12月16日上午，美国超威半导体公司（AMD）董事会主席兼首席执行官苏姿丰率高管团队造访联想集 团位于北京的全球总部。多张流传于网络的照片显示，在联想集团多位高管陪同下，AMD一行参观了 包括人形机器人在内的多项联想最新产品与技术成果。 作为全球人工智能芯片产业中仅次于英伟达的第二大厂商，AMD在过去两年迅速提升其在AI算力市场 中的战略地位。《时代》周刊日前公布的2025年"年度人物"评选中，"AI的缔造者们"被选为年度人物， 其中包括英伟达首席执行官黄仁勋、xAI创始人埃隆·马斯克、AMD董事会主席兼CEO苏姿丰以及 OpenAI首席执行官萨姆·奥尔特曼。 苏姿丰与联想集团之间的互动并非首次。2025年3月，苏姿丰到访中国，其抵达后造访的第一家企业正 是联想集团。随后，双方宣布将在AI PC领域展开多项合作，并进一步加深在AI服务器方面的协同。 AMD与联想集团共同服务着包括微软、Meta、甲骨文在内的多家全球头部云计算与AI集群客户。 几乎在同一时间轴上，联想集团也在加速深化与英伟达的关系。据了解，约一个月前，联想集团全体董 事会成员及核心高管团队受邀访问英伟达位于美国加州的总部，双方围绕AI基础设施、 ...

格隆汇12月16日｜根据上海证券交易所此前公告，上证50指数更换4只样本，其中，上汽集团、北方稀 土、华电新能、中科曙光调入上证50指数样本。上汽集团方面认为这一调整不仅印证了公司在市值规 模、市场流动性等核心指标上的实力，更标志着其全面深化改革与创新转型成效获得资本市场高度认 可。 ...

一场被称为"超级周期"的存储芯片涨价潮，正持续冲击全球电子产业链。由于大型AI数据中心的建设需求激增，挥金如土的科技公司正在大量囤积存储芯 片，挤压消费市场。无论是内存芯片，还是存储芯片，整个行业都处于短缺状态，使行业整体成本水涨船高。这对终端厂商的利润挤压无疑是巨大的，而戴 尔打响了PC涨价第一枪。 内部文件显示，从12月17日开始，戴尔将提高其所有商用产品（across its commercial product lines）的价格（面向企业客户，而非普通消费者）。一名戴尔 销售员工表示，涨幅比例将因客户合同不同而"在10%到30%之间"。 据爆料人拿到的报价单显示，配备32GB内存的戴尔Pro和Pro Max笔记本及台式机将每台涨价130—230美元。如果要选择顶配的128GB内存，每台价格将上 涨520—765美元。硬盘的涨价传导也很明显，选配1TB存储的笔记本总体会涨价55—135美元。 此前戴尔首席运营官Jeff Clarke曾警告，他"从未见过内存芯片成本涨得这么快"，各产品线的开支都在攀升。2025年四季度，三星、海力士等国际存储原厂 已向客户发出通知：DRAM内存和NAND闪存价格将上调最 ...

证券日报网讯 12月15日，中国长城在互动平台回答投资者提问时表示，截至2025年12月10日，公司股 东户数为377423户。 （文章来源：证券日报） ...

Core Viewpoint - The computer equipment sector experienced a decline of 1.35% on December 15, with Zhongwei Electronics leading the drop. The Shanghai Composite Index closed at 3867.92, down 0.55%, while the Shenzhen Component Index closed at 13112.09, down 1.1% [1][2]. Group 1: Market Performance - The computer equipment sector fell by 1.35% on the previous trading day [1]. - The Shanghai Composite Index decreased by 0.55% to close at 3867.92 [1]. - The Shenzhen Component Index declined by 1.1%, closing at 13112.09 [1]. Group 2: Capital Flow - The computer equipment sector saw a net outflow of 1.675 billion yuan from main funds [2]. - Retail investors contributed a net inflow of 1.241 billion yuan [2]. - Speculative funds recorded a net inflow of 433 million yuan [2].

