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科学家也在适配国产算力、开展具身智能合作!跨学科研究潮背后大厂真金白银助力
Xin Lang Cai Jing· 2025-09-25 09:09
智通财经9月25日讯(记者 付静)"今天挺多都是具身智能的问题,越来越把我当产业专家了。我本质 上还是一个科学家、工程师,只能讲我自己的看法。"香港科技大学电子与计算机工程系、化学生物工 程系教授范智勇及其团队正探索前沿仿生光电与传感器件在具身智能领域可能的应用,他在2025年新基 石50²论坛期间的一场群访中,面对媒体有关具身智能的高频发问这样说道。 其举例称,人体皮肤上传感器的数量非常多,而现阶段具身智能触觉传感器还是较多用于灵巧手,传感 器未完全覆盖整个机器人的皮肤。其中则涉及了"没法做到很便宜、没法做到很大面积、不一定足够的 柔性、这么多的信号怎么处理"等诸多挑战。 此外智通财经记者获悉,范智勇团队提出的嗅觉芯片、电子鼻芯片等方案已被均普智能采用,并在海外 引起了轰动。 不仅是仿生学为具身智能提供了方向,智通财经记者在2025年新基石50²论坛现场了解到,当下大热的 AI在科学界也受到诸多关注,多位科学家均表示正进行相关领域跨学科研究。 主攻分子科学计算领域的北京大学教授高毅勤介绍,"生物医药领域差不多每半年数据的量就会增加一 倍,有大量数据其实没有得到很好的分析,特别是它背后的分子机制是什么,有大量 ...
资金布局国产替代,半导体设备ETF(159516)连续3日净流入超10亿元,规模超40亿元居同类第一
Mei Ri Jing Ji Xin Wen· 2025-09-23 05:45
国投证券表示,国产算力从供给侧和需求侧均迎来新的变化,一方面以华为昇腾为代表的国产算力 芯片持续迭代,性能稳步提升,为国内人工智能产业带来供给支撑。另一方面,国内互联网大厂逐步适 配国产芯片,资本开支有望持续增长,为国内算力产业带来需求支撑。 注:数据来源wind、截至2025.9.22,半导体设备ETF规模为43.28亿,在同类6只产品中排名第一。 如提及个股仅供参考,不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考,不预示未来 表现。市场观点随市场环境变化而变动,不构成任何投资建议或承诺。文中提及指数仅供参考,不构成 任何投资建议,也不构成对基金业绩的预测和保证。如需购买相关基金产品,请选择与风险等级相匹配 的产品。基金有风险,投资需谨慎。 每日经济新闻 (责任编辑:张晓波 ) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 半导体设备ETF(159516)跟踪的是半导体材料设备指数(931 ...
黄仁勋摊牌,或退出中国市场?美媒:特朗普让美国失去了唯一优势
Sou Hu Cai Jing· 2025-09-20 14:29
Core Viewpoint - Nvidia's CEO Jensen Huang announced the company's intention to exclude the Chinese market from future financial forecasts, indicating a potential complete withdrawal from China, marking a significant shift in the U.S. chip industry's strategy towards China [2][3]. Group 1: Nvidia's Challenges in China - Huang expressed disappointment with the Chinese market, citing restrictions faced during his visits and the possibility of Chinese internet companies halting purchases of Nvidia products [3][5]. - The company has faced difficulties with its specially developed H20 chips for China, which have been criticized for poor performance and low cost-effectiveness, leading to potential order cancellations [7][11]. - Nvidia's efforts to develop tailored chips to circumvent U.S. export controls have not yielded the expected results, resulting in significant inventory losses and a lack of interest from Chinese clients [11][13]. Group 2: U.S. Government Policies and Market Dynamics - U.S. government policies have created a challenging environment for Nvidia, with restrictions on advanced chip sales to China undermining its competitive edge in the market [13][15]. - Huang's comments reflect a broader concern that U.S. policies are detrimental to American companies' positions in the global AI landscape, potentially leading to a loss of competitive advantage [9][24]. - The ongoing geopolitical tensions have prompted a shift in the Chinese market, with local companies increasingly opting for domestic chip suppliers, reducing Nvidia's market share [19][21]. Group 3: Impact on Global Semiconductor Industry - The conflict between the U.S. and China is reshaping the global semiconductor supply chain, forcing companies to reconsider their market strategies [21][22]. - The global semiconductor industry is projected to shrink by approximately 12% in 2024 due to U.S.-China tensions, with further declines expected in 2025 [22]. - The situation highlights the end of an era of technological hegemony, as U.S. attempts to suppress Chinese technological advancement may inadvertently accelerate China's innovation efforts [24].
