Core Insights - Four-dimensional Tushin announced on November 10 that the Jiefa Technology AC7870 chip supports multi-core lockstep and has a high frequency of 360MHz, meeting the ASIL-D functional safety level [2] - Jiefa Technology will continue to promote the mass production and domestic substitution of mid-to-high-end automotive-grade chips in areas such as integrated smart cockpits, L2+ level assisted driving functions, power chassis, domain controllers, and new energy three-electric systems [2]

Core Viewpoint - The company is actively developing AI technology in collaboration with various institutions, focusing on NPU (Neural Processing Unit) IP cores for edge applications, with several products already in design and development stages [1] Group 1: NPU Development - The company is collaborating with the Hong Kong Applied Science and Technology Research Institute to develop AI technology for edge applications, resulting in the CNN20, CNN100, and CNN200 series NPU IP cores [1] - The CNN20 and CNN100 have completed design and are available for external licensing, while the CNN200 is still under development [1] - The CNN20 and CNN100 have a single-core computing power of 1 Tops@INT8, suitable for low-power AI MCU chips, while the CNN200 can reach 10 Tops@INT8, applicable for various edge computing AI SoC chips [1] Group 2: AI Applications - The NPU IP cores can be widely applied in numerous AI scenarios, including applications like robotic dogs [1] - The company is also collaborating with Longqing Technology to develop the CNN300 NPU IP core for AI PC applications, which combines scalar and vector processing units [1] - The CNN300 is designed to achieve a single-core performance of 8 Tops, with multi-core consistency interface MLS, allowing for higher computing power through multi-core stacking, potentially reaching 32 Tops with four cores [1] Group 3: RISC-V GPGPU Development - The company is working with the Tsinghua International Innovation Center in Shanghai on GPGPU (General-Purpose Graphics Processing Unit) core development based on the open-source RISC-V instruction architecture [1] - The first version of the RTL code design for the RISC-V GPGPU has been completed and publicly released as of July 2024 [1] - The current phase of RISC-V GPGPU development has concluded, with future plans dependent on the international development of open-source RISC-V GPGPU technology [1]

今天的市场，表现尚可，个股涨多跌少，沪指震荡上涨，创业板指数盘中跌幅收窄，一起看看发生了什 么事情。 全球大涨 11月10日，全球市场情绪回暖。 A股震荡分化，三大指数涨跌互现。截至收盘，沪指涨0.53%，深成指涨0.18%，创业板指跌0.92%。 两市共3376只个股上涨，92只个股涨停，1957只个股下跌。 | 880005 张跌家数 | | | | --- | --- | --- | | 日中 | 涨停 | 92 | | 涨幅 | > 1% | 150 | | 涨幅 | 5-7% | 147 | | 涨幅 | 3-5% | 349 | | 涨幅 | 0-3% | 2735 | | 跌幅 | 0-3% | 1678 | | 跌幅 | 3-5% | 201 | | 跌幅 | 5-7% | 47 | | 跌幅 | > 7% | 31 | | 其中 跌停 | | 10 | | 上涨家数 | | 3376 | | 下跌家数 | | 1957 | | 平盘停牌 总品种数 | | 116 | | | | 5449 | | 总成交额 | | 21943.71亿 | | 总成交量 | | 140007.9万 | | 涨家 ...

观察 寒武纪的股价狂飙是一部国产AI芯片的逆袭史诗。寒武纪股价大涨的核心原因和逻辑可以概括为： 在"全球AI算力需求爆发"与"科技自立自强"的双重历史性机遇下，市场将其视为中国AI算力的希望之 星，押注其能够突破技术封锁，在未来巨大的国产AI芯片市场中占据主导地位。 随后，寒武纪踩中"科技自主"风口，被纳入多个重要指数，牛散重仓押注，投资客疯狂涌入。 寒武纪的一飞冲天并非偶然，是其在技术创新、产品布局、市场拓展等方面长期努力的结果，当然也得 益于国家政策和行业发展的东风。 如今，市场的常见疑问是，寒武纪被高估了吗？ 业内人士认为，短期看，这是由消息面（新产品、新订单、新政策）和市场情绪驱动的主题投资。而中 长期看，股价能否维持高位甚至继续上涨，最终取决于其商业化落地能力和盈利能力的实质性改善，即 能否将"科技自立自强"的逻辑真正转化为持续的真金白银的营收和利润。 因此，对于投资者而言，理解寒武纪既要看到其承载的国家战略意义和巨大的想象空间，也要清醒认识 到其作为一家仍在"烧钱"阶段的科技公司所面临的商业挑战。事实上，高库存、客户集中、竞争和供应 链风险与500余倍动态市盈率的估值泡沫已悄然浮现。 目前来看，寒 ...

