Group 1 - Alibaba Group is actively advancing its AI infrastructure construction with an investment of 380 billion yuan and plans for larger investments [1] - The competition among technology companies in AI infrastructure is intensifying, benefiting the development of related industries such as data center construction, chip manufacturing, and software development [1] - The proportion of intelligent computing power in China's total computing power is expected to increase from 3% in 2016 to 35% by 2025 [1] Group 2 - The investment scale of China's intelligent computing center market is expected to reach 288.6 billion yuan by 2028 [2] - Beijing Qinhuai Data Co., Ltd. plans to invest 24 billion yuan to build three zero-carbon super-large intelligent computing parks in Zhongwei City, with a total capacity of 1.2 GW [3] - Unisplendour Corporation is expanding its intelligent computing center construction and has established strategic cooperation with several provinces, with seven Turing Towns currently built or under construction [4] Group 3 - Unisplendour has launched a high-density liquid cooling cabinet solution that supports 64 high-performance AI accelerator cards or thousand-core CPUs, meeting the stringent energy consumption requirements of high-computing clusters [4]

截至2025年9月25日 10:35，中证云计算与大数据主题指数(930851)强势上涨4.42%，成分股浪潮信息 (000977)上涨9.99%，用友网络(600588)上涨9.98%，新易盛(300502)上涨7.99%，万兴科技(300624)，拓 尔思(300229)等个股跟涨。大数据ETF(159739)上涨4.26%，最新价报1.66元。 消息面上，算力硬件股盘中回暖，浪潮信息涨停，创出历史新高，总市值突破1100亿。消息面上，9月 24日，阿里巴巴在云栖大会上表示，目前正积极推进3800亿的AI基础设施建设，并计划追加更大的投 入。 开源证券指出，产品层面，以寒武纪、海光信息、芯原股份为代表的国产AI芯片厂商及百度、阿里、 华为等国内大厂产品性能快速提升，逐渐替代国外产品。生态层面，国产厂商也在尝试构建自主生态， 推动产业链协同发展，高度看好国产算力投资机会。 大数据ETF紧密跟踪中证云计算与大数据主题指数，中证云计算与大数据主题指数选取50只业务涉及提 供云计算服务、大数据服务以及上述服务相关硬件设备的上市公司证券作为指数样本，以反映云计算与 大数据主题上市公司证券的整体表现。 数据显示，截至 ...

Group 1 - The core viewpoint of the article highlights a recovery in computing hardware stocks, with Inspur Information hitting a historical high and surpassing a market capitalization of 110 billion [1] - Alibaba is actively advancing a 380 billion investment in AI infrastructure, indicating a significant commitment to the sector [1] - Other companies such as Huagong Technology, Newyeason, Guangku Technology, Cambridge Technology, Guangxun Technology, Unisplendour, and Ruijie Networks are also experiencing stock price increases [1]

金信期货日刊 本刊由金信期货研究院撰写 2025/09/25 GOLDTRUST FUTURES CO.，LTD 玻璃期货大涨：多重预期下的上涨行情 9月24日玻璃期货大涨，是政策预期、供需边际改善与板块联动共振的结果。 感谢您下载包图网平台上提供的PPT作品，为了您和包图网以及原创作者的利益，请勿复制、传播、销售，否则将承担法律责任！包图网将对作品进行维权，按照传播下载次数进行十倍的索取赔偿！ ibaotu.com 热点聚焦 9月24日，工业和信息化部、自然资源部、生态环境部、住房城乡建设部水利部、农业农村部关于印发《建 材行业稳增长工作方案（2025—2026年）》的通知，其中提到，严格水泥玻璃产能调控。严禁新增水泥熟 料、平板玻璃产能，新建改建项目须制定产能置换方案。严禁从非大气污染防治重点区域向大气污染防治 重点区域转移水泥熟料、平板玻璃产能。 政策面成为核心推力，多地购房补贴、房贷利率下调等地产支持政策叠加"保交楼"推进，修复了市场对 建材需求的信心，沙河"煤改气"传闻更提前点燃供给收缩预期。 供需端呈现积极信号，华北主产区库存持续去化，沙河现货市场多家厂家抬价出库，贸易商拿货积极性回 升，产销环比 ...

