黄仁勋与孙正义 人工智能领域的收购操盘手们，这个假日季丝毫没有歇脚。元宇宙（Meta）今日午后官宣收购新加坡 人工智能智能体研发企业 Manus，交易价格未予披露。不过鉴于 Manus 上一轮融资估值达 5 亿美元， 元宇宙此次收购价或在 20 亿美元左右，并未高出太多。（Manus 相关详情见此文及此文） 与此同时，软银今日宣布以40 亿美元收购数据中心投资机构 DigitalBridge，足见首席执行官孙正义的 收购大手笔丝毫未减 —— 即便其近期已接连出手（收购安培计算、ABB 机器人业务、OpenAI 等）。 不禁让人发问：孙正义的收购额度难道没有上限吗？ 再看英伟达首席执行官黄仁勋，他大可不必举债收购，毕竟英伟达的业务堪称 "印钞机"（玩笑话！实 则指其人工智能芯片业务盈利能力爆棚）。与高调的软银不同，英伟达并不愿大肆宣扬每一笔交易。比 如其斥资20 亿美元收购大幅落后的竞争对手格罗克（Groq） 的消息，便在平安夜悄然曝出。 从交易披露的时机，以及两家公司惜字如金的公开表态不难看出，双方本希望这笔交易能在假日狂欢中 悄无声息落地。毕竟，英伟达或许不想让外界过多追问：这家当之无愧的全球最大人工智能芯 ...

（文章来源：证券日报） 证券日报网讯 12月30日，星宸科技在互动平台回答投资者提问时表示，公司有自研的NPU，搭配可拓 展的算力架构和分布式算力芯片组，最高可覆盖至128T算力（如面向具身智能机器人大小脑等高端智 能场景）。目前暂未涉及TPU。 ...

Group 1 - The semiconductor equipment and computing chip sectors showed strength in early trading on December 30, with companies like Kema Technology, Changchuan Technology, and Northern Huachuang rising over 3%, leading to a 1.9% increase in the CSI Chip Industry Index and a 1.3% increase in the CSI Semiconductor Materials and Equipment Theme Index [1] - According to Guojin Securities, semiconductor equipment is positioned upstream in the industry chain and is a core industry supporting chip manufacturing and testing. Data from SEMI indicates that the performance of leading domestic equipment companies is impressive, with eight leading companies achieving a combined revenue growth of 37.3% and a net profit growth of 23.9% year-on-year in the first three quarters of 2025 [1] - The domestic semiconductor equipment industry chain is expected to experience a new round of rapid growth opportunities driven by the evolution of storage technology towards 3D, influenced by AI large models [1] Group 2 - The CSI Chip Industry Index consists of 50 stocks involved in chip design, manufacturing, packaging and testing, as well as semiconductor materials and production equipment, with over 50% of the index comprising digital chip design and approximately 18% from the semiconductor equipment sector [1] - The CSI Semiconductor Materials and Equipment Theme Index includes 40 stocks related to semiconductor materials and equipment, with the semiconductor equipment and materials sectors accounting for 62% and 22% of the index, respectively [1] - The E Fund Chip ETF (516350) and the E Fund Semiconductor Equipment ETF (159558) track the aforementioned indices, providing investors with convenient access to leading companies in the industry chain [1]

人民财讯12月30日电，北京君正（300223）12月30日在互动平台表示，公司的SRAM为独立芯片，目前 未提供片上SRAM IP业务。 ...

