【新华企业资讯10月31日】10月28日，深圳CPSE安博会在福田会展中心顺利开幕，展会聚焦AI与大数 据的智能安防创新。德明利携工业级存储产品及多维矩阵方案亮相，展示针对高清视频、多路流与AI 分析场景的全链路存储能力，满足新一代智慧安防系统对性能与可靠性的严苛要求。 安防监控，数据智能的"第一现场" 安防监控是智慧城市、智能交通与工业场景中的关键数据采集环节，承担着海量视频信息的实时采集、 传输与存储任务。随着4K/8K高清视频与AI识别技术的普及，单台摄像头每日可生成数百GB数据，大 型监控中心需同时处理数千路视频流，系统长期面临7×24小时高频写入、多通道并发压力。德明利依 托工业级研发体系，打造覆盖前端采集、边缘存储与中心分析的全链路解决方案，助力安防系统稳定高 效运行。 维产品矩阵精准匹配安防监控 智慧视频监控产品矩阵，精准适配多场景需求 德明利工业级多维产品矩阵精准匹配安防监控，特点如下： ——严苛环境下的持久运行：VS1030系列SATA 2.5 inch SSD监控盘 专为7×24小时连续视频录制优化，搭载自研SATA SSD主控TW6501，支持AI结构化存储与实时计算， 通过动态写入机制 ...

AvaTrade爱华经济日历 1. 前一天总结 – 2025 年 10 月 29 日星期三 美国主要指数 • 标准普尔 500 指数： ▼-0。004% 至 6,890.59 美国股市当天收盘涨跌互现，科技股领涨，而大盘股和小盘股指数小幅走低。这种背离反映了投资者的谨慎情绪——平衡对企业盈利和 科技势头的乐观情绪与利率和经济前景挥之不去的不确定性 波动性和收益率 AvaTrade爱华每日市场报告：全球金融市场呈现分化格局，美股三大指数涨跌不一，科技股独领风骚，而欧洲市场则在经济数据与政策 预期间寻求平衡。截至收盘，标普500指数微跌0.004%，报6890.59点；道指下跌0.16%，纳指则逆势收涨0.55%，延续了科技股的相对强 势。这种结构性分化凸显出投资者在企业盈利增长与宏观不确定性之间的谨慎权衡。大宗商品方面，WTI原油微跌至60.19美元/桶，而 黄金则站稳3990美元关口，预示着避险情绪仍在暗中涌动。 | . Today: Oct 30 | 4 | | | | | | * Up Next | | Q Search Events | T Filter | | --- | --- | --- | -- ...

Core Viewpoint - The performance of storage systems is crucial for enhancing overall training efficiency in AI, as insufficient storage performance can significantly limit GPU utilization [2] Summary by Sections MLPerf Storage v2.0 and Testing Loads - MLPerf Storage is a benchmark suite designed to replicate real AI training loads, assessing storage systems' performance in distributed training environments [3] - The latest version, v2.0, includes three types of training loads that represent the most common I/O patterns in deep learning [3] Specific Training Loads - The 3D U-Net medical segmentation load requires handling large 3D medical images, focusing on throughput performance during sequential reads [4] - The ResNet-50 image classification load emphasizes high-concurrency random reads, demanding high IOPS from storage systems [4] - The CosmoFlow cosmological prediction load tests small file concurrent access and bandwidth scalability, requiring stable metadata handling and low latency [4][5] Performance Comparison Standards - The testing involved various vendors with different storage types, making horizontal comparisons limited; the focus is on shared file systems for more relevant conclusions [6] - Shared file systems are categorized into Ethernet-based systems and InfiniBand (IB) network solutions, each with distinct performance characteristics [7] Test Results Interpretation - For the 3D U-Net load, Ethernet-based storage products like Oracle and JuiceFS excelled, with JuiceFS supporting the most H100 GPUs and achieving a bandwidth utilization of 86.6% [11] - IB network solutions provided high total bandwidth but often exhibited lower bandwidth utilization, typically below 50% [14] - The CosmoFlow load highlighted the challenges of reading numerous small files, with JuiceFS and Oracle leading in GPU support [16][18] - The ResNet-50 load required high IOPS, with JuiceFS supporting the most GPUs and achieving a bandwidth utilization of 72% among Ethernet solutions [21][24] Conclusion - Understanding the type of storage product, including architecture and hardware resources, is essential for evaluating GPU utilization [27] - Ethernet-based storage solutions offer flexibility and cost-effectiveness while providing excellent performance, making them a popular choice for large-scale AI training [27]

