创耀科技回应称，公司星闪芯片的直接客户为国内模块厂商及终端厂商，星闪终端产品部分将销往国 外。 格隆汇8月8日｜有投资者在互动平台向创耀科技提问：星闪正式成为国际标准，请问公司的星闪产品有 没有接国外的订单？ ...

Group 1: Market Overview - The ceasefire between Israel and Iran has led to a rise in US stock markets, with major indices increasing by over 1%, marking the highest levels in nearly four months. The S&P 500 rose by 1.11%, the Dow Jones Industrial Average by 1.19%, and the Nasdaq by 1.43% [1] - Oil prices have dropped significantly, benefiting airlines, with American Airlines seeing a rise of over 4%. Chip stocks outperformed the market, with Broadcom increasing by nearly 4% and Nvidia by over 2%. Tesla, however, saw a decline of over 2% [1] - The Chinese concept stock index surged by 3%, with notable gains from companies such as Yaas (up 95.45%) and Smart Future (up 45.86%) [1] Group 2: Economic Policies and Initiatives - The People's Bank of China and five other departments issued guidelines to support and expand consumption, focusing on sectors like culture, tourism, sports, and education. The guidelines encourage innovative financing models and the promotion of digital currency in pilot regions [6] - The Ministry of Commerce announced the organization of a consumption season for new energy vehicles in 2025, aiming to boost sales in this sector [8] Group 3: Industry-Specific Developments - The Korean steel export to the US has seen a significant decline in both export volume and price, attributed to the negative effects of increased steel tariffs imposed by the US [3] - The price of copper has reached a premium of $280 per ton over three-month futures, the highest level since 2021, indicating a tight supply situation as global copper inventories have decreased by about 80% this year [4][13] - The European defense sector is projected to receive up to €14 trillion (approximately $16 trillion) in investments over the next decade, presenting significant opportunities for private capital [5] Group 4: Company Announcements - Sanhua Intelligent Controls expects a net profit of between 1.893 billion and 2.272 billion yuan for the first half of 2025, representing a year-on-year growth of 25% to 50%, driven by the growth in air conditioning and automotive parts businesses [16] - Tailin Microelectronics anticipates a net profit of approximately 99 million yuan for the first half of the year, a year-on-year increase of about 267%, due to rising customer demand and new product launches [16] - GuoDa Special Materials expects a net profit of around 200 million yuan for the first half of the year, reflecting a year-on-year increase of approximately 367.51% due to strong demand in downstream industries [16]

Group 1: Flash Memory Market - TrendForce predicts a 10% quarter-on-quarter increase in NAND flash prices by Q3 2025, driven by AI demand and enterprise SSD growth [1] - Major NAND flash manufacturers, including Samsung and SK Hynix, have reduced production by 10%-15% in Q2 2023 to address oversupply [1] - The storage price trend shows a rebound in Q2 2023, with DRAM and NAND flash contract prices expected to rise by 3%-8% [1] Group 2: Star Flash Technology - Huawei's WATCH5 series will be the world's first smartwatch to support Star Flash technology, which is expected to disrupt the short-range wireless communication market [2] - Star Flash technology is projected to reach a global market size of over $6 billion by 2025, with a compound annual growth rate of 117.2% [2] Group 3: Nuclear Power Industry - The U.S. government plans to construct 10 large nuclear power plants by 2030 and quadruple nuclear power capacity by 2050, aiming to reform the nuclear energy sector [3] - Domestic projects related to nuclear fusion are accelerating, with significant achievements in high-temperature plasma research [3] Group 4: AI Computing Power - Huawei has launched the Ascend Super Node technology, which is the largest scale interconnection in the industry, enhancing AI computing capabilities [4] - The demand for computing power in North America is creating growth opportunities for the AI industry and related supply chains [4] Group 5: Humanoid Robots - The first global competition featuring humanoid robots took place in Hangzhou, marking a significant milestone for the robotics industry [5] - The humanoid robot sector is expected to accelerate development, with increased policy support and market participation from various industry players [5] Group 6: 5G Satellite Communication - The International Telecommunication Union has approved a detailed specification for 5G satellite radio interfaces, enhancing the integration of satellite and terrestrial communication systems [6] - The development of 5G non-terrestrial networks (NTN) is expected to enable seamless global coverage and low-latency communication [6]

据国际星闪联盟官微4月23日消息，近日，由TC591全国机器人标准化技术委员会主办的"具身智能+新 一代通信标准技术研讨会"成功举办。 会上，TC591全国机器人标准化技术委员会与国际星闪联盟正式签署战略合作协议，双方将围绕机器人 技术与新一代无线短距通信技术的融合，推动具身智能机器人标准化与产业化发展。此次合作旨在打通 机器人本体感知、通信与决策的关键链路，加速多机器人协作场景的规模化落地。 相比传统短距无线技术，星闪技术采用了最新的Polar码等5G关键技术和中心调度等创新理念，具备低 时延、高吞吐、高并发、高可靠、抗干扰、精定位六个核心技术能力。在此之前，智能终端、智能家 居、智能汽车和智能制造则是星闪瞄准的核心场景。 对于具身智能而言，外部通信不可或缺，端侧的数据需要上传至云端进行模型训练，而持续迭代的软件 算法也有赖于通信网络实现OTA升级，此外，云-边-端算力协同、实时状态监控、接收指令及智能体间 的协同也需要对外通信能力。其中，蜂窝网络低延时、高带宽、无线漫游的优势难以替代，长期会在各 类场景需求中持续演进落地；Wi-Fi凭借低部署成本、自组网优势集中发力于无漫游需求的具身智能落 地场景。 中金 ...