国内新闻 行情速递 ① 主板领涨， 盛视科技(+10.01%)/达华智能(+9.94%)/武汉凡谷(+7.39%)/中信国安(+5.70%)/ 盛洋科技(+5.68%)/ ②创业板领涨， 光智科技(+19.99%)/汇纳科技(+15.05%)/旗天科技(+11.87%)/ ③科创板领涨， 纬德信息(+13.00%)/富创精密 (+8.08%)/利扬芯片(+7.48%)/ ④活跃子行业， SW教育出版(+1.45%)/SW大众出版(+1.26%)/ ① 半导体圈子，总投资5亿/扬州康盈半导体盛大开业/产业园一期聚焦SSD （固态硬盘）/PSSD（便携式固态硬盘）/USB等存储模组产品线/致力于为 市场提供多元化/高品质的存储解决方案/ ② 半导纵横，扬州晶新微6英寸芯片工厂5月量产/项目达标量产后/预计年产 6英寸芯片36万片/新增销售收入3亿元/税收3000万元/ ③ 电子工程专辑，鸿海与HCL集团在印度北方邦合资建设的芯片工厂项目已 获得印度内阁批准/该项目总投资额约为4.35亿美元/这一合资工厂将专注于 生产显示驱动芯片/设计月产能为2万片晶圆/最终可实现每月生产3600万个 芯片/ 公司公告 ④ 华塑科 ...

Group 1 - The China Securities Association plans to strengthen management regulations for brokerage firms' alternative investment subsidiaries and private equity fund subsidiaries, requiring them to report significant losses exceeding 50% of the actual capital contribution [1] - Xinhua Insurance has been approved to participate in the third batch of long-term investment reform trials for insurance funds, aiming to expedite the entry of long-term capital into the market [1] Group 2 - The yield on the 30-year U.S. Treasury bond has risen to 5.02%, the highest level since November 2023, while the 10-year bond yield increased by 10 basis points to 4.54% [2] - TrendForce predicts that the global market value of data center interconnection applications will grow by 14.3% annually by 2025, driven by the AI wave [2] Group 3 - ByteDance's AI headset, Ola Friend, has been upgraded to support direct voice activation of an independent English learning AI, Owen, enhancing real-time conversation capabilities [3] - QQ Browser has been upgraded to an AI browser with the introduction of QBot, which will assist users in efficiently obtaining and processing information [3] Group 4 - Nvidia plans to launch the next-generation GB300 AI system in the third quarter of 2025 [4] - Huawei, UBTECH, Zhiyuan Robotics, and Zhongjian Technology are collaborating on a humanoid robot for health care, focusing on computing power and data collection [4] Group 5 - Ping An Life has increased its stake in Agricultural Bank of China H-shares to 10%, triggering a mandatory disclosure under Hong Kong market rules [5] - Yuanchen Technology has filed a lawsuit against Shanxi Jianlong Industrial for contract disputes, with the amount in question being approximately 10.8 million yuan [5] Group 6 - Zhaoxun Media plans to repurchase shares worth between 100 million and 200 million yuan, with a maximum repurchase price of 14.80 yuan per share [6] - Wan Feng Co., Ltd. announced that a specific shareholder intends to reduce its stake by up to 1.75% through block trading [7] Group 7 - Jindi Co., Ltd.'s subsidiary has received a letter of intent for designated supply of new energy electric drive components, with a total project value of approximately 640 million yuan over its lifecycle [9] Group 8 - The market experienced fluctuations with the micro-cap index rising over 2% to a new high, while the overall trading volume decreased by 30.7 billion yuan compared to the previous trading day [10]

英特尔(INTC.O)CEO：我已成功地招募到一些顶尖的芯片人才；公司拥有55%的数据中心市场份额。 ...

高通将推出可与英伟达芯片连接的数据中心处理器 金十数据5月19日讯，高通(QCOM.O)表示，计划推出一款针对数据中心的定制中央处理器，可以连接 英伟达的GPU和软件。此前，高通与总部位于沙特的人工智能公司Humain签署了一份谅解备忘录，旨 在开发数据中心。 ...

