Group 1 - New Asia Electronics (605277) has seen a strong performance in the stock market, reaching a limit-up price of 18.46 yuan per share [1] - The company has developed a new high-speed copper cable manufacturing technology called "lotus core high-speed wire" in collaboration with Amphenol, which has received patent authorization and is now in mass production [1][2] - The lotus core structure technology allows for the production of high-quality, high-performance high-speed copper cables without the need for imported fluoropolymer foaming equipment, addressing limitations in the current manufacturing process [1][2] Group 2 - The demand for high-speed copper cables is increasing rapidly due to the growth of data centers, and the lotus core structure is expected to become a mainstream technology solution beyond traditional foaming methods [2] - New Asia Electronics was established in 1987 and focuses on the research and manufacturing of electronic cables, with a diverse product range including precision electronics, communication optical cables, and cables for electric vehicles [3] - The company has obtained a total of 31 authorized invention patents and 164 utility model patents, serving well-known clients such as Hisense, Gree, Midea, BYD, Dell, and HP [3]

Nvidia (NVDA -0.85%) stock has soared by 870% since the start of 2023, catapulting its market capitalization to a whopping $3.5 trillion. Demand continues to exceed supply for the company's graphics processing units (GPUs) for the data center, which are the most powerful chips in the world for developing artificial intelligence (AI) models.Nvidia CEO Jensen Huang says new AI reasoning models, which spend more time thinking to produce accurate responses, require up to 1,000 times more computing capacity than ...

Group 1 - The core viewpoint of the articles highlights the strong performance of the A-share market, particularly in sectors related to optical modules, rare metals, and 6G technology, driven by significant investments in AI and related infrastructure [1] - The U.S. stock market saw all three major indices rise, with Nvidia's stock increasing by 2.8%, leading to a market capitalization of $3.45 trillion, making it the highest valued company globally [1] - Recent reports indicate that Oracle plans to invest approximately $40 billion in Nvidia's GB200 GPUs to support the "Star Gate" project in Abilene, Texas, while xAI aims to expand its GPU card inventory to 1 million units, indicating a growing demand for high-speed optical modules [1] Group 2 - In the past five trading days, the 5G Communication ETF (515050) experienced a net inflow of 75.21 million yuan, while the AI-focused ETF (159381) saw a net inflow of 5.18 million yuan over the last ten trading days [2] - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and is the largest ETF in the market focused on 5G, AI computing power, and the Nvidia supply chain, covering various leading companies in AI computing, 6G, consumer electronics, and optical modules [2] - The AI-focused ETF (159381) tracks the AI index of the ChiNext board, selecting companies primarily engaged in AI, with significant exposure to optical modules and IT services, including leading firms like New Yisheng, Zhongji Xuchuang, and Tianfu Communication among its top ten holdings [2]

这是一个来自瑞穗证券的一份研报，里面提到了对博通、英伟达、AMD、超微和华为的分析。报告 放在星球中，有兴趣的朋友可以到星球中查看原始报告。 瑞穗预计，博通定制ASIC芯片（TPUv7p/MTIA2）将在2026年加速放量，并可能在2026年下半年用 于OpenAI的Strawberry和苹果的Baltra项目。在2024年，博通的定制ASIC芯片占使用的70%-80%，绝 对的AI ASIC龙头。报告中的这个数字应该是没有考虑像Google的TPU这种自产自销的AI ASIC。 在沙特的UMAIN项目中，未来5年将部署4000台GB200 NVL72服务器（对应28万颗英伟达GPU）和 35万颗AMD GPU。在阿联酋G42项目中，承诺保证每年进口50万颗英伟达GB200 GPU（价值150亿 美元）。但笔者对这个数字持保留态度，感觉未必能持续下去。 对于超微和AMD的分析都比较简单，我们这里就不太写了。 这么看下来，今年昇腾910系列的出货量在70万以上应该是有的。 end 对华为的一个分析很有意思，报告中提到预计昇腾910在2025年订单超70万颗，下一代昇腾920将于 2026年推出。 但报告中也提到 ...