当前，人工智能技术浪潮席卷千行百业，面对众多的垂直领域和应用场景，更呼唤集约算力、算法、数 据、工具、人才、安全等的人工智能基础设施。基于此，浪潮云打造了实体化的人工智能工厂，向区 域、行业、企业提供模型、智能体规模化及常态化的制造能力。这座工厂由通用算力中心、模型工厂、 智能体工厂和训练场组成，它汇聚了1400余家AI技术企业，形成了强生产关系的人工智能基础平台， 并与产业客户一道打造了28个紧耦合的产业集群，形成了在石化、钢铁、盐化工、制造、医疗、水利等 行业的实践。 浪潮通过人工智能工厂，为客户提供个性化、定制化的算力服务，加速实现技术平权及模型普惠。除此 之外，浪潮在人工智能方面还打造另一核心成果——"浪潮海岳大模型"，该模型作为完成国家网信 办"双备案"的平台型大模型，以自主知识产权构建企业智能基座。它深度融合行业知识，在财务、制 造、化工、水务等关键场景中显著提升运营效率。基于该模型打造的浪潮海岳商业AI，沉淀了2000余 项业务规则与5000个典型场景，集成了100多个开箱即用的智能体。目前，该模型已支撑50多家大型企 业完成智能化升级，智能服务调用量突破4亿次。 在硬核科技领域，浪潮计算机深耕 ...

Core Viewpoint - Wallen Technology has successfully listed on the Hong Kong Stock Exchange, experiencing a significant increase in share price on its debut day, indicating strong market interest and demand for its offerings [1]. Company Overview - Wallen Technology is a domestic provider of general intelligent computing solutions, focusing on its self-developed Walli series GPU products to provide computing infrastructure across various industries [1]. Market Performance - The opening share price was HKD 35.7, representing an 82.14% increase from the issue price of HKD 19.6 [1]. - As of the report, Wallen Technology's share price rose over 88.88% to HKD 34.02, with a market capitalization exceeding HKD 88 billion [1]. Subscription Demand - The public offering phase saw a subscription rate of 2,347.53 times, while the international placement phase had a subscription rate of 25.95 times, reflecting high investor interest [1].

港股今日（1月2日）开盘，截至发稿，恒生指数涨超1%，恒生国企指数涨逾1%，恒生科技指数涨超2%。 值得注意的是，"港股GPU第一股"壁仞科技今日上市，这也是2026年港股市场首只上市新股。 截至发稿，壁仞科技涨超100%，股价冲上40港元。 | < W | 壁仍科技(6082) | | | --- | --- | --- | | | 01-02 09:41:33 | | | | 40.420 额 25.3亿 股本 23.96亿 市盈™ -39 | 万得 | | | 20.820 106.22% 换 5.91% 市值 969亿 市净" -9.80 | 盘口 | | 分时 | 五日 日K 周K 月K | 服务 | | 看加 | | 均价:37.048 盘口 成交 | | 42.880 | | 118.78% 卖10 40.640 --(0) | | | | 卖9 40.620 -- (0) | | | | 卖8 40.600 1.50万(26) 卖7 40.580 1.40万(10) | | | | @6 40.560 1400(5) | | | | 0.000 25 40.540 1400(5) | | 19 ...

Group 1 - The core viewpoint of the article highlights that the Hong Kong stock market debut of Biran Technology saw a significant increase of over 110% on its first day of trading [1] - The public offering phase received an overwhelming subscription rate of 2,347.53 times, indicating strong investor interest [1] - The international placement phase also experienced a robust subscription rate of 25.95 times, further reflecting the demand for the company's shares [1] Group 2 - Biran Technology is identified as a domestic provider of general intelligent computing solutions, focusing on self-developed GPU products under the Bili series [1] - The company aims to provide computing power infrastructure across various industries, positioning itself as a key player in the technology sector [1]

Core Viewpoint - Wall Street's GPU first stock, Birun Technology, has concluded its IPO with a staggering oversubscription rate of 1583.50 times, raising approximately HKD 42.1-48.5 billion [1] Group 1: IPO Details - Birun Technology (06082) has recorded a margin amount of approximately HKD 384.379 billion [1] - The company issued 247.69 million shares with a price range of HKD 17.00 to 19.60 per share [1] - The pricing results are expected to be announced on December 30, 2023, with the listing scheduled for January 2, 2026 [1] Group 2: Investor Participation - The IPO attracted a prestigious lineup of cornerstone investors, including Qiming Venture Partners, Ping An Life, and LionGlobal, with a total subscription amount of approximately HKD 28.99 billion, accounting for nearly 64% of the global offering [1] Group 3: Company Performance - Birun Technology is recognized as a leading provider of general intelligent computing solutions in China, with revenue projected to grow from RMB 499,000 in 2022 to RMB 337 million by 2024, reflecting a compound annual growth rate of 2500% [1] - As of December 15, 2025, the company has an order backlog amounting to approximately RMB 1.241 billion [1]

