Group 1 - The core viewpoint of the article is that Changshan Beiming (000158) is actively engaged in the AI computing power infrastructure, algorithms, and AI application services, and is not marginalized in the AI computing field [1] - The company has established a Huawei HarmonyOS development team, with all members having passed the senior certification for HarmonyOS application developers [1]

Group 1 - The company provides AI computing infrastructure, algorithms, and AI application services, indicating it is not marginalized in the AI computing field [1] - The company has established a Huawei HarmonyOS development team, with all members certified as advanced developers for HarmonyOS applications [1]

周二，英伟达(NVDA.US)盘中拉升涨近1%，逼近此前历史高点，报180.95美元。消息面上，"地球最重 要股票"英伟达将在美东时间周三公布第二财季业绩。华尔街普遍预计英伟达第二财季每股收益将达 1.01美元，营收约为461亿美元。华尔街大行摩根士丹利对于英伟达Q3的营收预测为525亿美元，但该行 坦言，从投资者反馈来看，市场存在更为乐观的声音，部分卖方机构的预测数字甚至高达550亿美元。 英伟达业绩报告可谓攸关美国股市，乃至全球股市能否继续上演自4月以来的这波"超级牛市"，正是市 场对于全球持续井喷式扩张的AI算力基础设施需求预期推动英伟达市值突破4万亿美元市值，现在这股 强劲预期正推动英伟达向5万亿美元市值发起冲锋。 ...

智通财经APP获悉，周二，英伟达(NVDA.US)盘中拉升涨近1%，逼近此前历史高点，报180.95美元。消 息面上，"地球最重要股票"英伟达将在美东时间周三公布第二财季业绩。华尔街普遍预计英伟达第二财 季每股收益将达1.01美元，营收约为461亿美元。华尔街大行摩根士丹利对于英伟达Q3的营收预测为525 亿美元，但该行坦言，从投资者反馈来看，市场存在更为乐观的声音，部分卖方机构的预测数字甚至高 达550亿美元。 英伟达业绩报告可谓攸关美国股市，乃至全球股市能否继续上演自4月以来的这波"超级牛市"，正是市 场对于全球持续井喷式扩张的AI算力基础设施需求预期推动英伟达市值突破4万亿美元市值，现在这股 强劲预期正推动英伟达向5万亿美元市值发起冲锋。 ...

Core View - CoreWeave plans to invest up to $6 billion to establish a large AI data center in Lancaster, Pennsylvania, as it expands its AI computing capacity across the United States [1] Company Performance - CoreWeave's stock price has surged nearly 300% since its listing in March, currently trading at $144.49 [1] Industry Trends - The global demand for AI computing power continues to experience explosive growth, prompting technology giants to invest heavily in building large data centers [1] - The ongoing "AI faith" sweeping the globe is expected to act as a significant catalyst for the stock prices of leaders in the computing power sector, particularly those with strong ties to Nvidia and the AI computing supply chain [1]