记者丨胡慧茵 编辑丨张星 1月23日， 上 证指数 高开0.18%， 创业板指 涨0.1 6%。贵金属、有色金属板块反弹。志特新材 涨超12%，白银有色涨超9%， | 国际贵金属 | | | | | | --- | --- | --- | --- | --- | | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | 伦敦金现 | 4953.943 | 17.983 | 0.36% | 14.72% | | 伦敦银现 | 98.520 | 2.373 | 2.47% | 37.64% | | COMEX黄金 | 4947.9d | 34.5 | 0.70% | 14.21% | | COMEX白银 | 97.620d | 1.248 | 1.29% | 37.53% | | 伦敦金(人民币/克) | 1108.7779 | 4.0249 | 0.36% | 14.29% | | 伦敦银(人民币/千克) | 22050.5655 | 531.2079 | 2.47% | 37.12% | | 现货铂金(美元/盎司) | 2665.90 | 32.80 | 1.25% | 29.41% | | 现货把金( ...

工业和信息化部新闻发言人、信息通信发展司司长谢存在2026年1月21日举行的国新办新闻发布会上介绍，在 算力设施方面，我国已建成万卡智算集群42个，智能算力规模超过1590 EFLOPS，位居全球前列，有力支撑我国 人工智能产业快速发展。 2025年11月2日拍摄的安徽省宿州市算力产业园淮海人工智能计算中心服务器。新华社记者 黄博涵 摄 EFLOPS是什么意思？ 先了解一下算力，即对数据的处理能力。它看不见、摸不着，却时刻影响着你我的生活，比如智能音箱响应 用户指令、电子支付实时清算、在线购物个性化推荐、电影的特效处理等，背后都有算力支撑。 FLOPS，指的是每秒浮点运算次数，是用来衡量设备计算能力的指标。 在此基础上，还有MFLOPS（百万次）、GFLOPS（十亿次）、TFLOPS（万亿次）、PFLOPS（千万亿 次）、EFLOPS（百亿亿次）等，数值越大，计算能力越强，命名规则遵循国际标准。 超级计算机"前沿"（Frontier），峰值性能突破1EFLOPS，即每秒能完成1百亿亿次运算。以普通人按计算器 速度（1次/秒）计算，"前沿"1秒的运算量，需要80亿人持续按键近40年才能完成。 工业和信息化部日前 ...

"目前，算力供需矛盾依然突出，在全球范围内都是如此，但国内算力缺口尤为明显。"燧原科技创始 人、董事长兼CEO赵立东1月22日对科技日报记者直言。 智能算力是支撑人工智能等计算任务需求的计算能力，是人工智能产业的"水和电"。 来源：科技日报 科技日报记者 崔爽 日前，北京智谱华章科技股份有限公司通过其官方公众号发布GLM Coding Plan限售公告。公告指出， 随着GLM-4.7系列模型上线，用户数量迅速增长，导致算力资源出现阶段性紧张。 这是AI产业算力吃紧的一个缩影。随着GPT、DeepSeek等大模型的算法突破和应用普及，算力需求水涨 船高。数据显示，我国AI芯片市场规模预计2028年将超一万亿元，约占全球市场的30%。面对庞大的市 场需求，自主可控的高质量AI算力供给已成为我国抢占人工智能产业应用制高点、全方位赋能千行百 业的前提条件。 算力缺口从何而来？国产AI算力又当如何破局？记者就此采访了有关专家。 第一问：当前是否存在行业性算力缺口？ 与此同时，人工智能正在加速落地千行百业，带来算力需求激增。目前，全国已落地的算力应用项目超 过1.3万个，建成的各级智能工厂超过3万家，并覆盖工业、金融、交 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 2026年开年以来，锡金属价格大幅上涨，伦敦和上海市场的锡价均一度飙升至历史最高位。 1月22日，锡金属价格在高位稍有回落。LME锡三月期货合约价格盘中最高触及51500美元/吨，截至北京时间19点，报51050美元/吨，月内上 涨26.1%；国内市场方面，截至1月22日收盘，沪锡主力合约报收409010元/吨，月内上涨25.32%。 随着锡价急速拉升，锡已然成为开年工业金属市场的领涨品种。这轮涨价潮始于去年一季度，受去年一季度刚果（金）Bisie锡矿的停产、缅 甸地震等突发消息扰动影响，市场对锡供应紧缺的担忧日益上升，锡价不断攀升。今年以来，锡供应端的扰动未止，叠加市场资金投资、半导 体产业需求增加等因素的影响，锡价一度刷新2022年创下的纪录。 但有观点认为，当前的锡价表现是"非理性的繁荣"，在很大程度上源于投机的泡沫。其实，早在去年12月，中国有色金属工业协会锡业分会就 曾发布倡议书指出，当前锡价的急速拉升，已完全背离产业基本面。此轮涨势"不合常理"，并警告各方"避免盲目跟风"。 虽然接下来锡价如何走向仍是未知数，但本轮上涨无疑已对产业链 ...

