推理芯片

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芯片股大爆发,寒武纪逼近5000亿市值
财联社· 2025-08-22 04:16
中信建投认为,国产算力板块迎来密集催化。腾讯业绩会表示推理芯片的供应渠道侧具备多种选择,国际供应链波动背景下国产推理算力芯 片有望提供助力。DeepSeek更新模型,DeepSeek V3.1发布,明确支持FP8精度与将发布的下一代国产芯片,头部国产开源模型对国产芯 片的支持有望推动国产算力生态加速落地。 | 1164.45 所属行业: 电子+1.33% > | | | | 查看所属板块 > | | --- | --- | --- | --- | --- | | 算力芯片 +128.45 +12.40% | | | 半导体芯片 | | | +6.50% 最相关 | | | +1.91% | | | 今 开 1075.00 | 最 高 | 1188.00 | 成交量 | 9.16万手 | | 昨 收 1036.00 | 最 低 | 1075.00 | 成交额 | 104亿 | | 而图 342.61 | 换手率 | 2.19% | 总市值 | 4871亿 ▲ | | 热股 财联社热股榜TOP2 | | | | | | 分时 五日 周K | 日K | 月K | 分钟 ▼ | (0) | | MA5:1019.49 ...
中信建投:国产算力板块迎来密集催化
Zheng Quan Shi Bao Wang· 2025-08-22 00:41
人民财讯8月22日电,中信建投研报认为,国产算力板块迎来密集催化。腾讯业绩会表示推理芯片的供 应渠道侧具备多种选择,国际供应链波动背景下国产推理算力芯片有望提供助力。DeepSeek更新模 型,DeepSeek V3.1发布,明确支持FP8精度与将发布的下一代国产芯片,头部国产开源模型对国产芯片 的支持有望推动国产算力生态加速落地。华为昇腾芯片近期陆续参与到政府、金融、运营商等行业客户 招投标产品中,印证国产芯片竞争力持续提升。 ...
今晚GPT5?
小熊跑的快· 2025-08-07 09:02
Core Viewpoint - The article anticipates a significant live event from OpenAI, likely focusing on advancements in reinforcement learning and its implications for inference computing power [1] Group 1 - The event is expected to highlight breakthroughs in reinforcement learning, which could enhance inference applications [1] - There is an emphasis on the readiness of various ASICs and inference chips to support these advancements [1]
DLS MARKETS:美股能否顶住贸易阴云,再次刷新纪录高点?
Sou Hu Cai Jing· 2025-07-10 09:58
在连续经历了贸易紧张情绪带来的市场波动后,美股周三的反弹表现可谓给市场注入了一针强心剂。三 大指数全面上涨,尤其是纳斯达克指数再次领跑大盘,得益于科技龙头的强势回归,投资者对后续走势 的信心似乎正在逐步恢复。不过,短期利好是否足以抵御中期不确定性,仍值得警惕。 劳动力市场的数据将是接下来判断大盘走向的重要参照。如果初请失业金人数维持低位,加之此前意外 强劲的就业数据,则基本可以确认美国经济基本面暂时没有滑坡风险,从而为美联储在三季度启动降息 打开空间。但若数据显示劳动力市场出现疲软端倪,那种"软着陆"的希望就会动摇,从而影响风险资产 定价。 DLSMARKETS认为当前的反弹更像是一种市场对不确定性暂时钝化后的技术修复,科技股是主导力 量,美联储是心理支撑,贸易谈判是变数焦点。能否再创新高,将取决于后续几周宏观数据和政策表态 的方向,以及企业财报季是否释放出真实的盈利修复信号。风险并未远离,但短期信心正在重建,这是 市场给出的最清晰信号。 微软和亚马逊的上涨也在一定程度上体现出大型科技股的避险属性。在不确定性密集释放的宏观周期 中,现金流稳定、估值支撑强、创新能力突出的公司,依然是机构资金愿意"抱团"的方向。 ...
