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移远通信:智能算力模组可以应用于AI服务器
Zheng Quan Ri Bao· 2025-09-05 15:41
证券日报网讯移远通信9月5日在互动平台回答投资者提问时表示,公司的智能算力模组可以应用于AI 服务器上,助力客户推出定制化的SoC阵列服务器产品,可对CPU、GPU、NPU资源进行集中管理与分 配实现算力共享。公司目前已为国内头部的互联网平台供应算力模组并已实现量产。 (文章来源:证券日报) ...
移远通信:已为国内头部互联网平台供应算力模组并已量产
人民财讯9月5日电,移远通信(603236)9月5日在互动平台表示,公司的智能算力模组可以应用于AI服务 器上,助力客户推出定制化的SoC阵列服务器产品,可对CPU、GPU、NPU资源进行集中管理与分配实 现算力共享。公司目前已为国内头部的互联网平台供应算力模组并已实现量产。 转自:证券时报 ...
A股指数集体低开:沪指跌0.16%,大金融、贵金属等板块跌幅居前
Market Overview - The three major US stock indices showed mixed results, with the Dow Jones index declining, the S&P 500 index slightly rising by 0.1% to close at 5,892.58 points, marking its third consecutive day of gains, and the Nasdaq composite index increasing by 0.72% to 19,146.81 points, achieving its sixth consecutive day of gains [1] - In the Chinese concept stocks, the Nasdaq China Golden Dragon Index rose by 1.17%, outperforming the broader US market. Notable gainers included Tencent Music up 15.66%, Li Auto up 2.72%, New Oriental up 2.45%, Alibaba up 1.82%, and others, while Pinduoduo fell by 0.47%, JD.com by 4.08%, and Legend Biotech by 10.55% [1] Institutional Insights - Open Source Securities highlighted the rapid development of AI applications, suggesting opportunities in modules, controllers, and CDN sectors due to advancements in AI technologies such as voice and image recognition. The demand for intelligent computing and communication modules is expected to accelerate as AI toys evolve [2] - Huatai Securities recommended focusing on the solid-state battery industry chain, noting that the upcoming CIBF2025 conference will emphasize solid-state batteries, which will have a dedicated forum. The anticipation of new product launches from lithium battery companies is also linked to solid-state batteries [3] - China Galaxy Securities pointed out that the basic chemical industry is currently at a low valuation level since 2014, presenting medium to long-term investment opportunities. They suggested focusing on sectors such as civil explosives, refrigerants, and modified plastics, as well as new production capabilities and resource commodities like potash and phosphate [4]