当前，AI应用市场的爆发式增长正在催生对高性能存储的巨大需求，但高昂的GPU采购成本和难以逾越的"显存墙"，却使许多渴望创新的企业望 而却步。面对这种结构性挑战与增长机遇并存的产业现状，国产存储新势力如何凭借新的系统级思维破局？ 为了探寻"从存储入手实现AI项目降本增效"的创新路径，我们与铨兴科技eSSD产品线副总经理邱创隆和AI产品总监王瑜琨进行了深度对话，共同 解码AI时代下存储的系统级创新与成本致胜的底层逻辑。 重塑价值： 存储成为TCO和效率的核心驱动力 在AI的浪潮下，存储的价值被彻底颠覆。铨兴科技eSSD产品线副总经理邱创隆指出，过去存储像是一个IT系统里的"仓库"，是配角。然而，随着 AI训练和推理负载的加重，存储不再仅仅是数据容器， 它已成为提升AI系统效率、降低总体拥有成本（TCO）的关键战略环节 。 邱创隆进一步阐明，AI时代存储模组厂商主要扮演着"承上启下"的关键作用。这要求企业必须洞察AI数据流五个阶段（数据读取、数据准备、模 型训练、模型推理、数据归档）的差异化需求，将主控和闪存芯片进行深度调优和验证，确保企业提供给客户的是符合未来应用趋势的解决方 案。 AI工作流正在驱动存储产品走 ...

Core Insights - The demand for real-time access and high-speed processing of massive data is rapidly increasing due to AI inference applications, prompting HDD and SSD suppliers to expand their offerings of large-capacity storage products [1] - The HDD market is facing a significant supply gap, which is encouraging NAND Flash manufacturers to accelerate technological advancements and invest in the production of ultra-large capacity Nearline SSDs, such as 122TB and even 245TB [1] - The development of AI infrastructure and products like smartphones and smart glasses is driving demand in the storage market, with some products experiencing supply shortages [1] - The domestic storage industry is entering a new phase of industrialization and marketization, leveraging technological breakthroughs and product iterations to integrate into the supply chains of leading domestic and international smartphone, PC, and server brands [1]

Core Insights - The demand for real-time access and high-speed processing of massive data is rapidly increasing due to AI inference applications, prompting HDD and SSD suppliers to expand their offerings of high-capacity storage products [1][2] - The HDD market is currently facing a significant supply gap, which is encouraging NAND Flash manufacturers to accelerate the production of ultra-large capacity Nearline SSDs, such as 122TB and 245TB models [1] - The HDD industry is undergoing a painful technological transition, with high initial costs associated with the new HAMR technology leading to a rise in average selling prices (ASP Per GB) from $0.012-$0.013 to $0.015-$0.016, undermining HDD's core cost advantage [1][2] Industry Dynamics - SSDs offer significantly higher IOPS and lower latency compared to HDDs, making them more efficient for AI workloads that involve random data access and quick model parameter retrieval [2] - The power consumption of SSDs is much lower than that of HDDs, which can lead to substantial savings in electricity, cooling costs, and rack space for large data centers, offsetting the higher initial purchase costs of SSDs [2] - As the HDD industry upgrades to HAMR technology and achieves economies of scale, there will be potential for cost optimization; however, NAND Flash's structural advantages in cost reduction and capacity expansion remain significant [2] Market Opportunities - The emergence of the Nearline SSD market presents a significant opportunity for NAND Flash suppliers seeking to diversify beyond smartphone and PC demands, positioning them well for the competition in data center storage architecture over the next decade [2]

Core Insights - The demand for real-time access and high-speed processing of massive data is rapidly increasing due to AI inference applications [1] - The HDD market is facing a significant supply gap, prompting NAND Flash manufacturers to accelerate technological advancements and invest in the production of ultra-large capacity Nearline SSDs [1] - The uncertainty regarding future demand has been alleviated as suppliers respond to the growing needs for large-capacity storage products [1] Industry Summary - AI inference applications are driving the demand for high-capacity storage solutions, leading to increased activity among HDD and SSD suppliers [1] - The production focus is shifting towards ultra-large capacity SSDs, with specifications reaching 122TB and even 245TB [1] - The current market dynamics indicate a positive outlook for storage suppliers as they adapt to the evolving requirements of data processing and storage [1]

