每经AI快讯，12月15日，希捷科技盘前涨2.18%，西部数据盘前涨1.75%。消息面上，两家公司双双跻 身纳斯达克100指数。 每经AI快讯，12月15日，希捷科技盘前涨2.18%，西部数据盘前涨1.75%。消息面上，两家公司双双跻 身纳斯达克100指数。 ...

Core Insights - The launch of OpenAI's GPT-5.2 aims to compete with Google's Gemini 3, marking a significant phase in the ongoing rivalry between the two AI giants [1][5] - Morgan Stanley and other financial institutions believe that the global AI infrastructure investment wave is just beginning, with potential investments reaching $3 trillion to $4 trillion by 2030 [4] - The competition between Google and OpenAI is expected to drive significant demand for AI computing infrastructure, particularly in data center interconnect (DCI), optical interconnect, and enterprise-level high-performance storage [4][6] Investment Themes - Morgan Stanley identifies three major investment themes benefiting from the AI competition: DCI, optical interconnect, and enterprise-level high-performance storage [1][3] - The DCI and optical interconnect sectors are crucial for both Google and OpenAI's AI training and inference capabilities, with companies like Arista, Cisco, and Lumentum being highlighted as key beneficiaries [3][6] - The storage sector is also poised for growth, with companies like Seagate and Pure Storage expected to benefit from the increasing demand for high-performance storage solutions driven by AI applications [7][8] AI Model Developments - OpenAI's GPT-5.2 has achieved record performance in various benchmarks, including coding and scientific research, positioning it as a leading AI model in professional settings [5] - Google's Gemini 3 has generated significant AI token processing capacity, leading to increased demand for high-bandwidth memory (HBM) storage systems and enterprise SSDs [3][5] Market Dynamics - The competition between Google and OpenAI is seen as a catalyst for a broader AI boom, with implications for various sectors, including cloud computing and data storage [4][6] - The ongoing demand for AI infrastructure is expected to remain strong, with both companies investing heavily in their respective AI capabilities and infrastructure [1][4]

出品：新浪财经上市公司研究院 作者：光心 2025年12月1日晚，园林股份发布公告，称拟作价1.12亿元购买华澜微约6.50%股权。交易完成后，园林股份将成为华澜微的第一大股东，但不对标的 形成控股关系。 2025年12月9日，园林股份发布《关于延期回复上海证券交易所问询函的公告》，称回复内容尚需进一步补充和完善，因此申请延期不超过5个交易 日进行回复。 想要妥善地回复上述问题，真的需要一些时间。 标的公司业绩远弱于同业 核心技术曾遭问询 业绩与估值不及三年前 标的公司华澜微是一家数据存储解决方案提供商，主要产品涵盖存储模组、存储控制器芯片及服务、存储系统及应用，其产品矩阵较广，国内其实 少有真正意义上的可比公司。 但从每个细分业务来看，华澜微并不乏有力的竞争者。 在该公告发布之前，园林股份股价出现抢跑，11月8日，公司股价出现涨停。而在公告披露之后，公司股价又经历连续两日跌停。 股价异动及此次并购中的其他问题引发了监管层关注。12月2日，上交所对园林股份下发问询函，针对标的业绩、交易目的、交易估值、支付安排、 内幕交易五大问题提出问询。 比如在华澜微的主力业务——存储模组领域，已有江波龙、佰维存储两家行业龙 ...

证券日报网讯 12月11日，易华录在互动平台回答投资者提问时表示，公司蓝光存储的单位存储成本约 为当前主流半导体存储的20%-30%；蓝光存储依托无机相变金属材料（非磁性介质）的技术特性，蓝光 光盘可有效抵御电磁干扰，保障数据存储的稳定性与安全性。目前该技术已应用于服务部分金融行业核 心业务数据的长期归档。具体相关情况请持续关注公司公开披露信息。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月11日，易华录在互动平台回答投资者提问时表示，公司牵头的"TB级纳米光信息存 储"国家重点研发项目正在顺利推进，该技术尚不具备量产条件。 ...

# Lenovo NetApp 与此同时，《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》正式对外发布，明确了企业需要在高质量发展目标下，实现从"数字基础设 施建设"向"智能生产力释放"的跃迁。8月，国务院发布了《国务院关于深入实施"人工智能+"行动的意见》，全面部署"人工智能+"行动，推动AI与经济社会 各领域深度融合。 当人工智能的飞速发展突破传统技术的边界，深刻改变企业的技术底座与运营方式。数据的应用将如同电力一样，渗透到企业的每个业务环节，从数据驱动 的决策，到基于数据展开组织生态、商业模式的战略布局和创新，数据不再只是支撑系统的资源，而是决定模型质量、业务效率乃至企业竞争力的核心资 本。 新周期与挑战 超大规模的市场应用场景、强有力的国家战略，这两大关键因素显示中国正处在 AI 发展的黄金周期。而机遇背后，多模态大模型需要算力、存力、运力的 深度协同，推理场景则更强调实时响应，AI在各行各业的落地，仍面临高质量数据匮乏、模型泛化能力不足以及软硬件协同的挑战。这无疑对人工智能基 础设施产业的技术创新提出了更高要求。 在人工智能与传统产业融合的同时，数据产业正成为数字经济的新增长点。数据的价 ...

