除了芯片进展之外，黄仁勋的本次演讲中重点讲到了物理AI（physical AI），并介绍了英伟达的Cosmos AI世界模型——开发者可使用Cosmos加速智能汽车、机器人和视频分析AI智能体的物理AI开发。 黄仁勋认为："物理AI的'ChatGPT时刻'近在咫尺，但挑战很明确。物理世界多样且不可预测。收集真实 世界训练数据缓慢又昂贵，而且永远不够。所以答案是合成数据。"他介绍，英伟达8年前开始研究自动 驾驶汽车，并透露："我们的愿景是有朝一日，每辆车都将是自主的，我们一直在为那个未来努力。" 据每日经济新闻报道，全球瞩目的2026国际消费电子展（CES）近日拉开帷幕。其中最受关注的，还是 美国英伟达公司创始人兼首席执行官黄仁勋的演讲。 这种生态锁定效应，让客户切换成本高达数千万美元，也让英伟达AI芯片毛利率远超行业平均水平。 所以，如果从这个角度来看，就会理解黄仁勋和英伟达为什么强调物理AI的价值。 现在，英伟达引以为傲的CUDA生态正成为物理AI落地的核心推手。黄仁勋强调的合成数据，其生成与 训练过程高度依赖并行计算能力。要模拟物理世界的千万种可能性，比如，从不同光照下物体的反光变 化到机械零件的散落状态 ...

Core Viewpoint - The Ministry of Industry and Information Technology, along with eight other departments, has issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'" which emphasizes the strengthening of artificial intelligence computing power supply [1] Group 1: AI and Manufacturing Integration - The initiative aims to promote the collaborative development of intelligent chips and software/hardware [1] - Support is provided for breakthroughs in key core technologies such as high-end training chips, edge inference chips, AI servers, high-speed interconnects, and intelligent computing cloud operating systems [1] Group 2: Infrastructure Development - The plan includes an orderly advancement of high-level intelligent computing facility layouts [1] - It accelerates the construction of computing power interconnection platforms and a national integrated computing network monitoring and scheduling platform [1] Group 3: Service and Resource Enhancement - Pilot projects for intelligent computing cloud services will be launched [1] - The initiative aims to enhance the supply capacity of intelligent computing resources through the deployment of large model integrated machines, edge computing servers, and industrial cloud computing [1]

当地时间1月6日，在CES 2026联想TechWorld大会上，联想集团董事长杨元庆与英伟达CEO黄仁勋共同宣布，两家公司将携手推出"联想人工智能 云超级工厂"，进一步深化合作伙伴关系。 在会上，杨元庆与黄仁勋、超威半导体（AMD）董事会主席兼CEO苏姿丰、英特尔CEO陈立武，以及高通CEO克里斯蒂亚诺·安蒙一齐亮相。 在主题演讲中，杨元庆表示，"联想人工智能云超级工厂"计划旨在赋能AI云服务商以更快的速度上线下一代AI工作负载与应用，推动客户以前所 未有的规模从研发迈向生产阶段。 此外，通过六款新芯片的极致协同设计，大幅缩短了训练时间并降低推理token成本。 CES大会上，黄仁勋展示了新架构Vera Rubin 直播截图 黄仁勋表示，"NVIDIA 正与联想携手交付全栈计算平台，为Agentic AI系统提供动力——覆盖从云端、本地数据中心到边缘及机器人系统的各个 领域。" 联想方面表示，这一计划将帮助云服务提供商极大缩短"time to first token"AI部署的时间，同时可迅速扩展规模至十万台GPU，支持万亿参数级别 的智能体和大语言模型。 在此次大会前夕，联想集团发布了一则杨元庆与黄仁勋的 ...

