高文介绍，"中国算力网"研究计划的与初衷源于国家发改委的"东数西算"工程，该工程旨在将西部丰富 的能源优势与东部密集的计算需求相结合，实现全国范围内的算力资源优化配置。 高文建议要高度关注美国正在布局的"星际之门计划"、"创世纪任务"等国家级战略工程，意图建立全球 性的"算力霸权"。他表示，加快建设"中国算力网"不仅是经济发展的需要，更是保障国家在数字时代拥 有"算力主权"、避免在未来的竞争中受制于人的关键举措。 责任编辑：郝欣煜 专题：2025年大湾区交易所科技大会 11月28日至29日，深交所联合港交所、广期所，围绕"迈向人工智能+时代"主题，共同举办2025年大湾 区交易所科技大会。鹏城实验室主任、北京大学博雅讲席教授高文出席并做"中国算力网计划与鹏城脑 海大模型"主题演讲。 ...

Core Insights - The competition for computing power among global giants is rapidly impacting the global supply chain [1] - The recent surge in AI-related stocks and ETFs indicates a strong market sentiment towards AI technologies [2][3][5] - Analysts highlight that the capital expenditure in the AI sector is consistently exceeding expectations, suggesting a bullish outlook for the industry [4] AI Market Dynamics - Several AI-related ETFs have shown significant gains, with the Artificial Intelligence ETF (159819) rising by 3.67% and a total increase of 5.88% over the past two days [3] - The AI-themed ETF (159819) has attracted a net inflow of 8.034 billion yuan this year, reaching a total size of 22.919 billion yuan, making it the largest in its category [5] - The Sci-Tech AI ETF (588730) has also seen a net inflow of 1.175 billion yuan this year, focusing on key players in the AI chip and application sectors [5] Competitive Landscape - Nvidia's market position is under severe threat as Google is reportedly negotiating with Meta to utilize Google's TPU computing power, potentially worth billions [16] - Nvidia's stock has experienced significant volatility, with a drop of over 7%, leading to a market cap loss of approximately 1 trillion USD [10][12] - The competition between Nvidia and Google is characterized as a struggle for "computing power hegemony," with market sentiment shifting rapidly [18][30] Economic Implications - Major tech companies are projected to spend 344 billion USD on capital expenditures this year, which constitutes about 1.1% of the US GDP [28] - Analysts warn that a downturn in AI tech stocks could have broader implications for the US economy, potentially dragging GDP down by 1-1.5% within a year [28][29] - The current market sentiment is divided, with some viewing the AI boom as a revolutionary leap, while others see it as a bubble nearing its peak [30][32]