公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ：内容 编译自 nextplatform 。 每两年晶体管数量增加一倍，从而将晶体管价格降低一半，因为可以在给定面积上塞入两倍的晶体 管，这在 CMOS 芯片时代改变了计算方式并推动了它的发展。 但摩尔定律的数学意义还在于此。每次略微提高功率预算，就能将设备性能每年提升 40%。对于计 算引擎而言，这意味着每年的升级频率足以满足大多数公司事务性和分析性工作负载的增长需求。而 对于那些需要更多性能的公司，对称多处理 (SMP) 和非均匀内存访问 (NUMA) 集群技术可以使多个 设备看起来像一个大设备——我们称之为"纵向扩展"。 随着 20 世纪 90 年代末 Web 2.0 互联网时代的到来，一台机器即使配备了 SMP 或 NUMA，这种所 谓的通过共享内存扩展来提高计算能力的做法也显得力不从心。（有趣的是，巧合的是，当时超级计 算中奇特的联邦 NUMA 配置（如今我们可以使用现成的 PCI-Express 交换机轻松构建）也不足以支 持传统的 HPC 仿真和建模工作负载，但其规模要大得多，对于企业和像谷歌这样尚未进入超大规模 的网络公司来说成本太高。）因 ...

Core Viewpoint - The establishment of Shanghai Guozhi Technology Co., Ltd. marks the initiation of a new asset management service platform in China, aiming to enhance the country's asset management capabilities and contribute to the development of Shanghai as an international financial center [1][3][9] Group 1: Company Overview - Shanghai Guozhi Technology is co-founded by leading financial technology and data service companies, with an initial registered capital of 1 billion yuan [3] - The platform aims to integrate technology, data, and operations to create a comprehensive asset management service platform [3][5] Group 2: Market Demand and Opportunities - There is a significant market demand for a standardized asset management service platform to address issues such as data silos and inefficient resource utilization in traditional asset management systems [7][8] - The rise of data-driven and risk-driven investment strategies necessitates advanced technological support for asset management institutions [8] Group 3: Technological Integration - The platform will leverage advanced technologies such as artificial intelligence, low-latency processing, and distributed computing to enhance asset management and trading capabilities [6][8] - The goal is to improve system processing efficiency by ten to a hundred times, pushing the asset management industry into a "microsecond era" [5] Group 4: Strategic Goals - Shanghai Guozhi Technology aims to provide a one-stop service covering all aspects of asset management, including portfolio management, compliance risk control, and real-time investment accounting [5] - The platform will serve a diverse range of investment institutions, including public and private funds, banks, insurance companies, and securities firms, offering customized solutions [5] Group 5: Contribution to Financial Center Development - The establishment of the platform is expected to enhance Shanghai's service capabilities as an international financial center by connecting domestic and international markets [9] - The platform will play a crucial role in attracting international asset management institutions and improving the overall risk management standards in the financial industry [9]

Group 1 - Shanghai Guozhi Technology Co., Ltd. was officially launched at the 2025 Lujiazui Forum, with a registered capital of 1 billion yuan [1][2] - The company is initiated by leading financial institutions and technology companies, including Guotai Junan, SPDB, and Bank of Communications, aiming to create a comprehensive asset management service platform [1][2] - The Shanghai Municipal State-owned Assets Supervision and Administration Commission will support the company's innovation and development to establish a competitive asset management institution [1] Group 2 - Shanghai Guozhi Technology aims to build a new generation of asset management service platform integrating technology, data, and operations, focusing on three innovative dimensions [2] - The company will innovate service models to enhance investment and risk management capabilities for various investment institutions [2] - It will adopt an "integrated innovation" model, incorporating cutting-edge technologies such as AI, distributed computing, low-latency trading, and blockchain to create an industry-leading open platform [2]

Group 1 - The core infrastructure driving investment research upgrades is the financial big data center built by Haineng Investment Advisory, which has invested over 200 million yuan in a distributed computing cluster capable of processing 10PB of financial data daily, providing strong data support for investment decisions [1] - The "Data Cube" system integrates traditional financial data, alternative data, and satellite remote sensing information, with a proprietary commercial vitality index that analyzes mobile signaling data from 3,800 business districts to predict consumption trends 2-3 quarters in advance, achieving an excess return of 15.2% in the 2023 consumer sector layout [1] - The natural language processing engine can analyze financial news in 76 languages in real-time, with an accuracy rate of 92.4% for sentiment analysis, and it can structure 300 pages of documents in 30 seconds, improving efficiency by 400 times compared to manual analysis [1] - The "Factor Factory" platform has accumulated over 1,200 effective alpha factors, achieving an annualized stable return of 21.3% in the A-share market through a multi-factor model optimized by genetic algorithms, notably capturing three major turning points in the new energy sector through the unique "industry chain transmission factor" [1] Group 2 - The data middle platform of Haineng Investment Advisory adopts a microservices architecture, supporting agile development for business departments, allowing investment managers to build analysis models independently with visual tools, reducing strategy backtesting time from 3 days to 2 hours [2] - In 2023, the platform produced 187 effective investment strategies, with 63 strategies already implemented in practice and achieving excellent performance [2] - Future testing of quantum computing applications in portfolio optimization is expected to reduce the solving time for large-scale asset allocation problems from several hours to minutes, marking a revolutionary improvement in investment decision efficiency [2]