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硅光子革命蓄势待发,“光时代”即将到来! AI算力产业链踏向新一轮“牛市曲线”
智通财经网· 2025-07-01 12:48
Core Viewpoint - The "Silicon Photonics Revolution" led by major chip companies like Nvidia, TSMC, and Broadcom is expected to transform the AI computing industry, accelerating the adoption of Co-Packaged Optics (CPO) and Optical I/O technologies from experimental labs to global applications [1][5][19]. Industry Overview - The global optical communication data center interconnect market, including CPO and Optical I/O technologies, is projected to grow at a compound annual growth rate (CAGR) of over 80% from 2028 to 2033, reaching nearly $2.5 billion by 2033 [5][19]. - The demand for Optical I/O modules in large data centers is expected to be 2-7 times that of CPO modules by 2033, indicating a significant market expansion for Optical I/O [5][11]. Company Insights - Nvidia is integrating silicon photonics technology into its high-performance networking products, which is anticipated to enhance the scalability and efficiency of its AI GPU clusters, solidifying its leadership in the AI infrastructure market [20][21]. - TSMC is expected to lead in silicon photonics chip manufacturing, leveraging its advanced processes and packaging capabilities to attract major clients like Nvidia and AMD, thereby strengthening its dominant position in the high-performance computing and optical communication chip manufacturing sectors [21][24]. - Broadcom is developing its own CPO high-performance switching chip solutions and is expected to integrate silicon photonics interfaces into its next-generation switching platforms, which will significantly enhance its competitiveness in the cloud data center market [24][27].
乐事裸米饼美味推新,配料干净且真材实料,顺应消费新需求
新华网财经· 2025-07-01 12:29
同期,乐事美食研究所宣布贾乃亮成为乐事米饼系列代言人。作为知名演员和全能明星爸爸,贾乃亮严 苛的选品标准,正是乐事裸米饼好品质的有力背书。二者的联手将持续引领米类零食的潮流风向。 干净美味,真材实料带来自然奶香醇 乐事牛乳裸米饼美味的奥秘,始于乐事美食研究所精选的东北大米基底。东北大米自带清甜,在烘焙工 艺的巧妙激发下,释放出自然回甘。而甄选新西兰进口乳粉的加入,更是与米香实现了醇美交融。两者 的完美结合,不仅带来了酥脆轻盈的口感,更呈现出清甜不腻且奶香醇厚的独特风味。 乐事裸米饼以干净配方、品质原料和出众口感,成功实现了干净、安心和美味的三重享受。 另外,乐事裸米饼系列采用小巧便携的独立包装,满足消费者日益碎片化、多元化的食用场景。无论是 上学上班间隙的充饥,还是运动后的加餐,乐事裸米饼都能满足消费者多样化的场景需求。值得一提的 是,新品在包装上增添了小奶牛的卡通形象设计,不仅让视觉呈现更为生动,其可爱有趣的形象也更吸 引全家人的喜爱。 乐事美食研究所米饼系列再续味觉新作!此次新品在坚持裸米饼干净配方的基础上,甄选品质牛乳原 料,以本味清甜米香碰撞醇厚奶香,为米类零食带来更丰富的风味表达。这是乐事美食研究所 ...
广东新发现450余处党史类文物 地毯式普查寻访多处革命遗址
Nan Fang Ri Bao Wang Luo Ban· 2025-07-01 08:23
日前,据广东省文化和旅游厅消息,自国务院部署开展第四次全国文物普查工作以来,广东省普查办践 行"应普尽普"的要求,发布《关于征集不可移动文物线索的公告》,全时段面向社会征集不可移动文物 线索信息,聚焦党史文物,开展地毯式普查。截至目前,广东省累计调查党史类新发现文物450余处。 随后,专家学者基于村民口述信息,结合惠州党史大事记进行分析比对发现,抗日战争时期,按照周恩 来同志的指示,惠州廖承志、卢伟茹等同志组织营救困留在香港的文化界人士、爱国民主人士和国际友 人,经宝安、秋长、三栋后到达惠州城区。 其中,位于三栋的寿山世居如村民所述,一度成为了当时的文化名人接待点,部分文化名人在此作短暂 停留,稍事休整后继续出发前往惠州城区,并分别安排在水东街的东湖旅店和寿山世居族人经营的东和 行商铺住下。 "元和寿山世居的发现为研究惠州地区革命史提供了重要的依据。此次'四普'工作中,我们还发现了横 沥观音山石头围等革命遗址,正在进行后续的普查整理工作。"刘佳妮介绍。 此外,博东县人民政府旧址列入新发现,也让博罗县第四次全国文物普查队队长张向忠感到振奋。他回 忆,早在博罗县第四次全国文物普查实地工作还在组织内部成员培训的阶段 ...
