算力硬件股再度走强，生益电子涨超10%创历史新高，联特科技（301205）涨超10%，科翔股份 （300903）、生益科技（600183）、沪电股份（002463）涨超5%，深南电路（002916）、源杰科技、 剑桥科技（603083）等跟涨。 这几只票暗盘资金正在偷偷流入，立即查看>> ...

①脑机接口+算力+固态电池+机器人+国产芯片+国企改革！这家公司参股企业主要从事医疗级全植入式无 线脑机接口系统研发；②脑机接口+边缘计算+机器人+ AI智能体+多模态AI+跨境电商！这家公司脑机技术 聚焦教育、医疗、养老三大核心应用场景；③创新药+细胞免疫治疗！公司创新药产品获欧盟孤儿药资格 认定。 每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 前言 ...

Core Viewpoint - The ongoing downturn in the real estate market is negatively impacting the kitchen appliance industry, particularly the integrated stove sector, prompting leading companies to accelerate diversification efforts [2][9]. Group 1: Company Developments - Zhejiang Meida announced an investment in the intelligent driving company Magic Vision Technology, marking its entry into the smart driving sector with a total investment of approximately 110 million RMB [3]. - Other major players in the integrated stove market, such as Mars, Yitian Smart, and Shuaifeng Electric, are also expanding into new areas like robotics and computing infrastructure [2][6]. - The investment in Magic Vision is seen as a strategic move to leverage the growth potential in the smart driving industry, which is experiencing rapid development due to increasing penetration rates of intelligent driving systems [3][4]. Group 2: Industry Trends - The integrated stove industry has faced significant challenges since 2022, with companies experiencing substantial declines in revenue and net profit [9]. - The overall market for integrated stoves is projected to remain weak, with a 30.6% year-on-year decline in retail sales in 2024, indicating a difficult adjustment period for the industry [11]. - Emerging product categories, such as integrated cooking centers, are gaining traction, with a reported growth of over 100% in 2024, posing a competitive threat to traditional integrated stoves [12]. Group 3: Financial Performance - Zhejiang Meida's revenue and net profit have seen significant declines, with a 47.54% drop in revenue and a 76.21% drop in net profit projected for 2024 [9]. - Other companies in the integrated stove sector, including Mars and Yitian Smart, have also reported substantial declines in financial performance, with some facing losses [9][11]. - The stock prices of these companies have generally trended downward since their peak in 2021, reflecting the challenging market conditions [9].

自2023年6月17日贵州省委、省政府召开贵安新区高质量发展大会以来，贵安新区紧扣"西部地区重要经 济增长极、内陆开放型经济新高地、生态文明示范区、统筹城乡发展示范区"四大定位，全力做强"经 济、开放、生态、城市"四大功能，紧紧围绕"一年一个样、三年大变样"目标，奋力推动高质量发展迈 出坚实步伐。 2024年，贵安新区直管区地区生产总值突破400亿元大关，按不变价格计算，比上年增长21.1%，在国 家级新区中位居前列。 如今，一座产业兴、人气旺、百姓富、生态美的现代化产业新城正加速形成。 全力做强经济功能 开放通道全向拓展。国内外通道更畅联，贵安新区建成投运贵安高铁站，开通沪昆高铁跨市跨线动车， 面向粤港澳大湾区与东南亚地区，开通经广东深圳至香港、经广东珠海至香港、经广西凭祥至越南的"2 向3线"公路物流卡班。 开放平台能级跃升。平台效应显现，贵安新区全力打造贵安综合保税区对外开放"桥头堡"，进出口规模 实现快速增长，全面打造承接东部产业转移示范园区，贵安新区苏贵产业园、贵安新区深贵产业园、张 江（贵安）高科技产业园获批省级经济开发区。 开放主体不断聚集。贵安新区围绕外贸、外资、外经，加快企业招引培育，截至2 ...

智通财经APP获悉，中信建投发布研报称，市场对通信行业分歧较大，一方面是算力板块目前的景气度 依旧，2026年依然乐观，但由于AI应用迟迟未爆发，资本开支阶段性放缓、甚至下滑的担忧无法消除; 另一方面是从交易层面来看，市场更偏好景气度投资，喜欢拐点，不喜降速，不愿意反复交易"老标 的"。该行认为，分歧短期无法消除，但也没有证据表明担忧必成现实，因此不宜对板块过度悲观。一 是算力板块可以精选配置，可以结合基本面和估值择优布局;二是运营商依然可以作为当下市场的重点 配置;三是从景气度拐点角度，可以重视军工通信，以及海缆、控制器与物联网板块。 中信建投主要观点如下： 算力板块目前的景气度依然较高，从Token的增长情况来看，中长期展望依然乐观。但由于尚缺爆款应 用，短期的分歧无法消除，因此也需紧盯微观变化。建议锚定行业景气度变化和估值水平进行投资。一 是优选北美算力产业链公司进行配置，光模块和CPO环节持续推荐新易盛、中际旭创、天孚通信、源杰 科技、太辰光等，二是持续关注国产算力链相关公司，如华工科技等。 建议关注军工通信、控制器、物联网和海缆板块的边际变化 电信运营商经营稳健，系优质红利资产，持续推荐 一是综合考 ...