Group 1 - NVIDIA announced the launch of NVIDIA RTX PRO servers and NVIDIA enterprise AI factory verification design at COMPUTEX 2025 [1] - The initiative aims to accelerate the transformation of trillion-dollar enterprise IT data center infrastructure into AI factories [1]

Group 1 - UBS analysts believe that market concerns regarding the sustainability of AI investments in China's data center industry are "excessive" and that the sector's valuation has become attractive after a 40%-60% pullback from its peak in February [1] - UBS maintains a "Buy" rating on GDS Holdings Limited (GDS.US) and Century Internet Group (VNET.US) due to strong fundamentals and potential catalysts from data center REITs that may boost stock prices [1] - The report indicates that despite macroeconomic uncertainties, UBS has lowered the target price for GDS from $58 to $45 and for VNET from $23 to $12.80, while reaffirming GDS as its preferred stock [1] Group 2 - UBS expects GDS to benefit from new AI-driven orders and its core infrastructure layout, while VNET's wholesale business is projected to achieve a 56% growth in EBITDA by 2026 [1] - Key conclusions from industry research include manageable impacts from U.S. chip bans, optimization of data center site selection around first-tier cities, and an increase in demand for high-power density racks [1] - UBS also notes that the progress of GDS's REIT approval may support its valuation, predicting that the industry's EBITDA compound annual growth rate (CAGR) will reach 20% by 2026 [2]

以下文章来源于凤凰网财经 ，作者凤凰网财经 凤凰网财经 . 你好，我们是凤凰网财经，全球华人都在看的财经公众号，传播最有价值的财经报道，你值得关注！欢 迎访问：http://finance.ifeng.com/ 美东时间4月2日下午，特朗普在白宫玫瑰园召开特别发布会，宣布美国进入"国家紧急状态"，并绕 过国会90天法定审议程序，对全球所有国家和地区征收10%的"基准关税"，对部分贸易伙伴加征高额 的所谓"对等关税"，4月9日正式生效。 特朗普的这份全球关税名单中， 甚至包括南极附近的无人岛群赫德岛与麦克唐纳群岛，只有海豹、 企鹅栖息的自然保护区甚至也被纳入征税。 | Reciprocal Tariffs | | | | --- | --- | --- | | Country São Tomé and Príncipe | 10% | 10% | | Norfolk Island | 58% | 29% | | Gibraltar | 10% | 10% | | Tuvalu | 10% | 10% | | British Indian Ocean Territory | 10% | 10% | | Tokel ...

上周五，标普500指数五连涨，道指抹平年内跌幅；黄金创半年最惨一周。 美国失去最后一个AAA评级，穆迪下调美信用评级至Aa1，担忧政府赤字。 关税担忧拖累美国消费者信心创纪录次低，特朗普再促美联储降息，并批评沃尔玛以关税为由涨 价。 俄乌三年来首次直接谈判结束，乌称"毫无成果"，俄方称对谈判总体感到满意；特朗普：19日将 分别与普京和泽连斯基通话。 中国3月美债持仓降189亿美元，英国成美债第二大债主。 中国证监会修改《上市公司重大资产重组管理办法》，建立重组股份对价分期支付机制，并新设 重组简易审核程序。 中共中央、国务院印发《党政机关厉行节约反对浪费条例》，要求工作餐不得提供高档菜肴，不 得提供香烟，不上酒；公务用车应选用国产车，优先选用新能源汽车。 中国住建部主管媒体：从目前房地产市场形势看，全面推行现房销售时机并不成熟。 环球时报：媒体称英伟达计划在上海建研究中心，"将聚焦中国客户定制化需求"；参考消息：报 道称英伟达将调整对华芯片出口。 OpenAI的全球版"星际之门"可能首站花落阿联酋，OpenAI、英伟达被爆参建5GW数据中心。 提醒：中国周一将公布4月工业产出、零售销售等数据。 ...

2025年05月18日 证券研究报告 | AIDC电力设备/电网产业链周评（5月第3周） 国内外云厂一季度资本开支大增，国内电网投资景气度上行 行业研究 · 行业周报 电力设备新能源 投资评级：优于大市（维持评级） 证券分析师：王蔚祺 010-88005313 wangweiqi2@guosen.com.cn S0980520080003 证券分析师：王晓声 010-88005231 wangxiaosheng@guosen.com.cn S0980523050002 请务必阅读正文之后的免责声明及其项下所有内容 摘要及投资建议 【AIDC电力设备】 【电网】 【投资建议】 【风险提示】 AI投资力度不达预期，特高压核准开工进度不达预期，行业竞争加剧，政策变动风险。 请务必阅读正文之后的免责声明及其项下所有内容 • 国内外云服务商加大AI算力投入。5月14日，腾讯集团发布2025年第一季度财报，公司研发支出达189.1亿元，同比增长21%；资本开支274.8亿元，同比增长91%，主要用于GPU及AI算力 基础设施建设。5月15日，阿里巴巴集团发布2025财年第四季度财报，公司单季度资本开支246.12亿元，同 ...