Core Viewpoint - Wall Street's GPU first stock, Birun Technology, has completed its IPO with significant oversubscription, indicating strong market interest and potential for future growth [1] Group 1: IPO Details - Birun Technology (06082) recorded a margin amount of approximately HKD 384.379 billion, with an oversubscription rate of 1583.50 times [1] - The company is issuing 247.69 million shares, with a price range of HKD 17.00 to HKD 19.60 per share, aiming to raise approximately HKD 4.21 to HKD 4.85 billion [1] - The pricing results are expected to be announced on December 30, and the company will be listed on January 2, 2026, marking the largest fundraising scale for a new stock since the implementation of the Hong Kong Stock Exchange's Chapter 18C listing system [1] Group 2: Investor Participation - The IPO has attracted a prestigious lineup of cornerstone investors, including Qiming Venture Partners, Ping An Life, and LionGlobal, with a total subscription amount reaching approximately HKD 28.99 billion, accounting for nearly 64% of the global offering size [1] Group 3: Company Performance - Birun Technology is a leading provider of general intelligent computing solutions in China, with revenue projected to grow from RMB 499,000 in 2022 to RMB 337 million in 2024, reflecting a compound annual growth rate of 2500% [1] - As of December 15, 2025, the company has an order backlog amounting to approximately RMB 1.241 billion [1]

据悉，本次战略合作签约，将进一步实现三家企业的优势互补，持续探索技术创新与模式突破，构建起 从底层硬件到上层应用的国产自主可控产业闭环。 北京商报讯(记者陶凤王天逸)12月20日，壁仞科技宣布，公司近期与阶跃星辰、上海仪电智算服务正式 签署战略合作协议。 ...

证券日报网讯12月17日，爱施德（002416）在互动平台回答投资者提问时表示，公司积极布局新兴领 域，爱施德智算科技公司聚焦AI智算集群及智能体解决方案，首个算力项目已签约落地；公司旗下爱 施德智城基金的主要投资领域包含低空经济产业链上下游，现阶段暂未开展该方向投资，后续将按规划 推进基金运作。 ...

经济观察网12月18日，光合组织2025人工智能创新大会(HAIC2025)在江苏昆山举行。作为国内首个聚 焦"AI计算开放架构"的行业大会，本次大会汇聚了来自芯片、服务器、存储、超节点、AIPC以及大模 型、智能体和行业应用等环节的产业链上下游机构与企业，覆盖从底层算力到系统平台再到应用落地的 完整链条。与会多方围绕开放架构下的算力协同、软硬件适配和生态共建展开交流，集中展示国产智能 计算在体系化推进中的阶段性成果。 在人工智能加速走向规模化应用的背景下，HAIC2025以"产业大集"的形式搭建跨领域协同平台，将推 动国产计算生态从单点突破向系统化、开放化演进，为智能计算产业的持续发展提供现实路径。 ...

专题：交易提示 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 【停牌】 【品大事】 莲花控股：控股孙公司拟2亿元购买4000块加速卡产品及服务用于开展智算业务 莲花控股公告称，公司控股孙公司莲花紫星与EⅫ公司签署《产品销售合同》，EⅫ公司向莲花紫星提 供4000块加速卡产品及服务，合同总价为2亿元。根据合同约定，本合同第一期货款为合同总金额的 60%，公司已支付第一期货款1.2亿元，截至目前产品尚未交付。此次购买的4000块加速卡产品及服务 用于开展公司控股孙公司莲花紫星的智算业务，将进一步增强其市场竞争力。 300486 东杰智能 三六零澄清：相关人员在职期间从未担任核心管理层职务不存在财务造假情形 【复牌】 三六零发布澄清公告，关注到媒体转载"前高管"在微信群及社交平台发布的不实言论，涉及公司游戏业 务财务造假等内容，相关截图在网络传播，引发部分关注。公司现就相关情况予以澄清说明如下：经核 查，相关人员曾担任GameWave游戏公司负责人，GameWave游戏公司曾被三六零原美股上市主体Qihoo 360 Technology Co.Ltd．收购。相关人员2014年入职Qiho ...