2025长三角国际人工智能创业大会在杭盛大启幕,引领智能时代的新创业浪潮
Jiang Nan Shi Bao· 2025-07-01 07:37
Group 1 - The 2025 Yangtze River Delta International Artificial Intelligence Entrepreneurship Conference was held in Hangzhou, China, attracting over 1,000 experts, business leaders, and investors from the AI field [1][2] - Keynote speeches highlighted the importance of AI in economic development, with discussions on autonomous innovation in AI and the global trends of open-source models [1][3] - The conference emphasized the unique advantages and development potential of the Yangtze River Delta region in the AI industry, establishing a forward-looking tone for the event [1][2] Group 2 - The conference announced the "2025 Yangtze River Delta AI Startup TOP 100" and "2025 China AI Angel Investors Top 50" lists, recognizing outstanding startups and investors in the AI sector [2] - Discussions on the formation of a world-class AI entrepreneurial ecosystem were presented, comparing the Yangtze River Delta and Guangdong-Hong Kong-Macao Greater Bay Area to the Silicon Valley ecosystem [2][3] - A new center for nurturing AI companies for public listing was launched, aiming to facilitate the transition from technological breakthroughs to capital realization for AI enterprises [4] Group 3 - Various sub-forums were held during the conference, focusing on new business paradigms, innovation in AI, and entrepreneurship, contributing to the exchange and collaboration within the AI industry [5] - The event served as a significant platform for promoting innovation and development in the AI industry, both in the Yangtze River Delta and globally [5]
【青春华章·赣劲十足】“十七棵松”的精神接力
Ren Min Wang· 2025-07-01 07:15
Core Viewpoint - The article highlights the emotional and historical significance of the 17 young men from Huawu Village who sacrificed their lives during the Long March, symbolized by the 17 pine trees they planted as a testament to their loyalty and revolutionary spirit [3][4][5]. Group 1: Historical Context - Huawu Village, known as the "Red Army Martyrs' Village," has a rich revolutionary history that is commemorated through the stories of its young men who joined the Red Army [2]. - The 17 young men, some as young as 13, left their homes to join the revolutionary cause, fully aware of the dangers they faced, and planted pine trees as a promise to their families [3][4]. Group 2: Cultural Significance - The pine trees have become symbols of remembrance and are treated as embodiments of the martyrs, with local residents building memorials to honor their sacrifices [5]. - The recent performance titled "Red Soil Soul | Seventeen Pine Trees" by students from Jiangxi Normal University serves to reinterpret this historical narrative, fostering a connection between past sacrifices and contemporary values [6][9]. Group 3: Educational Impact - The performance was designed to evoke emotional resonance among students, encouraging them to reflect on the ideals of loyalty and sacrifice that the young men embodied [6][9]. - The students' engagement with this historical narrative has revitalized their sense of national pride and commitment to the revolutionary spirit, as evidenced by their passionate performances [9].
宝藏对话!斯坦·德鲁肯米勒vs斯科特·贝森特,宏观分析方法、美国“政治熊市”、贸易战与比特币无所不谈……
聪明投资者· 2025-07-01 06:34
以下文章来源于IN咖 ,作者聪明投资者 IN咖 . 多视角关注优秀投资人和企业家 " 你要是能预测特朗普,那你本事可不小。 " 这是斯坦 · 德鲁肯米勒( Stan Druckenmiller )在 2019 年一场小型闭门交流中半开玩笑地说的一句话。 话音落地,台下笑声一片。 而坐在他身边对话主持人正是斯科特 · 贝森特( Scott Bessent ),六年后的今天,他是特朗普 2.0 政府 的财政部长,超级核心成员。 贝森特对德鲁肯米勒的认可是毫不掩饰的。 他在去年的一场访谈中就公开表示,"索罗斯做过最伟大的投资,就是发现了斯坦·德鲁肯米勒"。他还说, 多年来,两人保持着每周通话的习惯,彼此信任、互为镜鉴。 等贝森特出去转悠一圈回归索罗斯基金,则担任了 5 年首席投资官。 得说,两人之间的默契和交情,确实在这场对话中展露无遗。 这场谈话进行于 2019 年 6 月,也是研究斯坦·德鲁肯米勒不容错过的视频资料之一。 有意思的是,当时的话题跟当下十分相似,集中在时任总统第一任期的特朗普,他的关税政策,以及美联储 的措施等等。 一开场的问题就拉回到德鲁肯米勒最擅长的领域,即货币政策,毕竟按照他自己的说法, " ...
