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鲲鹏双路训推一体服务器S74AK3
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广电运通:广电五舟于近期的发布会上联合推出了鲲鹏双路训推一体服务器S74AK3等五大创新产品矩阵
Core Insights - Guangdian Yuntong announced the launch of five innovative products in collaboration with Guangdian Wuzhou, aimed at supporting the application of "AI+" across various industries [1] - The company is focusing on resource synergy, technology integration, and market collaboration to enhance the adaptability and efficiency of computing services [1] Strategic Layout - The first strategic focus is on deepening the domestic AI computing infrastructure, exemplified by the Kunpeng dual-route training and inference integrated server S74AK3, which has been successfully implemented in key sectors such as government, finance, and education [1] - The second focus is on strengthening the integration of hardware and software, providing a full-stack collaborative AI computing solution that emphasizes domestic production and differentiation [1] - The third focus is on building an open and collaborative industrial ecosystem, actively participating in national innovation projects and collaborating with over 300 partners to create a comprehensive product system and solutions for AI computing [1]
广电运通(002152) - 2025年8月21日投资者关系活动记录表
2025-08-22 01:18
Group 1: Company Innovations and Products - The company has developed various robots for financial and security applications, including mobile super柜 robots and intelligent police robots, enhancing operational efficiency and resource utilization [2][3] - The company has launched the "Wangdao" industry model, which has been applied in digital auditing and government services, facilitating the creation of intelligent applications [3][4] - Recent product launches include the Kunpeng dual-route training and inference integrated server S74AK3 and AI Stack integrated machine, supporting AI applications across various industries [3][4] Group 2: Strategic Focus Areas - The company is focusing on four computing directions: intelligent computing, high-performance computing, cloud computing, and edge computing, aiming to build a secure and efficient domestic AI computing infrastructure [4] - The company emphasizes the integration of hardware and software capabilities, providing a full-stack collaborative AI computing solution [4] - The company is actively participating in national innovation projects, collaborating with over 300 partners to establish a comprehensive product system and solutions for AI computing [4] Group 3: Blockchain and Digital Currency Initiatives - The company is monitoring the trends in stablecoin issuance and applications, leveraging its expertise in digital RMB and blockchain technology [5] - The company has developed a blockchain cryptocurrency data analysis and monitoring platform, with successful case implementations [5] - The company offers comprehensive digital RMB technology services, including hardware terminals and software systems, and is expanding its digital RMB payment business [5] Group 4: Investment and Acquisition Strategy - The company prefers controlling stakes in growth-stage enterprises with good revenue and profit margins, focusing on sectors like artificial intelligence and data elements [5] - The company aims to identify and promote quality acquisition targets in hard technology, new productivity, domestic substitution, and new business models [5]