中国发展网讯 记者潘晓娟报道 促进先进制造业和现代服务业深度融合已成为加快构建新发展格局的迫 切需求。9月12日，2025服贸会"科技创新和产业创新融合推动新质生产力发展"专题论坛上，中关村产 业研究院首次发布两业融合"北京模式"10大典型案例立足实际，采用了各具特色的发展模式，共同展现 了北京在推动跨界融合、激发创新活力方面的实践成果，也提供了兼具创新性、实效性和可复制性的两 业融合样本。 "软件服务＋硬件制造+生态链协同"的融合发展模式中，小米集团通过搭建供应链信息集成服务平台、 消费电子工业品集采平台等，与产业链企业共享产品的设计理念、研发模式、厂商资源，将制造业与服 务业深度嵌套，形成互为促进的联动生态。 "设备研发+生产制造+系统解决方案"融合发展模式中，雪迪龙（002658）聚焦环保监测、碳排放、科 学仪器等领域，延伸搭建"端+云+数据应用"的业务模式，提供"智能装备+智慧运维+数智应用"三智一 体的综合解决方案，培育了"碳监测与碳管理综合服务"新业态。 "人工智能+（管理、制造）决策"的融合发展模式中，杉数科技通过搭建工业智能制造、消费智能运营 等新一代智能决策技术体系，将决策科学与优化技术应用 ...

记者丨金珊 赵阳 余诗棋 杨韵琪 编辑丨曾静娇 梁明 9月17日， 市场全天震荡走强，三大指数探底回升。沪深两市成交额2.38万亿。全市场超2500只个股上涨。 板块方面，光刻机、机器人等板块涨幅居前，贵金属、旅游、猪肉等板块跌幅居前。截至收盘，沪指涨0.37%，深成指涨1.16%，创业板指涨 1.95%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3876.34 +14.48 +0.37% +151.48 +1.16% -9.69 -0.60% | 13215.46 | 1607.44 | | 科创20 | 创业板指 | 万得全A | | 1370.43 | 3147.35 | 6297.68 | | +12.38 +0.91% +60.31 +1.95% +42.02 +0.67% | | | | 沪深300 | 中证500 | 中证A500 | | 4551.02 | 7260.04 | 5492.41 | | +27.69 +0.61% +69.04 +0.96% +42.43 +0.78% | | | | 中证1000 | 深证100 | 中证红利 | ...

【收评：创业板指探底回升涨1.95% 权重宁德时代创历史新高】智通财经9月17日电，市场全天震荡走 强，三大指数探底回升。沪深两市成交额2.38万亿，较上一个交易日放量353亿。盘面上，全市场超 2500只个股上涨。今日市场情绪持续回暖，机器人板块延续强势，再度掀起涨停潮，景兴纸业、长龄液 压等十余股涨停，卧龙电驱、三花智控等多股创历史新高。芯片产业链全天持续走高，中芯国际创历史 新高，波长光电、永新光学、利扬芯片等股快速涨停。电池板块表现活跃，宁德时代创历史新高。下跌 方面，贵金属板块集体下挫，西部黄金大跌。板块方面，光刻机、风电、机器人等板块涨幅居前，贵金 属、旅游、猪肉等板块跌幅居前。截至收盘，沪指涨0.37%，深成指涨1.16%，创业板指涨1.95%。 转自：智通财经 ...

今日A股 市场全天震荡走强， 三大指数探底回升 。沪深两市成交额2.38万亿，较上一个交易日放量353亿。 50 0 100 盘面上，全市场超2500只个股上涨。 今日市场情绪持续回暖，机器人板块延续强势，再度掀起涨停潮 ，景兴纸业、长龄液压等十余股涨停，卧龙电 驱、三花智控等多股创历史新高。芯片产业链全天持续走高，中芯国际创历史新高，波长光电、永新光学、利扬芯片等股快速涨停。电池板块表现 活跃， 宁德时代创历史新高 。下跌方面，贵金属板块集体下挫，西部黄金大跌。 板块方面，光刻机、风电、机器人等板块涨幅居前，贵金属、旅游、猪肉等板块跌幅居前。 截至收盘，沪指涨0.37%，深成指涨1.16%，创业板指涨1.95%。 今日预测量能: 2.38万亿 | +353亿 涨停表现 封板率 76.00% 封板 69 触及 23 昨涨停今表现 2.89% 高开率 76% 获利率 63% 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 实时盯盘 VIP资讯 ...

