亚马逊表示，在这些基础设施下，美国的联邦政府机构将获得更广泛的AWS人工智能服务访问权限， 包括用于训练模型的SageMaker AI、用于代理部署的Bedrock、Claude模型，以及Trainium芯片和英伟达 芯片。根据媒体与调查网站SourceMaterial查阅的文件显示，亚马逊已经在全球50多个国家拥有逾900处 数据中心设施，这一运营规模远超外界普遍认知。 中信建投证券指出，近期，算力板块波动加大。复盘2023年以来的算力板块，三季报后调整比较常见， 考虑到AI带动的算力需求依然非常旺盛，调整是机会。目前，世界正处于AI产业革命中，类比工业革 命，影响深远，不能简单对比近几年的云计算、新能源等，需要以更长期的视角、更高的视野去观察。 因此，对AI带动的算力需求以及应用非常乐观。 CPO概念25日盘中强势拉升，截至发稿，德科立20%涨停，光库科技涨超17%，长光华芯、长芯博创涨 超15%，腾景科技涨超10%续创新高，中际旭创、新易盛等涨逾7%。 消息面上，科技巨头亚马逊宣布将投资高达500亿美元，用于扩展公司面向美国政府客户的AWS人工智 能和高性能计算（HPC）能力。 ...

每经编辑｜陈柯名 据央视新闻，当地时间11月24日，美国白宫发布声明表示，总统特朗普签署了一项行政命令，启动一项旨在利用人工智能（AI）变革科学研究方式、加 速科学发现的全新国家计划"创世纪计划"。 图片来源：视觉中国 声明表示，该命令指示能源部创建一个人工智能实验平台，整合美国超级计算机和独特数据资产，以生成科学基础模型并为机器人实验室提供支持。该命 令指示总统科学与技术事务助理（APST）协调这项国家计划，并整合联邦政府各部门的数据和基础设施。能源部长、总统科学与技术事务助理以及人工 智能与加密技术特别顾问将与学术界和私营部门的创新者合作，支持并加强"创世纪计划"。 特朗普在7月公布了一项全面的人工智能政策蓝图，旨在使人工智能公司更容易在美国发展，并使美国盟友更容易获得关键的硬件和软件。该蓝图鼓励美 国能源部和其他机构与私营部门和国家实验室合作，投资于"一系列科学领域的自动化云实验室，包括工程、材料科学、化学、生物学和神经科学"。它还 指示政府扩大实验室的人工智能研究和培训。 上周，美国能源部幕僚长卡尔·科表示，这表明特朗普政府认为即将到来的人工智能竞赛与"曼哈顿计划"或太空竞赛同等重要。卡尔·科说："我 ...

以下文章来源于财联社AI daily ，作者赵昊 财联社AI daily . 财联社及科创板日报旗下产品——未来已来，AI前沿，独家、深度、专业！ 根据媒体与调查网站SourceMaterial查阅的文件显示，亚马逊已经在全球50多个国家拥有逾900处数据中心设施，这一运营规模远超外界 普遍认知。 亚马逊周一（11月24日），在官网声明中写道，这项投资计划将于2026年破土动工，通过在AWS Top Secret、AWS Secret和AWS GovCloud (US) Regions建设配备先进计算和网络技术的数据中心，新增近1.3吉瓦的人工智能和超级计算能力。 亚马逊表示，在这些基础设施下，美国的联邦政府机构将获得更广泛的AWS人工智能服务访问权限，包括用于训练模型的SageMaker AI、 用于代理部署的Bedrock、Claude模型，以及Trainium芯片和英伟达芯片。 亚马逊称，这些能力将帮助美国超过11,000个政府机构开发定制化AI解决方案、优化海量数据集处理，并提高员工生产力，以支持新一代 创新。 另外，AWS还在数百个所谓"托管"（colocation）设施中部署了服务器机架。业内通常 ...