(原标题：星宸科技(301536.SZ)：目前暂未涉及TPU) 格隆汇12月30日丨星宸科技(301.536.SZ)在互动平台表示，公司有自研的NPU，搭配可拓展的算力架构和分布式算力芯片组，最高可覆盖至128T算 力（如面向具身智能机器人大小脑等高端智能场景）。目前暂未涉及TPU。 相关ETF 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌: -1.42% 市盈率： 19.99倍 资金流向: 最新份额为103.8亿份,减 少了1.8亿份,净申赎-1.0亿 元。 估值分位:17.29% 游戏ETF (产品代码：159869) 资金流向: 最新份额为87.0亿份,增加 了5800.0万份,净申赎 8382.7万元。 估值分位:56.54% 科创50ETF (产品代码: 588000) ★ 跟踪：上证科创板50成份指数 近五日涨跌:0.85% 市盈率:160.92倍 资金流向: 最新份额为543.4亿份,增 加了4.9亿份，净申赎7.0亿 元。 ★ 跟踪：中证动漫游戏指数 近五日涨跌:0.48% 市盈率： 37.50倍 云计算50ETF (产品代码：516630) ...

点击蓝字关注我们 长江商报记者 徐佳 通过高溢价收购，通业科技（300960.SZ）将业务延伸至电力物联网芯片领域。 12月27日晚间，通业科技披露资产收购计划，拟以5.61亿元现金购买北京思凌科半导体技术有限公司（以下简称"思凌科"）91.69%股权。本次交易完成 后，思凌科将成为上市公司的控股子公司。 资料显示，思凌科聚焦于电力物联网通信芯片领域。 通过本次收购，通业科技将在原有轨道交通机车车辆电气业务的基础上延伸市场，提升核心竞争力。 长江商报记者注意到，本次交易中，思凌科整体估值溢价率达387.41%。交易完成之后，通业科技将新增商誉3.59亿元。 溢价收购的同时，交易对手方作出思凌科未来三年净利润不低于1.75亿元的业绩承诺，且为了加强核心团队成员与公司绑定，通业科技的实控方还拟作价 1.88亿元向思凌科实控人控制的共青城思凌企管投资合伙企业（有限合伙）（以下简称"思凌企管"）转让6%上市公司股份。 截至2025年7月末，通业科技账面现金及现金等价物余额2亿元，与本次交易总支付对价5.61亿元存在一定资金缺口。据测算，交易完成之后，通业科技资 产负债率将从37.53%上升至66.95%，其面临的财务 ...

这股存储芯片热潮对Kioxia股价构成利好，因投资者预期强劲需求和价格上涨将提振其收入。 Asymmetric Advisors公司日本股票策略师Amir Anvarzadeh表示："在科技领域，我们进入2026年的配置 重点主要是存储芯片，无论是直接投资Kioxia，还是相关的二次衍生产品。"他表示，像Sumco Corp.这 样的芯片晶圆制造商也有望从明年强劲的存储需求中受益。 尽管如此，该股的表现也引发了一些关于估值过高的担忧，这种担忧最近几个月也拖累了其他AI相关 股票。11月，Kioxia在季度收益未达到投资者过高预期后，股价在一天内下跌了23%。 然而，Anvarzadeh表示，鉴于存储需求仍远超过供给，Kioxia似乎处于有利位置，足以应对2026年AI市 场的波动。他表示："对数据中心投资放缓的担忧，实际上不应影响下个阶段的存储芯片价格，因为市 场已经严重供不应求。" 人工智能对数据存储的贪婪需求，已使日本内存芯片制造商Kioxia控股公司成为今年全球涨幅最大的股 票，这表明尽管近期市场出现波动，但AI热潮依然强劲。 Kioxia股价年内上涨约540%，表现优于MSCI全球指数所有其他成分股， ...

数据来源：中证指数公司，沪深交易所。 12月30日午后，港股硬科技逆市走高，迈富时、英诺赛科涨超11%，优必选涨超9%，第四范式涨超 6%，中芯国际大涨超4%。全市场首只聚焦"港股芯片"产业链的港股信息技术ETF（159131）午后震荡 走高，现涨1.89%，实时成交额超5700万元。 | | | 分时 $日 1分 5分 15分 30分 60分 日 周 月 * | | | | F9 盘前盘后 最加 九和 画线 工具 (2 ) | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.92 | | | | 159131[悲股德奥技术ETF] 14:12 价 0.918 涨跌 0.017(1.89%) 均价: 0.910 成交量: 51 IOPV 0.9201 1. | | | | | | 0 91 8 +0.017 +1.89% | | | | | | | | A . A | | | | | SZSE CNY 14:12:27 交易中 查看L2全覆 | | | 0911 | | | | | ...