Core Insights - Company is collaborating with Hong Kong Applied Science and Technology Research Institute in the NPU field to develop AI technology for edge applications, resulting in the CNN20, CNN100, and CNN200 series NPU IP cores [1] - CNN20 and CNN100 have completed design and are available for external licensing, while CNN200 is still under development [1] - CNN20 and CNN100 have a single-core computing power of 1 Tops@INT8, suitable for low-power AI MCU chips, while CNN200 can reach 10 Tops@INT8, applicable for various edge computing AI SoC chips [1] - The company is also working with Longqing Technology to develop the CNN300 NPU IP core for AI PC applications, which combines scalar and vector processing units, achieving a single-core performance of 8 Tops [1] - The CNN300 features a multi-core consistency interface (MLS) that supports expansion for higher computing power, allowing for a potential 32 Tops performance with a four-core stack [1] - Collaboration with Tsinghua International Innovation Center in Shanghai is focused on developing GPGPU cores based on the open-source RISC-V instruction architecture, with the first version of RTL code design completed and publicly released by July 2024 [1] - The company is concentrating on the R&D and design of automotive electronic chips, server and cloud application security chips, quantum security chips, and AI MCU chips, while the current phase of RISC-V GPGPU development has concluded [1] - Future R&D plans for RISC-V GPGPU will depend on the further development of open-source RISC-V GPGPU technology internationally [1]

Group 1 - The core point of the article is that Guoxin Technology (688262.SH) has been selected for a significant national demand project, specifically for the CCUSR8116 RAID card, which has begun small-scale installation [1] Group 2 - The company is actively engaging with investors through an interactive platform to communicate updates regarding its projects [1] - The selection of the CCUSR8116 RAID card indicates a potential growth opportunity for the company in the national project sector [1] - The initiation of small-batch installations suggests that the company is moving forward with its operational plans and fulfilling project requirements [1]

Core Viewpoint - The company, Guoxin Technology (688262.SH), is experiencing significant growth in demand for customized chips due to the rapid development of artificial intelligence and advanced computing markets, leading to a robust order backlog and a focus on executing these orders effectively [1] Group 1 - The customized chip business is witnessing a substantial increase in global demand [1] - The company has a strong order backlog for its customized chip business [1] - The company is fully committed to enhancing the execution of its existing orders [1]

然而，行业高管却仍对AI驱动的发展前景保持乐观。 Meta(META.US)、谷歌(GOOGL.US)、亚马逊(AMZN.US)和微软(MSFT.US)计划明年合计投入超4000亿 美元用于AI基础设施建设，较2025年增长21%，以抢占新兴技术领域的领先地位。 作为各大企业的主要AI芯片供应商，英伟达首席执行官黄仁勋于上周六表示，其业务"正逐月增强，势 头愈发强劲"。 据了解，在对中国台湾省为期两天的旋风式访问中，黄仁勋与台积电CEO魏哲家会面并要求增加芯片供 应。目前各大芯片设计公司均在争抢这家芯片代工巨头的有限产能。 智通财经APP获悉，台积电(TSM.US)公布的10月营收增速势头呈现放缓态势，这可能是人工智能(AI)需 求随市场泡沫化显现而逐渐降温的又一迹象。 数据显示，台积电10月销售额同比增长16.9%，为2024年2月以来的最低增速。分析师普遍预期，台积 电本季度销售额将增长16%。尽管如此，该公司股价今年年初至今已累计上涨约37%。 由于投资者对科技行业估值过高的担忧日益加剧，全球科技股上周遭遇抛售潮，华尔街多位CEO警告市 场调整早已迫在眉睫。电影《大空头》的原型人物Michael Bur ...

早在2023年8月，CoreWeave成为首家部署NVIDIA H200 Tensor Core GPU的云计算服务公司，这是一款 高性能的AI GPU，这使得它能够为客户们提供无比强大的计算能力。在AI浪潮推动下，尤其是2023 年，依靠大量采购高端NVIDIA AI GPU(比如H100/H200)及与英伟达在CUDA软硬件协同生态系统的全 面合作，CoreWeave在云端AI GPU算力市场的知名度迅速提升。 CoreWeave AI云算力租赁服务最突出的特点是专注大批量提供最高端AI GPU(尤其是NVIDIA GPU)集 群，让用户们可以在云端服务体系中按需获取高性能 AI GPU算力资源——即云端AI算力资源，用于机 器学习、深度学习以及推理等AI工作负载。CoreWeave支持大规模的弹性部署，用户们可以根据项目需 求快速增减AI GPU数量，适合AI模型训练(如大语言模型、计算机视觉体系等)以及需要实时处理的庞 大推理工作负载。除AI外，CoreWeave的NVIDIA AI GPU资源也可用于传统的HPC场景(科学计算、分 子模拟、金融风险分析等)。 AI投资热潮有望全面回暖 为OpenAI ...

（原标题：财报前瞻 | AI泡沫论调下CoreWeave(CRWV.US)业绩万众瞩目 市场期待AI算力租赁爆棚） 早在2023年8月，CoreWeave成为首家部署NVIDIA H200 Tensor Core GPU的云计算服务公司，这是一款 高性能的AI GPU，这使得它能够为客户们提供无比强大的计算能力。在AI浪潮推动下，尤其是2023 年，依靠大量采购高端NVIDIA AI GPU(比如H100/H200)及与英伟达在CUDA软硬件协同生态系统的全 面合作，CoreWeave在云端AI GPU算力市场的知名度迅速提升。 CoreWeave AI云算力租赁服务最突出的特点是专注大批量提供最高端AI GPU(尤其是NVIDIA GPU)集 群，让用户们可以在云端服务体系中按需获取高性能 AI GPU算力资源——即云端AI算力资源，用于机 器学习、深度学习以及推理等AI工作负载。CoreWeave支持大规模的弹性部署，用户们可以根据项目需 求快速增减AI GPU数量，适合AI模型训练(如大语言模型、计算机视觉体系等)以及需要实时处理的庞 大推理工作负载。除AI外，CoreWeave的NVIDIA AI G ...