智能算力

Search documents
程实:在全球复苏反复中寻找中国式确定|国庆大咖谈
Di Yi Cai Jing· 2025-10-03 04:09
然而,人工智能、清洁能源与数字金融的崛起,也为全球孕育新均衡提供了可能,世界因此展现出风险 下行与机遇上行的双向张力。与之形成对比的是,中国经济展现出确定性路径。消费潜能释放中流砥 柱,新质生产力崛起后劲十足,政策确定性支撑行稳致远。在全球动荡之中,中国以战略定力和制度优 势稳住自身,也为世界提供稀缺的可预期力量。 全球经济:临界混沌,双向张力。2025年的世界经济,正站在临界混沌的岔路口。一方面,债务高企、 贸易摩擦频发、地缘冲突加剧,叠加货币政策分化所引发的全球流动性变化,任何微小扰动都可能被放 大为系统性风险,复苏路径因此反复摇摆。在此过程中,美国货币政策的转向尤为关键。今年9月,美 联储时隔九个月重启降息,并呈现双重加速:其一是时间序列上的"加速",未来九个月降息次数预计明 显快于此前,货币政策进入更为积极的调整阶段;其二是规则序列上的"加速",点阵图所反映的中枢利 率预期,与市场对宽松的押注及政治压力之间形成显著落差,美联储可能跳出泰勒规则等常规参照,更 加注重在政治干预与市场博弈中寻找平衡,从而推动降息节奏的加快。这些不确定性进一步放大了全球 风险敞口。 另一方面,新质生产力的崛起正在积蓄力量。人 ...
城市24小时 | 瞄准国家级 这个沿海省份为何“押注”小县城?
Mei Ri Jing Ji Xin Wen· 2025-09-23 17:03
广西壮族自治区人民政府官网23日消息,9月22日,自治区党委书记、自治区党委全面深化改革委员会 主任陈刚主持召开自治区党委全面深化改革委员会第十四次会议,专题研究广西有色金属特别是关键金 属产业高质量发展工作,审议通过《建设南丹关键金属高质量发展综合试验区总体方案》等文件。 会议强调,推动有色金属特别是关键金属产业高质量发展,要重点抓好"十个一"。其中包括:编制一个 有色金属产业高质量发展"1+2+8"规划体系,即广西有色金属产业高质量发展五年规划,以及关键金 属产业创新发展五年规划、铝产业发展规划和八个具体实施方案;高质量打造一个南丹关键金属综合试 验区,鼓励大胆试、大胆闯、大胆干,为全区有色金属特别是关键金属产业高质量发展树标杆作示范; 组建一家广西关键金属产业发展国有企业集团,开展资产评估,优化股权结构,加快完成集团组建并投 入运营等。 解读:南丹县位于广西北部,2024年GDP刚刚超过200亿元,常住人口仅27万人,是一个名副其实的西 部山区小县。广西为何要"押注"这样一个小县城?这背后,其实有着重要考量。 当前,矿产资源作为工业发展的"粮食"和"血液",战略价值愈发凸显。广西素有"有色金属之乡"之称 ...
炸裂!2025最强散户诞生,靠寒武纪已“大赚”66亿;英伟达黄仁勋:所有产品全部卖光了,AI创业者争抢GPU丨AI周报
创业邦· 2025-08-31 03:25
根据寒武纪近期发布的半年度报告,2025年上半年,寒武纪营收为28.81亿元,同比增长4347.82%;归母净利润为10.38亿元, 实现扭亏为盈。这意味着,如果要达到预测的年营收目标,寒武纪下半年营收需实现22亿~42亿元营收。 截至8月28日收盘,寒武 纪最新总市值为6643亿元。寒武纪董事长、总经理陈天石博士持股28.57%,身家接近1900亿元。 彪悍的不止是陈天石,还有"最强散户"章建平。这位神秘大佬,在去年第四季度买入寒武纪533.88万股后,今年第一季度又加仓买 入74.75万股,一跃成为寒武纪第七大股东,总共持有寒武纪1.45%的股权,这些股份如今已经价值96亿元。按粗略估算,章建平 买入寒武纪的成本大约是30亿元,等于说他不到一年,仅靠炒股,就从寒武纪身上赚到66亿元,足足是寒武纪2024年营收11.74亿 元的5.6倍。(芯东西) 全球AI产业周报 为你精选过去一周(8.23-8.29)最值得关注的AI新闻和 国内外热门AI投融资事件 ,帮助大家及时了解全球AI市场动向。 本周AI热点资讯 国内大事 网传理想汽车最快9月发布首款AI眼镜,理想回应:消息不实 网传消息称,理想汽车或最快于下月 ...