小马智行涨超4%，逼近历史高位。消息面上，高盛集团分析师Allen Chang维持小马智行"买入"评级， 并将目标价从26美元上调至27.7美元。另外，小马智行此前宣布与新加坡最大交通运营服务商康福德高 合作部署自动驾驶汽车，双方正等待监管部门批准。 鲍威尔警告股市风险 美联储主席鲍威尔自上周降息以来的首次公开讲话再度引发市场关注。 北京时间9月24日晚，美股三大指数高开，截至22时30分左右，道指微涨0.12%，纳指跌涨0.02%，标普 涨0.01%。 美洲锂业公司暴涨超100%。消息面上，据人民日报旗下国际金融报，有消息称，美国政府正在就入股 该矿商进行谈判。 特斯拉涨超3%。消息面上，10月初，特斯拉将公布其第三季度的汽车交付数据。瑞银在几乎最后的时 间内大胆上调了对特斯拉的Q3交付量预期，从43.1万辆调整至47.5万辆，增加了近10%。瑞银认为，今 年Q3特斯拉还有可能超出其预期，创下特斯拉单季度交付量的历史最高水平。 中国资产拉升，阿里、百度大涨 纳斯达克中国金龙指数大涨超3.7%，多只中概股涨超10%。 阿里巴巴大涨近10%，至2021年10月以来最高水平。今日港股市场上，阿里巴巴-W（0998 ...

记者丨黎雨桐 编辑丨曾静娇 北京时间9月24日晚，美股三大指数高开，截至22时30分左右，道指微涨0.12%，纳指跌涨0.02%，标普涨0.01%。 美洲锂业公司暴涨超100%。消息面上，据 人民日报旗下 国际金融报，有消息称，美国政府正在就入股该矿商进行谈判。 | LITHIUM AMERICAS < W | | | | --- | --- | --- | | LAC.N | | | | 6.167 量 1.6亿 股本 2.42亿 市盈™ | | -28 万得 智口 | | 3.097 100.86% 换 64.85% 市值 15亿 市净" | | 2.42 | | 盘中・ 五日 日Ｋ 周K | 月K | 更多 (0) | | 均价:5.657 叠加 | | | | 101.14% 卖一 | | 6.170 1008 | | 家- | | 6.160 1700 | | 10:41 | | 6.170 104 | 特斯拉涨超3%。消息面上，10月初，特斯拉将公布其第三季度的汽车交付数据。瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预 期，从43.1万辆调整至47.5万辆，增加了近10%。瑞银认为，今年 ...

