公众号记得加星标⭐️，第一时间看推送不会错过。 富士通在 MWC 上与从该公司分拆出来的网络设备供应商 1FINITY 一起设立了一个展位，并发布了 Arm 处理器"MONAKA"的晶圆，该处理器计划于 2027 财年出货。 富士通的MONAKA处理器是Arm A64FX处理器的继任者，后者被用于理研超级计算机"富岳"。 A64FX 采 用 7nm 工 艺 制 造 ， 而 MONAKA 的 CPU 内 核 则 由 台 积 电 采 用 2nm 工 艺 制 造 。 此 外 ， MONAKA 采用3D 芯片组结构，其中缓存（5nm ）和I/O 芯片（5nm ） 分别以二维（IOD ）和三维 （CPU内核位于SRAM之上）的方式堆叠。 富 士 通 此 前 已 宣 布 将 支 持 NVIDIA 和 NVLink Fusion ， 但 此 次 发 布 的 幻 灯 片 中 并 未 提 及 NVLink Fusion。因此，正如富士通之前所暗示的，MONAKA的首个版本可能不支持NVLink Fusion，但会 在未来的版本中得到支持。 鉴于对不依赖其他国家供应链或数据存储位置的国产IT产品的需求日益增长，MONAKAA在未 ...

Core Viewpoint - In the context of ongoing adjustments in the Hong Kong stock market, Yidu Tech (02158) has demonstrated its intrinsic value and management confidence through a series of solid buyback operations and significantly improved interim performance [1] Buyback Operations - On December 9, Yidu Tech announced a buyback of 345,000 shares at a price of HKD 5.15 per share, amounting to approximately HKD 1.78 million [1] - The company has implemented buybacks for five consecutive trading days, totaling around 1.42 million shares and exceeding HKD 7.3 million in total buyback amount [1] Financial Performance - For the interim results of the fiscal year 2026, Yidu Tech reported total revenue of RMB 358 million, representing a year-on-year growth of 8.7% [1] - The adjusted EBITDA for existing business reached approximately RMB 54 million, doubling compared to the same period last year, with the company nearing breakeven on the accounting level, achieving this milestone about a year ahead of management's original expectations [1] Market and Industry Trends - According to Guosen Securities, the short-term adjustment in the Hong Kong stock market provides space for recovery in 2026 [1] - The US dollar index is expected to weaken in early 2026, benefiting the valuation recovery of emerging markets [1] - The AI sector remains a key focus for 2026, driven by the need for accelerated domestic hardware production and the anticipation of more AI applications [1] AI Medical Sector - Yidu Tech operates in the AI medical sector, which is one of the most barrier-protected and demand-driven core scenarios in the "AI empowering various industries" trend [1] - The company's medical large model technology has entered a new phase of "multiple blooming and large-scale landing," evidenced by three dimensions: 1. Deep application in well-known hospitals, with the AI middle platform implemented in over 30 top-tier hospitals, achieving nearly 1,000 high-frequency calls per day in a single hospital [1] 2. Significant improvement in the accuracy of the TNM staging assessment intelligent agent for key specialties [1] 3. Integration of expert wisdom through the digital twin of doctors, allowing broader service of clinical experience to patients [1]

Group 1 - A-shares experienced a rebound after three days of adjustment, driven by technology stocks, with significant gains in sectors such as lithium batteries, photovoltaics, solid-state batteries, and energy storage on September 5 [1] - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued a plan for the electronic information manufacturing industry, projecting an average growth rate of around 7% for the value added of large-scale computer, communication, and other electronic device manufacturing industries from 2025 to 2026, with an annual revenue growth rate of over 5% for related fields [1] - The technology sector is currently in a volatile phase, with high trading congestion and financing ratio, indicating potential short-term market overheating, although the long-term investment value remains intact due to policy support and industry cycles [1] Group 2 - The focus for the upcoming year includes several key areas: humanoid robots driven by hardware localization and commercialization, AI infrastructure benefiting from surging computing demand, AI applications integrating with vertical industries, and innovative pharmaceuticals supported by policy and technological advancements [2]