中国8月PMI将出炉;2025数博会将举办丨一周前瞻
Sou Hu Cai Jing· 2025-08-25 01:13
本周(8月25日—8月31日),国内方面,7月规上工业企业利润及8月PMI数据将出炉,2025中国国际大数据产业博览会(简称"数博会")将举办。国际方 面,欧洲央行将公布7月货币政策会议纪要,美国将发布7月PCE物价指数,纽约联储主席威廉姆斯将发表演讲。本周有一只上证主板新股申购,近千亿元市 值限售股解禁。 07:30 日本7月失业率 15:55 德国8月失业率 20:30 美国7月PCE物价指数同比 20:30 美国7月商品贸易帐(亿美元) 8月25日(周一) 00:00 英国-伦敦证券交易所因夏季银行假日休市一日 10:00 国新办举行新闻发布会,介绍"十四五"时期海关守护国门安全、促进高质量发展成就 20:30 美国7月芝加哥联储全国活动指数 22:00 美国7月新屋销售环比 22:00 美国7月新屋销售(万户) 22:30 美国8月达拉斯联储商业活动指数 8月26日(周二) 国内成品油将开启新一轮调价窗口 07:15 FOMC永久票委、纽约联储主席威廉姆斯在墨西哥央行成立100年纪念会议上发表主旨演讲 10:00 国新办举行新闻发布会,介绍"十四五"时期能源高质量发展成就 20:30 美国7月耐用品订 ...
【早知道】今年我国智能算力规模增长将超40%;2025年暑期档电影总票房突破110亿元
Sou Hu Cai Jing· 2025-08-24 23:53
Group 1 - The construction of integrated computing networks is accelerating, with seven cities' computing power centers connecting to the national supercomputing internet [1] - The China Photovoltaic Industry Association firmly opposes engaging in vicious competition by pricing below cost [1] - The Ministry of Industry and Information Technology is soliciting public opinions on the "Interim Measures for Total Control Management of Rare Earth Mining and Separation" [1] Group 2 - The total box office for the summer 2025 film season has surpassed 11 billion yuan [1] - The National Energy Administration reports that the national electricity market transaction volume increased by 3.2% year-on-year from January to July [1] - The China Securities Regulatory Commission has issued a decision to amend the "Regulations on the Classification Supervision of Securities Companies" [1] Group 3 - During the summer transportation period, the national railway has sent over 800 million passengers [1] - The scale of intelligent computing power in China is expected to grow by over 40% this year [1]
今年我国智能算力规模增长将超40%;景旺电子50亿元扩产项目聚焦AI算力等领域丨数智早参
Mei Ri Jing Ji Xin Wen· 2025-08-24 23:21
Group 1 - The core viewpoint of the news highlights the rapid growth of China's intelligent computing power, which is expected to exceed 40% by 2025, driven by the establishment of computing platforms across multiple provinces and the increasing application in various industries such as AI, autonomous driving, and smart cities [1] - The Ministry of Industry and Information Technology is guiding the reasonable layout of intelligent computing facilities to enhance the quality of supply and meet the needs of emerging industries [1] - Over 23,000 innovative computing projects have been collected through application competitions, indicating significant scaling and promotion in sectors like industry, finance, healthcare, and energy [1] Group 2 - Jingwang Electronics plans to invest 5 billion yuan in an expansion project focused on AI computing power, high-speed network communication, and automotive intelligence, with a payback period of approximately 7.5 years [2] - The expansion reflects Jingwang Electronics' strategic ambition to deepen its involvement in the AI industry chain, particularly in high-demand areas such as AI servers and autonomous driving [2] - The investment in high-end capacity indicates long-term confidence, although the 7.5-year payback period and technology iteration risks warrant careful observation of industrialization efficiency [2] Group 3 - Yushu Technology is set to launch a humanoid robot featuring 31 degrees of freedom, marking a significant advancement in the flexibility and versatility of domestic humanoid robots [3] - The design aligns with biomimetic principles and aims to enhance human-robot interaction, potentially integrating into various social scenarios such as service, healthcare, and companionship [3] - The standardization of degrees of freedom is expected to accelerate the mass production and cost reduction of joint components, with a long-term outlook on the market potential reaching trillions [3]
我国算力规模年增速达30%,专家预测2035年AI将贡献GDP超11万亿元
Sou Hu Cai Jing· 2025-08-24 09:50
Group 1 - The 2025 China Computing Power Conference opened with the theme "Building the Foundation of Computing Power to Lead the Future," highlighting the acceleration of the construction of China's computing power platform, with 10 provinces and cities already connected [1] - The China Computing Power Platform integrates computing resources from different regions and industries, creating a unified network for computing power scheduling, enabling comprehensive data collection and dynamic monitoring of computing power development [3] - The Ministry of Industry and Information Technology has issued the "Computing Power Interconnection Action Plan," aiming to establish a complete standard and rule system for computing power interconnection by 2026, and to achieve standardized interconnection of public computing power nationwide by 2028 [5] Group 2 - China's total computing power scale has been growing at an annual rate of around 30%, driven by the rapid development of artificial intelligence, leading to a surge in demand for intelligent computing power [7] - The China Telecom Research Institute predicts that by 2035, artificial intelligence will contribute over 11 trillion yuan to China's GDP, accounting for approximately 4% to 5% of GDP, potentially driving a tenfold to hundredfold increase in computing power demand [7] - The Ministry of Industry and Information Technology aims to guide the reasonable layout of intelligent computing facilities to improve the quality of intelligent computing supply, meeting the needs of emerging and future industries [9]
我国算力规模年增速达30% 专家:2035年AI将贡献GDP超11万亿
Xin Lang Cai Jing· 2025-08-24 07:34
数据显示,近年来,我国算力总规模年增速达到30%左右。在人工智能的快速发展带动下,智能算力需 求呈现迅猛增长态势。中国电信研究院发布的《智算产业发展研究报告(2025)》显示,随着人工智能 大模型加速赋能行业应用和智能终端,将进一步助力智能算力产业蓬勃发展。中国电信研究院战略发展 研究所所长饶少阳表示,到2035年,人工智能将为我国的GDP贡献超过11万亿,大概占到GDP的4%到 5%。这个可能带动算力的需求是十倍,甚至百倍的增长。工业和信息化部负责人表示,将引导各地合 理布局智能算力设施,逐步提高智能算力供给质量,满足新兴产业和未来产业发展需要。预计2025年, 我国智能算力规模增长将超过40%。(央视财经) ...
