21世纪经济报道新质生产力研究院综合报道 闻泰科技：对安世半导体的控制权仍受限 据新华社报道，北京时间11月19日，荷兰经济事务部发表声明，暂停针对安世半导体的行政令。19日晚 间，商务部新闻发言人就安世半导体相关问题答记者问，中方对荷方主动暂停行政令表示欢迎，认为这 是向妥善解决问题的正确方向迈出的第一步，但距离解决全球半导体产供链动荡和混乱的根源"撤销行 政令"还有差距。闻泰科技当晚公告称，虽然上述部长令（Order）被宣布暂停，但2025年10月7日（荷 兰时间）企业法庭裁决依旧处于生效状态，其效力并未受暂停的部长令任何影响，公司10月13 日公告 说明的企业法庭的所有紧急措施还在进行中，公司对安世的控制权仍然处于受限状态。也就是说，目前 闻泰科技对荷兰安世的合法权益尚未恢复。 Meta：开始通知澳大利亚青少年账户将关停 11月19日，据报道，Meta公司表示，为配合澳大利亚将实施的限制青少年使用社交媒体法令，其将于 12月10前阻止16岁以下澳大利亚用户访问Instagram、Facebook和Threads。Meta表示，公司已开始通过 应用内消息、电子邮件和短信通知其认定为13至15周岁的用户，其 ...

Market Overview - The main board saw significant gains with notable performers including Rongji Software (+10.05%), Langchao Software (+10.02%), and Dawi Co. (+10.01%) [1] - The ChiNext board led the gains with Liantech (+14.48%), Saiwei Electronics (+10.16%), and Sichuang Medical (+7.78%) [1] - The Sci-Tech Innovation board also showed strong performance with Tengjing Technology (+8.88%), Yingfang Software (+7.98%), and Guangyun Technology (+4.68%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+1.57%) and SW Electronic Chemicals III (+0.58%) [1] Domestic News - Aibang announced the acquisition of shares and other equity securities of Dispelix Oy, a leader in AR diffraction optical waveguide technology, to enhance global market leadership [1] - Suteng Juchuang secured exclusive orders exceeding 500,000 units for high-performance digital laser radar from a North American EV manufacturer and multiple models from a major European automotive company [1] - Jingdong Fang responded to disputes with Samsung Display regarding intellectual property, indicating a resolution and plans to withdraw related investigations [1] - Xiaomi's Lu Weibing mentioned a supply agreement for 2026 to mitigate rising storage prices, potentially through price increases and product upgrades [1] Company Announcements - Neusoft Group received a notification from a major domestic automotive manufacturer to supply smart cockpit domain controllers, with an estimated total supply amount of 4.2 billion RMB over a lifecycle of approximately 6 years [2] - Junyi Digital disclosed a voluntary investment announcement, increasing its stake in Guanghong Precision to 60% with a total investment of 120 million RMB [2] - Fuguang Co. announced a share buyback plan with a minimum investment of 80 million RMB and a maximum of 150 million RMB within 6 months [2] - Huahai Qingke's major shareholder plans to reduce holdings of up to 3,534,051 shares, representing 1% of total equity, due to personal financial needs [2] International News - STMicroelectronics launched the STM32V8, a new high-performance microcontroller designed for demanding industrial applications, produced using advanced 18nm technology [3] - Microsoft introduced the Azure Cobalt 200, optimized for common customer workloads, with broader deployment expected in 2026 [3] - Nvidia and Microsoft announced a potential investment of up to 15 billion USD in Anthropic, a competitor to OpenAI, with commitments for significant computing power purchases [3] - Wolfspeed unveiled two new 1200V silicon carbide power module series for electric vehicle traction inverters, aiming to set new industry standards for performance and reliability [3]

公众号记得加星标⭐️，第一时间看推送不会错过。 今天，微软宣布推出Azure Cobalt 200，这是微软专为云原生工作负载设计的下一代基于 Arm 的 CPU。 Cobalt 200 是微软持续优化云堆栈每一层（从芯片到软件）战略的一个重要里程碑。据微软所说， 该CPU的设计目标是：完全兼容使用现有 Azure Cobalt CPU 的工作负载；相比 Cobalt 100，性能 提升高达 50%；并与最新的 Microsoft 安全、网络和存储技术集成。 微 软 强 调 ， 与 前 代 产 品 一 样 ， Cobalt 200 针 对 常 见 的 客 户 工 作 负 载 进 行 了 优 化 ， 并 为 公 司 的 Microsoft 云产品提供了独特的功能。微软的首批生产级 Cobalt 200 服务器现已在微软的数据中心 上线，更广泛的部署和客户可用性将于 2026 年实现。 基于 Cobalt 100：领先的性价比 据结束，微软的 Azure Cobalt 之旅始于 Cobalt 100，这是他们首款专为云原生工作负载定制的处理 器。Cobalt 100 虚拟机自 2024 年 10 月起正式发布 ( ...