Core Viewpoint - Alibaba's stock price has surged nearly 6% to HKD 162.3, reaching its highest level since October 2021, with a market capitalization exceeding HKD 3 trillion. The stock has increased nearly 40% within the month [1] Group 1: AI Chip Development - Alibaba is developing a new artificial intelligence chip aimed at filling the gap left by NVIDIA in the Chinese market. The chip is currently in the testing phase and is designed for a broader range of AI inference tasks, manufactured by domestic firms, and compatible with NVIDIA's architecture [1] - The PPU chip developed by Alibaba's Tsinghua Unigroup has shown significant performance metrics, surpassing NVIDIA's A800 in several key parameters and comparable to the H20 model. This is a rare public disclosure of performance metrics for Alibaba's self-developed AI chips [1] Group 2: Industry Context - The Chinese state broadcaster CCTV highlighted the achievements of China Unicom's Sanjiangyuan Green Power Intelligent Computing Center project, which involves several domestic AI chip brands, including Alibaba's Tsinghua Unigroup, in signed or proposed agreements [1] - The PPU chip is specifically optimized for large model inference and is compatible with the CUDA ecosystem, available in both basic and advanced versions, with peak computing power reaching 120 TFLOPS for the basic version focused on AI inference [1]

凤凰网财经讯 9月17日，市场全天震荡走强，三大指数探底回升。截至收盘，沪指涨0.37%，深成指涨 1.16%，创业板指涨1.95%。沪深两市成交额2.38万亿，较上一个交易日放量353亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 咸新 | 涨幅% | | | 涨跌 | | 现手 金额 | | 上证指数 | 3876.34 | 0.37 | 14.47 | 1098/1137 | 0.00 | 6.63 亿 | 48.7万 1.01万亿 | | 深证成指 | 13215.46 | 1.16 | 151.49 | 1292/1532 | 0.04 | 8.547 | 950万 1.37万亿 | | 北证50 | 1607.44 | -0.60 | -9.69 | 147/121 | -0.03 | 10607 | 8982 260.43亿 | | 创业板指 | 3147.35 | 1.95 | 60.31 | 639/731 | 0.05 | 2.51 7. | 294万 6682 ...

Core Viewpoint - The recent announcements from China's Ministry of Commerce regarding anti-dumping investigations against U.S. semiconductor products and discrimination investigations against U.S. restrictions in the integrated circuit sector reflect a strategic response to escalating U.S. tech sanctions, potentially reshaping the competitive landscape in the semiconductor industry [1][3][4]. Group 1: Impact on U.S. Companies - U.S. semiconductor manufacturers are losing access to the largest consumer market, China, with the Chinese analog chip market projected to account for over 35% of the global market by 2024 [3]. - The sanctions have led to a significant decline in the performance of major U.S. chip companies in China, resulting in rising prices for electronic products due to insufficient domestic production capacity and lack of affordable alternatives [3]. - U.S. companies are facing increased production costs as many rely on Chinese supply chains, leading to a decline in competitiveness [3][6]. Group 2: China's Strategic Response - The timing of China's anti-dumping investigation is strategic, aimed at addressing the competitive dynamics between the two nations and influencing the global semiconductor supply chain [4]. - The anti-dumping investigation is expected to reduce the market share of U.S. chips in China, allowing domestic companies to capture a larger share of the market, with a noticeable increase in orders for local analog chip manufacturers [8]. - The investigation has prompted domestic firms to enhance their R&D efforts, focusing on key technologies such as process technology [8][10]. Group 3: Global Semiconductor Industry Dynamics - The U.S. attempts to decouple from China face significant challenges, as the U.S. manufacturing sector is heavily reliant on imports for critical components, particularly in the semiconductor field [6]. - China's role in the global supply chain is crucial, not only as the largest consumer market but also in packaging, testing, and raw material supply [6]. - The failure of U.S. initiatives to relocate semiconductor manufacturing to Southeast Asia highlights the difficulties in reducing dependence on China, with only 30% of the expected production capacity achieved due to labor shortages and inadequate support [6]. Group 4: Opportunities for Chinese Companies - Chinese semiconductor companies are gaining recognition in international markets due to stable quality and competitive pricing, supported by government policies aimed at fostering industry growth [10]. - The U.S. sanctions have inadvertently accelerated the development of domestic firms, allowing them to achieve significant breakthroughs in the semiconductor sector [10].