Market Overview - The A-share market experienced slight fluctuations on January 7, with the Shanghai Composite Index showing resilience by closing in the green, marking a rare occurrence of 14 consecutive positive daily candles [2] - The overall market saw a trading volume increase to 2.88 trillion yuan, with more stocks declining than advancing [2] Sector Performance - The chip and fishery sectors showed significant activity, with the fishery index rising over 4% and trading volume doubling compared to the previous day [3] - Major inflows of capital were observed in the power equipment and machinery sectors, each receiving over 9 billion yuan, while the computer sector faced a net outflow exceeding 4 billion yuan [2] Investment Outlook - Zhongyuan Securities anticipates a stable upward trend for the Shanghai Composite Index, driven by positive changes in corporate profit structures and new economic forces [3] - Guosheng Securities highlights a clear direction for domestic and international easing policies, suggesting a favorable mid-term trend for the market [3] Regulatory Developments - The Ministry of Commerce of China announced a ban on the export of dual-use items to Japan for military purposes, which may impact the seafood market dynamics [6] - Japan's seafood exports to China accounted for 22.5% of its total seafood exports, indicating a significant market relationship that could be affected by regulatory changes [7] Chip Sector Insights - The chip sector continues to perform strongly, with several companies experiencing significant stock price increases, including a number of stocks hitting the 20% and 30% daily limit up [7] - Samsung reported an unprecedented shortage of memory chips, which is expected to impact prices of end products like smartphones [7]

芯片股走强，纳芯微涨超13%，华虹半导体涨5%。 | 小朋与六七十一-VV | 78.050 | -2.19% | | --- | --- | --- | | 9868.HK | | | | 零跑汽车 | 49.440 | -2.10% | | 9863.HK | | | | 理想汽车-W | 66.800 | -1.69% | | 2015.HK | | | | 毕 里 毕 里 - W | 211.000 | -1.59% | | 9626.HK | | | | 小米集团-W | 38.160 | -1.55% | | 1810.HK | | | | 美团-W | 104.500 | -1.51% | | 3690.HK | | | 医药股尾盘拉升，荣昌生物涨近13%，凯莱英、泰格医药等涨超8%。 | 名称 | 现价 | 涨跌幅 ◆ | | --- | --- | --- | | 荣昌生物 | 91.700 | 12.93% | | 9995.HK | | | | 中国抗体-B | 1.590 | 11.97% | | 3681.HK | | | | 创胜集团-B | 2.410 | 11.57% | | ...

芯片股走强，纳芯微涨超13%，华虹半导体涨5%。 | 名称 | 现价 | 涨跌幅 ◆ | | --- | --- | --- | | 纳芯微 | 142.900 | 13.14% | | 2676.HK | | | | 壁仍科技 | 33.120 | 6.84% | | 6082.HK | | | | ASMPT | 90.500 | 6.16% | | 0522.HK | | | | 华虹半导体 | 89.300 | 5.00% | | 1347.HK | | | | 天岳先进 | 62.900 | 3.37% | | 2631.HK | | | | 宏光半导体 | 0.490 | 2.08% | | 6908.HK | | | 编辑 ｜ 钉钉 | 名称 | 现价 | 涨跌幅 ◆ | | --- | --- | --- | | 腾讯音乐-SW | 67.050 | -5.50% | | 1698.HK | | | | 比亚迪股份 | 95.300 | -3.93% | | 1211.HK | | | | 蔚来-SW | 37.580 | -3.34% | | 9866.HK | | | | 阿里巴巴-W | ...

Core Insights - Elon Musk agrees with TSMC's concerns about chip oversupply, predicting that the limiting factor for the AI industry will shift from chip manufacturing to the ability to power and operate these chips, with key bottlenecks in power supply, transformer configuration, and cooling system deployment [1][3] Group 1: AI Infrastructure Challenges - Musk emphasizes that deploying AI chips involves more than just transporting GPUs to power plants; it requires addressing three core issues: gigawatt-level power supply, high-voltage power conversion, and efficient cooling systems [2] - The data center industry is undergoing a critical transition from air cooling to liquid cooling, which carries significant risks, such as potential losses of up to $1 billion if cooling systems fail [2] Group 2: Power Supply vs. Chip Production - Musk predicts that by Q3 2026, the core bottleneck will transition from chip manufacturing to the capability to operate these chips, as AI chip production is expanding exponentially while the supporting power infrastructure is only growing linearly [3] - The disparity between the rapid increase in chip output and the slow growth of power supply means that many high-performance AI chips may remain unused due to inadequate power conversion and cooling systems [3]

