证券代码： 301165 证券简称：锐捷网络 锐捷网络股份有限公司 投资者关系活动记录表 编号：2025-03 | | □ 特定对象调研 □ 分析师会议 | | | --- | --- | --- | | 投资者关系活 | 媒体采访 业绩说明会 □ √ | | | 动类别 | 新闻发布会 路演活动 □ □ | | | | □ 现场参观 | | | | 其他 □ | | | | CloudAlphaCapital Management Limited | 三井住友银行股份有限公司 | | | Haitong International Securities Company | 上海常春藤私募基金管理有限公司 | | | Limited | | | | Hanwha Investment Trust Management | 上海峰岚资产管理有限公司 | | | Co.,Ltd | | | | Point72 Asia HongKong Limited | 上海光大证券资产管理有限公司 | | | 宝盈基金管理有限公司 | 上海灏象资产管理有限公司 | | | 北京高信百诺投资管理有限公司 | 上海竑观资产管理有 ...

Group 1 - The core viewpoint of the article highlights the significant growth potential in the power distribution industry driven by the increasing demand for computing power and electricity in data centers [1] - The company is focusing on enhancing the application of busbar products in data center scenarios to provide efficient and reliable power distribution solutions for infrastructure upgrades [1]

富士康此前就已通过子公司鸿佰宣布与英伟达合作开发基于Blackwell架构的AI服务器，该服务器采用 液冷技术优化散热，并表示将深化三大智慧平台技术整合。 智通财经APP获悉，台湾地区科技制造巨头富士康(鸿海精密工业)正加速推进其在美国的人工智能服务 器制造布局。据知情人士透露，这家长期为英伟达(NVDA.US)、苹果(AAPL.US)等美国科技企业提供代 工服务的公司，已正式签署协议以3.75亿美元的价格出售其位于俄亥俄州的电动汽车工厂，并计划将部 分收益再投资于在美国发展人工智能服务器制造业务。 值得关注的是，富士康正测试人形机器人技术，未来或应用于AI服务器生产，报道称其可能成为全球 首批采用此类技术的企业之一。 此次战略调整正值美国科技行业掀起人工智能基建热潮。微软(MSFT.US)、Meta(META.US)等企业已宣 布未来数年将投入数千亿美元布局相关领域，而美国政府通过《芯片与科学法案》支持半导体制造，持 续推动高端制造业回流。资本市场对此消息反应积极，英伟达与苹果股价均有不同程度的上涨，反映出 投资者对人工智能产业链本土化的乐观预期。 分析认为，富士康此次业务转型既契合美国重构科技供应链的战略 ...

Group 1: Event Overview - The 2025 World Artificial Intelligence Conference (WAIC) held in Shanghai achieved record scale and influence, with over 800 participating companies and an exhibition area exceeding 70,000 square meters [1] - The event showcased over 3,000 exhibits, including more than 100 global product launches, highlighting advancements in AI technology [1] - Notable scholars, including 12 Turing Award and Nobel Prize winners, participated in discussions on AI governance and technological innovation [1] Group 2: Technological Advancements - Significant breakthroughs in embodied intelligence and humanoid robots were presented, with applications in logistics, retail, and healthcare [1][2] - Infrastructure upgrades in computing power were demonstrated, with Huawei's Ascend 384 achieving a 300% increase in computing density and a 15-fold increase in communication bandwidth [1] - The launch of a 5nm "Sky" chip by Wunwen Chip significantly improved energy efficiency by 30% compared to Nvidia's H200 [1] Group 3: AI Empowering Various Industries - In healthcare, Beidian Zhizhi's "Spark Medical Base" is aiding tiered diagnosis and treatment at the Sino-Japanese Friendship Hospital [3] - In education, NetEase Youdao's AI Q&A pen visualizes problem-solving logic, while PPIO provides comprehensive smart education solutions for international schools [3] - In transportation, MogoMind's model optimizes urban traffic flow, and L4 autonomous buses have served over 200,000 passengers [3] Group 4: Market Insights - The WAIC is expected to catalyze growth in various sectors, with policies supporting innovation and technology likely to boost the stagnant Sci-Tech Innovation Board [3] - Market sentiment remains strong, with a focus on "rotation and rebound," indicating potential for growth in technology and new energy sectors [3] - The launch of the Huabao Sci-Tech Artificial Intelligence ETF (589520) saw significant trading activity, reflecting investor confidence in the domestic AI industry [4][6]