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陆家嘴财经早餐2026年1月31日星期六
Wind万得· 2026-01-30 23:54
Group 1 - The nomination of Kevin Warsh as the next Federal Reserve Chairman by President Trump has sparked hawkish expectations, leading to a significant sell-off in the global precious metals market, with silver dropping over 35% and gold nearly 13% [3][5] - The Federal Reserve's policy framework may see a notable shift if Warsh assumes leadership, as Deutsche Bank suggests a unique combination of "rate cuts and balance sheet reduction" could emerge under his guidance [3] - The U.S. Treasury Department reported a projected decline in national fiscal revenue for 2025, with total revenue expected to be 21.6 trillion yuan, a decrease of 1.7% year-on-year [4] Group 2 - The World Trade Organization ruled that U.S. clean energy subsidy measures violate WTO rules in the dispute initiated by China regarding the Inflation Reduction Act [4] - The China-UK economic relationship is set to deepen with the signing of four economic cooperation documents, focusing on "Export to China" initiatives and service trade agreements [4] - The Panama Supreme Court ruled that the contract for the operation of ports along the Panama Canal held by CK Hutchison is invalid, prompting a response from the Chinese government to protect its legitimate rights [4] Group 3 - The China Securities Regulatory Commission (CSRC) is working to enhance the attractiveness and flexibility of refinancing systems to support the capital market's stable growth [6] - The A-share market experienced a decline, with the Shanghai Composite Index falling by 0.96% and significant sell-offs in gold stocks [6] - The CSRC is revising the registration management measures for listed companies to clarify the types of strategic investors and enforce a minimum holding requirement of 5% [6] Group 4 - The regulatory body has issued new guidelines for fund sales and marketing practices, prohibiting collaborations with unqualified internet influencers and requiring the removal of misleading features from fund platforms [7] - The Hong Kong Securities and Futures Commission is addressing issues related to the surge in IPO applications expected in 2025, highlighting deficiencies in the preparation of listing documents [8] - The Shanghai Stock Exchange is monitoring stocks with abnormal fluctuations and has reported several cases of suspected violations to the CSRC [8]
平头哥芯片卖爆了!
国芯网· 2026-01-30 13:58
国芯网[原:中国半导体论坛] 振兴国产半导体产业! 不拘中国、 放眼世界 ! 关注 世界半导体论坛 ↓ ↓ ↓ 1月30日消息,据报道,阿里巴巴旗下芯片业务"平头哥""真武"PPU芯片,总出货量已达数十万片,超越寒武纪, 于中国国产 GPU 厂商中处于领先地位! "真武"PPU芯片采用自研平行运算架构和片间互联技术,配合全栈自研软件栈,实现软硬件全自研; 其存储器为 96G HBM2e,片间互联带宽达到700 GB/s,可应用于AI训练、AI推理和自动驾驶。 阿里巴巴已将"真武"PPU大规 模用于千问大模型的训练和推理,并结合阿里云完整的AI软件栈进行深度优化,为客户提供一体化产品和服务。 据悉,"真武"PPU已在阿里云实现多个"万卡集群"部署,服务中国国家电网、中国中科院、小鹏汽车、新浪微博 等400多家客户。 业内人士透露,对比关键参数,"真武"PPU的整体性能超过了英伟达A800和主流中国国产GPU,与英伟达H20相 当。 此外,据多位业内人士表示,"真武"PPU性能优异稳定、性价比突出,在业内口碑良好,市场呈现供不应 求。 此外,多位行业从业者表示,"真武"PPU性能优异稳定、性价比突出,在业内口碑良 ...