瞄准AI算力使用成本高企的难题，推出了一系列行业领先的技术和产品。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 硅基流动 日前 已完成数亿元人民币 A轮融资。本轮融资由阿里云领投，老股 东创新工场等机构超额跟投，华兴资本担任独家财务顾问。 硅基流动瞄准 AI算力使用成本高企的难题，推出了一系列行业领先的技术和产品。硅基流动自主研 发的高性能推理引擎显著提升了芯片的计算效率，尤其是完成了国产芯片深度适配，实现国产算力 从 " 可 用 " 变 成 " 好 用 " 的 里 程 碑 式 突 破 。 2025 年 2 月 ， 硅 基 流 动 率 先 推 出 基 于 国 产 算 力 的 DeepSeek-R1 & V3 服务，用户体验和性价比达到国际主流 GPU 水准，证实了国产算力部署大模 型的商业可行性。 为破解当前 AI 算力静态供给与动态需求不匹配的问题，硅基流动研发了一站式异构算力纳管平台。 该平台通过弹性算力调度技术实现资源动态扩缩容，有效整合碎片化算力资源并提升算力运营效率， 推动算力资源从奢侈品向普惠型基础设施转变。 基于 Silico ...

加拿大总理卡尼：加拿大的军事基础设施已经老化，而且太依赖美国。 ...

Core Viewpoint - The global semiconductor market is expected to recover by 2025, driven by demand in AI, cloud infrastructure, and advanced consumer electronics, despite Europe lagging behind the US and Asia in the AI boom [1][2]. Group 1: Market Performance - In April 2023, global semiconductor sales reached $57 billion, a month-over-month increase of 2.5% and a year-over-year increase of 22.7% compared to April 2024's $46.4 billion [1]. - By April 2025, the Americas are projected to see a year-over-year increase of 44.4%, while Asia Pacific and China are expected to grow by 23.1% and 14.4%, respectively [1]. - The total semiconductor market size for 2023 is estimated at $700.8 billion, reflecting an 11.2% year-over-year growth, which is lower than the 19.7% growth anticipated for 2024 [2]. Group 2: Regional Insights - The Americas and Asia Pacific are expected to lead growth in 2025 with projected increases of 18.0% and 9.8%, respectively, while Europe is forecasted to grow by only 6.1% due to a focus on industrial and automotive markets [3]. - Japan's semiconductor market is expected to see a modest year-over-year increase of 5.8% in 2025 [3]. Group 3: Product Segmentation - The growth in the semiconductor market is primarily driven by logic and memory segments, which are expected to achieve strong double-digit growth [4]. - Discrete semiconductors, optoelectronics, and micro ICs are projected to experience declines, attributed to ongoing trade tensions and negative economic developments affecting supply chains [5]. - The forecast for the semiconductor market in 2026 anticipates an 8.5% year-over-year growth, with memory again leading the growth, while the overall market may not exceed $1 trillion until 2032 [6].

Group 1 - The A-share market for optical modules and optical communication within the AI computing power industry chain has shown a strong rebound, with significant increases in related ETFs [1] - The 5G communication ETF (515050) has seen a net inflow of 71.62 million yuan over the past four trading days, indicating strong investor interest [2] - Major companies in the AI computing power infrastructure, such as Nvidia and Broadcom, are performing well, supported by favorable domestic policies and a high growth trend in computing power infrastructure [1][2] Group 2 - The 5G communication ETF (515050) tracks the CSI 5G Communication Theme Index and is the largest ETF in the market focused on 5G, AI computing power, and the Nvidia supply chain [2] - The ETF covers leading stocks across various sectors, including AI computing power, 6G, consumer electronics, semiconductors, PCB, communication equipment, servers, optical modules, and the Internet of Things [2]

