证券日报网讯 12月24日，中科蓝讯在互动平台回答投资者提问时表示，公司始终围绕"AI赋能、技术领 先、产品多元、市场全球化"战略定位，以拓展产品边界、丰富业务结构为重要发展方向，凭借芯片领 域技术积累与研发优势，保持低功耗、高音质、高集成度音频芯片等核心领域的领先地位。成立子公司 的核心系基于行业发展趋势与公司长期战略布局的前瞻性考量。具体请以公司在指定信息披露媒体发布 的公告为准。 （编辑 丛可心 袁冠琳） ...

Core Viewpoint - Intel's CEO Pat Gelsinger faced intense criticism from President Trump due to the company's significant investments in China, leading to a crucial meeting at the White House that resulted in a $5.7 billion investment from the U.S. government in exchange for nearly 10% equity in Intel, making the government its largest single shareholder [1][2]. Group 1: White House Meeting and Investment - The meeting at the White House lasted approximately 40 minutes and showcased Gelsinger's ability to navigate political pressures by aligning personal narratives with U.S. interests [2]. - Following the announcement of the investment, Intel's stock price surged, increasing by about 80% since Gelsinger took over, outperforming the market [2]. - The U.S. government's investment is seen as a "strategic cornerstone" for Intel, opening doors to attract other major clients, including a $2 billion investment from SoftBank and a $5 billion strategic partnership with Nvidia [2]. Group 2: Challenges and Reforms - Gelsinger is implementing significant reforms at Intel, including a 15% workforce reduction and a shift towards a more engineering and customer-focused culture [3]. - Despite the positive developments, there are ongoing concerns regarding Gelsinger's ability to lead Intel back to a position of manufacturing leadership, particularly given his extensive ties to China and the company's challenges in advanced manufacturing processes [3][5]. - Intel's production capabilities, especially in advanced processes like the 18A technology, remain critical for regaining customer trust, with Nvidia recently halting progress on using Intel's 18A process for chip manufacturing [6]. Group 3: Strategic Implications of Government Investment - The U.S. government's investment is viewed as a "strategic vote of confidence" for Intel, with implications for its competitive standing in the semiconductor industry [4]. - The involvement of the government may create new challenges, as it raises concerns among other chip manufacturers about fair competition in the market [4]. - Officials have stated that while the investment provides Intel with opportunities, it does not grant the company undue advantages, emphasizing that Intel is not "too big to fail" [4].

12月24日，一则消息引发广泛关注：英伟达已告知中国客户，计划于2026年2月中旬（农历春节前）交 付AI芯片H200。 回顾过去三年，英伟达对中国市场的供应策略可谓步步退让。 2022年9月，美国首次禁止A100/H100对华出口，英伟达迅速推出"阉割版"A800/H800以维持中国市场营 收；2023年10月，美方再度收紧管制，连A800/H800也被列入禁售清单。同年12月，英伟达推出进一步 降标准的L20和H20芯片，但因性能缩水严重（H20算力约为H100的1/3）、价格却高达一半，被一些业 内人士怒斥为"智商税"。 彼时，中国市场几乎陷入"无高端GPU可用"的困境。尽管非官方渠道可能仍有少量H100/A100流入，但 价格翻倍、供应不稳，难以支撑大规模智算中心建设。与此同时，国家互联网信息办公室于2025年7月 底就H20芯片"漏洞后门安全风险"约谈英伟达，释放出对"特供版"安全性的高度警惕。 在此背景下，此时H200的回归显得颇为微妙。据蓉和半导体咨询CEO吴梓豪透露，基于性能密度 （TPP）来看，H200的算力值为15832，大约是H20的6.7倍。一方面，它确实填补了市场空白，可满足 大模型 ...

格隆汇12月24日丨*ST铖昌(001270.SZ)在互动平台表示，当前国内具备T/R芯片研发与量产能力的主体 以科研院所为主，公司是国内从事T/R芯片研制的主要企业之一。随着下游需求规模化增长及产品应用 渗透率的大幅提升对公司长期向好发展创造了良好的机遇。公司2025年前三季度毛利率为69.72%，公 司将持续全力扩大经营规模提高盈利能力。 ...

格隆汇12月24日丨*ST铖昌(001270.SZ)在互动平台表示，公司产品T/R芯片在产业链中较为前端，下游 直接客户以天线、雷达院所企业等居多。公司已针对下一代低轨通信卫星以及地面配套设备新研发出多 款产品，公司将结合自身实际情况，积极拓展符合公司发展规划的业务。 ...

今日财经及行业动态多有看点。上海期货交易所自2025年12月24日起，对白银期货限制日内开仓最大数 量为10000手，此前广期所也限制碳酸锂开仓并提高保证金，但碳酸锂价格仍暴涨。特朗普叫停美国弗 吉尼亚海上风电项目，致欧美光伏和海风新能源板块大跌。长征十二号甲一级运载火箭二子级入轨，一 子级未回收，商业航天板块因炒作时间长资金撤退而大跌。传字节投资230亿美元人工智能，芯片和 PCB集体上涨。万科债展期未通过但延期通过。离岸RMB升至7.018，出口企业压力大。明日观察"神奇 指数"回调至1500左右，可参考其高低进行加减仓操作。各板块表现不一，如芯片自主自控、光伏"嘴 炮"不断等，市场对碳酸锂2026年走势预测分歧巨大。 和讯自选股写手 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 股票名称 ["XX汽车","万科"] 板块名称 ["光伏和海风新能源","商业航天","芯片和PCB","福建板块","人工智能","地产","旅游酒 店","影视传媒","食品消费","煤炭","银行","证券","锂电","白酒","创新药品"] 期货限制、新能源板块、芯片上涨 看多看空（中性） 内容中对不同 ...

