声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 商汤集团是领先人工智能软件公司，主要从事销售先进人工智能软件平台及相关服务、销售人工智能软 硬一体产品及相关服务、AIDC服务以及有关人工智能技术的研发活动。所得款项中，约25.0亿港元将 用于支持公司核心业务发展、生成式人工智能研发、探索人工智能在创新垂直领域的技术融合与实践及 用作一般营运资金。本次发行根据股东大会授予的一般授权实施，预计于先决条件达成或（视乎情况而 定）由认购人豁免后三个营业日内的日期完成。 点击查看公告原文>> 来源：新浪港股-好仓工作室 2025年7月24日，商汤集团（股份代号：0020）公告称，通过一般授权以"配售新B类股份"方式融资， 发行1,666,667,000股（ ...

Core Viewpoint - The performance expectations of communication companies are diverging in Q2 2025, but overall improvement is anticipated compared to Q1, driven by the surge in AI demand in North America [1] Group 1: Performance Expectations - The leading companies in optical modules are expected to experience rapid growth due to the explosion of AI demand in North America [1] - The performance of optical devices and second-tier optical module companies is also expected to accelerate [1] - Domestic demand for computing power continues to improve, with leading domestic optical module and switch companies expected to perform well [1] Group 2: Sector Analysis - The AIDC sector, due to its heavy asset characteristics, is expected to see performance improvements in the second half of 2025 [1] - Traditional domestic communication equipment is generally under pressure [1] - Overall, the performance of operators is stable, with growth expectations improving compared to Q1 [1] Group 3: Industry Trends - The deep-sea construction is expected to drive the optical cable and submarine cable industry into an upward channel [1] - The IoT module sector maintains a favorable outlook, with performance expected to grow on a quarter-on-quarter basis [1] Group 4: Recommendations - Key recommendations include focusing on leading companies in optical modules, AIDC, operators, and IoT sectors [1]

Core Insights - The summit "Intelligent Manufacturing Cloud, Intelligent Computing Future" was held in Qingdao, focusing on the integration of industrial manufacturing with IDC computing power and AI models, highlighting the importance of digital transformation in the manufacturing sector [1][8] - The collaboration between Shandong Unicom and Beijing Parallel Technology aims to enhance industrial model training efficiency and reduce overall computing costs through deep integration of technology services and resource allocation [6] Group 1: Event Overview - The summit attracted over 200 attendees, including key figures from Shandong Unicom and Beijing Parallel Technology, emphasizing the significance of the event in promoting digital upgrades in manufacturing [1] - Discussions at the summit included topics such as domestic technology paths, general artificial intelligence development, and the future of intelligent manufacturing [8] Group 2: Shandong Unicom's Initiatives - Shandong Unicom is focusing on building computing network capabilities through its "YaoSuan" computing transaction scheduling platform and the China Unicom (Qingdao) Intelligent Computing Center, aiming to create an integrated AIDC service system [4] - The company plans to accelerate the construction of computing networks and develop a new information service system that combines computing power with capabilities to meet the digital economy's infrastructure needs in Shandong Province [4] Group 3: Beijing Parallel Technology's Role - Beijing Parallel Technology has 18 years of experience in the computing service field, and its partnership with Shandong Unicom is expected to enhance industrial model training efficiency [6] - The collaboration aims to lower comprehensive computing costs for enterprises, showcasing the potential benefits of combining technology services with resource allocation [6] Group 4: Key Discussions and Future Outlook - Experts at the summit discussed advanced topics such as industrial model capabilities, intelligent computing services, and the integration of supercomputing, showcasing real-world applications for intelligent manufacturing upgrades [8] - The successful hosting of the summit is seen as a catalyst for collaboration in AI and industrial manufacturing, contributing to the strategic goals of becoming a manufacturing and digital powerhouse in China [8]