果然财经|阿里巴巴港股大涨创新高，阿里云算力投入指数级提升 9月24日上午，港股阿里巴巴盘中涨幅超6%，股价创2021年10月以来新高。消息面上，在今日开幕的 2025云栖大会上，阿里集团董事兼首席执行官吴泳铭表示，目前阿里正积极推进3800亿的AI基础设施 建设，并计划追加更大的投入。 果然财经|阿里巴巴港股大涨创新高，阿里云算力投入指数级提升 暂无评论 大众报业·齐鲁壹点53分钟前 鲁ICP备15022957号-13 鲁公网安备 37010202002220号 鲁新网备案号201000101 电信增值业务许可证： 鲁B2-20120085 齐鲁晚报·齐鲁壹点 版权所有(C) All Rights Reserved 联系电话：0531-82625462邮箱： 1790179766@qq.com 热门评论我要评论 微信扫码 移动端评论 ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net buying from Northbound funds, totaling 137.05 billion HKD, with notable net inflows into major stocks like Alibaba and Tencent [1][2]. Group 1: Northbound Fund Activity - Northbound funds recorded a net buying of 137.05 billion HKD on September 24, with 52.25 billion HKD from the Shanghai Stock Connect and 84.8 billion HKD from the Shenzhen Stock Connect [1]. - The most net bought stocks included Alibaba-W (09988), Tencent (00700), and Shankai Holdings (00412) [1]. Group 2: Individual Stock Performance - Alibaba-W (09988) saw a net inflow of 25.68 billion HKD, with total trading volume of 160.93 billion HKD, comprising 93.30 billion HKD in buying and 67.63 billion HKD in selling [2]. - Tencent (00700) had a net inflow of 12.57 billion HKD, with total trading volume of 36.53 billion HKD, consisting of 24.55 billion HKD in buying and 11.98 billion HKD in selling [2]. - Shankai Holdings (00412) experienced a net inflow of 6.32 billion HKD, with total trading volume of 47.93 billion HKD, including 27.13 billion HKD in buying and 20.80 billion HKD in selling [2]. Group 3: Sector Trends - The semiconductor sector saw increased interest, with SMIC (00981) and Hua Hong Semiconductor (01347) receiving net inflows of 6.87 billion HKD and 2.05 billion HKD, respectively [6]. - The AI infrastructure investment by Alibaba, amounting to 380 billion HKD over three years, is expected to boost demand for domestic semiconductor manufacturers [6]. - The biotechnology sector also showed activity, with Innovent Biologics (01801) receiving a net inflow of 1.3 billion HKD following the approval of a new indication for its drug [7].

还值得注意的是，阿里云宣布新一轮全球基础设施扩建计划：将在巴西、法国和荷兰首次设立云计算地 域节点(region)，并将扩建墨西哥、日本、韩国、马来西亚和迪拜的数据中心，以便更好服务全球客户 日益增长的AI和云计算需求。 阿里巴巴美股盘前大涨近10%，报178.9美元。消息面上，在2025阿里云栖大会上，阿里巴巴正式宣布 与英伟达开展Physical AI合作。合作覆盖了Physical AI的实践的各个方面，包括数据的合成处理，模型 的训练，环境仿真强化学习以及模型验证测试等。另外，目前阿里正积极推进3800亿的AI基础设施建 设，并计划追加更大的投入。 ...

Market Overview - The three major A-share indices collectively rose, with the Shenzhen Component Index and the ChiNext Index reaching new highs for the year. The Shanghai Composite Index closed up 0.83% at 3853 points, the Shenzhen Component Index rose 1.8%, and the ChiNext Index increased by 2.28% [1][2]. Sector Performance - Semiconductor and chip stocks saw significant gains, with companies like ShenGong Co., Jiangfeng Electronics, and Changchuan Technology hitting the 20% daily limit up. Other notable performers included Huicheng Co. and Weidao Nano, which rose over 15% [4][5]. - The photovoltaic equipment sector was active, with TCL Zhonghuan also hitting the daily limit up. The electronic chemicals and battery sectors showed strength, while tourism and hotel stocks continued to decline, with Yunnan Tourism hitting the daily limit down [2][11]. Notable Stocks - TSMC's price increase for its 2nm process by over 50% has led to inflation in the semiconductor sector, impacting companies like ShenGong Co. and Jiangfeng Electronics, which both saw a 20% increase in stock price [5]. - Alibaba-related stocks performed strongly, with Bona Film Group, Hangang Co., and China Electric Xilong hitting the daily limit up. Alibaba's CEO announced significant investments in AI infrastructure, indicating a bullish outlook for the sector [6][7]. Real Estate Sector - Real estate stocks showed strength, with companies like Yuhua Development and Shanghai Lingang hitting the daily limit up. Analysts expect policy support for land acquisition and inventory optimization to accelerate in the second half of the year [10]. Banking Sector - After a significant rise the previous day, bank stocks experienced a pullback, with major banks like Shanghai Pudong Development Bank and Agricultural Bank of China declining over 1% [13]. Future Outlook - The market sentiment remains optimistic, with expectations of improved performance due to liquidity from household savings entering the market and potential foreign capital inflow following a possible Federal Reserve rate cut. Analysts believe the foundation for a slow bull market remains intact [14].