沪指放量涨近1%站上4100点，收16连阳，市场成交额突破3万亿，AI应用概念全线爆发。锋龙股份11连板，一图看懂>> 公司拥有天工大模型,旗下艾捷科芯AI大算力芯片项目取得突破性进展,研发团队员工 数量接近200名,涵盖芯片设计、算法研发等多个领域 引力传媒 5天4板 公司已与今日头条、抖音、微信等热点短视频媒体达成重点合作关系,旗下"核力星 推" 。 "核力智选"两大社交AI营销系统覆盖了小红书、B站、抖音、快手等多平台 利欧股份 6天3板 整合数字营销服务的机构，推出的营销领域大模型〔利欧归一】,为广告客户提供研、 创、投、销一站式智能体平台 吉视传媒 吉林有线网络运营商,公司旗下影院公司开有影城,基于吉林台海量广播电视媒资资源 及来画公司布局Al视频和可视化Al智能体 粵传媒 参股公司影谱科技是一家致力于智能影像生产技术落地应用的视觉技术企业,聚焦于 AI 大文娱产业。在视频制作业务中采用 AI 技术提高美术绘画和创意视效制作的工作效 率,通过大数据和 AI 算法迅速生成符合市场需求的内容 博瑞传播 公司旗下每经科技与阿里云共建智能化内容创作与传播生态,核心产品接入通义千问大 模型并入驻阿里云自炼平台 ...

Group 1: AI Chip Development - DeepSeek-V3.1, a new model, features a hybrid reasoning architecture and supports both thinking and non-thinking modes, enhancing efficiency [1] - The model utilizes UE8M0 FP8 Scale parameter precision, indicating future applications in domestic AI chips, which may accelerate the domestic computing power ecosystem [1] - Companies like Yuntian Lifei focus on AI inference chips, with a projected explosive growth in inference computing demand over the next five years, expected to reach 67% of AI workloads by 2024 [2][3] Group 2: Market Dynamics and Company Performance - Semiconductor and computing concept stocks surged in the A-share market, with the Sci-Tech 50 Index rising over 8% [2] - Companies are actively investing in AI capabilities, with significant investments in AI computing centers, such as Zhonghao Xinying's 200 PFlop/s AI computing center [3] - Companies like Shunwang Technology are expanding their edge computing capabilities to meet the growing demand for computing power [5] Group 3: Product Development and Market Strategy - Companies are developing AI-related products, with a focus on overcoming high AI hallucination rates and enhancing performance to compete with major players like Huawei and Cambrian [2] - Jiangyuan Technology's D10 chip is the first fully domestic AI computing chip, with ongoing efforts to develop the necessary software ecosystem for overseas markets [7] - Companies are committed to digital transformation and optimizing operational efficiency to enhance competitiveness and support high-quality development [6][8]