9月17日马斯克在X平台表示，Grok 5模型将在几周后开始训练。此外其还表示，"我现在认为xAI有机 会通过Grok 5实现AGI，以前从未想过这一点。" 三变科技：其官方称"2024年我们在美国投资设立了全资子公司，之后我们的主变走进了马斯克xAI超级 计算机中心。" 长芯博创：自研的AOC光电收发芯片占全球领先市场份额，数据中心用800G多模AOC已完成多平台验 证。 *免责声明：文章内容仅供参考，不构成投资建议 分析认为，2025年模型迭代呈现加速状态，平均每2个月头部厂商就会发布一款新模型并刷新模型性能 极限。这种趋势仍将持续，基础模型能力将快速进步。在"科技巨头在前沿模型领域的军备竞赛"、"推 理&scaling law&多模态等带来的算力持续爆炸式增长"以及"推理能力提升带来更多应用场景解锁"的背 景下，模型厂商的快速迭代对当前全球AI产业影响明显，主要包括算力基建等层面。 *风险提示：股市有风险，入市需谨慎 公司方面，据上市公司互动平台表示， 据中信建投和中信证券表示，Grok系列模型中Grok-2到Grok-3乃至Grok-4投入的算力每一代都有大幅的 增长，推动其模型性能大幅提升。Grok ...

Group 1 - On the institutional trading board, 32 stocks were listed, with 15 experiencing net buying and 17 net selling [1] - The top three stocks with the highest institutional buying were Chengfei Integration (186 million), Hongjing Technology (116 million), and GoerTek (100 million) [1] Group 2 - Changxin Bochuang saw a net buying of 426 million from seven institutions, with its self-developed AOC optical transceiver chips holding a leading global market share [3] - The company has completed multi-platform verification for its 800G multimode AOC, which is expected to lead to bulk supply for important clients [3] - The AEC product line has achieved multi-client sampling and small batch delivery, with a deep collaboration with Marvell to launch a 1.6T AEC product, potentially generating new revenue streams [3] Group 3 - The State Council released opinions on implementing "Artificial Intelligence +" actions, aiming for over 70% penetration of new intelligent terminals and intelligent agents by 2027, and over 90% by 2030 [4] - Northeast Securities highlighted that edge AI is driving the evolution of terminal devices from "single-function" to "scene intelligence," establishing a core technological foundation for the Internet of Everything era [4] - Edge AI enhances the real-time capability, privacy, and autonomy of intelligent terminal devices, transforming them from traditional data collection tools into intelligent agents capable of perception, decision-making, and execution [4]