冲高回落。 今天（10月14日）上午，A股市场跳空高开后冲高回落，科技股大幅调整，拖累市场人气，多只半导体相关ETF跌幅超过5%。大金融板块走强，成为上午 A股市场主要亮点之一。 A股主要指数冲高回落 大金融板块走强 今天上午，A股市场跳空高开后冲高回落，其中创业板指和科创50指数领跌。 具体来看，主要指数上午均高开，上证指数盘中最高涨超0.7%，深证成指、创业板指盘中一度涨超1.3%，但随后均逐步走低，三大指数盘中均翻绿。 截至午间收盘，上证指数涨0.21%，报3897.56点，深证成指跌1.02%，报13096.03点，创业板指跌2.24%，科创50指数跌2.84%；北证50涨0.65%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3897.56 | 8.06 | 0.21% | | 399001 | 深证成指 | 13096.03 | -135.44 | -1.02% | | 899050 | 北证50 | 1497.09 | 9.68 | 0.65% | | 881001 | 万得全A | ...

冲高回落。 今天（10月14日）上午，A股市场跳空高开后冲高回落，科技股大幅调整，拖累市场人气，多只半导体相关ETF跌幅超过5%。大金融板块走强，成为上午A股 市场主要亮点之一。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3897.56 | 8.06 | 0.21% | | 399001 | 深证成指 | 13096.03 | -135.44 | -1.02% | | 899050 | 北证50 | 1497.09 | 9.68 | 0.65% | | 881001 | 万得全A | 6277.06 | -27.02 | -0.43% | | 000688 | 科创50 | 1431.17 | -41.85 | -2.84% | | 399006 | 创业板指 | 3009.94 | -68.83 | -2.24% | | 000300 | 沪深300 | 4590.64 | -3.34 | -0.07% | 行业板块和赛道方面，大金融走强，其中银行板块涨幅超过2%，重庆银行、厦门银行、江苏银行、 ...

英诺赛科(2577.HK)盘初一度涨超18%，报91.8港元。消息面上，英诺赛科公布，正与英伟达合作，携手 支持800 VDC电源架构，为新一代GPU路线图的扩展提供保障。英诺赛科为800 VDC电源架构提供全 GaN电源解决方案，赋能新一代AI Factories。 英诺赛科称，英伟达将支持800 VDC电源架构。800 VDC机架电源架构为人工智能数据中心带来突破性 进展，可实现更高效率、更高功率密度，同时降低能耗需求并减少二氧化碳排放。如同电动汽车行业从 400V向800V的升级，机架电压从48V提升到800V可使电流降低16倍，从而大幅减少I2R损耗并最大限度 降低对铜材的需求。 ...

Core Insights - OpenAI has announced a strategic partnership with Broadcom to deploy a 10 GW AI acceleration chip cluster, with full deployment expected by the end of 2029 [2][7] - This collaboration is part of a larger trend where OpenAI is forming a trillion-dollar "circular trading" ecosystem with major chip manufacturers, including NVIDIA and AMD, to build over 26 GW of AI acceleration clusters [2][9] - NVIDIA is also actively engaging in the AI data center space, collaborating with Meta and Oracle to upgrade their AI data center networks using NVIDIA Spectrum-X technology [3][9] Group 1: OpenAI and Broadcom Partnership - OpenAI's custom AI chip, based on ARM architecture, will be developed in collaboration with Broadcom and other companies like Oracle [2][7] - The partnership is expected to involve investments exceeding $100 billion, with OpenAI planning to invest hundreds of billions more in Broadcom's chips [2][4] - OpenAI's CEO, Sam Altman, emphasized the significance of this project, describing it as potentially the largest industrial collaboration in human history [7][9] Group 2: Market Reactions and Financial Implications - Following the announcement of the partnership, Broadcom's stock rose nearly 10%, while NVIDIA and Amazon also saw stock increases of 2.82% and 1.71%, respectively [4] - Innoscience, a Chinese chip company collaborating with NVIDIA, experienced a 16.15% stock increase after the announcement of their partnership [5][17] - The total transaction value of OpenAI's collaborations with chip manufacturers has reached over $1 trillion, indicating a significant financial impact on the industry [9][12] Group 3: Industry Context and Future Outlook - The AI industry is witnessing rapid growth, with analysts noting that OpenAI's ambitions may mirror Google's approach to chip manufacturing, potentially leading to lower costs [9][12] - The development of AI factories, as proposed by NVIDIA, is seen as a new infrastructure that combines AI development with industrial processes, which could reshape the future of data centers [18][19] - The global market for gallium nitride (GaN) power semiconductors is projected to reach 50.1 billion RMB by 2028, highlighting the growing demand for advanced semiconductor technologies [18]

作为业内唯一的全栈氮化镓供应商及领先的氮化镓IDM企业，英诺赛科是唯一实现1200V至15V氮化镓 量产的公司，可提供从800V到1V的全链路解决方案。这使英诺赛科成为唯一有能力为所有转换阶段提 供全GaN功率解决方案的供应商，从容应对未来架构为满足更高功率需求的演变。此外，英诺赛科氮化 镓在可靠性方面同样处于领先地位。 智通财经APP获悉，英诺赛科(02577)高开近15%，截至发稿，涨14.99%，报89港元，成交额4016.57万 港元。 消息面上，英诺赛科发布公告称，NVIDIA将支持800 VDC电源架构。800 VDC机架电源架构为人工智 能数据中心带来突破性进展，可实现更高效率、更高功率密度，同时降低能耗需求并减少二氧化碳排 放。英诺赛科正与NVIDIA合作，携手支持800 VDC电源架构，为新一代GPU路线图的扩展提供保障。 公司指，除了向800V机架电源过渡外，该架构还要求在800V到1V的电压转换中实现超高功率密度和超 高效率。只有氮化镓功率器件(GaN)能够同时满足这些严苛要求。 ...

Core Viewpoint - InnoPhase announced a full GaN power solution for the 800VDC power architecture, enabling the next generation of AI factories, with support from NVIDIA [1] Group 1: Company Developments - InnoPhase provides a full GaN power solution for the 800VDC power architecture [1] - The 800VDC rack power architecture represents a breakthrough for AI data centers, achieving higher efficiency and power density [1] Group 2: Industry Impact - The implementation of the 800VDC power architecture will lower energy consumption and reduce carbon dioxide emissions [1]