Group 1: Peru's Agricultural Exports - The U.S. government has exempted over 200 products from "reciprocal tariffs," with approximately 100 of these being Peruvian agricultural exports, including avocados, coffee, cocoa, mangoes, ginger, lemons, oranges, and natural juices [1][2] - In 2024, these products are expected to generate around $1.2 billion in exports to the U.S., accounting for 24% of Peru's total exports to the U.S. [1] - The exemption will allow nearly 50% of Peru's exports to the U.S. to benefit from tariff relief, enhancing competitive market access for Peruvian producers [2] Group 2: Japan's Long-term Bonds - Japan's long-term bonds have seen a significant decline due to increasing concerns over the country's fiscal situation, coinciding with expectations of an upcoming economic stimulus plan [3][4] - The yield on Japan's 20-year bonds has surged to its highest level since 1999, with the 30-year and 40-year bond yields also rising [4] - Investors are cautious about the scale of the government's economic stimulus plan, which may lead to increased bond issuance and potential market stability risks [5] Group 3: Southeast Asia's Economic Slowdown - Four out of six major Southeast Asian economies reported a slowdown in GDP growth for the third quarter, primarily due to weak manufacturing output and low household consumption [6][7] - Thailand's GDP growth fell to 1.2% year-on-year, the lowest in nearly four years, with manufacturing output declining for the first time in six quarters [6][7] - Other countries like Singapore, the Philippines, and Indonesia also experienced varying degrees of GDP growth slowdown, with Indonesia's growth at 5.04% and the Philippines at 4.0% [8][9] Group 4: Global Hunger Crisis - The United Nations World Food Programme has warned of an escalating global hunger crisis due to significant cuts in humanitarian aid funding, with an estimated 318 million people facing severe hunger in 2024 [11][12] - The WFP plans to assist only about 110 million of the most vulnerable populations in 2026, with a budget of $13 billion, although actual funding is expected to be only half of this amount [13] - The WFP has called for increased support from governments and donors to effectively address hunger and achieve the "zero hunger" goal [17][18] Group 5: Taiwan's AI Investment - Taiwan is advancing a plan to invest approximately NT$100 billion (around $3.2 billion) to develop its AI industry, aiming to establish itself as an "AI island" [19][20] - The investment will focus on ten key AI projects, with a goal to create NT$7 trillion in added value by 2028 and NT$15 trillion by 2040 [20][21] - Key technologies targeted for enhancement include silicon photonics, quantum computing, and AI robotics, with plans to establish dedicated research centers [22] Group 6: Google's Investment in Texas - Google announced a $40 billion investment in Texas by 2027 to build new cloud and AI infrastructure, which will create thousands of jobs and support community energy efficiency programs [24] - The investment includes the establishment of new data center parks in Armstrong County and Haskell County, with a commitment to responsibly expand infrastructure [24] Group 7: Strategic Partnerships in AI - Microsoft, NVIDIA, and Anthropic have formed a strategic partnership involving a $15 billion investment and a $30 billion order for computing resources, significantly expanding the accessibility of Anthropic's AI models [25][26] - This collaboration will optimize Anthropic's models for performance and efficiency, with a focus on deploying them across major cloud services [27][28] Group 8: Automotive Industry Developments - BYD plans to double its sales network in Europe by the end of 2025, aiming for 1,000 sales points as part of its strategy to expand in the European market [65][66] - Geely and Renault have launched a joint venture in Brazil, investing 3.8 billion reais (approximately 5.1 billion yuan) to localize new energy vehicle production [69][70] - BMW is accelerating the localization of its intelligent driving technology in China, with plans to launch a new generation of smart driving assistance systems in 2026 [71][72]