中国智能算力规模达788 EFLOPS
Zhong Guo Xin Wen Wang· 2025-08-23 06:53
2025中国算力大会举行1场开幕式、2场主论坛,聚焦算力产业发展政策,展示算力发展最新成果,研讨 算力未来发展趋势。 开幕式上,中国算力平台(山西)启动仪式和中国算力平台贯通仪式举行。《2025综合算力指数》《2025 算力发展报告》《2025存力发展报告》《2025运力发展报告》《2025智算服务发展报告》等研究报告发 布。(完) (文章来源:中国新闻网) 中新社大同8月23日电 (记者刘育英)8月23日,以"算网筑基智引未来"为主题的2025中国算力大会在山西 省大同市开幕。记者从会上获悉,中国智能算力规模达788 EFLOPS(每秒百亿亿次浮点运算)。 中国工业和信息化部副部长熊继军在开幕式上表示,中国算力产业迈向高质量、规模化发展的新阶段。 截至今年6月底,中国在用算力中心标准机架达1085万架,智能算力规模达788 EFLOPS,存力总规模超 过1680 EB(2^60字节),全国算力中心平均电能利用效率(PUE)降至1.42,算力基础设施规模和水平不断 提升。 熊继军表示,工信部有序引导算力设施建设,推动完善算力布局政策体系,持续开展国家绿色数据中心 建设;强化企业创新主体地位,加快突破关键核心技 ...
干在实处 闯出新路(前沿观察·挑大梁 看担当) ——广东省党员干部担当作为、服务经济发展一线见闻
Ren Min Ri Bao· 2025-08-11 21:44
Group 1: Economic Development and Government Support - The efficient construction and operation of the Yinxing Service Robot Intelligent Industrial Park in Shunde reflects the commitment of Guangdong's government officials to economic development, with the province's GDP exceeding 6.8 trillion yuan in the first half of the year [1] - The government is actively facilitating the transformation and upgrading of traditional manufacturing industries, which account for about 1/8 of the national industrial scale, by addressing the needs of enterprises and linking them with resources [2][3] - Guangdong's industrial technology transformation investment increased by 1.8% year-on-year in the first half of the year, accounting for over 30% of industrial investment, indicating steady progress in industrial transformation [3] Group 2: Emerging Industries and Talent Development - The establishment of the "Five Chains Integration" mechanism in Ronggui Street aims to break the bottlenecks in traditional manufacturing transformation by integrating industry, innovation, and talent [2] - The government is focusing on nurturing private entrepreneurs through training programs, with over 40,000 entrepreneurs trained to date, enhancing their capabilities to drive industrial growth [3] - New emerging industries are rapidly developing in regions like northern Guangdong, with local governments actively supporting talent acquisition and integration to meet industry needs [6] Group 3: High-Level Opening Up and Foreign Investment - The successful establishment of the ExxonMobil Huizhou Ethylene Project is a testament to Guangdong's efforts in optimizing the business environment and enhancing foreign investment attraction [8][9] - In the first five months of 2025, Guangdong saw the establishment of 12,000 new foreign-funded enterprises, with actual foreign investment amounting to 50.84 billion yuan, showcasing the province's growing appeal to foreign investors [11] Group 4: Rural Revitalization and Agricultural Development - The implementation of high-standard farmland construction in Nanhua City has led to increased agricultural efficiency, with collective income rising by 150,000 yuan in the first half of the year [13] - The "Hundred Counties, Thousand Towns, and Ten Thousand Villages" initiative aims to stimulate high-quality development in rural areas, with local governments actively engaging in infrastructure improvements and attracting investment in tourism [14]