9月19日，在华为全连接大会2025主题演讲环节，华为常务董事、华为云计算CEO张平安围绕"全面智能 化，成就行业AI先锋"，分享了华为云在AI云服务、大模型、具身智能、AI Agent等领域的技术创新与 落地实践。华为高级副总裁、华为云全球Marketing与销售服务总裁杨友桂分享了数智化时代下，华为 云帮助企业实现全球业务成功的创新技术和经验思考。 超节点可实现百万卡超大集群 华为云CloudMatrix384昇腾AI云服务已全面上线。未来华为CloudMatrix超节点规格将从384卡升级到 8192卡，可实现50-100万卡的超大集群。华为云首创EMS弹性内存存储服务，用内存扩展显存，显著降 低大模型多轮对话时延，大幅提升模型使用体验。 今年华为云推出了CloudRobo具身智能平台，将复杂算法与智能逻辑部署于云端，让本体更轻量化；依 托云端海量算力与先进 AI 模型，让机器人执行更智能；以云端智能打破机器人的能力边界，让场景更 多样。 在开发阶段，通过CloudRobo的云端具身智能训练数据生成平台，能自动生成不同姿态、纹理、光照等 场景的操作轨迹，极大丰富了数据多样性，让合成数据规模扩增上千倍。这 ...

Core Viewpoint - The stock of Invec (002837.SZ) surged to a historical high of 71.6 yuan, marking a year-to-date increase of 131.6%, before experiencing a decline of 9.11% to 62.99 yuan shortly after opening [1] Group 1: Company Performance - Invec's stock price reached a record high of 71.6 yuan, reflecting strong market interest in liquid cooling technology [1] - The stock experienced a significant drop of 9.11% shortly after reaching its peak, indicating volatility in investor sentiment [1] Group 2: Industry Developments - CoreWeave, a US cloud service provider, announced the deployment of the NVIDIA GB300NVL72 system, becoming the first large-scale AI cloud service provider to offer this service [1] - The GB300NVL72 server features a power capacity of 120kW per cabinet, necessitating a full liquid cooling design due to the limitations of traditional air cooling [1] - The liquid cooling server index has increased by over 34% since July, highlighting growing interest in this technology within the market [1] Group 3: Market Sentiment - Despite the enthusiasm surrounding liquid cooling servers, there are concerns about irrational speculation in the market, suggesting a need for cautious investment approaches [1]