11月24日，美股科技巨头谷歌股价创历史新高。截至记者发稿，谷歌股价涨幅一度超6%，总市值超过3.8万亿美元，最高股价报318.56美元/股。 日前，谷歌发布新一代AI模型Gemini 3.0，多项专业测评行业领先，其视觉、推理、编程、多模态等能力均显著提升，实际应用层面可用性及适用性大幅 提升。 由于在生成式AI技术上的重大突破，Gemini3.0 Pro视觉理解能力对屏幕截图的理解准确率高达72.7%，达到现有最先进水平的两倍。这意味着Agent（智能 体）将装上接近人的"眼睛"，从而彻底重塑AI操作计算机的模式。谷歌还首次将能执行多步骤任务的AI助手"Gemini Agents"（双子座代理），以系统化方 式向消费者开放。 与此同时，谷歌AI大模型的用户正在快速增加。谷歌最新披露的数据显示，Gemini应用目前月活跃用户已达6.5亿，而集成其能力的AI Overviews更是拥有 20亿月活用户。 | us 谷歌-A Ai) [ Q | | | --- | --- | | GOOGL | | | 315.710 今开 310.940 最高 318.560 最低 309.595 | | | 5.36% 1 ...

Core Viewpoint - The stock prices of companies related to Moores Threads surged significantly on September 22, with several stocks hitting their daily limit up, driven by the upcoming IPO of Moores Threads and its potential in the AI and high-performance computing sectors [1][6]. Group 1: Stock Performance - On September 22, stocks such as Heertai and Yingqu Technology reached a 10% limit up, while Honglida and Chuling Information saw a 20% limit up [1]. - The Moores Thread Index rose by 6.10%, closing at 3175.18, with notable performers including Yingqu Technology at 19.56 (up 10.01%) and Heertai at 50.17 (up 10.00%) [2]. - Other companies like Zhongke Lanyun and ST Huatuo also experienced varying degrees of stock price increases [8]. Group 2: IPO and Company Details - Moores Threads is set to hold its IPO on September 26, aiming to raise 8 billion yuan for the development of next-generation AI training and graphics chips [3]. - The company focuses on the research, design, and sales of full-function GPUs and related products, targeting high-performance computing applications such as AI and digital twins [3]. Group 3: Shareholding and Market Impact - Heertai and Yingqu Technology hold direct stakes in Moores Threads at 1.03% and 0.34%, respectively, both seeing significant stock price increases [7]. - Indirectly held companies like Honglida and Chuling Information also benefited from the surge, with Honglida having an indirect stake of approximately 0.31% and Chuling Information around 0.02% [7]. - The report indicates that the demand for high-performance computing acceleration chips is expected to grow significantly due to the rapid development of downstream applications in AI, data centers, and gaming [9].