今天，A股再次迎来超重磅历史时刻！ A股电子板块市值达到11.54万亿元，登顶第一！ 很多人都不了解这个时刻，到底有多重磅。 | | 板块名称 | | 涨幅+ 主力金额 | | --- | --- | --- | --- | | 1 | 中国AI 50 | +5.31% | +126.7 乙 | | 2 | 国家大基金持股 | +5.00% | +72.89 Z | | 3 | 存储芯片 | +3.44% | +67.78 Z | | 4 | 同花顺新质50 | +3.18% | +30.41 乙 | | 5 | Sora概念[文生视频] | +3.17% | +15.03 乙 | | 6 | 石游戏 | +3.10% | +10.59 乙 | | 7 | 先进封装 | +2.94% | +51.90 乙 | | 8 | 共封装光学(CPO) | +2.79% | +52.16 乙 | | ਰੇ | 华为异腾 | +2.71% | +25.32 乙 | | 10 | 智谱AI | +2.61% | +35.65 Z | | 11 | AI手机 | | +2.60% +23.28 Z | | 12 | 东数西算 ...

作者 | 哥吉拉 数据支持 | 勾股大数 据（www.gogudata.com） 今天，A股再次迎来超重磅历史时刻！ A股电子板块市值达到11.54万亿元，登顶第一！ 很多人都不了解这个时刻，到底有多重磅。 这或许是中国股市有史以来，首次有板块的市值，超越银行业。 它的背后，不仅反映了以科技为先锋的新经济已经超越以银行为代表的传统经济，更意味着中国股市增长的主引擎，被真正切换。 从今天开始，A股的上涨引擎，将有望向美股对标—— 由科技巨头来驱动。 01 史诗级大爆发 8月22日，A股主要指数集体走高，沪指涨1.45%报3825点，续创十年新高；深证成指涨2.07%，创业板指涨3.36%，科创50指数涨8.59% 创逾3年新高。 沪深两市全天成交额2.55万亿，较上个交易日放量1227亿，市场情绪再次显著提升。 表现最强势的无疑是芯片半导体产业链，从芯片、封装、CPO到服务器、算力、AI应用等几乎所有板块，都出现了全面大爆发。 | | | 8月22日A股AI产业链全面大涨 | | | --- | --- | --- | --- | | | 板块名称 | | 涨幅� 主力金额 | | 1 | 中国AI 50 | ...

Core Viewpoint - The article discusses the complex background of Liang Jun, the former CTO of Cambricon, and his disputes with the company, highlighting his new venture, Fangqing Technology, which aims to innovate in AI chip architecture [2][3][5]. Group 1: Background of Liang Jun and Cambricon - Liang Jun's departure from Cambricon in 2022 was marked by internal conflicts, particularly with CEO Chen Tianshi, which escalated into a public dispute in January 2025 [2][5]. - The conflict began on December 14, 2021, when Chen Tianshi confronted Liang Jun about his influence within the company, leading to Liang's IT access being revoked shortly after [4][5]. - Liang Jun's departure was followed by allegations regarding stock distribution among employees, which he contested, claiming he did not benefit from the employee stock platform [5][6]. Group 2: Legal Disputes and Claims - Liang Jun is involved in legal proceedings against Cambricon, seeking compensation for stock options amounting to over 4.2 billion RMB, while Cambricon has initiated a lawsuit against him for stock transfer [5][6][44]. - The court hearing is set for January 23, 2025, with Liang Jun expressing concerns about the limited preparation time due to the sudden notice [6][44]. - The disputes reflect broader issues within early-stage startups regarding equity distribution and governance, particularly for core team members [6][37]. Group 3: Liang Jun's Contributions to AI Chip Development - Liang Jun played a significant role in the development of AI chips in China, overseeing the launch of several key products during his tenure at Cambricon, including the first 7nm AI training chip [6][7]. - His experience spans from Huawei's Kirin SoC architecture to leading Cambricon's technological advancements, marking a decade of contributions to the industry [6][7]. Group 4: Fangqing Technology's Vision - Fangqing Technology aims to introduce a novel distributed computing architecture that separates context-aware and context-free processing, a unique approach in the global market [3][57]. - The company seeks to overcome the constraints of existing CUDA ecosystems, positioning itself to innovate in AI hardware design [57][58]. - Liang Jun's vision includes creating a new system architecture that allows for independent processing units, potentially revolutionizing the market for AI hardware [58][59].