Industry Insights - The storage industry is experiencing a significant price increase due to a sudden shortage that began in late August, with expectations that this trend will continue [1] - Major manufacturers have ceased production of DDR4 memory, leading to a sustained supply gap and the highest price increases in the storage sector, particularly for DDR4 and DDR5 products [1] - NAND flash shortages are expected to persist into the first half of next year, driven by strong demand from cloud service providers [1] - HDD shortages are also becoming more severe, with anticipated price increases of 20%-30% for new products announced by Korean manufacturers [1] Company Developments - Micron Technology, Western Digital, and Seagate Technology saw pre-market stock increases of 4.88%, 5.12%, and 4.48% respectively, reflecting positive market sentiment in the storage sector [1] - With major players like Samsung, SK Hynix, and Micron exiting the DDR4 and LPDDR4X markets, there is an optimistic outlook for companies like Zhaoyi Innovation to increase their market share by 2025-2026 [2] - The price of DDR4 and LPDDR4X products is expected to rise significantly, with projections indicating a 40% increase in the first half of 2025 and a potential 75% year-over-year increase by the end of that year [2] - Companies such as Langke Technology and Dawi Co., Ltd. are involved in the production of various storage products, including SSDs and DRAM memory [3]

Core Viewpoint - The company is positioned as a leader in the domestic AI digitalization sector, acquiring Jintaike to enter the storage business, with expectations of exceeding performance growth due to a long-term boom in the storage chip industry and synergies from AI and energy businesses [1] Investment Highlights - Initial coverage with an "Overweight" rating, as the combination of storage chips, AI computing power, and energy is expected to drive growth, with the acquisition of Jintaike potentially opening up a growth curve in AI storage. If the acquisition is successful, projected revenues for the company's traditional business from 2025 to 2027 are estimated at 719 million, 953 million, and 1.191 billion yuan respectively, while Jintaike's revenues are expected to be 3.840 billion, 7.200 billion, and 10.000 billion yuan. The company is assigned a 175x PE for traditional business and an 80x PE for Jintaike's storage business, leading to a reasonable valuation of 20.223 billion yuan and a target price of 299.52 yuan per share [2] - Significant recovery in profitability in H1 2025, with R&D investments strengthening the technological moat. After a short-term performance pressure in 2024, H1 2025 revenue is expected to be approximately 160 million yuan, a year-on-year increase of 2.99%, with a net profit of approximately 3.78 million yuan, a substantial increase of 123%, successfully turning a profit. The AI computing power and large model business performed exceptionally well, with 2024 revenue projected at 124 million yuan, a year-on-year increase of 949.4% [2] AI Computing Power and Digital Energy Product System - The company has established a product system for AI computing power and digital energy, with government and content security solidifying its industry implementation capabilities. In 2024, digital energy revenue is expected to reach 305 million yuan, accounting for 49.3% of total revenue, while AI computing power and large model revenue is projected at 124 million yuan, making up 20.0% of total revenue. The company signed contracts for the Western Computing Center project early in 2024, with products like "KAIWU" industry large models and integrated machines being delivered in multiple locations. The virtual power plant smart control platform is operational at various administrative levels, and a technology research center has been established in collaboration with North China Electric Power University. The AI content security service "Jiumozhi" continues to serve central ministries and large enterprise clients [3] Acquisition of Jintaike and Storage Business - The acquisition of Jintaike aims to enhance AI storage capabilities, providing both scale and profit elasticity. Jintaike's storage business is projected to achieve revenues of 2.366 billion yuan and a net profit of 136 million yuan in 2024, with advantages in enterprise-level DDR4 and domestic DDR5 products, serving clients like Lenovo, Tongfang, and Haier. Major storage giants such as Samsung, Hynix, and Micron are expected to initiate production cuts starting at the end of 2024, with a 10%-15% capacity reduction planned for the first half of 2025, gradually phasing out older products. Demand from data centers and AI server enterprises is becoming dominant, driving both an increase in storage volume and quality, with significant enhancements in memory capacity and performance requirements. The demand for DDR5 and enterprise-level SSDs is expected to sustain long-term growth, with old products being phased out and high-end capacity becoming scarce, indicating a potential increase in both volume and price for the company's storage business orders [4]

Investors can thank strong earnings, interest-rate cuts and marketwide optimism for an unseasonably strong September and a S&P 500 mere points from record highs. But before investors stroll into the historically strong fourth quarter, it's worth taking account of the stocks that made the index's banner performance possible. You might thank the megacaps, which are dominating the market narrative: players like Nvidia  (NVDA) , Alphabet  (GOOGL)  and Meta  (META) . Credit to these firms: They're among the l ...