英伟达GB10 Grace Blackwell平台实体系统

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前瞻全球产业早报:我国连续15年稳坐全球制造业首位
Qian Zhan Wang· 2025-07-10 11:29
Group 1 - China has maintained its position as the world's largest manufacturing country for 15 consecutive years, with annual manufacturing value added exceeding 30 trillion yuan since the start of the 14th Five-Year Plan [2] - The National Development and Reform Commission (NDRC) has planned 102 major projects during the 14th Five-Year Plan, all of which are expected to be completed by the end of the year [2] - The NDRC projects that China's GDP will reach approximately 140 trillion yuan by 2025, continuing to surpass previous milestones of 110, 120, and 130 trillion yuan [3] Group 2 - The State Administration for Market Regulation and the Ministry of Industry and Information Technology have issued a plan to establish a risk assessment system for artificial intelligence, focusing on key technologies and measurement capabilities [4] - Shanghai has included unicorn companies in its listing cultivation database and is developing measures to support their listing and fundraising projects [5] Group 3 - China's largest green hydrogen and ammonia project has officially commenced production, with an annual output of 320,000 tons of green synthetic ammonia, powered entirely by renewable energy [6] - The project is expected to reach a total capacity of 1.52 million tons upon full completion [6] Group 4 - Starbucks' stake sale in China has attracted nearly 30 investment institutions, with a valuation of around 10 billion USD, although the company may retain a 30% stake [7] - The first domestic nine-valent HPV vaccine has been priced at 499 yuan per dose, significantly lower than imported alternatives [7] Group 5 - The U.S. is set to implement "reciprocal tariffs" starting August 1, 2025, as announced by President Trump [8] - Nissan has suspended production of certain models in two U.S. factories due to tariffs imposed on imported vehicles between the U.S. and Canada [8] Group 6 - Nvidia's first desktop chip is reported to have performance close to Apple's M3, indicating competitive advancements in the AI PC processor market [9] - New Zealand has launched its first national AI strategy, aiming to enhance productivity and competitiveness, with potential contributions to GDP estimated at 76 billion NZD by 2038 [10] Group 7 - Merck is nearing a deal to acquire Verona for approximately 10 billion USD, indicating ongoing consolidation in the pharmaceutical sector [11] - Meta has invested 3.5 billion USD in EssilorLuxottica to advance its AI glasses strategy, reflecting the growing interest in smart eyewear [12] Group 8 - OpenAI has successfully recruited top engineers from Tesla, xAI, and Meta, intensifying competition in the AI talent market [13] - The company Extreme Robotics has recently gone public in Hong Kong, achieving a market valuation exceeding 21.5 billion HKD [13]