Investment Rating - The report assigns an "Overweight" rating to the computer industry, indicating an expected price increase exceeding 10% over the next 6-12 months compared to the market benchmark index [7]. Core Insights - Xiaomi has launched three new models in the MiMo-V2 family: MiMo-V2-Pro, MiMo-V2-Omni, and MiMo-V2-TTS, with MiMo-V2-Pro being a flagship model designed for high-intensity agent work scenarios [1][2]. - MiMo-V2-Pro features over 1 trillion total parameters (42 billion active parameters) and supports a context length of 1 million tokens, showcasing significant advancements in AI capabilities [2]. - The model ranks eighth globally and second domestically on the Artificial Analysis leaderboard, demonstrating superior end-to-end task completion capabilities in various frameworks [2]. - Xiaomi claims that the user experience of MiMo-V2-Pro surpasses that of Claude Sonnet 4.6 while being priced at only one-fifth of Claude Opus 4.6, significantly lowering the barrier to access advanced AI [2]. Summary by Sections Product Launch - Xiaomi officially released the MiMo-V2 family models on March 19, confirming that the previously high-profile anonymous model Hunter Alpha is an early internal version of MiMo-V2-Pro, while Healer Alpha corresponds to MiMo-V2-Omni [1]. Technical Specifications - MiMo-V2-Pro has tripled the parameter count compared to its predecessor MiMo-V2-Flash and improved the hybrid attention mechanism ratio from 5:1 to 7:1, maintaining high inference efficiency while supporting ultra-long context [2]. Market Trends - On March 18, Alibaba Cloud announced price increases for AI computing and storage products due to rising global AI demand and supply chain costs, with increases up to 34% [3]. - Baidu and Tencent Cloud also announced similar price adjustments, reflecting the ongoing trend of rising costs in AI infrastructure [3].

一、盘前资讯 1、要闻简讯 一、证监会：坚决清除影响资本市场改革发展的"拦路虎""绊脚石"（证券时报） 3月17日，证监会召开工作会议，会议强调，2026年是"十五五"开局之年，要扎实推进会系统和资本市场廉洁文化 建设，持续发力铲除腐败滋生的土壤和条件，进一步深化重点领域腐败问题专项治理，突出重点人员、重点问 题，加大案件查办力度，特别是严肃查处破坏资本市场秩序、侵害中小投资者利益的人和事，坚决清除影响资本 市场改革发展的"拦路虎""绊脚石" 一、盘前资讯 1、要闻简讯 一、证监会：坚决清除影响资本市场改革发展的"拦路虎""绊脚石"（证券时报） 3月17日，证监会召开工作会议，会议强调，2026年是"十五五"开局之年，要扎实推进会系统和资本市场廉洁文化 建设，持续发力铲除腐败滋生的土壤和条件，进一步深化重点领域腐败问题专项治理，突出重点人员、重点问 题，加大案件查办力度，特别是严肃查处破坏资本市场秩序、侵害中小投资者利益的人和事，坚决清除影响资本 市场改革发展的"拦路虎""绊脚石"。 3月18日，科技部副部长在国新办新闻发布会上表示，要建立健全创新资源向企业集聚的政策，完善院校、企业、 科研人员双向流动、互相 ...

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// 热点头条 // 2. 阿里云：因全球 AI 需求爆发、供应链涨价，阿里云 AI 算力、存储等产品最高涨价 34 ％，其中平头 哥真武 810E 等算力卡产品上涨 5%-34% ，文件存储产品 CPFS （智算版）上涨 30% 。 3. 京东云：公开表示当前全球 AI 产业蓬勃发展，算力、存储等核心基础设施需求呈爆发式增长，硬件 采购及供应链成本面临显著上行压力，部分云服务商相继宣布上调产品价格。京东云郑重承诺，现有云 主机、 AI 算力、存储、网络等全系核心产品价格保持稳定，不新增涨价项、不提高收费标准，并将对 数据库、中间件等多款产品实施更大力度的优惠措施，平均降幅超 16% ，最高降幅达 40% 。 4. 碧桂园：澄清正在 " 大规模召回离职员工 " 传闻表示，不涉及 " 大规模召回离职人员 " 的专项计划， 返聘仅作为补充个别关键岗位的常规渠道之一，仅针对少量特定岗位需求开展。 5. 字节跳动：安全团队最近在内部发布《 OpenClaw 安全规范和使用指引》，同步面向字节员工推出 ByteClaw ，《安全规范》同时强调，严禁员工在业务服务器等核心生产环境中安装和使用 OpenClaw 类工具，避 ...

