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国内算力斜率仍在抬升
SINOLINK SECURITIES· 2026-03-14 15:27
相关标的 本周观点 相关标的:东阳光、寒武纪、海光信息、润泽科技、利通电子、豫能控股、协创数据、华丰科技、大位科技、网宿科 技、神州数码、云天励飞、润建股份、亿田智能、科华数据、中芯国际、华虹半导体、中科曙光、禾盛新材、奥飞数 据、优刻得、首都在线、云赛智联、瑞晟智能、浪潮信息、潍柴重机、欧陆通等。 风险提示 行业竞争加剧的风险;技术研发进度不及预期的风险;特定行业下游资本开支周期性波动的风险。 敬请参阅最后一页特别声明 1 Oracle 智算 ROI 兑现,腾讯云提价验证需求。1)2026 年 3 月 10 日,甲骨文发布 FY26Q3 业绩,营业收入、 营业利润、云业务收入均超预期,AI 基础设施建设收入大增 243%,通过创新客户预付款与自带硬件的交易模式 新增 290 亿美元合同,2026 财年三季度末公司 RPO 高达 5530 亿美元,算力延续高景气。2)腾讯云智能体开 发平台宣布自 2026 年 3 月 13 日起调整部分模型的计费策略,GLM 5、MiniMax 2.5、Kimi 2.5 等模型将结束免 费公测,混元系列模型涨价超 400%,云计算服务商开启涨价周期。 训推共振,算力需求极速释 ...
50万激励,腾讯青云奖学金启动申请
机器之心· 2025-10-15 04:08
Core Viewpoint - The establishment of the Tencent Qinyun Scholarship aims to alleviate the long-standing computational resource shortages faced by academic researchers, particularly in the AI field, enabling them to focus on meaningful scientific exploration [1][6]. Group 1: Challenges in Academic Research - The lack of computational power is identified as a critical constraint for academic researchers compared to industry and large tech companies [1]. - A survey published in Nature revealed that many scholars feel frustrated with limited computational resources for AI research, with 66% of respondents rating their satisfaction with available resources at 3 or lower on a scale of 5 [3]. Group 2: Industry Response - Major tech companies are launching various funding programs to address the computational resource shortages in academia, such as AWS Cloud Credits for Research and free cloud credits from Google and Microsoft [5]. - Domestic universities are also taking measures to alleviate students' computational anxiety, with Tsinghua University recently distributing computational vouchers to students [5]. Group 3: Tencent Qinyun Scholarship - The Tencent Qinyun Scholarship provides not only cash rewards but also essential computational resources for young scholars, particularly top doctoral students who prioritize long-term research value over short-term returns [6][15]. - Each awardee will receive 200,000 yuan in cash and 300,000 yuan worth of cloud heterogeneous computing resources, which can significantly enhance their research capabilities [15][17]. - The scholarship aims to stimulate innovation among young scholars and support breakthroughs in the AI field [6][15]. Group 4: Computational Resource Value - The 300,000 yuan worth of computational resources can support 24/7 usage of cutting-edge GPU instances for three months or 2,000 hours of usage on an 8-card GPU setup, providing substantial support for research [17][19]. - Awardees can flexibly configure their computational resources based on their research needs, which is crucial for the varying demands of large model research [19][20]. Group 5: Industry-Academic Collaboration - The scholarship serves as a direct and effective means for tech companies to connect with academia, facilitating talent acquisition and fostering innovation [14][23]. - Tencent's extensive business matrix, including social media, content production, and cloud services, provides a rich ecosystem for the application of AI technologies [24][25].