Investment Rating - The report maintains a "Buy" rating for the company [1] Core Views - The company has entered a strategic partnership with Muxi to transform into a financial AI computing platform, focusing on the delivery of AI servers and integrated training machines for financial, governmental, and energy sectors [7] - The collaboration aims to enhance the integration of domestic GPU technology into banking applications, improving operational efficiency and security [7] - The company is expected to see a significant increase in revenue, with projections of 5.0 billion, 6.3 billion, and 8.0 billion RMB for 2025, 2026, and 2027 respectively, reflecting a growth rate of 15.30%, 23.98%, and 28.56% [1][7] Financial Projections - Total revenue is projected to be 426.69 million RMB in 2023, increasing to 504.38 million RMB in 2025, with a year-on-year growth of 15.30% [1] - The net profit attributable to shareholders is expected to recover from a loss of 207.97 million RMB in 2023 to a profit of 36.28 million RMB in 2025 [1] - The earnings per share (EPS) is forecasted to improve from -0.40 RMB in 2023 to 0.07 RMB in 2025 [1] Market Data - The current closing price of the stock is 11.10 RMB, with a market capitalization of 5,777.77 million RMB [5] - The stock has a price-to-earnings (P/E) ratio of 144.00 for 2024, which is expected to decrease to 67.77 by 2027 [1][8] Strategic Outlook - The partnership with Muxi is anticipated to enhance the company's capabilities in providing AI solutions, transitioning from hardware sales to a model focused on continuous service and solution revenue [7] - The company is also looking to expand its international market presence, moving from terminal exports to providing comprehensive computing solutions, which could significantly increase its market share in overseas financial sectors [7]

Group 1 - The article highlights that 11 listed companies, including Jie Rui Co., Zhongke Shuguang, and Haiguang Information, have received over 90 institutional visits in the past month, indicating strong investor interest [1] - Haiguang Information and Zhongke Shuguang both had 341 institutional visits, drawing attention due to the termination of their merger plan, yet they plan to maintain independent operations while collaborating on core areas [1][2] - Zhongke Shuguang focuses on CPU and DCU chips, establishing a leading position in domestic core chips, while Haiguang Information emphasizes integrated computing infrastructure and high-end chip design [2] Group 2 - Weichuang Electric, Fule New Materials, and Changan Automobile have also attracted significant institutional interest, with visit counts of 141, 135, and 125 respectively, all linked to their developments in robotics [1][2] - Weichuang Electric is advancing in the robotics field with a comprehensive layout, recently launching various new products including micro motors and intelligent components for mobile robots [3] - Fule New Materials has redefined TPU architecture for robotics, focusing on integrating computing capabilities into electronic skin, enhancing interaction and safety [4] Group 3 - Changan Automobile is strategically developing its robotics business with a "1+N+X" approach, focusing on humanoid robots and various applications across different scenarios [4] - The company aims to integrate the robotics industry supply chain, covering components, software services, and infrastructure, to enhance its smart mobility and automotive robotics offerings [4]

证券日报网讯 12月12日，中科曙光在互动平台回答投资者提问时表示，截至12月10日，公司股东总户 数为357405户。 （文章来源：证券日报） ...

证券日报网讯 12月12日，广电运通在互动平台回答投资者提问时表示，根据公司发布的2025年前三季 度报告，公司已实现营业总收入79.06亿元，同比增长11.08%，各项业务稳步发展。公司始终以提升经 营业绩和内在价值为核心，并通过持续分红等方式积极回报股东。 （编辑 丛可心） ...

（记者 王晓波） 截至发稿，智明达市值为70亿元。 每经头条（nbdtoutiao）——实施城乡居民增收计划、降准降息等工具灵活高效运用、增加普通高中学 位……深度解读中央经济工作会议 每经AI快讯，智明达（SH 688636，收盘价：40.5元）12月12日晚间发布公告称，公司第四届第二次董 事会会议于2025年12月12日在公司会议室以现场结合通讯方式召开。会议审议了《关于变更注册资本及 修订 <公司章程> 并办理工商变更登记的议案》等文件。 2024年1至12月份，智明达的营业收入构成为：嵌入式计算机占比99.46%，其他业务占比0.54%。 ...