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【公告全知道】商业航天+光模块+芯片+军工!公司已成功参与多个商业航天项目配套
财联社· 2026-02-03 15:28
《公告全知道》每周日至每周四推送明日股市重大公告!内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告,其中重要公告均以红色标注,帮助投资者提前 寻找到投资热点,防范各类黑天鹅事件,并且有充足的时间进行分辨和寻找合适的上市公司。 ①商业航天+光模块+芯片+军工!这家公司已成功参与多个商业航天项目配套,产品有给光模块厂家供样 并有小批量供货;②商业航天+AI应用+机器人+算力+军工!这家公司产品已在航天科技、航天科工等相关 企业成功应用;③机器人+光伏+液冷+锂电池+消费电子!公司签订4.8亿元机器人类业务合同。 前言 ...
【点金互动易】沐曦+液冷+数据中心,公司与沐曦合作推出高密度液冷方案,并与壁仞、燧原等国产GPU芯片厂商开展合作
财联社· 2025-12-15 00:54
Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decision-making [1] - The collaboration between Muxi and domestic GPU chip manufacturers such as Birun and Suiruan to launch high-density liquid cooling solutions is highlighted [1] - The company has developed self-researched GPGPU chips that integrate graphics and AI computing power, with recent server chips supporting AIPC applications and deep collaboration with the HarmonyOS to build an industrial control ecosystem [1]
The quantum-computing industry is getting a boost from Trump's quest for US dominance
Yahoo Finance· 2025-10-24 19:54
Group 1 - Private credit is currently facing criticism, with notable figures like KKR cofounder Henry Kravis and Blackstone CEO Steve Schwarzman defending the sector [1] - The stock market is experiencing significant movements driven by the potential for government investment in certain industries, particularly in the context of the Trump administration's interest [4][6] - The semiconductor, rare minerals, and quantum computing industries are identified as key areas of focus for the US government, aligning with the interests of major financial institutions like JPMorgan [5] Group 2 - The prospect of government investment has shown to significantly impact stock prices, as evidenced by the market reaction to reports of potential stakes in quantum computing [6] - Historical examples, such as the US government's 10% stake in Intel, illustrate how government involvement can lead to substantial stock price increases, with Intel shares rising 60% since the investment [7]