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晚报 | 8月29日主题前瞻
Xuan Gu Bao· 2025-08-28 14:20
Group 1: Computing Power - Several CPO concept listed companies have reported significant growth in performance, with Nvidia's Q2 2026 revenue reaching $46.74 billion, a 56% year-on-year increase, and net profit of $26.42 billion, up 59% [1] - Zhongji Xuchuang's semi-annual report for 2025 shows a net profit of 3.995 billion yuan, a 69.4% increase year-on-year [1] - Goldman Sachs raised the 12-month target price for Zhongji Xuchuang to 392 yuan and for Xinyisheng to 398 yuan [1] - Tianfu Communication reported a net profit of 899 million yuan for the first half of the year, a 37% increase year-on-year [1] - The global computing power market remains strong, with IDC predicting the AI server market will reach $222.7 billion by 2028, with generative AI servers' market share increasing from 29.6% in 2025 to 37.7% in 2028 [1] Group 2: Optical Communication - Chinese researchers have developed the world's first adaptive, full-band, high-speed wireless communication chip based on optoelectronic integration technology, achieving transmission speeds over 120 Gbps [2] - This innovation addresses the limitations of traditional electronic devices and meets the peak rate requirements for 6G communication, paving the way for efficient development of high-frequency spectrum resources [2] - The breakthrough is expected to drive upgrades in key components such as broadband antennas and optoelectronic integrated modules, leading to a comprehensive transformation across the industry [2] Group 3: Brain-Computer Interface - A clinical trial has successfully utilized a brain-computer interface for precise tumor boundary localization during surgery, marking a significant advancement in the field [3] - This technology provides real-time, high-precision navigation for neurosurgery, potentially improving patient outcomes and quality of life [3] - The brain-computer interface market is projected to exceed $100 billion globally by 2030, with the medical application sector expected to reach $40 billion [3] Group 4: Real Estate - The Central Committee of the Communist Party of China and the State Council have released an opinion on promoting high-quality urban development, aiming for significant progress by 2030 [4] - The document emphasizes the need for policy improvements to support urban quality development, with a focus on innovation-driven, demand-led, and green low-carbon urban development models [4] - The urbanization rate in China is expected to rise to 67% in 2024, transitioning from rapid growth to stable development, with an emphasis on urban renewal [4] Group 5: Macro and Industry News - The Central Huijin Investment has increased its holdings in ETFs related to liquor and chemicals in the first half of the year [5]
全球首款 我科学家研发出可智能实现全频段高速通信芯片
人民财讯8月28日电,据科技日报,利用先进的薄膜铌酸锂光子材料,基于全新架构,我国学者研发出 全球首款基于光电融合集成技术的自适应、全频段、高速无线通信芯片。8月27日,该成果刊登于国际 顶级学术期刊《自然》。 实验验证表明,基于芯片的创新系统可实现大于120Gbps的超高速无线传输速率,满足6G通信峰值速率 要求,且端到端无线通信链路在全频段内性能一致,高频段性能未见劣化。这为6G通信在太赫兹乃至 更高频段频谱资源的高效开发扫清了障碍。 ...