billion yuan for the first half of 2025, reflecting a year-on-year growth of 2.49%. The net profit attributable to shareholders was 731 million yuan, up 29.89%, with a 59.66% increase in net profit after excluding non-recurring gains and losses [3] - Haiguang Information's half-year report showed a revenue of 5.464 billion yuan, a year-on-year increase of 45.21%, and a net profit of 1.201 billion yuan, up 40.78%. This performance indicates a sustained increase in domestic AI demand, particularly for high-performance computing CPUs [3] Automotive Sector - Huawei's luxury car model, the Zun Jie S800, achieved over 10,000 pre-orders within 67 days of its launch. This model is positioned as a D+ class flagship sedan with a wheelbase of 3,370 mm, showcasing strong appeal in the high-end automotive market and marking a significant breakthrough for Chinese brands in the luxury car segment [6] - The user demographic for the Zun Jie S800 primarily consists of male private business owners aged 40-50, with 50% of buyers being repeat customers who already own luxury brands like Rolls-Royce and Maybach. This reflects a growing recognition and support for high-end domestic brands among Chinese consumers [6] - The Zun Jie S800 emphasizes a shift in brand value, where technological luxury surpasses traditional luxury, supported by advanced smart driving experiences, intelligent cockpit features, and leading battery technology [6] Energy Storage Sector - Peak Energy launched the world's largest grid-scale sodium iron phosphate (NFPP) battery system, with a storage capacity exceeding 3 MWh, serving nine independent power suppliers and utility customers. The company claims that sodium-ion batteries outperform lithium iron phosphate batteries in high-temperature environments [7] - The introduction of this battery system is expected to enhance the market outlook for sodium-ion battery storage, diversifying technology routes and reducing risks associated with reliance on a single technology [7] - The system's performance in high-temperature conditions provides a clear pathway for the commercialization of sodium batteries, potentially boosting confidence in the industry's growth [7] Consumer Electronics - Hisense Home Appliances reported a revenue of 49.34 billion yuan for the first half of 2025, a year-on-year increase of 1.4%, with a net profit of 2.08 billion yuan, up 3.0%. However, Q2 revenue declined by 2.6% year-on-year to 24.5 billion yuan, with net profit down 8.3% [9] - The air conditioning segment generated 23.69 billion yuan in revenue for H1 2025, a 4.1% increase, although central air conditioning faced pressure due to a sluggish real estate market. Conversely, home air conditioning sales grew by 14.1% to 13.04 billion yuan, benefiting from national subsidy policies [9] - The washing machine segment saw a revenue increase of 37.6% due to technological upgrades and innovative applications, contributing to overall growth in the home appliance sector [9]

日前，腾易科技率先发布了汽车垂直领域的MCP产品（Model Context Protocol）-易车MCP服务矩阵，并迅速完成了在百度、华为、荣耀三大AI生态平 台的全面接入。这一举措标志着汽车垂类服务与AI生态的深度融合，开启了全新的生态模式，为汽车消费者和行业从业者带来了更为智能、便捷的服务体 验。 目前，百度AI搜索已深度集成易车MCP服务并正式上线。用户在使用百度AI搜索时，只需输入与汽车相关的问题，如"20万新能源SUV推荐""北京市小 米汽车4s店地址"等，就能直接获取到相关的实时信息内容。这一功能的实现，极大地提高了用户获取汽车信息的效率，目前易车MCP在百度AI生态内月访 问量已经突破540万+。以往，用户需要在多个网站和平台之间切换搜索，耗费大量时间和精力来收集信息，而现在，通过易车MCP服务与百度AI搜索的结 合，所有信息都能一站式获取，满足了用户对于便捷、高效的信息服务需求。 MCP作为一种新兴的技术协议，旨在打破不同AI模型和应用之间的壁垒，实现更加高效的交互与协作。腾易科技技术团队基于MCP构建了标准化的汽 车消费数据服务能力，借助25年汽车行业数据积累以及汽车用户数据积累，以AI ...

Group 1 - The company has not established a partnership with Huawei-related automotive brands such as AITO [1] - The company has successfully formed close partnerships with over 10 well-known automotive manufacturers including Geely, Li Auto, SAIC, Dongfeng, Lantu, and Zhiji [1] - The company possesses intelligent connection management service capabilities for over 15 million vehicles in the connected vehicle sector [1]

垂直领域模型密集落地背后，是算力正从训练向应用场景扩散。据麦肯锡2024年6月报告，44%的中国 企业已进入大模型测试或试点阶段；IDC同期调研亦显示，约42%企业正推进大模型概念验证 （PoC）。与此同时，不免回顾起近两年的中国算力市场变化，吴迪印象最为深刻的则是作为导火索 的"供需关系"。 随着人工智能加速步入千行百业、落地深水区，如何真正"用好"而非仅仅"拥有"算力，正成为企业解锁 AI业务价值的关键瓶颈——高昂成本与资源错配的"陷阱"之下，专业化、价值导向的算力服务需求日益 凸显。 在不久前的2025世界人工智能大会（WAIC）上，这股转型浪潮尤为明显。展馆一层，华为昇腾384超 节点"算力核弹"真机坐镇，为应用提供底座能力的AI芯片、服务器、智算中心也密集亮相。而硬件 的"繁荣"背后，笔者在现场见到的北京超级云计算中心（以下简称"北京超算"）总经理吴迪，却道出了 一个更加深刻的行业变化逻辑。 "北京超算用14年时间，验证了超算中心商业化路径的可行性。"吴迪介绍到。作为专注高性能计算领域 15年的中国计算机学会理事，她也从个人视角向笔者介绍了本届大会的深层变化：今年WAIC产业链上 下游完备度显著提升 ...

MCP作为一种新兴的技术协议，旨在打破不同AI模型和应用之间的壁垒，实现更加高效的交互与协 作。腾易科技技术团队基于MCP构建了标准化的汽车消费数据服务能力，借助25年汽车行业数据积累 以及汽车用户数据积累，以AI智能体或大模型理解内容为核心，通过MCP协议为大模型厂商、智能硬 件等提供消费决策服务。在这一模式中，不仅可以为消费者提供实时的汽车内容消费信息，也能打通整 个消费链路，甚至提供云端服务。 日前，腾易科技率先发布了汽车垂直领域的MCP产品(Model Context Protocol)-易车MCP服务矩阵，并迅 速完成了在百度、华为、荣耀三大AI生态平台的全面接入。这一举措标志着汽车垂类服务与AI生态的 深度融合，开启了全新的生态模式，为汽车消费者和行业从业者带来了更为智能、便捷的服务体验。 目前，百度AI搜索已深度集成易车MCP服务并正式上线。用户在使用百度AI搜索时，只需输入与汽车 相关的问题，如"20万新能源SUV推荐""北京市小米汽车4s店地址"等，就能直接获取到相关的实时信息 内容。这一功能的实现，极大地提高了用户获取汽车信息的效率，目前易车MCP在百度AI生态内月访 问量已经突破540万 ...