（文章来源：证券日报） 证券日报网12月24日讯 ，翱捷科技在接受投资者提问时表示，公司的5G智能SoC芯片已经于2025年9月 流片，预计本月底前回片。 ...

证券日报网12月24日讯 ，翱捷科技在接受投资者提问时表示，公司芯片定制业务覆盖云侧AI算力、端 侧可穿戴及RISC-V等多个核心应用领域的头部客户，客户种类多元化。公司在承接相关业务时，会根 据客户实力、项目规模、项目合规性、后续量产可能性及量产规模等因素向上综合考虑，优先选择CSP 厂商、系统厂商等头部客户。目前芯片定制业务需求旺盛，而公司作为平台级芯片企业，有深厚的技术 积累和丰富的先进制程量产经验，是目前国内芯片定制业务领域的龙头企业，业务承接可持续性强。同 时，公司主要承接Turn-key式一站式服务，在NRE（工程开发费）部分完成后，公司继续负责客户后续 量产业务，这会持续为公司带来业务收入。 （文章来源：证券日报） ...

12月24日，九派新闻从海关总署获悉，据拱北海关统计，今年前11个月，横琴粤澳深度合作区（以下简称"横琴合 作区"）进出口总值401.6亿元，同比增长75.4%；经"一线"横琴口岸出入境人员、进出境车辆同比分别增长 32.9%、45.1%，"二线"验放出区车辆超1900万辆次。 关员向企业宣讲报关政策。图源海关总署 位于港澳大道的"澳门新街坊"，是横琴首个为澳门居民打造的综合民生工程。得益于拱北海关创新推出的进口药 品"一单多核"联网核查模式，100余种澳门药品可直达横琴"澳门新街坊"卫生站。 民生服务不断提质，教育衔接同样顺畅。"跨境学生免下车通关"服务覆盖澳门27所学校，实现通关"零等待"。目 前，约3万名澳门居民在横琴就业生活居住，在横琴的澳门学生数量同比增长63.9%。教育、医疗、政务服务正逐 步实现"无缝衔接"，"澳门新街坊"正蜕变为"生活新家园"。 在横琴合作区，高新技术与现代金融产业同样活力迸发。首单芯片出境加工、首笔飞机发动机保税租赁业务相继 落地，"澳门+横琴"优势凸显。拱北海关通过开展"点对点"指导，助力企业拓展保税加工、租赁、仓储、展示等功 能业态，支撑重点产业落地。如今，超7400家澳 ...

Group 1: Stock Market Overview - As of November 30, 2025, there are 5,462 listed companies in the domestic stock market, with 2,296 on the Shanghai Stock Exchange, 2,881 on the Shenzhen Stock Exchange, and 285 on the Beijing Stock Exchange [1] - Among the listed companies, 5,216 are A-share companies, 238 have multiple share types (A+H, A+B), and 8 are B-share companies [1] - The distribution of companies shows that state-owned enterprises account for 27% while non-state-owned enterprises make up 73% [1] Group 2: Precious Metals Market - Gold and silver prices have reached new highs, driven by increased market expectations for two interest rate cuts by the Federal Reserve in 2026 [2] - The decline in interest rates is expected to compress yields on cash assets in bond and money market funds, making physical assets like gold and silver more attractive [2] - Concerns over currency devaluation and the desire for asset safety amid global uncertainties are leading central banks in emerging markets to increase gold purchases [2] Group 3: Semiconductor Industry - SMIC has announced a 10% price increase for its 8-inch BCD process platform, primarily driven by high demand for power chips in AI servers [3] - World Advanced (VIS) has also notified a similar 10% price increase for its BCD platform, indicating a trend in the industry [3] Group 4: Commercial Aerospace Investment - The Commercial Aerospace Industry Alliance has launched a technology innovation fund with an initial issuance scale of 1-2 billion, aiming to expand to 10 billion in the future [4] - The fund will focus on four investment areas: low-orbit satellite constellations, reusable launch vehicles, new materials and devices for commercial aerospace, and space resource development [4] Group 5: Mergers and Acquisitions - Sanofi has announced an agreement to acquire Dynavax Technologies Corporation for approximately $2.2 billion, with a cash offer of $15.50 per share [5] - The acquisition is expected to be completed in the first quarter of 2026 [5] Group 6: Corporate Developments - ST Xifa plans to acquire a 50% stake in Lhasa Beer, aiming for full ownership [7] - Aokema intends to publicly transfer 55% of its subsidiary's equity, with a starting price of approximately 92.45 million [8] - Jizhi Co. has signed an agreement to acquire at least 51% of Zhejiang Pumai Technology, a leading company in robot performance testing [9] Group 7: Financial Market Activity - The Shanghai Composite Index rose by 0.53%, with over 4,100 stocks in the market increasing in value [15] - The commercial aerospace sector saw significant gains, with over 20 stocks hitting the daily limit [15]