Core Viewpoint - The significant rise in A-shares is primarily driven by the surge in technology stocks and expectations of interest rate cuts, creating a positive market atmosphere [1][2]. Group 1: Technology Sector - The computing hardware sector experienced a strong rally, influenced by Oracle's announcement of a five-year, $300 billion computing power procurement contract with OpenAI, leading to a 36% surge in Oracle's stock price and a market capitalization increase of approximately $250 billion [3]. - The latest report from the China Academy of Information and Communications Technology predicts that China's overall intelligent computing power will reach 1,037.3 EFLOPS by 2025, with continued rapid growth expected, potentially reaching 2,781.9 EFLOPS by 2028 [3]. Group 2: Semiconductor Industry - The Ministry of Industry and Information Technology emphasized the need for enterprises to actively promote technological innovation and increase investments, which is expected to enhance the semiconductor industry's long-term growth prospects due to the increasing demand for artificial intelligence applications and domestic production [4]. Group 3: Financial Sector - The financial sector is showing active performance, supported by national policies focused on stabilizing the economy and stock market, with expectations of increased capital inflows positively impacting the industry's fundamentals [5]. Group 4: Agriculture Sector - The pork sector is performing well, with an upcoming seminar organized by the Ministry of Agriculture and Rural Affairs to discuss adjustments in pig production capacity, which is anticipated to boost pork prices [6].

转自：新华财经 新华财经北京8月19日电（记者孙广见）当前，我国算力总规模持续攀升，智算需求呈爆发式增长。然 而，产业结构性矛盾也日益凸显：一边是重金打造的算力中心利用率不足，资源闲置；另一边是中小企 业、科研团队为满足碎片化的算力需求四处奔走，求而不得。 这一困局折射出算力资源调度机制缺失、技术适配不足、政策执行偏差等多重壁垒。多位业内人士指 出，破局关键在于激活闲置资源、降低使用门槛、构建算力产业生态，通过政策精准引导、技术创新驱 动与市场机制协同，打破算力供需壁垒。 激活闲置资源是关键 面对部分算力资源"空转"与需求端不足的矛盾，业内人士指出，在供给侧构建智能调度平台与创新服务 模式是盘活闲置算力的关键。 单从供给量来看，我国算力供给可谓"充足"。据工信部最新数据显示，截至今年3月底，我国在用算力 标准机架达1043万架，智能算力规模达到748EFLOPS，为海量数据计算提供了智能底座。但这其中有 一部分算力因各种原因被"闲置"浪费。 为解决算力资源调配难题，我国已建成以"东数西算"为代表的一系列算力调配工程。赛迪顾问电子信息 产业研究中心总经理贾珊珊指出，截至2025年第一季度，我国"东数西算"八大枢 ...

Group 1 - The core viewpoint of the article highlights the advantages of combining collective procurement and group buying, which allows for cost reduction through centralized negotiation and scale advantages [1] - The company utilizes a platform that integrates both collective procurement and group buying to achieve low inventory and high turnover by reversing orders [1] - In terms of computing power, the company has registered part of its computing resources in Xinjiang and plans to complete some deployments this year, with future supply aimed at various large models and vertical models [1]

算力，是推动经济社会高质量发展的新质生产力。日前，工业和信息化部印发《算力互联互通行动计 划》，推动更好整合利用各类公共算力资源，促进算力高效供需匹配，提升我国公共算力使用效率和服 务水平，将有力支撑我国数字经济高质量发展。 将公共算力资源标准化互联，打造应用场景 算力互联互通是在现有互联网体系架构基础上，通过构建统一算力标识、增强异构计算和弹性网络能力 等方式，将不同主体、不同架构的公共算力资源标准化互联，形成可查询、可对话、可调用的服务能 力，实现数据和应用在算力间高效供需匹配、流动互通、迁移计算。 行动计划提出打造算力互联应用场景，包括多个方面，如算力资源服务、任务调度、市场交易、开源社 区运营等新业态场景应用，人工智能、科学计算、智能制造、远程医疗、视联网等企业级场景应用，智 能驾驶、云渲染、云电脑、云游戏等消费级场景应用，以及推动算力互联与能源互联网、工业互联网、 移动互联网等融合创新应用。 促进算力资源使用效率和服务水平的提升 "算力互联互通，将促进算力资源使用效率和服务水平的提升，使算力像水、电一样便捷使用。"工业和 信息化部信息通信管理局有关负责人介绍，人工智能发展催生算力互联需求，用户需要能 ...

Core Points - The China Academy of Information and Communications Technology (CAICT) has announced the launch of the national computing power internet experimental network during the 2025 World Telecommunication and Information Society Day event [1] - The initiative involves collaboration with major telecom operators including China Telecom, China Mobile, and China Unicom to interconnect their computing resources and facilitate user access to computing power [1] - The computing power internet aims to enhance interconnectivity, tackle key technologies, improve standard systems, and expand industry applications, ultimately increasing the accessibility of computing resources across various sectors [1] Summary by Categories Network Construction - The experimental network will focus on various computing resources such as general computing, intelligent computing, and supercomputing, as well as cloud, edge, and terminal computing [1] - The project has already identified resources from 131 enterprises, aggregating a total of 111.3 billion billion floating-point operations per second in intelligent computing resources [1] User Accessibility - Users will have the flexibility to purchase computing power resources on a pay-per-use basis, similar to how electricity is billed by kilowatt-hours, allowing them to buy exactly what they need [1] - Initial results have been achieved, with trial operations conducted in cities like Beijing and Shanghai, completing nearly 300 task dispatches [1] Standardization and Progress - Breakthroughs have been made in the standardization verification of the computing power identification gateways of the three major telecom operators [1]

2025年初，兴业银行呼和浩特分行发挥金融特派员工作机制，主动担当"企业财务顾问"角色，深入内蒙 古中科超算科技有限公司开展调研，为九州智算中心项目建设提供了全面的金融服务方案。2月份，顺 利为内蒙古中科超算科技有限公司九州智算中心项目批复1.68亿元项目贷款额度，并且根据企业建设进 度按时支持项目建设，有效支持内蒙古自治区和林格尔新区建设九州智算中心项目，这也是分行批复的 第二笔IDC项目。该项目计划建设672个24KW机柜，预计今年9月底建成投运，可部署20000P算力，在 今年人工智能大火的背景下，有效向内蒙古移动提供可靠的算力资源，同时该项目的电力供应中绿电比 例超过80%，用电成本相比起北京的数据中心，大约降低三分之二，大大降低整体运营能耗。 眼下最火的产业莫过于人工智能、无人驾驶、机器人等，在全国掀起一波又一波高科技产业丰巢，但这 些产业的技术底座依靠的是我国强大的算力。在数字经济时代，算力如同电力一样不可或缺，已成为一 个国家的核心生产力。作为国家八大算力节点城市之一的和林，正在引领全区算力行业的发展，在这其 中，兴业银行呼和浩特分行也扮演了重要的角色。 作为新能源产业大区，内蒙古在绿电保障和电 ...