Core Insights - The digital transformation of transportation infrastructure in China has achieved significant milestones, with over 500 kilometers of highway corridors upgraded to smart systems [1][2] - The total length of demonstration corridors in 20 regions exceeds 60,000 kilometers, covering approximately 54,000 kilometers of highways and 7,500 kilometers of waterways, effectively establishing a comprehensive transportation network [1][2] Digital Transformation in Road Transportation - The next phase of digital transformation will focus on enhancing connectivity across regions and urban clusters, aiming for integrated services and operations [3] - Current applications include network monitoring, proactive management of high-traffic routes, and unified travel services, leading to a 20% improvement in traffic efficiency and a 30% increase in emergency response efficiency [3] Case Study: Guangdong Province - In Guangdong, the digital transformation has facilitated the management of over 6 million daily vehicle trips on a 11,700-kilometer highway network, with real-time traffic information accessible via the "Yue Tongxing" platform [4][5] - The platform enhances rescue response efficiency by approximately 40% through precise location sharing during accidents [5] Smart Control Platforms - The smart control platform for the Guangdong-Hong Kong-Macao Greater Bay Area utilizes real-time data to predict and manage traffic congestion, generating control strategies automatically [6] Integration of Services - The "Yue Tongxing" platform is evolving to integrate various services along highways, including dining, accommodation, and tourism, creating a diversified ecosystem [7] Digital Transformation in Water Transportation - The digitalization in water transport, exemplified by the "Zhe Zha Tong" platform, has significantly improved efficiency, reducing transit times from 26 hours to 10 hours for vessels passing through locks [10][12] - The platform has achieved a 99% usage rate among vessels in Zhejiang, with an 80% reduction in waiting times at locks, saving logistics costs by 300 million yuan annually [14]

为进一步优化营商环境、提高精准服务能力，6月9日，北京市市场监管局发布《市场监管部门对企服务 事项清单》。记者从上午的解读发布会上了解到，清单围绕企业从初创到成熟阶段的全生命周期需求， 共提供25类64项精准服务，为企业快速找到对应的咨询电话和网上办理渠道提供便利，实现从"企业找 服务"到"服务为企业"的转变。 记者从上午的发布会上了解到，此次推出的清单为1.0版，后续将根据使用过程中企业的反馈和需要及 政策调整，持续更新完善清单内容，不断推出2.0及3.0版本的清单，动态解决企业发展面临的问题。 马上就访：清单上的服务如何匹配不同发展阶段企业需求？ 北京市市场监管局质量发展处处长、二级巡视员刘新华表示，清单根据企业不同成长阶段的业务需求， 对应梳理了不同的服务内容。例如，在企业高质量发展阶段，清单中提到质量基础设施"一站式"服务。 这个服务通过建立"一个统筹规划、一个共享平台、一个受理窗口、一揽子服务、一个结果通行"的五个 一服务模式，有机融合计量、标准、认证认可、检验检测、质量管理等要素资源，面向企业、产业、区 域特别是中小企业，提供全链条、全方位、全过程的质量基础设施"一站式"综合服务。截至目前，全市 ...

将投中网设为"星标⭐"，第一时间收获最新推送 光速光合正通过在具身智能的布局，悄然勾勒下一代AI载体的雏形。 作者丨簪竹 来源丨 投中网 去年年末，光速光合联合领投了自变量机器人的数亿元Pre-A++轮融资。今年5月，空中机器人公司 微分智飞宣布完成数千万元天使轮及天使+轮融资，由光速光合领投。这两家公司，在光速光合投资 之后几乎不到一个月时间里，估值已经翻倍。 虽然目前落子不多，但项目各有其代表性，光速光合正通过在具身智能的布局，悄然勾勒下一代AI 载体的雏形。 当然，故事的起点还是宇树。在 《宇树融资故事：打破精英主义的傲慢》 一文中，投中网描摹过宇 树融资的VC众生相。当时谈及光速光合对宇树的这笔投资，数位投资人都表示"神通广大"。 借由这个案例，刚好可以一窥光速光合在科技投资上的特点： 从组织架构上来看，全球化的视野和由此构建的平台信息网络，是光速光合的优势之一，美国和欧洲 顶尖大学实验室里的最新研究成果都是其投资决策的参考依据之一。 从方法上看，光速光合的投资逻辑更偏实证，虽然偏好天花板高的大赛道，但出手并不莽撞。在通过 理论推演看好长期趋势的同时，也会关注可能的场景落地。比起眼下的数字和利润，光速 ...