2026.01.07 本文字数：2556，阅读时长大约5分钟 作者 |第一财经 刘佳 当地时间1月6日，拉斯维加斯夜幕降临，在世界上最大的球形建筑Sphere里，英伟达CEO黄仁勋、英特 尔CEO陈立武、AMD CEO苏姿丰、高通CEO安蒙相继登场。 在芯片行业竞争日趋激烈、技术路线与生态之争持续升级的背景下，这四家芯片巨头中既有合作伙伴， 也有彼此最直接的竞争者。尽管它们同处AI叙事框架，却鲜少出现在同一舞台。 这一次将四大巨头共同推至舞台中央的，是联想。在CES 2026期间举行的联想全球创新科技大会 （Tech World）上，芯片四巨头齐聚，也清晰地勾勒出一个正在重塑中的产业逻辑：当AI从训练走向推 理、从云端走向本地与边缘，成为枢纽的，不再只是单一芯片厂商，而是能够整合多元算力、打通智能 硬件场景落地的系统级玩家。 黄仁勋：重塑10万亿美元产业 黄仁勋是当晚最先点燃现场气氛的嘉宾。 几天前，他刚刚与联想集团董事长杨元庆碰面，二人立下新年合作目标——未来三年内，将双方的业务 合作规模扩大至原来的四倍。 过去三十年里，联想与英伟达的合作涵盖了从个人电脑、工作站到高性能计算、GPU 服务器、机器人 等。 ...

Core Viewpoint - The article highlights the collaboration and competition among major chip manufacturers, including NVIDIA, Intel, AMD, and Qualcomm, during the Lenovo Tech World event, emphasizing the shift in the AI landscape from training to inference and the need for integrated systems that can leverage diverse computing power [3][4]. Group 1: Collaboration and New Opportunities - NVIDIA's CEO Jensen Huang and Lenovo's Chairman Yang Yuanqing aim to quadruple their business collaboration over the next three years, reflecting a long-standing partnership that has evolved through various technological shifts [5][6]. - The collaboration focuses on the "Lenovo AI Cloud Super Factory," which aims to standardize AI infrastructure, transforming highly customized AI deployments into industrialized solutions [6][8]. - This partnership is expected to help cloud service providers reduce the "time to first token" for AI deployment and scale up to support trillion-parameter models [8]. Group 2: Competitive Landscape - AMD's CEO Lisa Su introduced the Helios rack-level AI platform, positioning it as a challenge to NVIDIA's GPU-centric approach, emphasizing the need for robust system-level infrastructure to support larger models and higher throughput [10][11]. - Intel's new CEO Pat Gelsinger announced the Aura Edition AI PC, showcasing a shift from traditional PCs to AI-enhanced computing experiences, indicating a blend of legacy computing with new AI paradigms [11]. - Qualcomm's CEO Cristiano Amon focused on AI-native endpoints, highlighting the evolution of wearable devices into "personal intelligent companions," which aligns with Lenovo's strengths in ecosystem and global channels [12]. Group 3: Industry Trends and Insights - The article notes that the market for wearable devices is expected to exceed one billion units, indicating significant growth potential in this segment [13]. - The collaboration among the four chip giants illustrates a new industry consensus that the true value of AI lies not in having the most powerful chip, but in the ability to transform computing power into usable capabilities for businesses and users [13].

【1月7日连板股分析：连板股晋级率近四成 芯片产业链全线走强】今日共80股涨停，连板股总数23 只，其中三连板及以上个股16只，上一交易日共43只连板股，连板股晋级率37.20%（不含ST股、退市 股）。个股方面，全市场超3100只个股下跌。人气股嘉美包装、国晟科技（维权）停牌核查，市场短线 情绪有所降温。高位连板股分歧加剧，昨4连板南兴股份跌超8%，昨日3连板农心科技跌停，昨日3连板 索菱股份炸板跳水最终收跌3.41%，而雷科防务、友邦吊顶、城建发展虽然晋级，但盘中均开板放量换 手。板块方面，芯片产业链全线走强，光刻胶、半导体设备、存储芯片方向领涨，盈新发展（维权）2 连板，国风新材3天2板，华融化学、恒坤新材、高盟新材、南大光电等20CM涨停；商业航天概念探底 回升，鲁信创投9天7板，雷科防务6连板，城建发展4连板，金风科技8天4板，消息面上，SpaceX在星 舰基地建造了超大型总装车间Gigabay,加速星舰的生产,目标是每年1000艘星舰的产能。 转自：智通财经 ...