中证人工智能主题指数由50只业务涉及为人工智能提供基础资源、技术以及应用支持的股票组成， 覆盖AI产业链各细分环节龙头；上证科创板人工智能指数由科创板市场中30只市值较大的AI产业链相 关股票组成，侧重上游基础芯片与下游AI应用。人工智能ETF（159819）和科创人工智能ETF （588730）分别跟踪以上指数，可助力投资者把握AI产业链发展机遇。 每日经济新闻 今日早盘，AI产业链题材股局部活跃，芯片、CPO等概念涨幅居前，截至10:17，中证人工智能主 题指数上涨0.6%，上证科创板人工智能指数上涨0.2%。 消息面上，谷歌重磅推出Gemini 3，推理与多模态理解能力进一步提升，该模型几乎在所有评测指 标上均取得领先，部分指标甚至较此前最强的GPT-5.1、Sonnet4.5等模型大幅领先；微软、英伟达与 Anthropic宣布建立新的战略合作伙伴关系，Anthropic的Claude模型将登陆微软Azure平台，由英伟达芯 片提供算力支持，这将扩大Claude的使用范围，并为Azure企业客户提供更多模型选择和新功能。 有分析指出，谷歌Gemini 3重磅升级，巨头算力合作落地，或为AI算力产业链带 ...

Market Overview - US stock market showed weakness with all three major indices closing down, with Nasdaq dropping nearly 2% [1][2] - The surge in layoffs in the US, along with concerns raised by OpenAI executives regarding government guarantees for AI companies, heightened market fears [1][3] Layoff Data - In October, US companies announced 153,074 layoffs, a year-on-year increase of 175.3%, marking the highest level in 20 years [4][24] - Total layoffs in the US this year have surpassed 1 million, the highest since the pandemic [4][24] - The current hiring plans are at their lowest level since 2011, indicating a deteriorating job market [4][24] OpenAI Developments - OpenAI's CFO suggested a need for a government-backed ecosystem to support financing for large chip investments, which raised investor concerns about a potential AI bubble [3][25] - OpenAI's CEO clarified that the company does not seek government guarantees for its data center investments and emphasized that if the company fails, it should be allowed to fail [3][25] - The CEO also projected that OpenAI's annual revenue could exceed $20 billion, potentially reaching "hundreds of billions" by 2030 [3][25] Tesla Shareholder Meeting - Over 75% of Tesla shareholders approved Elon Musk's $1 trillion compensation plan, contingent on achieving significant company milestones over the next decade [4][14] - To receive the full compensation, Tesla must reach a market value of $8.5 trillion and deliver 1 million vehicles for Robotaxi services [4][14] AI Chip Developments - Google Cloud announced the release of its seventh-generation TPU, "Ironwood," which boasts over four times the performance of its predecessor [13][24] - This new chip is expected to eliminate data bottlenecks for demanding AI models and is set to be utilized by AI startup Anthropic for its Claude model [24]

Macroeconomic News - China's total import and export value reached 37.31 trillion yuan in the first ten months of the year, showing a year-on-year growth of 3.6% [1] - Trade with countries involved in the Belt and Road Initiative amounted to 19.28 trillion yuan, up 5.9%, accounting for 51.7% of China's total foreign trade [1] - Private enterprises' import and export value was 21.28 trillion yuan, reflecting a year-on-year increase of 7.2% [1] Industry News - The construction of a nationwide unified electricity market in China has achieved significant results, with 28 provinces entering continuous operation of the electricity spot market [4] - The game IP market in China is expected to exceed 275.39 billion yuan by 2025, with a year-on-year growth of 2% [4] - Google's new AI chip, Ironwood, is set to launch soon, boasting speeds over four times faster than its predecessor and designed to eliminate data bottlenecks [5] Sector Insights - Citic Securities reports that global electrolytic aluminum supply and demand will remain balanced over the next three years, but any supply issues could lead to price increases [6] - Dongguan Securities indicates that the lithium battery industry is experiencing rapid demand growth, with net profits expected to increase by 30% year-on-year in the first half of 2025 [6] - The banking sector is currently undervalued in the A-share market, suggesting an opportunity for increased allocation in bank stocks [6]