已装备稀士!稀土!中国严管稀土动了真格,出境绝对不行
Sou Hu Cai Jing· 2025-07-01 05:04
如果你手上的智能手机突然开不了机,或者你开的电动汽车电池瞬间罢工,别惊讶,这很可能跟稀土有 关。稀土元素——这些看似不起眼的金属,其实是现代科技的"维生素",没了它们,我们的日子简直寸 步难行。想想看,风力发电站的巨型涡轮、医院里的X光机,甚至电动牙刷里的震动马达,都依赖稀土 元素来运行。可就是这样一种关键资源,最近中国放了个大招:严管稀土出口动了真格,出境申报的门 槛提高,想偷偷运出去?门儿都没有!这不,上周的一个新闻炸开了锅:浙江一家公司试图非法出口10 吨稀土矿石,结果在海关被拦截,罚得人仰马翻。这事儿可不是孤例,而是中国新政策下的缩影——稀 土,这回真的"出境绝对不行"了。 稀土是什么? 但这可苦了国际市场。欧美和日本企业早就在喊"危机来了",全球产业链的脆弱性暴露无遗。有观点 说,中国这么做太强硬,可能引发贸易摩擦。可我倒觉得,问题不全在中国身上。为啥大家不早点儿搞 多元化供应?非洲的马拉维、澳大利亚的西澳州都有稀土矿,可开采成本高、技术门槛大,结果迟迟没 发展。2022年一场国际能源会议上,日本学者就说:"我们过度依赖,怪谁呢?"现在好了,中国严管逼 着全球行动起来:欧洲正推稀土回收项目,美国也在 ...
广西“00后话百年” 让红色宣讲“潮”起来
Zhong Guo Qing Nian Bao· 2025-07-01 03:40
Core Viewpoint - The "00s Talk About a Century"宣讲团 in Guangxi aims to engage the youth in discussing the history of the Communist Party through innovative and relatable methods, utilizing AI technology and personal narratives to connect with contemporary young audiences [4][5][6]. Group 1: Training and Development - The宣讲团 has trained nearly 100 members, focusing on a "theory + practice" immersive learning approach to enhance their skills in historical narration [2][5]. - The training program includes a comprehensive system that combines theoretical foundations, practical skills training, and real-world application, supported by experts from social science institutions [5][6]. Group 2: Engagement Strategies - The宣讲团 employs modern, youth-friendly language and formats to make historical narratives resonate with young people, aiming for a relatable and engaging delivery [4][5]. - Members like施娜 and蒙鑫美 utilize AI to recreate historical figures' expressions and voices, making the stories more vivid and impactful for their peers [3][4]. Group 3: Impact and Outreach - The宣讲团 has successfully selected over 2000 youth speakers across Guangxi, with an average age of 25, representing the "Z generation" and serving as new forces in theoretical dissemination [5][6]. - The initiative aims to foster a long-term connection between youth and revolutionary ideals, ensuring the transmission of red genes and revolutionary spirit through engaging storytelling [6].
十二届市纪委五次全会召开
Guang Zhou Ri Bao· 2025-07-01 01:44
Core Points - The meeting emphasized the importance of adhering to Xi Jinping's thoughts on socialism with Chinese characteristics and the need for strict governance of the Party to ensure the success of Guangzhou's modernization efforts [2][3] Group 1: Meeting Overview - The 5th Plenary Session of the 12th Discipline Inspection Commission of Guangzhou was held on June 30, focusing on the implementation of the Party's self-revolution strategy and strict governance [2] - Key officials, including the Mayor and the Chairman of the Municipal People's Congress, attended the meeting to discuss the progress and future tasks of the city's disciplinary inspection work [2][5] Group 2: Key Messages from Officials - Mayor Guo Yonghang highlighted the need for political leadership and support from strict governance to achieve economic goals and ensure safety [3] - Emphasis was placed on the significance of the anti-corruption struggle and the necessity of maintaining a clear political stance and strong actions against corruption [3][4] Group 3: Future Directions - The city aims to deepen the reform of the disciplinary inspection system and enhance the coordination of various supervisory roles [4] - There is a commitment to improving the quality of disciplinary inspection work and ensuring that the Party's governance continues to evolve and strengthen [5]
习近平:坚持从抓作风入手推进全面从严治党 把新时代党的自我革命要求进一步落实到位
国家能源局· 2025-07-01 00:43
习近平强调,反腐败必须规范权力运行。要健全授权用权制权相统一、清晰透明可追溯的制度机制,注 重查找权力运行漏洞、补齐制度短板。要严格制度执行,全面贯彻民主集中制,全过程监督权力运行。 党员干部要时刻牢记一切权力都是人民赋予的,始终敬畏人民、敬畏组织、敬畏法纪。 习近平指出,从严监督执纪是党的自我革命的利器,对违纪违法问题必须坚决处理。要把党内监督和人 民监督结合起来,重视发挥群众监督、舆论监督"前哨"作用,推动各类监督贯通协调。要强化党组织日 常监督,切实提高穿透力和有效性。要加大风腐同查同治力度,将党风党纪硬要求变为硬举措、让铁规 矩长出铁牙齿,向全党释放一严到底、寸步不让的信号,形成震慑效应。 习近平在中共中央政治局第二十一次集体学习时强调 坚持从抓作风入手推进全面从严治党 把新时代党的自我革命要求进一步落实到位 中共中央政治局6月30日下午就健全落实中央八项规定精神、纠治"四风"长效机制进行第二十一次集体 学习。中共中央总书记习近平代表党中央,向全国广大共产党员致以"七一"的节日问候!他在主持学习 时强调,自我革命是我们党跳出治乱兴衰历史周期率的第二个答案,从抓作风入手推进全面从严治党是 新时代党的自我 ...