Core Insights - The core viewpoint of the article highlights the strategic focus of Hengyang Data in the intelligent computing sector, particularly in AI computing centers, cloud computing data centers, and edge computing infrastructure [2] Group 1: Intelligent Computing Business - Hengyang Data is concentrating on AI computing centers, cloud computing data centers, and edge computing core infrastructure [2] - The main products include AI computing cluster DPU products, AI integrated machines/DPI integrated machines, and AI computing cluster switches, which provide efficient and reliable computing solutions for clients [2] - The intelligent computing business is becoming a core profit growth point for Hengyang Data, driven by policy incentives and market demand [2] Group 2: Data Processing Business - In the data processing sector, Hengyang Data's offerings are applied in network visualization data centers, with key products including data processing equipment and data analysis application platforms [2] - The company provides comprehensive integrated solutions based on its product system, catering to various industry needs [2] - Hengyang Data's data application products and integrated solutions have successfully achieved sales in multiple countries and regions, including Southeast Asia, the Middle East, and Africa [2]

当A股市场在美联储降息的迷雾中反复震荡，万亿市值的算力龙头工业富联正呈现出基本面与股价背离 的独特景观——一边是订单及算力需求持续拉升的硬核业绩支撑，一边是短期资金避险引发的震荡调 整。近期，工业富联股价在64-68元区间反复拉锯，这份波动究竟是风险信号还是布局良机？在降息"靴 子"落地的关键节点，这家全球AI算力基础设施的核心供应商，正值得投资者重新审视。 多重利好共振，算力需求进入爆发周期 当下的算力行业，正处于政策、技术、需求三重利好驱动的超级风口。政策端，全球主要经济体纷纷将 AI算力基础设施建设提升至战略高度，国内"东数西算"工程持续落地，企业级AI算力部署补贴政策频 出，为算力硬件需求提供了坚实保障。技术端，GPT-4o等大模型持续迭代，多模态应用加速渗透，推 动AI算力需求从训练端向推理端全面扩散，而边缘计算、智能驾驶等新场景的兴起，更让算力需求呈 现指数级增长态势。 需求端的爆发尤为直观：全球头部云服务商集体开启"算力军备竞赛"，微软为支撑Copilot生态持续扩建 智算中心，谷歌加码AI训练集群，国内字节、腾讯的智算中心项目也进入密集交付期。作为这些巨头 的核心供应商，工业富联正站在需求爆发 ...

近日，由深圳证券交易所、中证中小投资者服务中心、中证指数有限公司、上海市证券同业公会指导，东方证券、东方证券投资者教育基地主办，网宿科技 （300017）、全景投资者教育上海基地协办的"踔厉奋发新征程投教服务再出发"走进网宿科技活动在上海成功举办。此次活动旨在通过实地参观与互动交 流，增进投资者对网宿科技业务布局与技术创新的了解。 活动伊始，网宿科技董事长李伯洋发表致辞。他指出，当前数字经济与实体经济深度融合，在AI技术加速普及的背景下，各行业对IT基础设施的低时延、高 可靠、高安全、智能化要求持续提升，边缘计算、云安全、全球网络构建等技术，正成为支撑产业数字化、智能化转型的关键基础设施能力。 "网宿科技始终坚持以技术创新驱动发展，持续深耕CDN及边缘计算、安全领域，为各行业提供安全、高效的基础设施服务，帮助企业实现全球终端用户体 验的一致性。"李伯洋表示，公司重视与资本市场的良性互动，秉持长期主义经营理念，致力于为股东创造可持续价值，并积极履行企业社会责任，推动行 业生态健康发展。 网宿科技自2000年成立以来，从分布式IDC起步，逐步拓展至CDN、云安全、液冷等领域，并于2010年开启全球化布局，目前，公 ...

数码家电行业 周度市场观察 行业环境 头部品牌动态 投资运营 产品技术 营销活动 2025/10.27-11.2 01 行业趋势 2. AI场景新风口来袭：手机AI智能体开启智能经济"新蓝海" 关键词：AI智能体,终端领域,智能经济,自进化,端云协同 概要：手机AI正从传统语音助手升级为以AI智能体为核心的"自进化AI原生手机"，成为智能 经济的关键力量。荣耀、华为等厂商通过端云协同技术，推动AI智能体在购物、出行等场景中 实现主动服务，重构消费模式。例如，荣耀YOYO智能体可自动领券，华为小艺等也在加速进化。 这一变革将手机从"硬件+应用"组合升级为"智能服务中枢"，催生新商业模式。厂商通过开 源、生态协作等方式解决数据隐私、跨应用执行等挑战，推动行业从"单点突破"转向"生态 共荣"，共同挖掘百亿级智能经济潜力。 Industry Trends 本周看点： eSIM手机成新趋势，华为、vivo们的路径分野； AI场景新风口来袭：手机AI智能体开启智能经济"新蓝海"； 会叠衣服的中美机器人，谁离具身智能更近？ 行业环境： 1. eSIM手机成新趋势，华为、vivo们的路径分野 关键词：eSIM手机,无卡时代, ...