易观分析:2025年中国AI算力基础设施发展趋势洞察报告
Sou Hu Cai Jing· 2025-08-29 15:44
Overview of AI Computing Infrastructure in China - The report by Analysys focuses on the development status, core driving factors, key trends, and stakeholder recommendations for AI computing infrastructure in China by 2025 [1] - The evolution path of computing infrastructure is shifting from "scale expansion" to "quality and efficiency improvement" [1] National Strategy and Scale Position - The "East Data West Computing" project is central to the national strategy, with plans to build national computing hubs in eight regions including Beijing-Tianjin-Hebei and the Yangtze River Delta, and to establish ten data center clusters [5] - As of 2024, the number of operational computing center racks in China is expected to reach 8.3 million, with a total computing power exceeding 280 EFLOPS, making it the second largest globally [7] - Intelligent computing power accounts for over 30% of the total, with a growth of nearly 13 times since 2019, averaging an annual growth rate of about 90% [7] Development Environment - National policies are solidifying top-level design, with local governments setting clear goals for intelligent computing construction [12] - Technological advancements in AI chips and cooling technologies are reducing Power Usage Effectiveness (PUE) [17] - The demand for computing power is surging due to generative AI, with applications expanding from the internet to traditional industries like finance and healthcare [19] - The supply of computing power is transitioning from heavy asset investment to platform-based services, lowering barriers for SMEs [21] Development Progress and Core Drivers - The development stages include an exploration phase (~2019), a market activation phase (2020-2022), and a high-speed growth phase (2023-2028) [26][34] - Five core driving factors include the iteration of large models, policy and capital linkage, industrial application scaling, long-tail computing power release, and cloud scheduling technology [35][36][37][38] Key Trends for AI Computing Infrastructure by 2025 - Trend 1: Accelerated breakthroughs in autonomous controllable computing power, with a goal for over 70% of computing power in Shanghai to be domestically controlled by 2027 [39] - Trend 2: Green computing becoming a hard constraint, with new data centers required to meet specific PUE standards [41] - Trend 3: Deepening cross-regional computing interconnection, enhancing the national backbone network for free flow of computing power [44] - Trend 4: Dual-track development of intelligent computing cloud platforms, offering comprehensive and vertical services [46] - Trend 5: New demands driven by large language models and knowledge bases, increasing the need for specialized computing centers [48] - Trend 6: Accelerated cloud computing for inclusivity, with a projected 80% growth in the smart computing service market by 2024 [49] Stakeholder Recommendations - Government: Strengthen regional computing network planning and provide financial/tax incentives for green computing and autonomous technology development [51] - Enterprises: Supply side should create high-quality computing cloud platforms, while demand side should prioritize cloud leasing over self-built solutions [52] - Industrial Parks: Develop intelligent computing industry clusters with supporting green energy and high-speed networks [53] - Ecosystem: Collaborate among chip, server, and cloud platform companies to tackle key technologies and establish industry standards [54]
华为昇腾概念股震荡拉升 拓维信息涨停
Core Viewpoint - Huawei Ascend concept stocks experienced significant fluctuations and gains in early trading on August 26, with several stocks reaching their daily limit up [1]. Group 1: Stock Performance - Tuo Wei Information (002261) reached a price of 40.27, with a maximum increase of 10.00% [2]. - Runhe Software (300339) saw a price of 69.60, with an increase of 8.46% [2]. - Tianyuan Dike (300047) had a price of 20.75, increasing by 5.87% [2]. - Softcom Power (301236) reached 64.50, with a rise of 5.41% [2]. - Zhenzhen Technology (003007) was priced at 40.42, with a gain of 5.23% [2]. - Jiadu Technology (600728) had a price of 7.88, increasing by 5.07% [2]. - Changshan Beiming (000158) reached 27.30, with a rise of 4.72% [2]. - Chuangyi Information (300366) was priced at 9.23, with an increase of 3.71% [2].
飙涨8.26%!科创人工智能ETF(589520)放量突破创新高!寒武纪爆火出圈,机构:国产AI增长弹性或更高!