Market Overview - Major indices showed positive performance with ChiNext Index up by 2.02%, STAR 50 up by 1.36%, Shenzhen Component Index up by 1.05%, North Exchange 50 up by 0.69%, and Shanghai Composite Index up by 0.32% [1] - TMT sector led the gains with SW Communication Application Value-Added Services up by 7.75%, SW Communication Network Equipment and Devices up by 6.89%, and SW Communication Engineering and Services up by 4.51% [1] - TMT sector saw a decline in SW Brand Consumer Electronics down by 0.47% [1] Domestic News - Semiconductor Investment Alliance: Peak Technology, a leading domestic motor drive control chip supplier, announced a price adjustment for its products starting April 1, 2026, with actual price changes varying by product [2] - Display industry update: Deep Tianma reported that its TM19 production line has achieved phase mass production capacity ahead of schedule, covering the entire product line and successfully delivering the first IGZO product [2] - Financing news: Light Particle Technology completed nearly 100 million yuan in Pre-B round financing, expanding from a single smart swimming goggles product to a matrix covering multiple smart sports glasses for various scenarios [2] - Solid-state battery development: Del's solid-state battery has achieved continuous trial production, showing good consistency and customization capabilities for different customer requirements [2] Overseas News - Semiconductor industry forecast: By 2028, the demand for high bandwidth memory (HBM) for AI-specific integrated circuits (ASICs) is expected to increase 35 times compared to 2024 [3] - SK Hynix indicated that the demand for HBM driven by AI is substantial, requiring four to five years to expand wafer production capacity, with shortages expected to last until 2030 [3] - Samsung Electronics plans to produce SiC power semiconductor samples by Q3 2026, focusing on high-reliability applications [3] - Samsung's co-CEO mentioned considering extending contracts from quarterly or annual to three to five years due to anticipated AI memory chip demand surge in 2026 [3] AI Insights - Gamma launched an AI image generation tool, Gamma Imagine, which integrates with tools like ChatGPT and Claude to support automated workflows [4] - XbotGo released the third-generation sports camera Falcon, featuring advanced AI capabilities for real-time tracking and dynamic zoom [4] - Alibaba Cloud announced price increases of up to 34% for AI computing and storage products due to global AI demand and supply chain price hikes [4] - Baidu Smart Cloud reported significant cost increases in core hardware and infrastructure, leading to price adjustments of 5%-30% for AI computing-related services [4] Industry Tracking - Low-altitude economy: China's low-altitude economy is developing well and is expected to transition from "pilot flights" to "scene verification" by 2026 [5] - Quantum technology: The UK announced a groundbreaking £2 billion investment plan to maintain its leadership in quantum innovation [5] - Embodied intelligence: HONOR introduced a Robot Phone concept at MWC 2026, marking the entry of smartphone manufacturers into the embodied intelligence hardware ecosystem [5] - New materials: A Chinese team developed a new flexible thermoelectric film with record-breaking performance, supporting future technologies like self-powered wearables [5]

↑点击上面图片 加雪球核心交流群 ↑ A股三大指数今日集体上涨，截止收盘，沪指涨0.32%，收报4062.98点；深证成指涨1.05%，收报14187.80点；创业板指涨2.02%，收报3346.37点。 沪深京三市成交额2.06万亿，较昨日缩量1635亿。 行业板块涨多跌少，通信服务、元件、通信设备、半导体、光学光电子、软件开发、计算机设备、电网设备、消费电子板块涨幅居前，白酒、能源 金属、石油石化板块跌幅居前。 个股方面，上涨股票数量超过3500只，70只股票涨停。今天A股也是走出了v型反转的行情，存储芯片和昨天承压的算力板块都有不错的表现，让我 们看看今天的热点吧。 01 阿里官宣涨价！ 今日阿里巴巴午后直线拉升，股价一度涨超4%。A股算力链也受此提振，带动盘面情绪回暖。 消息面上， 阿里云宣布对 AI 算力、存储等产品进行价格上调，最高涨幅达34%。此次涨价核心源于 Token 调用量的暴涨，阿里云 MaaS 业务百炼 在今年1-3月创下历史最高增速。 此前腾讯云也已动作，其智能体开发平台对部分模型计费策略完成优化调整，其中部分模型涨幅超400%，头部厂商调价印证行业需求端的强劲表 现。 此外，A股收 ...

Core Viewpoint - The rapid development of global AI applications has led to a significant increase in demand for computing power, prompting major cloud service providers like Baidu and Alibaba Cloud to raise prices for their AI computing and storage products by 5% to 34% [1][3]. Group 1: Price Adjustments - Baidu announced a price increase of approximately 5% to 30% for AI computing services and a 30% increase for parallel file storage services, effective from April 18, 2026 [1]. - Alibaba Cloud's price adjustments include a maximum increase of 34% for AI computing and storage products, with specific products like the PingTouGe Zhenwu 810E computing card seeing increases between 5% and 34% [3]. Group 2: Market Reactions - Following the price hikes, Alibaba's stock surged over 4% in Hong Kong, with other companies like Kingsoft Cloud and MINIMAX also experiencing significant stock price increases of over 20% [3]. - The A-share computing power industry saw a strong performance, with concepts related to computing power leasing and storage chips gaining traction [3]. Group 3: Token Consumption and Demand - The surge in token consumption, particularly for the OpenClaw application, has led to a doubling of platform processing volume to 14.8 trillion tokens in the first week of March 2026 compared to the beginning of the year [6]. - The increase in token consumption indicates a shift in AI industry value from model capability to task completion capability, creating structural impacts on computing power infrastructure and driving demand for both centralized and edge computing [6]. Group 4: Industry Outlook - With the explosion of token consumption in the domestic market, domestic computing power is expected to gradually dominate the infrastructure layer due to cost advantages and a well-developed ecosystem [6].

