行情速递 ①主板领涨，方正科技(+10.05%)/中国电影(+10.04%)/风华高科(+10.04%)/洁美科技 (+10.00%)/东山精密(+10.00%)/ ②创业板领涨，博实结(+20.00%)/胜宏科技(+20.00%)/苏大维格(+19.99%)/ ③科创板领涨，天岳先进(+20.00%)/腾景科技 (+20.00%)/生益电子(+18.33%)/ ④ 活跃子行业，SW印制电路板(+10.14%)/SW通信网络设备及器件(+8.17%)/ 国内新闻 ①艾邦ARAI眼镜资讯，雷鸟创新与B&O达成合作/首款AR眼镜将于10月发 布/Bang & Olufsen 将为雷鸟 Air 4新品提供专业音频调校能力"Audio by Bang & Olufsen"/ ②半导纵横，安孚科技在互动平台表示/象帝先研发的新一代"伏羲"架构芯片 已完成流片验证/该芯片在图形渲染能力与并行计算性能方面表现优异/ ③核芯产业观察，华为麒麟9020芯片首次公开亮相/该芯片CPU包含1个泰山 大 核 2.5GHz+3 个 泰 山 中 核 2.15GHz+4 个 小 核 1.6GHz/GPU 为 Maleoon 920。麒麟9 ...

Macro Economic Updates - The National Development and Reform Commission has released a notice soliciting opinions on the "Basic Rules for the Medium- and Long-term Electricity Market (Draft for Comments)", emphasizing the promotion of inter-provincial and intra-provincial trading coupling and orderly connection [6] - To implement a more proactive macro policy, the Ministry of Finance and the People's Bank of China held a second group leader meeting to strengthen the coordination between fiscal and monetary policies [6] Industry Dynamics - Strong demand for lawn mowers and window cleaning machines is predicted, with IDC forecasting high growth in sales of cleaning robots, related stocks include Ninebot (689009) and Ecovacs (603486) [8] - Zhejiang is advancing the marketization of new energy electricity prices, highlighting the importance of optimized services, related stocks include Guoneng Rixin (301162) and Longxin Group (300682) [8] - The Shanghai Stock Exchange hosted a salon on brain-computer interface industry, related stocks include Xiangyu Medical (688626) and UCloud (688158) [8] Company Focus - EVE Energy (300014) has officially unveiled its solid-state battery research institute in Chengdu, with the "Longquan No. 2" all-solid-state battery successfully rolling off the production line [10] - Anfu Technology (603031) has completed the tape-out verification of the new generation "Fuxi" architecture chip developed by Xiangdi, which shows excellent performance in graphics rendering and parallel computing [10] - Digital China (000034) stated in a research meeting that it aims to enhance its AI infrastructure, further enriching computing device forms and innovating architecture design based on its KunTai intelligent computing products [10] Market Review and Outlook - On September 4, the total trading volume of the two markets was 25,443 billion, with 2,106 stocks rising and 2,908 stocks falling. The net capital outflow from the market was 1,229.75 billion, with trading volume increasing by 1,802 billion compared to the previous day [12] - The three major indices opened slightly lower and fluctuated downwards, closing with a bearish candlestick pattern. Large-cap stocks underperformed while small-cap stocks showed relative resilience [12] - Market hotspots included significant net inflows in banking and retail sectors, while semiconductor and communication services sectors saw substantial outflows [12] - The report suggests that the market may experience further downward testing of support levels, with potential for a rebound if accompanied by reduced volume, indicating a possible short-term trading opportunity [13]

Core Viewpoint - Anfu Technology announced that its investment in Xiangdixian has accelerated the development of the new generation "Fuxi" architecture chip, which has completed tape-out verification and shows excellent performance in graphics rendering and parallel computing [1] Group 1: Chip Development - The new generation Fuxi architecture GPU will utilize 5nm technology and achieve a computing power of 160 TFLOPS (FP32), integrating 12GB of HBM2 memory [1] - Xiangdixian is developing two new products under the Fuxi architecture, with performance and technical specifications reaching a leading level in China [1] Group 2: Product Focus - Fuxi A0 is designed to fill the gap in the domestic high-end rendering product market [1] - Fuxi B0 is a chip that integrates GPU and NPU, targeting edge model deployment and the rapidly growing AIPC market, supporting mainstream models such as LLAMA, ChatGLM-6B, Stable-Diffusion, Sora, and DeepSeek R1 1.5B/7B for edge deployment needs [1] Group 3: Investment and Support - Anfu Technology has disclosed that Xiangdixian's shareholders include state-owned investment institutions, such as Chongqing Liangjiang Industry Development Group [1] - The listing plan for Xiangdixian will be decided based on market conditions and development strategies, with the company committed to monitoring Xiangdixian's progress and actively supporting its growth [1]