Monetary Policy - The People's Bank of China (PBOC) will continue to implement a moderately loose monetary policy in 2026, utilizing various tools such as reserve requirement ratio (RRR) cuts and interest rate reductions to maintain ample liquidity [1] - There is still room for further RRR cuts and interest rate reductions this year, with a focus on ensuring that the growth of social financing and money supply aligns with economic growth and price level expectations [1] Chip Industry - Alibaba is reportedly preparing to list its chip subsidiary, Pingtouge, to cater to investor interest in the artificial intelligence accelerator sector, although Alibaba has not commented on the news [2] - Stocks in the A-share market that combine Alibaba and chip concepts may benefit from the rumored IPO, with companies like Nanfang Precision, Baiwei Storage, and Huazheng New Materials expected to see significant net profit growth exceeding 100% by 2025 [2] Pharmaceutical Retail Sector - Nine departments, including the Ministry of Commerce, have issued opinions to promote high-quality development in the pharmaceutical retail industry, encouraging horizontal mergers and acquisitions among retail pharmacies [3] Central Bank Operations - The PBOC announced a 900 billion yuan medium-term lending facility (MLF) operation to maintain liquidity in the banking system, with the operation set for January 23, 2026 [4] - This large-scale MLF operation aims to effectively counter potential liquidity tightening and stabilize the funding environment [4] Technology and IPOs - Shanghai Suiruan Technology Co., a leading domestic GPU company, has received acceptance for its IPO on the Sci-Tech Innovation Board, aiming to raise 6 billion yuan [6] Stock Buybacks - Xiaomi Group announced a plan to repurchase up to 2.5 billion Hong Kong dollars of its Class B ordinary shares, starting January 23 and continuing until the day before the 2026 annual general meeting [5] Consumer Loan Policies - Major banks in China have announced the implementation of new fiscal subsidy policies for personal consumption loans, including the removal of certain limits on subsidy amounts [6] Investment Opportunities - The commercial space industry is gaining attention, with companies like Beijing Chuanweizhe Space Technology Co. planning to conduct manned suborbital flights by 2028 [9] - The report highlights various sectors to watch, including gas, pre-prepared meals, chips, computing power, and storage chips, with significant developments expected in these areas [9]

《公告全知道》每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前 寻找到投资热点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①商业航天+PCB+人形机器人+光模块+算力+芯片！这家公司PCB产品可应用于商业航天领域包括卫星等 设备的机翼起落控制装置；②可控核聚变+商业航天+光模块+PCB+算力+军工！这家公司深度参与核聚变 项目装备制造包括中标真空室标段、参与BEST项目偏滤器等设备预研；③PCB+光模块+算力+华为！公 司PCB产品应用于光模块领域且目前业务增长较快。 前言 ...

