Group 1 - The H20 chip, previously banned by the US government, is crucial for AI model training in China and is now set to return to the market, indicating a shift in US-China tech relations [3][5][14] - Nvidia's revenue from the H20 chip in 2024 is projected to be between $12 billion and $15 billion, accounting for approximately 85% of its revenue from China [7] - After the ban, Nvidia suffered a loss of about $2.5 billion in sales in the first quarter, with an estimated total loss of $13.5 billion over two quarters [9][10] Group 2 - The return of the H20 chip signifies a tactical compromise in US-China relations, with both sides adjusting their strategies rather than fully decoupling [16][17][25] - Chinese companies have accelerated their development of domestic chips, with firms like Huawei and Alibaba investing in their own technologies to reduce reliance on foreign products [11][22][34] - The Chinese AI market has not stalled due to the H20 ban; instead, it has prompted faster domestic alternatives, potentially threatening Nvidia's market dominance in the future [14][19][51] Group 3 - The H20 chip's return is expected to restore supply chains and reduce costs for companies reliant on Nvidia, allowing AI projects to progress more rapidly [29][30] - The Chinese government is encouraging the use of domestic chips in new data centers, further supporting local technology development [34] - Despite the H20's return, some companies may still prefer Nvidia products due to their established reputation and compatibility, indicating a potential divide in corporate strategies [36][37] Group 4 - Nvidia is likely to focus on enhancing partnerships with leading Chinese AI companies and adapting its offerings to meet local regulatory requirements [43][46] - The competition between US and Chinese tech ecosystems is evolving, with both sides potentially developing parallel AI worlds [52][55] - The establishment of a self-sufficient Chinese AI ecosystem could lead to a significant shift in global tech dynamics, reducing dependence on Western technologies [60][61]

近日，极氪V4极充兆瓦桩在上海车展首发，将电动车补能效率推向"油电同速"新维度。 作为全球首个量产单枪兆瓦级超充设备，V4极充兆瓦桩单枪峰值功率达1300kW、峰值电流达1300A，"双 1300"的技术参数，刷新了行业参数的天花板，还带领全球超充行业跃入"单枪兆瓦时代"。 依托于行业领先的全液冷散热方案、模块化并柜技术，以及智能功率共享系统，首个V4 极充兆瓦站已经 落地杭州，以1440kW总功率实现3台800V车型同时兆瓦级充电，场站功率调用率超 97%，破解多车充电 降速的痛点。 从2021年首发V1极充桩到如今的V4兆瓦桩，极氪用了四年时间，完成补能"参数领先" 到"生态构建"的跨 越。 单枪兆瓦超充桩 解决补能焦虑 极氪V4极充兆瓦桩的核心优势，在于其"双1300"的技术参数。 作为衡量充电桩性能和能源利用效率的核心指标，V4极充兆瓦桩的峰值电流高达1300A。与充电功率直 接相关，电流越大，单位时间内传输的电能越多。这也让V4极充兆瓦桩单枪峰值功率达到1300kW。 同时，相比于双枪，单枪的设计更具使用便利性和车型兼容性。 这两项参数意味着，V4极充兆瓦桩将刷新单台汽车充电速度，并覆盖更多车型。作 ...

这一生态化思维已在被投企业中结出硕果。以同创伟业2022年投资的鳍源科技为例，该企业专注于 智能水下无人潜航器的研发，现已成为水下无人机领域的行业新秀。其产品应用场景横跨专业与民用领 域：在海上救援、影视创作、水下工程等专业场景中实现高危作业替代；同时通过水下摄影、VR竞技 等创新应用打开消费级市场。更具标志性意义的是技术破圈——在电影《蛟龙行动》中，鳍源科技研发 的全球首台电影级水下机器人完成潜艇运动大环拍等高难度镜头，累计拍摄时长超400小时，印证了机 器人技术对文化创意产业的赋能价值。 同创伟业机器人生态图谱浮出水面：全产业链覆盖 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 作为国内领先的科技投资机构，同创伟业早在2015年便开始布局机器人赛道，迄今已投资超过30家 机器人产业链企业，形成覆盖机器人全生命周期的投资生态，构建起从核心部件、技术层、整机、场景 应用的完整生态矩阵。 其中核心部件层，同创伟业成功投资了埃科光电（39.280， -0.66， -1.65%）、纳镜科技、创米数 联、成都光创联等视觉感知企业，布局了如安培龙（103.530， -0.99， -0.95% ...