Workflow
芯片算力
icon
Search documents
抢先报名!MEET2026最新嘉宾阵容官宣,一起热聊AI
量子位· 2025-11-24 03:39
MEET组委会 发自 凹非寺 量子位|公众号 QbitAI 大会上还将权威发布 人工智能年度榜单 与 年度AI趋势报告 ,敬请期待。 话不多说,现在大会已经开启了 观众报名通道 ,点击链接线下参会 今年MEET智能未来大会依然盛况不减,最新嘉宾阵容在此, 一起来看还有哪些大咖嘉宾出席—— 首波嘉宾阵容 2025年,我们正迈入一个由人工智能重塑一切的新时代。 12月10日,量子位MEET2026智能未来大会 将带你聚焦这一年里最受关注的前沿技术与产业落地进展。 我们将以 「共生无界,智启未来」 为主题,关注以AI为代表的智能科技如何穿透产业、学科与场景的边界,成为驱动社会演进的核心动能。 强化学习、多模态、芯片算力、AI+行业、AI出海 等等今 年科技圈最热议的话题,你都能够在这场大会上看到。 这里既有 学术前沿 与 商业落地 的最新碰撞,也有来自 Infra 、 模型 、 产品产业 的领先技术成果。 张亚勤 清华大学智能产业研究院院长 中国工程院院士 张亚勤院士于2014年9月至2019年10月担任百度公司总裁。出任百度总裁前,张亚勤院士曾在微软公司工作16年,历任全球资深副总裁兼微软亚太研发集团主 席、微软 ...
聊AI,当然得来量子位MEET大会!
量子位· 2025-11-20 04:09
MEET组委会 发自 凹非寺 量子位|公众号 QbitAI 2025年,我们正迈入一个由人工智能重塑一切的新时代。 12月10日,量子位MEET2026智能未来大会 将带你聚焦这一年里最受关注的前沿技术与产业落地进展。 我们将以 「共生无界,智启未来」 为主题,关注以AI为代表的智能科技如何穿透产业、学科与场景的边界,成为驱动社会演进的核心动能。 强化学习、多模态、芯片算力、AI+行业、AI出海 等等今 年科技圈最热议的话题,你都能够在这场大会上看到。 这里既有 学术前沿 与 商业落地 的最新碰撞,也有来自 Infra 、 模型 、 产品产业 的领先技术成果。 大会上还将权威发布 人工智能年度榜单 与 年度AI趋势报告 ,敬请期待。 话不多说,现在大会已经开启了 观众报名通道 ,点击链接线下参会 今年MEET智能未来大会依然盛况不减,首波嘉宾已经就位,一起来看看有哪些行业大咖—— 首波嘉宾阵容 张亚勤 清华大学智能产业研究院院长 中国工程院院士 张亚勤院士于2014年9月至2019年10月担任百度公司总裁。出任百度总裁前,张亚勤院士曾在微软公司工作16年,历任全球资深副总裁兼微软亚太研发集团主 席、微软亚洲研 ...
聊AI,当然得来量子位MEET大会!