Group 1 - The company expects a significant increase in net profit attributable to shareholders, projecting between 430 million to 510 million yuan, representing a year-on-year growth of 67.06% to 98.14% compared to 257 million yuan in the same period last year [1] - The expected non-net profit is projected to be between 360 million to 450 million yuan, reflecting a year-on-year increase of 71.27% to 114.09% from 210 million yuan in the previous year, indicating a notable improvement in core profitability [1] - The main reasons for the performance increase include capitalizing on the booming artificial intelligence industry, enhancing market advantages in communication equipment and smart terminals, and focusing on high-value business orders such as AI servers and high-speed optical modules [1] Group 2 - The company specializes in the design, research, and production of PCB products, offering comprehensive services including QTA and NPI, with applications across various sectors such as communication devices, consumer electronics, and automotive electronics [2] - A fundraising plan was announced to raise 1.98 billion yuan for investing in an "AI and computing high-density interconnect circuit board industrial base project," aimed at accelerating entry into high-value markets and promoting technological upgrades [2] - The company is focusing on high-end PCB products for AI applications, which have higher design, manufacturing, and reliability requirements compared to traditional PCBs, positioning itself advantageously in the market [3]

证券日报网讯1月22日，宝信软件（600845）在互动平台回答投资者提问时表示，公司充分发挥自身算 力基础设施资源及技术优势，已布局算力业务。当前，公司算力业务规模正稳步增长，并在市场端积极 拓展垂类行业客户群。 ...

Core Viewpoint - The AI and computing power sectors are experiencing a strong rebound, with the ChiNext AI index rising by 3% on January 22. Key stocks in the optical module sector, such as Zhongji Xuchuang and Tianfu Communication, saw significant gains, indicating a positive market sentiment towards AI applications and computing power [1][4][6]. Group 1: Company Performance - Tianfu Communication, a leader in the optical module sector, has forecasted a net profit of 1.881 billion to 2.150 billion yuan for 2025, representing a year-on-year growth of 40% to 60%. This growth is attributed to increased demand for high-speed optical devices driven by AI and global data center construction, along with cost reduction and efficiency improvements [3][8]. - Zhongji Xuchuang's stock rose by 5.72%, while Tianfu Communication's stock increased by 5.96%. Other companies like Jinxin Nuo and Guangku Technology also saw gains exceeding 5% [1][4]. Group 2: Market Trends and Investment Insights - The "Computing Power + AI Applications" ChiNext AI ETF (159363) saw a 3% increase, returning above all moving averages with a daily trading volume of 681 million yuan. The fund experienced a net inflow of 22 million shares on the last trading day, with cumulative purchases exceeding 1 billion yuan over the previous five days [1][6]. - Analysts from Tianfeng Securities are optimistic about the computing power industry chain, particularly in high-demand segments like optical modules. Meanwhile, Xinyi Securities noted significant upward revisions in profitability within the telecommunications sector, which may attract investor attention during earnings announcements [3][8]. - The AI application sector remains active, with insights from Jensen Huang comparing AI to a "five-layer cake," emphasizing the application layer as a key economic driver. CITIC Securities believes that AI applications will remain a primary focus through 2026, with domestic advantages in implementation pace and user scale, indicating substantial growth potential [3][8].

Core Viewpoint - Fangzheng Technology expects a significant increase in net profit for the fiscal year 2025, driven by strategic positioning in the AI industry and expansion into high-value business orders [2] Financial Performance - The company anticipates a net profit attributable to shareholders of the parent company between 430 million to 510 million yuan, representing a year-on-year growth of 67.06% to 98.14% [2] - The non-recurring net profit is projected to be between 360 million to 450 million yuan, with a year-on-year increase of 71.27% to 114.09% [2] Business Strategy - The growth is attributed to a precise market positioning that capitalizes on the AI industry's explosive opportunities, focusing on artificial intelligence and computing power sectors [2] - Fangzheng Technology is accelerating the expansion of AI servers, high-speed optical modules, and high-end switches, which are high-value business orders [2] Product Application - The company's PCB products serve a diverse range of clients and are widely used in various applications, including communication equipment, consumer electronics, optical modules, servers and data storage, automotive electronics, digital energy, industrial control, and medical electronics [2] Management and Efficiency - The implementation of equity incentives aims to bind the core team, promoting refined management and strengthening cost control [2] - The company is enhancing operational efficiency and profitability simultaneously [2]