Group 1 - Google is launching its most powerful chip, Ironwood, which is the seventh generation of its Tensor Processing Unit (TPU) and will be fully available in the coming weeks [1][3] - The new Ironwood TPU can connect up to 9,216 chips in a single pod, offering over four times the speed of its predecessor and eliminating data bottlenecks for demanding models [1][3] - AI startup Anthropic plans to use up to 1 million new TPUs to run its Claude model, indicating Google's competitive positioning against rivals like Microsoft and Amazon in building AI infrastructure [3] Group 2 - On the same day, Google announced plans for its largest investment in Germany, focusing on infrastructure and data center construction, as well as renewable energy and waste heat utilization projects [3] - The investment will expand Google's operations in Munich, Frankfurt, and Berlin, with details to be revealed in a press conference on November 11 [3] - Following the news, Google's stock saw a pre-market increase of over 1.5%, although the gains later moderated [3][4] Group 3 - Domestic PCB companies in China have experienced stock price surges, with leading PCB firm Dongshan Precision hitting its daily limit up, and other companies like Shenghong Technology and Pengding Holdings also seeing significant increases [6] - Reports indicate that Google has been in discussions with major domestic PCB manufacturers for potential orders related to AI chip production, which could significantly boost the PCB industry [5][6] - A report from Guojin Securities highlights a strong demand for AI-related ASICs and increased orders for AI-PCB companies, driven by major North American firms ramping up AI investments [8]

Group 1 - Datadog's stock rose over 18% due to strong performance [1] - Snap's stock increased over 17% after Q3 revenue exceeded expectations and a $400 million deal with Perplexity AI [1] - DoorDash's stock fell over 11% as Q3 profits did not meet expectations [1] Group 2 - Google is launching its most powerful AI chip, Ironwood, which will be fully available in the coming weeks [1] - Ironwood is Google's seventh-generation Tensor Processing Unit (TPU) and is reported to be over four times faster than its predecessor [1] - The new Ironwood TPU can connect up to 9,216 chips in a single pod, eliminating data bottlenecks for demanding models [1] - Google is in a high-stakes competition with Microsoft, Amazon, and Meta to build future AI infrastructure [1] - Google's TPUs are custom chips that offer advantages in price, performance, and efficiency compared to NVIDIA's GPUs [1] Group 3 - Following the news, Google's stock rose over 1% [2] - Chinese concept stocks mostly increased, with Xpeng Motors up over 6%, Baidu up over 3%, and Alibaba up over 2% [2] Group 4 - On November 6, U.S. stock indices opened slightly lower, with the Dow down 0.18%, S&P 500 down 0.16%, and Nasdaq down 0.17% [3]

Group 1 - The US stock market opened slightly lower on November 6, with the Dow Jones down 0.18%, S&P 500 down 0.16%, and Nasdaq down 0.17% [1] - Datadog's stock surged over 18% due to strong performance in its earnings report [1] - Snap's stock rose over 17% after exceeding revenue expectations for Q3 and securing a $400 million deal with Perplexity AI [1] - DoorDash's stock fell over 11% as its Q3 profits did not meet expectations [1] Group 2 - Google is launching its most powerful AI chip, Ironwood, which will be fully available in the coming weeks [2] - Ironwood, the seventh generation of Google's Tensor Processing Unit (TPU), is reported to be over four times faster than its predecessor [2] - Major clients, including AI startup Anthropic, plan to use up to 1 million new TPUs to run their Claude model [2] - The new Ironwood TPU can connect up to 9,216 chips in a single pod, eliminating data bottlenecks for demanding models [2] - Google is in a high-stakes competition with Microsoft, Amazon, and Meta to build future AI infrastructure [2] - Unlike most large language models that rely on NVIDIA GPUs, Google's TPUs are custom chips that offer advantages in price, performance, and efficiency [2] Group 3 - Chinese concept stocks mostly rose, with Xpeng Motors up over 6%, Baidu up over 3%, and Alibaba up over 2% [4]