量子位· 2025-11-19 06:20
Core Insights - The article emphasizes the transformative impact of artificial intelligence (AI) on various industries, marking the beginning of a new era in 2025 [1] - The MEET2026 Intelligent Future Conference will focus on cutting-edge technologies and industry advancements related to AI [2][3] - The conference theme "Symbiosis Without Boundaries, Intelligence to Ignite the Future" highlights AI's role in driving societal evolution [3] Event Details - The conference will cover hot topics in the tech circle, including reinforcement learning, multimodal AI, chip computing power, AI in various industries, and AI going global [4] - It will feature a collision of academic frontiers and commercial applications, showcasing leading technological achievements from infrastructure, models, and products [5] - The event will also include the authoritative release of the annual AI rankings and trends report [6] Notable Speakers - The conference will host prominent figures such as Zhang Yaqin, a world-class scientist and entrepreneur in AI and digital video [12][13] - Sun Maosong, Executive Vice President of Tsinghua University's AI Research Institute, will also be a key speaker [17] - Other notable speakers include Wang Zhongyuan, Zhao Junbo, and Liu Fanping, all recognized for their contributions to AI and technology [21][27][48] AI Rankings and Trends Report - The "Artificial Intelligence Annual Rankings" initiated by Quantum Bit has become one of the most influential rankings in the AI industry, evaluating companies, products, and individuals [60] - The "2025 Annual AI Trends Report" will focus on the main themes of technological development, identifying ten significant AI trends and analyzing their potential value [61] Conference Logistics - The MEET2026 Intelligent Future Conference will take place at the Beijing Jinmao Renaissance Hotel, with registration now open for attendees [62] - The event aims to attract thousands of tech professionals and millions of online viewers, establishing itself as an annual barometer for the intelligent technology industry [64]
聊AI,当然得来量子位MEET大会!首波嘉宾阵容曝光
量子位· 2025-11-14 08:22
Core Insights - The article emphasizes the transformative impact of artificial intelligence (AI) on various industries and society as a whole, marking the beginning of a new era in 2025 [1]. Event Overview - The MEET2026 Intelligent Future Conference will focus on cutting-edge technologies and industry advancements, particularly in AI [2]. - The theme of the conference is "Symbiosis Without Boundaries, Intelligence to Ignite the Future," highlighting how AI is becoming a core driving force for societal evolution [3]. Key Topics - The conference will cover hot topics in the tech circle, including reinforcement learning, multimodal AI, chip computing power, AI in various industries, and AI's global expansion [4]. - It will showcase the latest collisions between academic frontiers and commercial applications, featuring leading technological achievements from infrastructure, models, and products [5]. Reports and Awards - The conference will also feature the authoritative release of the annual AI rankings and the Annual AI Trends Report, which will analyze significant trends in AI [6]. Notable Speakers - The event will host prominent figures from academia and industry, including: - Zhang Yaqin, a renowned scientist and entrepreneur in digital video and AI [13]. - Sun Maosong, Executive Vice President of the Tsinghua University AI Research Institute [17]. - Wang Zhongyuan, Director of the Beijing Academy of Artificial Intelligence [21]. - Other notable speakers include experts from various leading tech companies and research institutions [30][35][40][44][48][53][57]. AI Annual Rankings - The "AI Annual Rankings," initiated by Quantum Bit, has become one of the most influential rankings in the AI industry, evaluating companies, products, and individuals across three dimensions [60]. - The submission for the rankings is open until November 17, 2025 [61]. AI Trends Report - The "2025 Annual AI Top Ten Trends Report" will focus on the main themes of technological development in AI, analyzing the maturity, current status, and potential value of various trends [65]. - The case collection for the report is open until November 20, 2025 [66]. Conference Logistics - The MEET2026 Intelligent Future Conference will take place at the Beijing Jinmao Renaissance Hotel, with registration now open [70]. - The conference aims to attract thousands of tech professionals and millions of online viewers, establishing itself as an annual benchmark for the intelligent technology industry [72].
报名启动!快来和张亚勤孙茂松一起参与MEET2026智能未来大会
量子位· 2025-11-14 05:38
Core Insights - The article emphasizes the transformative impact of artificial intelligence (AI) on various industries and society as a whole, marking the beginning of a new era in 2025 [1]. Event Overview - The MEET2026 Intelligent Future Conference will focus on cutting-edge technologies and industry developments related to AI [2]. - The theme of the conference is "Symbiosis Without Boundaries, Intelligence to Ignite the Future," highlighting how AI transcends industry, discipline, and scenario boundaries [3]. - Key topics of discussion will include reinforcement learning, multimodal AI, chip computing power, AI in various industries, and AI's global expansion [4]. Academic and Industry Contributions - The conference will feature the latest advancements from academia and industry, showcasing leading technologies from infrastructure, models, and products [5]. - An authoritative annual AI ranking and trend report will be released during the conference [6]. Notable Speakers - The conference will host prominent figures such as Zhang Yaqin, a renowned scientist and entrepreneur in AI and digital video [12][13]. - Other notable speakers include Sun Maosong, Wang Zhongyuan, Zhao Junbo, and Liu Fanping, all of whom have significant contributions to AI research and development [17][21][27][43]. Awards and Recognition - The "Artificial Intelligence Annual Ranking," initiated by Quantum Bit, has become one of the most influential rankings in the AI industry, evaluating companies, products, and individuals across three dimensions [60]. - The ranking results will be officially announced at the MEET2026 conference [60]. Trend Report - The "2025 Annual AI Top Ten Trends Report" will focus on the main themes of technological development, analyzing the maturity, implementation status, and potential value of AI trends [65]. - The report will nominate representative institutions and best cases related to these trends [65]. Conference Logistics - The MEET2026 conference will take place at the Beijing Jinmao Renaissance Hotel, attracting thousands of tech professionals and millions of online viewers [72].
