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【明日主题前瞻】特斯拉Model Y L订单10月份已售罄,机构称看好T链核心Tier1供应商
Xin Lang Cai Jing· 2025-09-14 09:41
Group 1 - Tesla's Model Y L orders for October are sold out, with delivery for new orders expected in November, indicating strong demand for the vehicle [1] - Huaxin Securities reports that Tesla's global production and sales data for Q2 2025 shows a recovery, although competition in the domestic market has increased [1] - Wuzhou Xinchun's bearings are now supplied to top five global manufacturers, including products used in Tesla and other electric vehicles [2] Group 2 - RISC-V architecture is seen as a significant breakthrough for future chip industry innovation, with Infineon planning to mass-produce RISC-V MCU products by 2028-2029 [3] - Haitong International believes RISC-V's transition to high-performance computing will reshape the competitive landscape of the chip industry [3] - Chengdu Huami has successfully launched a low-power RISC-V MCU, suitable for IoT and wearable devices [4] Group 3 - Meituan's AI Agent product "Xiao Mei" is set for public testing, designed to enhance local service experiences through natural language interaction [5] - IDC predicts the global AI Agent market will reach approximately $5.29 billion by 2024, with significant growth expected in the Chinese enterprise AI Agent application market by 2030 [6] - Companies like Zhongwen Online and Yidian Tianxia are developing AI Agent systems for marketing and public services, indicating a trend towards AI integration in various sectors [7] Group 4 - The photovoltaic industry is experiencing a shift towards price increases and production limits, with a focus on supply-side reforms to restore healthy market conditions [8] - Daqo New Energy is a leading player in the silicon material industry, with an annual production capacity of 305,000 tons of high-purity polysilicon [8] Group 5 - The People's Bank of China and Bank Indonesia have launched a bilateral currency settlement framework and QR code interoperability project, enhancing cross-border payment cooperation [9] - The CIPS system's improvements are expected to boost the efficiency of RMB cross-border clearing, benefiting payment service providers and financial IT service companies [9][10]
云天励飞:正在开发新一代“大脑”芯片DeepXBot系列 加速人形机器人推理任务
Mei Ri Jing Ji Xin Wen· 2025-08-26 08:07
每经AI快讯,8月26日,云天励飞在互动平台表示,公司Deep Edge10芯片系列是云天励飞自主研发的高 性能SoC芯片,采用国产14nm Chiplet工艺,内含国产RISC-V核,可支持包括Transformer模型、BEV模 型、CV大模型、LLM大模型等各类不同架构的主流模型,并在机器人、边缘网关、服务器等领域实现 商业化应用,为深空探测实验室的自主可控星载计算提供支撑。公司正在开发新一代"大脑"芯片 DeepXBot系列,以加速人形机器人中的感知、认知、决策和控制的推理任务。 ...
云天励飞(688343.SH):正在开发新一代“大脑”芯片DeepXBot系列
Ge Long Hui· 2025-08-26 07:51
格隆汇8月26日|云天励飞(688343.SH)在投资者互动平台表示,公司Deep Edge10芯片系列是云天励飞自 主研发的高性能SoC芯片,采用国产14nm Chiplet工艺,内含国产RISC-V核,可支持包括Transformer模 型、BEV模型、CV大模型、LLM大模型等各类不同架构的主流模型,并在机器人、边缘网关、服务器 等领域实现商业化应用,为深空探测实验室的自主可控星载计算提供支撑。公司正在开发新一代"大 脑"芯片DeepXBot系列,以加速人形机器人中的感知、认知、决策和控制的推理任务。 ...