Core Insights - The company, Tanshan Group, was awarded the "Annual Outstanding Value Listed Company" in the 2025 New Consumption and New Economy Annual Selection, recognizing its innovative capabilities and strategic transformation in the new consumption sector [1] - The award reflects the company's dual business strategy of "outdoor + chips," which has proven to be forward-looking and feasible [1] Acquisition and Strategic Development - Tanshan Group announced the acquisition of 51% stakes in two leading chip companies, Betel and Shanghai Tongtu, for a total of 680 million yuan, marking a significant step in its strategic layout in the semiconductor and edge AI sectors [2] - This acquisition aims to establish a comprehensive "perception + display" dual-engine strategy, enhancing the company's core technology in chips and expanding into high-growth AI markets [2] - Betel has over a decade of expertise in mixed-signal chain chips, with its fingerprint recognition chip holding the top market share in smart locks, while its touch chips are integrated into leading laptop brands [2] - Shanghai Tongtu has established a competitive edge in display processing and IP licensing, with its RISC-V architecture-based SOC chip leading the high-end OLED screen market [3] - The integration of these companies will allow Tanshan Group to create a complete ecosystem from chip design to terminal solutions, aligning with the current trend of "AI + vertical scenarios" [3] Outdoor Business and Technological Integration - Tanshan Group's core outdoor business has been a solid foundation for its diversified transformation, contributing to its recognition as an outstanding value listed company [4] - The company has over 26 years of experience in the outdoor equipment sector, developing a comprehensive product ecosystem that includes extreme environment gear and collaborations with China's manned space program [4] - Tanshan Group has successfully applied aerospace-grade technology to consumer outdoor products, enhancing features like lightweight design and temperature control [4] - The company continues to innovate in outdoor smart equipment, launching products like exoskeletons and smart ski helmets that meet the growing market demand for intelligent outdoor gear [4] Future Outlook - Tanshan Group's dual business model of "outdoor + chips" is expected to continue driving value creation, transforming from a traditional equipment manufacturer to a technology group focused on chip technology and outdoor applications [5] - The synergy between the two business segments is anticipated to enhance the company's core competitiveness in the evolving landscape of technology-driven consumer markets [5]

Core Insights - The article discusses the development of the all-optical computing chip LightGen by a team from Shanghai Jiao Tong University, which significantly enhances the capabilities of large-scale generative AI models, enabling high-resolution image generation, 3D generation, and video generation with improved speed and energy efficiency [1][2] Group 1: Technological Advancements - LightGen achieves a two-order-of-magnitude improvement in computational power and energy efficiency compared to leading digital chips, making real-time generative tasks feasible [1] - The chip supports various large-scale generative tasks, including denoising and feature transfer, while maintaining quality comparable to advanced electronic neural networks [1] - The theoretical computational power of LightGen could increase by seven orders of magnitude with the use of cutting-edge input devices, addressing the computational gap in deploying generative AI [1] Group 2: Research and Development - The research team has overcome significant challenges, including the integration of millions of optical neurons, all-optical dimension transformation, and the development of a no-true-value training algorithm, which are crucial for generative tasks [2] - LightGen represents a qualitative leap in optical computing, moving from decision-making tasks to semantic generation, and is not merely an enhancement of existing optical chips [2] - The team aims to commercialize LightGen for content production processes, enabling real-time previews and significantly reducing rendering times from hours to seconds or even sub-second levels [2] Group 3: Future Prospects - The transition of LightGen from laboratory research to a usable technology product will require the establishment of standardized processes and mass production testing standards [2] - The research team is actively collaborating with industry partners to facilitate the practical application of LightGen [2]