Group 1 - The first railway transport of "Chengdu-made" power lithium batteries marks a new logistics model, with the first trial train carrying batteries from Zhongxin Innovation Technology (Chengdu) Co., Ltd. to Shanghai, indicating a shift from road to rail transport, which is expected to reduce logistics costs by 20% to 30% [2] - Atlas Data Storage has launched the "Atlas Eon 100," the world's first scalable DNA data storage solution, claiming it can store data for thousands of years without needing refreshment, and remains stable in high-temperature environments [2] - The deployment of a hydrological radar system at the Three Gorges Project enhances safety and flood prevention efforts, addressing limitations of traditional rain measurement methods that are affected by environmental factors and have low resolution [2]

Core Viewpoint - The cloud computing industry is being redefined by AI, transitioning from pilot testing to large-scale deployment, leading to an exponential increase in computing power demand and a shift from resource-driven to scenario-driven approaches [2] Group 1: Organizational Changes - Huawei Cloud has made a significant organizational adjustment by appointing Zhou Yuefeng, the former president of Huawei's data storage product line, as the new CEO of Huawei Cloud [2] - The R&D organization of Huawei Cloud has been integrated into the ICT organization, clarifying Huawei Cloud's positioning as a "black land" for innovation [2][12] Group 2: Zhou Yuefeng's Leadership - Zhou Yuefeng has a history of being a "breaker" in Huawei, successfully transforming underperforming sectors into industry benchmarks [2][6] - His previous successes include revitalizing the small cell technology and leading Huawei's data storage business to significant growth, establishing Huawei as a leader in the 5G indoor coverage and data storage markets [6][10] Group 3: Strategic Direction - Zhou Yuefeng's strategic vision for Huawei Cloud includes three main points: building a more fertile "black land," adopting a more open and pragmatic approach, and positioning cloud business as a key strategic focus for Huawei's future [12][13] - The core of Huawei Cloud's organizational change is an upgrade of the system, integrating various technological components into a cohesive system engineering approach [14][16] Group 4: Market Trends and Predictions - The AI development is still in its early stages, and Huawei Cloud's strategic core remains focused on technological breakthroughs [19] - Predictions for Zhou Yuefeng's leadership include strengthening the public cloud sector, making AI a core growth engine, and leveraging the structural advantages of the R&D system to create benchmark products [19][21]

人民财讯12月2日电，《福建省有序推进算力基础设施发展若干措施》印发。其中提到，强化数据存储 力保障。开展数据中心存储能力成熟度研究及评价。推动全闪存、蓝光存储等前沿技术创新转化。优化 数据压缩、加密等算法，降低存储占用，提升效率与安全性。加快研究制定热温冷数据分类分级标准以 及分级存储规范，推进存算网核心设施国产化升级改造。选取福州(含平潭)、厦门、泉州等重点城市， 探索城域百公里级"存算分离"模式。到2027年，先进存储容量占比达35%以上。 ...

据了解，园林股份从事园林工程施工、园林景观设计、花卉种苗研发生产、园林养护、生态园林及乡村 振兴建设项目运维等全产业链业务；标的公司华澜微则是国产数据存储领域的部件提供商。园林股份表 示，公司基于对华澜微及存储、半导体芯片行业未来发展的信心，决定以自有资金及自筹资金购买华澜 微股权资产。 值得一提的是，同日晚间，园林股份还披露公告称，公司于当日收到了上交所下发的《问询函》。 北京商报讯（记者 马换换 王蔓蕾）拟购杭州华澜微电子股份有限公司（以下简称"华澜微"）6.4969%参 股权一事"火速"收到上交所问询函后，12月2日，园林股份（605303）股价大跌，盘中一度触及跌停。 交易行情显示，12月2日，园林股份平盘开盘，开盘后在大量卖单砸盘下，公司股价迅速下挫，盘中一 度触及跌停，随后打开跌停板。截至北京商报记者发稿，公司股价跌幅9.74%，报21.49元/股。拉长时 间线来看，1月2日—12月1日，公司股价区间累计涨幅达214.12%。 消息面上，12月1日晚间，园林股份公告称，拟以1.12亿元购买华澜微6.4969%的参股权。本次交易不构 成关联交易、不构成重大资产重组，也无需提交公司股东会审议。 《问询 ...