锡创投文化展示中心 基金小镇 无锡尚贤湖 高效的生态构建让基金小镇迅速崛起。短短4年内，累计注册股权投资类基金规模超2600亿元，吸引370 家股权投资企业入驻 截至2025年，锡创投累计管理规模达2870亿元，累计投资规模超1300亿元。"十四五"以来，其在本地投 资项目超800个，投资额超520亿元，直接招引落地项目总额超700亿元，参与培育的上市企业累计已超 120家 ◎记者 邓贞 在产业与资本深度融合的浪潮中，最富启示的无锡实践之一，便是在雄厚的实业底色上，绘就了产投共 荣的生态图景。如今，集成电路、生物医药、高端装备等战略性新兴产业因无锡资本的加持，在无锡拔 节生长，共同构筑起现代化产业体系的坚实基座。 数据显示，"十四五"以来，无锡国资围绕"465"现代产业集群开展战略性布局，投资规模持续增长，战 略性新兴产业投资占比显著提升。通过"基金+基地"等创新模式，助力打造具有全国影响力的产业地 标，资本市场"无锡板块"市值突破2万亿元，成为驱动区域经济转型升级的核心引擎。 从动能看，特色鲜明的"无锡模式"让产投融合的路径更持续。以"耐心资本"长期陪伴优秀企业成长，构 建覆盖企业全生命周期的资本服务体系； ...

1. 对于持有风电、可控核聚变等强势板块仓位的朋友，可以多一份耐心，只要趋势不破、逻辑未变，就 继续持有，让利润奔跑。 2. 对于手中仍持有零售、地产等弱势板块的朋友，需要认真审视。如果其基本面没有超预期改善，今天 的下跌可能不是终点。可以考虑借助市场若有反弹的机会，将资金调整到更具活力的新主线上来。 3. 对于想入场的朋友，切记"买在分歧"。今天的放量下跌制造了分歧和波动，对于看好的新主线（如高 端制造、绿色科技），不必追高，可以耐心等待其跟随市场回调时，寻找低吸布局核心品种的机会。重 点关注那些有业绩支撑、有订单验证的标的。 总而言之，朋友们，今天的市场像一次压力测试，检验着每一笔资金的成色。它告诉我们，普涨行情不 易，但结构性的星辰大海依然波澜壮阔。在分化加剧的时代，我们的投资也必须更加精准。记住帮主的 话：在潮水退去时，不仅要看出谁在裸泳，更要看清哪块礁石最为坚硬。 第一个信号，是 "放量"本身。下跌时放量，说明在这个位置多空分歧巨大，有资金在卖出，但同时也 有资金在果断承接。这跟无量阴跌有本质区别。这些承接资金看中的是什么？很可能就是第二个信号 —— "新老主线"的激烈交锋。 今天盘面一半是海水，一 ...

Group 1 - The central bank's third-quarter meeting emphasized maintaining ample liquidity and reducing social financing costs, indicating a stable policy environment for long-term investors [3] - Industrial enterprises reported a 20.4% increase in profits for August, with cumulative profits turning positive, signaling a genuine economic recovery supported by improved structures across various sectors [3] - Several industries received favorable policies, including high-end rare earth materials, AI-driven transportation, and digital economy support for quality enterprise financing, highlighting a shift towards high-end manufacturing and technological innovation [4] Group 2 - The approval of "China's version of Nvidia," Timor Thread, within 88 days reflects the growing support for hard technology in the Sci-Tech Innovation Board, indicating a vibrant domestic GPU market [4] - Upcoming economic indicators, such as the PMI on September 30, are crucial for confirming economic recovery, while external factors like U.S. government stability and non-farm payroll data will influence global capital flows [5] - The recent news suggests a clear direction: macroeconomic stability, economic recovery, and a policy focus on technology and high-end manufacturing, encouraging long-term investors to concentrate on quality sectors with policy support and improving profitability [5]

Summary of Conference Call Notes Industry or Company Involved - The conference call discusses advancements in the AI and robotics sectors, focusing on various companies and their innovations in AI models, robotics, and GPU technology. Core Points and Arguments 1. **AI Model Development**: A company has developed a trillion-parameter MOE language model, aiming to establish AGI capabilities. The step1 model, with 100 billion parameters, excels in image processing, mathematical abilities, logical reasoning, and text creation, ranking highly in industry evaluations [1] 2. **AI Tone Services**: A newly established company in Shanghai focuses on providing AI tone services for large models, backed by state-owned enterprises and local government support. This service involves creating high-quality training data for AI models [2][3] 3. **Robotics Innovations**: A company has launched three series of robots, including the "Yuanqi" series, with over 1,000 units produced. These robots are designed for various applications, showcasing advanced capabilities [4][5] 4. **Intelligent Robotics**: The introduction of the "Lingxi XR" humanoid robot, which features 28 degrees of freedom, allows for complex movements and interactions, enhancing its adaptability in various environments [6][7] 5. **Cloud Robotics**: A company has proposed a cloud robotics architecture that integrates cloud computing with robotics, enabling self-learning and continuous evolution of robots [8] 6. **Industrial Robotics**: Feixi Technology focuses on industrial robotic solutions, leveraging advanced sensors for applications in manufacturing, healthcare, and agriculture [9][10] 7. **GPU Technology**: A company named Muxi has developed high-performance GPUs, achieving significant breakthroughs in computing power, including the BR100 GPU, which set a global record for computing capabilities [11][12] 8. **AI Model Deployment**: Companies are rapidly deploying AI models, such as the TM106 series, which supports advanced inference capabilities, competing with leading models in the market [13] 9. **Computing Solutions**: A company offers standardized AI computing solutions, enabling quick deployment for clients and reducing operational costs [14] 10. **Market Positioning**: The conference highlights the competitive landscape of nine leading companies in AI, robotics, and GPU sectors, emphasizing their potential to challenge international giants and drive technological advancements in China [15][16] Other Important but Possibly Overlooked Content - The establishment of a "super factory" for high-quality training data is underway, aiming to significantly increase the capacity of the tone library by 2025 [3] - The conference underscores the importance of investing in technology assets to support emerging companies that are breaking international monopolies in their respective fields [16]