记者丨倪雨晴李益文 编辑丨骆一帆 叶映橙 视频丨杨浩凯 9月18日，华为全联接大会（HC 2025）拉开帷幕，华为副董事长、轮值董事长徐直军在50分钟的演讲中，罕见地详细公开了华为的AI算力版图。 华为算力概念多股上涨，烽火通信直线涨停 受上述消息影响，华为算力概念午后上扬。截至收盘，烽火通信（600498.SH）涨停，兴图新科（688081.SH）涨超10%，星环科技（688031.SH）、信安 世纪（688201.SH）、大华股份（002236.SZ）涨超5%，神州数码（000034.SZ）、高新发展（000628.SZ）等个股跟涨。 （华为轮值董事长徐直军发表主题演讲，图源：华为） 围绕算力核心，徐直军首次完整公布了昇腾芯片未来三年的迭代路线：从2026年一季度即将推出的Ascend 950系列，到2027年的Ascend 960，再到2028年 的Ascend 970，几乎以"一年一代算力翻倍"的速度推进。 他详述了950系列在低精度数据格式、向量算力、互联带宽以及自研HBM等方面的突破，并明确芯片硬件持续演进、CANN编译器及Mind工具链全面开 源、openPangu基础大模型开放等四大承诺，以回 ...

Core Viewpoint - Huawei unveiled its AI computing roadmap at the HC 2025 conference, emphasizing a commitment to doubling computing power annually through the development of its Ascend chip series and a comprehensive AI infrastructure strategy [3][4]. Group 1: AI Computing Strategy - Huawei's Vice Chairman Xu Zhijun detailed the three-year iteration plan for the Ascend chips, with the Ascend 950 series launching in Q1 2026, followed by the Ascend 960 in 2027, and the Ascend 970 in 2028, aiming for a doubling of computing power each year [3]. - The Atlas 950 and Atlas 960 supernode products were introduced, with the Atlas 950 featuring 8192 cards and achieving FP8 computing power of 8E FLOPS, and the Atlas 960 set to support 15488 cards, further enhancing performance [3][4]. Group 2: Infrastructure and Ecosystem - Huawei's TaiShan 950 supernode, based on the new Kunpeng 950 processor, aims to outperform traditional databases and high-end servers with a 2.9x performance improvement without requiring database modifications [4]. - The self-developed "UnifiedBus" interconnect protocol facilitates high-reliability computing collaboration across large-scale systems and will be open-sourced from version 2.0 to foster an open supernode ecosystem [4]. Group 3: Market Reaction and Collaborations - Following the announcements, Huawei's computing concept stocks surged, with Fenghuo Communication hitting the daily limit, and other companies like Xingtuxinke and Xinghuan Technology also seeing significant gains [5][6]. - Companies such as Fenghuo Communication and Xingtuxinke are actively collaborating with Huawei's Ascend ecosystem, enhancing their capabilities in AI and computing solutions [6][7]. Group 4: Industry Outlook - Analysts from Zhongyin Securities noted that Huawei's dual breakthroughs in computing and software are paving the way for a new era in domestic AI, with significant growth potential in the domestic computing chain [7]. - The semiconductor sector is experiencing increased utilization rates and strong orders, indicating a favorable environment for domestic computing chip growth driven by AI demand [7].