9月17日，中科蓝讯涨5.64%，截至发稿，报119.70元/股，成交3.88亿元，换手率7.52%，总市值144.36 亿元。 资料显示，深圳市中科蓝讯科技股份有限公司位于广东省深圳市南山区沙河街道高发社区侨香路4068号 智慧广场A栋1301-1，成立日期2016年12月19日，上市日期2022年7月15日，公司主营业务涉及无线音 频芯片的研发、设计与销售。主营业务收入构成为：芯片销售收入99.83%，工具及其他0.17%。 从中科蓝讯十大流通股东角度 数据显示，民生加银基金旗下1只基金位居中科蓝讯十大流通股东。民生加银持续成长混合A （007731）二季度新进十大流通股东，持有股数55.56万股，占流通股的比例为1.25%。根据测算，今日 浮盈赚取约355万元。 民生加银持续成长混合A（007731）成立日期2019年9月24日，最新规模11.11亿。今年以来收益 27.14%，同类排名3212/8172；近一年收益63.56%，同类排名2046/7980；成立以来收益82.12%。 截至发稿，朱辰喆累计任职时间3年278天，现任基金资产总规模14.83亿元，任职期间最佳基金回报 12.24%， 任职期 ...

Core Viewpoint - The Swiss National Bank (SNB) has become a significant player in the tech stock market, with a U.S. equity portfolio valued at $167 billion, nearly one-fifth of Switzerland's GDP, covering over 2,300 listed companies [1] Group 1: Investment Strategy - The SNB's investment in major tech companies, including Apple, Microsoft, Amazon, Meta, Nvidia, Alphabet, and Tesla, accounts for $51.6 billion of its portfolio, with Nvidia alone exceeding $11 billion [1] - The SNB's balance sheet has expanded to $855 billion, positioning it alongside sovereign wealth funds from countries like Singapore and Qatar [1] - The SNB employs a unique strategy of regularly selling Swiss francs and buying foreign currencies to manage the appreciation of the Swiss franc, which is often seen as a safe-haven currency [2][4] Group 2: Market Position and Flexibility - Approximately 87% of the SNB's assets are in foreign currencies, including two-thirds in government bonds, 10% in corporate bonds, and 25% in stocks [6] - The SNB has shown flexibility in its investment approach, having established a position of over $2 billion in Berkshire Hathaway by 2025, despite not holding any shares in 2023 [6] - The SNB significantly increased its holdings in Nvidia, with the number of shares growing over sixfold in two years, leading to a 175% increase in value from March 2023 to March 2025 [8] Group 3: Risks and Challenges - The SNB has faced substantial losses due to asset price corrections and currency fluctuations, with a reported loss of 15.3 billion Swiss francs (approximately $19.5 billion) in the first half of the year due to a weakening dollar [9] - Discussions have arisen regarding the potential outsourcing of some assets to professional management for higher returns, although many economists believe the current system remains advantageous [9] - The SNB's ability to quickly mobilize foreign currency assets to manage inflation pressures post-COVID-19 highlights the importance of maintaining liquidity and flexibility in its investment strategy [9]

算笔账 一批十万的呆料压在库存 每月仓储费➕资金成本至少5k 放半年就亏3万 有料单不知道怎么推广？ 芯片超人已经 累计服务2.1万用户 ，打折清库存，最快半天完成交易！ 找不到，卖不掉，价格还想再好点 ，都可以来找我们！ 求购以下料号 品牌 型号 数量 ST STM32G071GBU6 20K 芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现货库存芯片，总重量 10吨 ，库存价值高达 1亿+ 。 同时，芯片超人在深圳设有独立实验室，每颗物料均 安排QC质检 。 优势物料，特价出售 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | 赛灵思 | XC7Z020-2CLG484I | 1000 | 22+23+ | | BELLING BLG75T65FDL-F | | 50000 | 24+ | | 海力士 | H9TQ64A8GTCCUR-KUM | 5000 | 24+ | | 瑞萨 | RBN75H125S1FP4-A0 | 20000 | 23+ | | Microchip | PM430 ...