Core Viewpoint - Intel has decided to suspend its plans to divest or sell part of its Network Business Unit (NEX) and has terminated acquisition talks with Ericsson, indicating a strategic shift to retain NEX within the company for better integration with silicon chips, software, and systems, particularly in AI, data centers, and edge computing [2]. Group 1 - Intel's decision to keep NEX is based on a comprehensive evaluation of strategic options, concluding that internal retention is most beneficial for success [2]. - The termination of talks with Ericsson was not abrupt, as discussions about acquiring part of NEX had been ongoing, and Intel had previously indicated plans for a potential spin-off [2]. - The departure of Sachin Katti, Intel's Chief Technology and AI Officer, after only six months, raises concerns about leadership stability, marking the second high-profile exit from the company this year [2]. Group 2 - In response to executive departures and the future of its AI business, Intel reaffirmed that AI remains one of its top strategic priorities, with CEO Pat Gelsinger personally taking over the AI business [3].

消息人士透露，英特尔战略转向的背后是公司财务状况的显著改善。今年8月，在一项由特朗普政府促 成的非传统交易中，美国政府购入了英特尔10%的股份。此外，软银集团向英特尔投资20亿美元，英伟 达也追加了50亿美元投资。在此背景下，英特尔股价今年以来已上涨逾一倍。 周五，英特尔(INTC.US)涨逾3%，报42.01美元。消息面上，周三，英特尔公司宣布搁置此前剥离其网 络与边缘计算业务部门(NEX)的计划，决定将该部门完全保留在公司内部运营。英特尔在周三发布的官 方声明中表示："在对NEX的战略选项进行了全面评估后，包括潜在的独立运营路径，我们认定该业务 留在英特尔内部最有利于其实现成功。将NEX保留在公司内部，有助于实现硅芯片、软件和系统之间 的更紧密集成，从而增强我们在人工智能、数据中心和边缘计算领域的客户解决方案。" ...

消息人士透露，英特尔战略转向的背后是公司财务状况的显著改善。今年8月，在一项由特朗普政府促 成的非传统交易中，美国政府购入了英特尔10%的股份。此外，软银集团向英特尔投资20亿美元，英伟 达也追加了50亿美元投资。在此背景下，英特尔股价今年以来已上涨逾一倍。 智通财经APP获悉，周五，英特尔(INTC.US)涨逾3%，报42.01美元。消息面上，周三，英特尔公司宣布 搁置此前剥离其网络与边缘计算业务部门(NEX)的计划，决定将该部门完全保留在公司内部运营。英特 尔在周三发布的官方声明中表示："在对NEX的战略选项进行了全面评估后，包括潜在的独立运营路 径，我们认定该业务留在英特尔内部最有利于其实现成功。将NEX保留在公司内部，有助于实现硅芯 片、软件和系统之间的更紧密集成，从而增强我们在人工智能、数据中心和边缘计算领域的客户解决方 案。" ...

Group 1 - Shenzhen Aowei Lingxin Technology Co., Ltd. completed a Pre-A round financing exceeding 100 million RMB, with investors including Chuangdongfang Investment, Longgang Jinkong, Wan Niu Capital, Futou Fund, Lihe Capital, Shenzhicheng Group, Guoyi Investment, and Jiupai Capital [1][2] - The company was established in 2023 and focuses on the design, development, production, and sales of high-performance RISC-V processor chips [2] - Aowei Lingxin possesses core technologies for self-developed high-performance processors and programmable acceleration engines based on the RISC-V instruction set, applicable in various fields such as edge computing, AI computing, industrial internet, communication, and network security [2] Group 2 - The company's products have been recognized by leading industry clients and have strong market competitiveness, with vast downstream market potential both domestically and internationally [2]

Core Viewpoint - The company, Meishi Technology (001229), focuses on providing specialized audiovisual products for signal access, collection, transmission, exchange, analysis, processing, and scheduling presentation services, all of which are independently developed and produced [1] Group 1: Company Overview - The company has expanded its offerings to include edge computing and cloud-edge-end integrated multimodal applications within the professional audiovisual industry [1]

Group 1: Company Overview and Operations - The company has over 20 years of experience in the CDN business, with more than 2,800 CDN nodes globally [2] - The company is transforming its CDN nodes into edge computing nodes that support storage, computing, transmission, and security functions [2] - The company has established an edge computing platform (ECP) and launched multiple edge computing products [2] Group 2: Research and Development - In 2024, the company's R&D investment is projected to be 447 million CNY, accounting for 9.07% of its revenue [3] - Future R&D efforts will focus on core businesses, particularly CDN, edge computing, and security [3] Group 3: Market Expansion and Strategy - The company is expanding its CDN and security products internationally, targeting industries such as live streaming, e-commerce, and gaming [3] - A subsidiary was established in Dubai to enhance business expansion in the Middle East, aligned with the Belt and Road Initiative [3] Group 4: AI and Technological Development - The company is focusing on edge computing as a critical infrastructure for AI, developing an edge AI platform with a four-layer capability matrix [3] - The company is closely monitoring developments in large models, intelligent agents, and AI applications to adapt its technology solutions to customer needs [3] Group 5: Management and Governance - The management's stock reduction in May was due to personal financial needs, with subsequent plans not implemented and progress disclosed [3]