资产配置周报:关注财报季的业绩基本面驱动,把握科技、资源主线-20251012
Donghai Securities· 2025-10-12 14:21
Core Viewpoints - Focus on the performance fundamentals driven by the earnings season, emphasizing technology and resource sectors [7][8] Global Asset Review - Global stock markets mostly declined during the week of October 10, with the Nikkei 225 leading gains due to policy expectations from Japan's new ruling party president, while major markets erased gains from the holiday period due to US-China trade tensions [11][12] - Major commodity futures saw gold and aluminum prices rise, while crude oil and copper prices fell; the US dollar index increased, leading to depreciation of major non-USD currencies [11][12] Domestic Equity Market Review - In the domestic equity market for the week ending October 10, cyclical stocks outperformed financials, consumption, and growth sectors, with an average daily trading volume of 25,869 billion yuan, up from 21,743 billion yuan [16] - Among the 31 primary industries tracked, 17 sectors rose while 14 fell, with notable gains in non-ferrous metals (+4.44%), coal (+4.41%), and steel (+4.18%), while media (-3.83%), electronics (-2.63%), and electric equipment (-2.52%) saw significant declines [18] Interest Rates and Exchange Rates - The liquidity environment is expected to remain loose, supported by seasonal fiscal spending and cash inflows post-holiday, despite pressures from tax payments and policy tool expirations [9][19] - The yield on 10Y US Treasury bonds decreased to 4.05%, while the yield on 10Y Chinese government bonds fell to 1.846%, indicating a trend of declining yields amid rising risk aversion [12][43] Commodity Tracking - As of October 10, WTI crude oil prices fell to $58.90 per barrel, a decrease of 3.3% from the previous week, while US crude oil production increased to 13.629 million barrels per day [25] - Gold prices reached a new high of $4,017.85 per ounce, driven by safe-haven demand amid ongoing US government shutdown and trade tensions [41][42] - Refined copper prices increased, with SHFE electrolytic copper settling at 86,285 yuan per ton, up 4.3% week-on-week, reflecting strong demand in construction and electrical sectors [51]
全球市场像过山车,A股能不能起飞真不好说,科技股算力股倒是火得很
Sou Hu Cai Jing· 2025-10-08 04:50
美股那边,听说是不太稳当,那个科技股吧,可真是不得了,带着纳斯达克和标普往上冲,一天一个新高,脸上也有光,可是道琼斯就有点拉胯,死活起不 来,天天在那儿跌跌撞撞的,你说气不气人,所有人都觉得她以后不得了,可是就在那种环境下。谁能受得了。 欧股就更别提了,一片绿油油的,跌的,搞得人心惶惶的,英国的富时一百还好点儿,挣扎了一下,最后还是没起来,德国的还行,在那儿磨磨蹭蹭的,法 国的那个就惨了,直接往下跳,那跌的,看着都吓人。 不过,话说回来,我们A股好像有点盼头了,这休市的时候,外面的市场涨的还挺多,跌的少,算是个好兆头吧,而且,那个芯片算力什么的,最近好像特 别火,都在说A股要跟着一块儿涨,也不知道真的假的,反正大家都这么说,希望是真的吧。 大家都在想,这到底是怎么一回事。很多人看完这个故事,都会去想。 中概股 那个科技巨头,最近也是新闻可多了,特别是那个算力芯片,AMD算是出尽了风头,跟OPEN AI好像搞了个大项目,六吉瓦的订单,听着就让人兴奋,一 下子股价就暴涨,涨的那个劲头,真是没谁了,还有那个超微半导体,也跟着沾光,其他的半导体公司也都不错,除了英伟达,不知道怎么一回事,竟然还 跌了,有点奇怪,特斯拉 ...