Group 1 - The core viewpoint of the articles highlights the strong performance of computing hardware stocks and the positive outlook for the AI computing power sector in China, with significant growth expected in the coming years [1][2] - The China Intelligent Computing Power Scale is projected to reach 1037.3 EFLOPS by 2025 and 2781.9 EFLOPS by 2028, with a compound annual growth rate of 38.94% from 2025 to 2028 [1] - The CSI Big Data Industry Index (930902) saw an increase of 0.99%, with notable gains from constituent stocks such as Tianxiao (up 4.60%) and Hengsheng Electronics (up 4.54%) [1] Group 2 - Open Source Securities emphasizes the AIDC computing power industry chain as a core focus, recommending attention to seven key industry directions, including AIDC data center construction and IT equipment [2] - The Data ETF (516000) closely tracks the CSI Big Data Industry Index, which includes companies involved in big data storage, analysis, and applications, reflecting the overall performance of the big data and computing power industry [2] - The big data industry, represented by the Data ETF, is positioned as a key sector driven by policy catalysts and technological iterations, characterized by a dual engine of "computing power foundation + scenario innovation" [2]

Group 1 - The market is shifting focus from geopolitical events to industry trends, with sectors like wind power equipment, computing power supply chain, and consumer electronics showing strength [1] - Historically, the market is approaching two key convergence points: the mid to late June period where the market begins to speculate on interim performance, particularly in the computing power supply chain, with high expectations for areas like optical modules and PCBs [1] - At the same time, the end of the quarter typically sees institutional rebalancing, leading to significant excess returns for heavily weighted fund stocks [1] Group 2 - Dongshan Precision (002384) saw a rise of over 7%, hitting the daily limit, with a trading volume of 5.89 billion yuan, making it the top stock in A-shares for the day [1]

智通财经记者 | 张熹珑 从广东北部的韶关站出发，崭新的厂房鳞次栉比，行车不到几分钟，北江智算中心、中国电信粤港澳大湾区智能算力中心等建筑出现在视野里，彰显着这座 小城的"野心"。 过去三年，这座四线城市实现了算力产业的从无到有。在6月13日的第四届粤港澳大湾区（广东）算力产业大会暨第三届中国算力网大会上，韶关市委书记 陈少荣提到，目前已引进22个智算中心项目，总投资超过600亿元，已形成12万标准机架承载能力，即将成为华南地区最大的算力集聚区。 与之形成反差的是，韶关此前在广东省的存在感并不高。定位为"北部生态发展区"，韶关的综合经济实力在全省处于较后位置，直至2023年，全市GDP才突 破1600亿元。2024年，韶关GDP达1647.56亿元，经济总量在广东21市中排名第15位。 智通财经根据韶关市统计局整理 AI产业为这座城市带来重塑竞争力的新窗口。2022年，国家正式实施"东数西算"战略，粤港澳大湾区是八个国家算力枢纽节点之一，韶关是该枢纽节点内唯 一的国家数据中心集群。 翻查韶关2024年政府工作报告和统计公报可以发现，这座粤北城市的经济转型很有特点：传统重工业占比正在下降，但装备制造、有色金属等 ...

暗盘资金一眼洞悉庄家意图>> 算力硬件股再度走强，太辰光（300570）涨超10%，胜宏科技（300476）涨逾7%续创历史新高，博创 科技（300548）、瑞可达、新易盛（300502）、中际旭创（300308）、天孚通信（300394）等涨幅靠 前。 ...

未来三年将实现什么目标？ 到2026年，建立较为完备的算力互联互通标准、标识和规则体系。在设施互联方面，推广新型高性能传 输协议，提升算力节点间网络互联互通水平；在资源互用方面，建成国家、区域、行业算力互联互通平 台，统一汇聚公共算力标识，实现全国头部算力企业的公共算力资源互联；在业务互通方面，推动算、 存、网多种业务互通，实现跨主体、跨架构、跨地域算力供需调度；在应用场景方面，开展算力互联网 试验网试点，赋能产业普惠用算。 到2028年，基本实现全国公共算力标准化互联，逐步形成具备智能感知、实时发现、随需获取的算力互 联网。 将推动解决哪些产业发展难题？ 近日，工业和信息化部印发《算力互联互通行动计划》(以下简称《行动计划》)。为更好地理解和实施 《行动计划》，结合各方关注的问题，现对有关政策要点解读如下。 什么是算力互联互通？ 当前人工智能产业快速发展，全球算力资源使用需求不断攀升，算力互联互通已成为国内外关注焦点。 算力互联互通是在现有互联网体系架构基础上，通过构建统一算力标识、增强异构计算和弹性网络能力 等方式，将不同主体、不同架构的公共算力资源标准化互联，形成可查询、可对话、可调用的服务能 力，实现 ...