Group 1 - The Hang Seng Technology Index saw an increase of 2%, with notable gains from Kingdee International (over 6%), Meituan, and JD.com (over 4%), driven by a broad rally in tech stocks and improved liquidity [1] - The current rally in Hong Kong stocks is attributed to the accelerated transformation of industries represented by AI, with China's AI technology now ranking among the global leaders following the full open-sourcing of the DeepSeek model [1] - Major internet companies in Hong Kong are experiencing strong growth in capital expenditures and cloud business revenues, indicating that AI is becoming a core driver of cloud growth [1] Group 2 - In terms of capital expenditures, Alibaba and Tencent are projected to see significant year-on-year increases of 197% and 221% respectively in 2024, with strong growth momentum continuing into Q1 2025 [2] - Alibaba announced plans to invest over 380 billion yuan in cloud and AI infrastructure over the next three years, while Tencent expects its capital expenditures to approach 100 billion yuan by 2025 [2] - Alibaba Cloud reported an 18% year-on-year revenue growth for Q1 2025, while Baidu's smart cloud business achieved a remarkable 42% year-on-year growth, indicating a notable acceleration in cloud business growth [2]

2025.06. 09 本文字数：3887，阅读时长大约6分钟 作者 | 第一财经 何涛 正在全力扩大消费、建设国际消费中心城市的深圳市，日前发布《深圳市提振消费专项行动实施方 案》(下称《方案》)。共包含39条具体措施的《方案》，其中多个提法为最新出现或正式明确。 总体来看，《方案》突出了深圳特色、深圳所能、深圳所需。在消费产品方面，聚焦人工智能终端、 全屋智能、现代时尚、户外装备四大类产品提出支持举措；在消费市场开拓方面，开展"外贸优品深 圳行"活动，用好各类平台企业和展会资源，帮助企业更好应对关税影响。 《方案》还着力解决堵点、卡点问题。据第一财经了解，近期深圳召开了多场企业、行业协会和政府 部门座谈会，针对演艺服务消费、汽车消费、宠物消费等消费类别广泛听取意见建议，在此基础上针 对性提出了解决措施。 今年以来，深圳更加重视通过消费拉动经济，多次召开会议、出台政策。5月22日召开的深圳市委常 委会会议，在安排部署经济运行工作时再次强调，因应形势变化抓好外贸进出口，采取有力措施推动 工业实现更好增长，推动消费和服务业加快发展。 2024年全年，深圳社会消费品零售总额10637.70亿元，比上年增长1.1% ...

数据来源：聚源 -24% -12% 0% 12% 24% 2024-06 2024-10 2025-02 沪深300 中证REITs全收益 REITs 2025 年 06 月 08 日 投资评级：看好（维持） 行业走势图 相关研究报告 《中金中国绿发商业 REIT 正式获 批，保障房 REITs 表现持续优异— 行业周报》-2025.6.2 《试点持有型不动产 ABS 扩募，消 费 REITs 表现持续优异—行业周报》 -2025.5.25 《地方政策积极支持公募 REITs 产 品发行，消费 REITs 表现持续优异 —行业周报》-2025.5.18 推动基础设施 REITs 提质扩容，高速公路 REITs 表 现持续优异 ——行业周报 齐东（分析师） 胡耀文（分析师） 杜致远（联系人） qidong@kysec.cn 证书编号：S0790522010002 huyaowen@kysec.cn 证书编号：S0790524070001 duzhiyuan@kysec.cn 证书编号：S0790124070064 推动基础设施 REITs 提质扩容，高速公路 REITs 表现持续优异 2025 年第 23 周， ...