大盘留下向上的跳空缺口 短期可能调整
Chang Sha Wan Bao· 2025-08-25 10:03
Market Performance - A-shares continued strong performance on August 25, with the Shanghai Composite Index reaching a ten-year high, closing up 1.51% at 3883.56 points, while the Shenzhen Component Index rose 2.26% to 12441.07 points, and the ChiNext Index increased by 3% to 2762.99 points [1] - The trading volume in both markets surpassed 3 trillion yuan for the second time in history, reaching 31,411 billion yuan, a significant increase of 594.4 billion yuan compared to the previous Friday [1] Sector Performance - The market saw broad gains across various sectors, with notable increases in small metals, precious metals, communication equipment, liquor industry, wind power equipment, non-ferrous metals, aerospace, real estate development, power equipment, and energy metals [1] - Two sectors showed particularly strong performance: the rare earth sector, driven by the newly implemented "Interim Measures for Rare Earth Management," which aims to regulate industry development and enhance resource value, and the real estate sector, supported by favorable monetary policies and new regulations in Shanghai [2] Company Insights - Among the local stocks, 147 stocks were tracked, with 95 showing gains, but only two stocks, Aibulu and Hunan Silver, had increases exceeding 10% [3] - Aibulu's main business involves providing comprehensive services in environmental governance across rural living, ecological, and production environments, with a reported earnings per share of 0.05 yuan and a net profit of 8.51 million yuan for Q1 2025, reflecting a year-on-year growth rate of 316.08% [3] - Aibulu's stock surge on August 25 was attributed to its involvement in the chip computing concept, alongside its low-cost waste incineration power generation capabilities [3]
金田股份(601609.SH):1-7月公司铜排等产品在算力领域产品销量占比不足2% 其中算力散热领域产品销量占比不足1%
智通财经网· 2025-08-15 13:02
Core Viewpoint - The company, Jintian Co., Ltd. (601609.SH), issued a risk warning regarding media reports about its copper processing materials being used in the chip computing power sector, clarifying that the reports are based on previously disclosed information and responses from the company [1] Group 1: Company Overview - The company primarily engages in non-ferrous metal processing, with main products including copper products and rare earth permanent magnet materials [1] - These products are utilized in various sectors such as electricity, electronics, construction materials, air conditioning appliances, and new energy vehicles [1] Group 2: Market Application and Impact - Due to the conductive and thermal properties of copper, related copper processing products can serve as materials for chip interconnection and heat dissipation [1] - From January to July 2025, the sales proportion of the company's copper busbars, pipes, and strips in the computing power sector was less than 2%, with the sales proportion in the heat dissipation sector being less than 1%, indicating a minimal short-term impact on the company's performance [1]
金田股份: 金田股份关于股票交易风险提示公告
Zheng Quan Zhi Xing· 2025-08-15 11:28
Key Points - The stock price of Ningbo Jintian Copper Industry (Group) Co., Ltd. has increased significantly, with a cumulative rise of 33.22% since August 12, 2025, which is higher than the industry and Shanghai Composite Index increases, indicating potential market overheating [1][2] - The company's main business remains unchanged, and there have been no significant changes in the internal and external operating environment [1] - As of August 14, 2025, the company's A-share static P/E ratio is 33.28, which is higher than the industry average of 22.12, suggesting a risk of overvaluation [2] - The company primarily engages in non-ferrous metal processing, with main products including copper products and rare earth permanent magnet materials, where copper products have minimal sales in the chip computing field, accounting for less than 2% of total sales [3] - The company emphasizes the importance of rational investment decisions and warns investors to be cautious regarding market trends and potential risks [2][3]