Xin Lang Ji Jin· 2025-08-24 12:04
Core Viewpoint - The domestic AI industry chain is experiencing a significant surge, particularly in the Sci-Tech Innovation Board, with key stocks reaching new highs and strong ETF performance indicating potential investment opportunities [1][3]. Group 1: Market Performance - The Sci-Tech Innovation Board has shown signs of a rebound, with major AI stocks like Cambricon Technologies hitting a 20% limit-up and a total market value exceeding 520 billion yuan [1]. - The Sci-Tech Artificial Intelligence ETF (589520) saw a strong performance, with an intraday increase of up to 8.44% and a closing increase of 8.26%, marking a new high since its listing [1]. - The ETF's trading volume increased by 19% compared to the previous period, indicating a strong buying signal from investors [1]. Group 2: Key Events Driving Growth - Three major events are driving the surge in the AI sector: the launch of the DeepSeek-V3.1 model utilizing UE8M0 FP8 technology, rumors of a new 500 billion yuan policy financial tool, and reports of Nvidia halting H20 chip production, which raises expectations for domestic alternatives [3][4]. - The continuous investment in computing infrastructure is expected to lead to breakthroughs in domestic computing capabilities, potentially outpacing international growth [3]. Group 3: Investment Logic - The investment logic for the Sci-Tech Artificial Intelligence ETF includes: 1. Market mainline logic indicating a favorable environment for AI stocks after a period of adjustment [3]. 2. The potential for a rebound in the Sci-Tech Innovation Board, which has been stagnant since April [3]. 3. The domestic substitution logic driven by concerns over Nvidia chip security vulnerabilities, prompting a shift towards domestic chip manufacturers [4]. 4. The anticipated growth in AI terminal devices, which could replicate the smartphone boom of the 2010s, leading to a significant increase in industry valuations [4]. Group 4: ETF Characteristics - The Sci-Tech Artificial Intelligence ETF (589520) is characterized by high elasticity, with a 20% price limit and a significant concentration in semiconductor stocks, which account for nearly half of its top holdings [4]. - The ETF is positioned to benefit from the acceleration of AI integration in both hardware and software, with its constituent companies being leaders in their respective segments [4].
A股,3800点之上,该防范风险了吗?
Sou Hu Cai Jing· 2025-08-23 08:51
Group 1 - Federal Reserve Chairman Powell emphasized that inflation risks remain, but the weakness in the labor market is becoming a key variable in policy considerations [1] - Powell's remarks suggest that the current balance in the labor market is peculiar, stemming from significant slowdowns on both the supply and demand sides [1] - The market interpreted Powell's comments as a strong signal for potential interest rate cuts, leading to a significant rise in U.S. stock indices, with the Dow and Nasdaq both increasing by approximately 1.8% [1] Group 2 - The expectation of interest rate cuts by the Federal Reserve has led to a decline in the U.S. dollar index, which fell nearly 1%, benefiting global markets, particularly Hong Kong and A-shares [2] - The decline in the dollar enhances the attractiveness of Hong Kong stocks for foreign investment, potentially increasing the investment appeal of A-shares indirectly [2] Group 3 - The A-share market has reached above 3800 points, with the Shanghai Composite Index at 3825 points, approaching the significant 4000-point mark [4] - The recent surge in the A-share market was fueled by news regarding the compatibility of a new version of DS with domestic chips, leading to a spike in stocks like Cambrian [5] - Cambrian, being a key stock in the Sci-Tech Innovation 50 Index, has positively influenced the Shanghai Composite Index, igniting a broader rally in the A-share market [5] Group 4 - The trend towards domestic chip replacement is viewed as a significant long-term trend that will drive innovation in the technology industry, contributing to a new wave of industrial transformation [5] - The current market sentiment suggests that despite reaching 3800 points, there may not be an immediate adjustment, as market momentum is expected to continue [5] - The potential for a Federal Reserve rate cut in September is seen as a favorable condition for maintaining a bullish outlook in the market [5]
怒涨4.5%!科创人工智能ETF(589520)继续刷新上市高点!云天励飞20CM涨停,寒武纪涨超10%创新高
Xin Lang Ji Jin· 2025-08-22 02:26
Group 1 - The core viewpoint of the news highlights the significant performance of the domestic AI industry chain, particularly the rise of the Science and Technology Innovation Artificial Intelligence ETF (589520), which has seen a price increase of over 4.5% in intraday trading and continues to set new highs [1] - The ETF has attracted substantial capital, with a single-day inflow of 36.34 million yuan and a total of 98.78 million yuan over the past 60 days, indicating strong investor interest [1] - The launch of DeepSeek-V3.1, a new large language model, intensifies the global AI market competition and marks a technological breakthrough for domestic AI companies, transitioning from a "follower" to a "peer" position in the industry [3] Group 2 - Four key investment logic points are driving the active capital inflow into the Science and Technology Innovation Artificial Intelligence ETF: 1. Market mainline logic suggests that early starters in a bull market often initiate a second wave of growth after completing an adjustment [4] 2. The Science and Technology Innovation Board is expected to see a rebound as it has