3月18日消息，阿里云官网发布公告，因全球AI需求爆发、供应链涨价，阿里云AI算力、存储等产品最高涨价 34％。 值得一提的是，两天前，阿里巴巴成立全新的Alibaba Token Hub（ATH）事业群，包括通义实验室、MaaS业务线、千问事业部、悟 空事业部及AI创新事业部，覆盖从基础模型研发、模型服务平台，到个人与企业端AI应用的完整布局。同时，阿里将打造统一的模 型服务平台百炼，由阿里云对外提供MaaS商业化服务。 阿里巴巴集团CEO吴泳铭在内部信中指出："当下正处于AGI爆发前夜。大量数字化工作将由数以百亿计的AI Agent来支撑，而这些 AI Agent将由模型产生的Token支撑运行，成为人类与数字世界交互的主要载体。" 责编：李丹 校对：赵燕 阿里云此轮涨价包括平头哥真武 810E等算力卡产品上涨5%—34%；文件存储产品CPFS（智算版）上涨30%。 据知情人士透露，此轮涨价另一个重要原因是 "Token调用量暴涨"。春节期间，AI Agent应用爆发，阿里云的MaaS业务百炼在今年 1—3月创下了历史最高增速。阿里云正在将紧缺的AI算力资源向Token业务倾斜。 受此消息影响，阿里巴巴港 ...

阿里巴巴带红恒生科技！ 李家超指出，伊朗战事令霍尔木兹海峡的航运受阻，原油和天然气运送及供应可能减少，价格会上升，可能会 导致汽油和物流价格上升。航空方面的受压情况会比较大，因空管持续，航班减少，而燃油及其他因素亦令票 价上涨，可能间接引致香港某类物价有上升压力。 午后，阿里巴巴港股直线拉升，一度涨超4%，恒生科技因此由跌转涨。港股金山云和万国数据皆涨超16%。A 股算力概念股持续活跃，数据港直线涨停，杭钢股份、首都在线等纷纷冲高。 阿里云官网发布公告称，因全球AI需求爆发、供应链涨价，阿里云AI算力、存储等产品最高涨价34%。其 中，平头哥真武810E等算力卡产品上涨5%—34%，文件存储产品CPFS（智算版）上涨30%。 另外，最近中东资金返港叙事再有消息传来。香港特区行政长官李家超昨日表示，预期伊朗战事将为香港带来 一些短期冲击和波动，但同时亦会带来机遇。因为香港非常安全和稳定，是资金的安全港，中长期会有持续资 金流入。 阿里"带飞"一大片 3月18日午间，阿里云官网发布AI算力、存储等产品调价公告称，因全球AI需求爆发、供应链涨价，行业核心 硬件采购成本显著上涨。经审慎评估，公司决定将于2026年4月 ...

记者丨 陶力 董静怡 编辑丨张星 张嘉钰 3月18日， 阿里巴巴港股午后短线拉升，现涨超2%，早盘一度跌超1%；阿里巴巴美股夜盘涨超2%。 消息面上， 阿里云官网今日发布公告， 因全球AI需求爆发、供应链涨价，阿里云AI算力、存储等产品最高涨价34％。 其中，平头哥真武810E等算力卡产品上涨5%—34%，文件存储 产品CPFS（智算版）上涨30%。 消息一出，午后A股算力租赁概念再度拉升，阿里云方向领涨，数据港直线涨停，青云科技、优刻得、杭钢股份、宏景科技、协创数据等快速 跟涨。 据财联社援引 知情人士消息，此轮涨价另一个重要原因是"Token调用量暴涨"。阿里云的MaaS业务百炼在今年1—3月创下了历史最高增速。阿 里云正在将紧缺的AI算力资源向Token业务倾斜。 | 调整内容 | 地域 | 调整幅度 | | --- | --- | --- | | 平头哥真武810E等算力卡相关服务 | 全地域 | 上涨5% - 34% | | CPFS (智算版) | 全地域 | 上涨30% | "悟空"出击Op e n C l a w 此前，3月17日，在AI钉钉2.0年度新品发布会上，钉钉创始人、CEO陈航对于当 ...