AMD(AMD.O) CEO:2028年AI芯片市场规模将超5000亿美元,推理芯片市场增速将更快。
news flash· 2025-06-12 16:55
Core Insights - The CEO of AMD predicts that the AI chip market will exceed $500 billion by 2028, indicating significant growth potential in this sector [1] - The inference chip market is expected to grow at an even faster rate, highlighting a shift in demand towards more advanced processing capabilities [1] Company Insights - AMD is positioning itself strategically to capitalize on the anticipated growth in the AI chip market, which reflects the company's focus on innovation and technology leadership [1] - The emphasis on inference chips suggests that AMD is likely to enhance its product offerings to meet the evolving needs of AI applications [1] Industry Insights - The forecasted growth in the AI chip market underscores the increasing importance of artificial intelligence across various industries, driving demand for specialized hardware [1] - The rapid expansion of the inference chip market indicates a broader trend towards real-time data processing and machine learning applications, which could reshape competitive dynamics in the semiconductor industry [1]
AMD的CEO苏姿丰(Lisa Su)在一场公司活动上表示:AI芯片市场的规模到2028年将超过5000亿美元。推理芯片市场的增速甚至会更迅猛。
news flash· 2025-06-12 16:49
Core Insights - The CEO of AMD, Lisa Su, stated that the AI chip market is expected to exceed $500 billion by 2028 [1] - The inference chip market is projected to grow even more rapidly [1]
AMD公司的CEO表示,AI芯片市场的规模到2028年将超过5000亿美元。 推理芯片市场的增速甚至会更迅猛。
news flash· 2025-06-12 16:48
AMD公司的CEO表示,AI芯片市场的规模到2028年将超过5000亿美元。 推理芯片市场的增速甚至会更 迅猛。 ...
AI 时代掘金策略:傅盛、吴世春、陈昱等投资大佬看好这些方向
Sou Hu Cai Jing· 2025-06-09 03:34
Group 1 - The core viewpoint of the articles highlights the rapid transformation of business landscapes due to AI advancements, with a focus on the efficiency revolution driven by DeepSeek and the significant reduction in computing costs [1] - Investors are keenly observing the AI application landscape and the integration of AI with hardware as the hottest investment trends for the latter half of 2025 [2] Group 2 - The chairman and CEO of Cheetah Mobile, Fu Sheng, emphasizes the high training costs of AI large models and the potential for these models to act as public resources, supporting ecosystem growth through stable revenues [4] - The industrial robotics sector in China holds a significant global market share of 51%, with various types of robots such as mechanical arms and cleaning robots being highlighted as key investment areas [5] - The service robot market, particularly in hotels and cleaning, is expected to see significant advancements in automation over the next 3 to 5 years [6] Group 3 - Zhang Yu from Qingzhi Capital notes that large models excel in language processing and image reasoning, with promising applications in embodied intelligence and life sciences, despite current challenges [7] - The life sciences sector is poised for transformation, with AI potentially revolutionizing drug development and enhancing medical applications through virtual doctor simulations [8] Group 4 - Chen Yu from Yunqi Capital is focusing on various vertical agents that offer flexibility and user-driven results, indicating investment opportunities in AI infrastructure and hardware [9] - Hu Bin from Yungce Capital believes that every industry has the potential to be restructured by AI, similar to the internet era, leading to the emergence of innovative startups [10] Group 5 - Wang Kangman from 3C AGI Partners differentiates between AI 1.0 and 2.0 eras, emphasizing the importance of sustainable infrastructure in the current AI landscape, particularly in inference chips and biological computing [11] - Hu Bin reiterates the favorable investment climate for AI applications, driven by enhanced reasoning capabilities and reduced costs of large models [12] Group 6 - Zhang Qian from Tianji Technology Investment is prioritizing application innovation over large model advancements, focusing on the commercial viability of AI applications across various sectors [13] - The AI programming field has seen a rapid increase in AI-generated code, rising from 0% to approximately 70%, indicating a strong trend towards AI disruption in business operations [13]