lagged since April, with a focus on supporting AI and other frontier technology companies [4] 3. Concerns over security vulnerabilities in Nvidia chips are prompting domestic clients to consider alternatives, highlighting the importance of domestic chip manufacturers [4] 4. The anticipated growth in end-side AI applications, such as humanoid robots and smart driving, is expected to drive a significant upgrade cycle in AI hardware [4] Group 3 - The AI industry is expected to experience a series of catalytic events in the second half of the year, including major conferences and product launches that could further stimulate market interest [5][6] - The current low penetration rate of large AI models indicates that the industry is still in its early stages, with significant potential for growth in capital expenditure as revenues from these models increase [6] - The Science and Technology Innovation Artificial Intelligence ETF is positioned to benefit from the rapid advancement of AI applications across various sectors, with a strong focus on domestic alternatives and a balanced index composition [6]
ETF盘中资讯|怒涨4.5%!科创人工智能ETF(589520)继续刷新上市高点!云天励飞20CM涨停,寒武纪涨超10%创新高
Sou Hu Cai Jing· 2025-08-22 02:16
Group 1 - The core viewpoint of the news highlights the significant performance of the domestic AI industry chain, particularly the rise of the Science and Technology Innovation Artificial Intelligence ETF (589520), which saw an intraday increase of over 4.5% and continues to set new highs since its listing [1][4] - The ETF attracted substantial capital inflow, with 36.34 million yuan on August 21 and a total of 98.78 million yuan over the past 60 days, indicating strong investor interest [1][4] - The launch of DeepSeek-V3.1, a new large language model, marks a technological breakthrough in the AI market, enhancing competition and positioning domestic AI companies to compete globally [3][4] Group 2 - Four key investment logic points are identified for the active capital in the Science and Technology Innovation Artificial Intelligence ETF: 1. Market mainline logic suggests that early starters in a bull market often see a second wave of growth after initial adjustments [4] 2. The Science and Technology Innovation Board is expected to experience a rebound, particularly for AI and frontier technology companies [4] 3. Concerns over security vulnerabilities in Nvidia chips are prompting domestic clients to consider alternatives, highlighting the importance of domestic chip manufacturers [4] 4. The anticipated growth in end-side AI applications, such as humanoid robots and smart driving, is expected to drive significant market changes [4] Group 3 - The AI industry is expected to witness a series of catalytic events in the second half of the year, including major conferences and product launches that could further stimulate investment [5] - The current low penetration rate of large AI models indicates that the industry is still in its early stages, with significant potential for growth in capital expenditure as revenues increase [5] - The Science and Technology Innovation Artificial Intelligence ETF is positioned to benefit from the acceleration of AI integration across various sectors, with a strong focus on domestic alternatives [5]
ETF盘中资讯|寒武纪逆市涨超2%,股价续创历史新高!科创人工智能ETF(589520)随市回调,资金迎来逢跌布局机会?
Sou Hu Cai Jing· 2025-08-21 06:54
Core Viewpoint - The A-share market is experiencing a decline, with the domestic AI industry chain-focused ETF (589520) showing a price drop of 1.55% amidst active trading, indicating potential buying signals as it breaks through previous highs [1][3]. Group 1: ETF Performance - The domestic AI ETF (589520) has seen a significant increase of 43.45% since its low point on April 8, outperforming other indices such as the Sci-Tech 50 (24.24%) and the Sci-Tech Composite Index (41.38%) [3][4]. - The ETF has recorded a trading volume of 47.8 million yuan, surpassing the total trading volume of the previous day, indicating strong market interest [1]. Group 2: Investment Logic - Four key investment logics are highlighted for the AI sector: 1. Market Mainline Logic: Historical trends suggest that sectors that have undergone adjustments can initiate a second wave of growth, with AI meeting conditions for renewed focus [5]. 2. Sci-Tech Board Rebound Logic: Policies supporting the Sci-Tech board are expected to catalyze a rebound, particularly for AI-related companies [5]. 3. Domestic Substitution Logic: Concerns over security vulnerabilities in NVIDIA chips are prompting domestic clients to consider alternatives, emphasizing the importance of local chip manufacturers [5]. 4. End-Side AI Development Logic: The anticipated growth in AI hardware, such as humanoid robots and smart driving, is expected to drive significant market changes [5]. Group 3: Future Catalysts - The AI industry is expected to experience several key events in the second half of the year, including major conferences and product launches that could act as catalysts for growth [6]. - The rise of AI applications is pushing for advancements in high-end chips, with domestic manufacturers likely to benefit from increased demand and technological upgrades [6]. Group 4: ETF Composition and Strategy - The AI ETF (589520) has a high elasticity feature, with over 67% of its top ten holdings concentrated in semiconductor-related companies, indicating a strong focus on domestic AI industry chains [6]. - The ETF is designed to balance investments across application software, terminal applications, terminal chips, and cloud chips, positioning it well to benefit from the acceleration of AI integration [6].