行情速递 ① 主板领涨， 石基信息(+10.04%)/新亚电子(+10.01%)/京北方(+10.00%)/生意宝(+9.99%)/信 雅达(+9.98%)/ ② 创业板领涨， 中船汉光(+20.02%)/中亦科技(+20.01%)/天亿马(+10.94%)/ ③科创板领涨， 金橙子(+15.37%)/昀冢科技(+9.73%)/开普云 (+6.36%)/ ④活跃子行业， SW营销代理(+2.32%)/SW教育出版(+1.96%)/ 国内新闻 ① 半导纵横，华硕确认/将于北京时间7月23日14点举办产品发布会/正式推 出新款迷你机"Ascent GX10"/采用NVIDIA Grace Blackwell GB10处理器 即所谓的"Superchip"(超级芯片)/ ② 集邦化合物半导体，纳设智能在碳化硅装备技术上取得了突破/创始人陈 炳安带领团队自主研发可独立控制的多区进气系统/显著提升了设备工艺的均 匀性/并通过与深圳先进院成立联合实验室成功将碳化硅外延设备工艺良率提 升至98%/ ③MicroLEDDisplay，据Omdia最新分析显示/2025年京东方将占据苹果 MacBook显示器供应量的51%/苹 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自 tomshardware 。 VideoCardz发现华硕的一份活动宣传邀请函显示，基于英伟达 GB10 Grace Blackwell 平台的实体系 统将于 7 月 22 日上市。华硕计划在当天重新推出其 Ascend GX10 迷你电脑。然而，该演示几乎没 有透露上市时间或实际价格，尽管英伟达此前曾提及过这两项信息。 VideoCardz发布的宣传单中写道："华硕 Ascent GX10 产品发布会：探索紧凑型华硕 Ascent GX10 的强大功能。了解其关键优势及其如何赋能人工智能开发。Nvidia 主题演讲嘉宾：聆听 Nvidia 专家 讲述 DGX Spark 软件堆栈的前沿功能，以及它们如何重新定义人工智能性能。" 描述清楚地表明华硕 Ascend GX10 系统超越了"迷你电脑"的范畴，并将该设备直接推向工作站和边 缘 AI 领域。 Nvidia 的GB10 Superchip系统级封装 (SiP) 集成了 Grace CPU，该 CPU 包含 10 个高性能 Arm Cortex-X925 核心，运行频率高达 3.90 GH ...

CoreWeave获得的GB300 NVL72服务器机架代表了英伟达最新一代AI芯片技术，该系统由戴尔科技制造。周四美股收 盘，CoreWeave股价上涨近9%。 硬·AI 作者 | 鲍奕龙 编辑 | 硬 AI 公司不断努力进一步推动AI发展的边界，部署训练下一代AI模型所需的尖端云计算能力。 这些新芯片于今年3月发布，预计在本季度上市，是对当前顶级Grace Blackwell系统的升级。消息发布后， 周四美股收盘，CoreWeave股价上涨近9%。 01 云计算巨头竞相布局AI基础设施 AI云计算服务商CoreWeave宣布已收到市场首个基于英伟达最新高端芯片的人工智能服务器系统。 7月3日，根据系统制造商戴尔发布的声明，CoreWeave获得的GB300 NVL72服务器机架代表了英伟达最新 一代AI芯片技术。该系统由戴尔科技制造，首批GB300 NVL72服务器机架将在美国组装和部署。 据媒体报道，OpenAI等客户在内的CoreWeave表示，新系统将使其客户"能够以比以往更快的速度开发和 部署更大、更复杂的AI模型"。CoreWeave首席技术官Peter Salanki表示： 尽管对AI基础设施 ...

AI云计算服务商CoreWeave宣布已收到市场首个基于英伟达最新高端芯片的人工智能服务器系统。 7月3日，根据系统制造商戴尔发布的声明，CoreWeave获得的GB300 NVL72服务器机架代表了英伟达最新一代AI芯片技 术。该系统由戴尔科技制造，首批GB300 NVL72服务器机架将在美国组装和部署。 CoreWeave的客户包括OpenAI等知名AI公司。此次率先获得新系统部署，突显了该公司在为需要访问强大英伟达芯片进行 AI软件训练和运行的企业，提供云计算能力租赁服务方面的重要地位。 与此同时，戴尔也通过专注于向包括马斯克旗下xAI在内的公司销售AI服务器来重振业务。这反映了整个科技行业对AI基 础设施需求的持续增长。 尽管对AI基础设施的需求依然强劲，但新芯片的推出正值芯片贸易政策和更广泛的全球经济环境仍存在不确定性之际。 据报道，彭博情报分析师Steven Tseng在5月的一份报告中写道： 我们认为，在持续的经济和地缘政治不确定性中，更广泛的AI服务器需求前景也将面临审视。 据媒体报道，OpenAI等客户在内的CoreWeave表示，新系统将使其客户"能够以比以往更快的速度开发和部署更大、更复 ...

Nvidia's Blackwell Ultra chips, the company's next-generation graphics processor for artificial intelligence, have been commercially deployed at CoreWeave, the companies announced on Thursday.CoreWeave has received shipments of Dell-built shipments based around Nvidia's GB300 NVL72 AI systems, Dell said on Thursday. It's the first cloud provider to install systems based around Blackwell Ultra.The Blackwell Ultra is Nvidia's latest chip, expected to ship in volume during the rest of the year. The systems tha ...

必读要闻二：SK海力士有望向英特尔AI芯片供应HBM4 必读要闻一：这类基础设施建设进展顺利，一批国家重大工程建设加速推进 据报道，今年以来，我国全力推进水利基础设施建设。1至5月，全国水利基础设施建设进展顺利，共完 成水利建设投资4089.7亿元。一批国家重大水利工程建设加速推进，同时全国还新开工11项重大工程， 包括大型灌区建设与现代化改造、大江大河治理工程等。 兴业证券指出，2025年6月26日，中办、国办发布《关于全面推进江河保护治理的意见》，提出充分挖 掘现有水源调蓄工程供水潜力，加快推进已列入国家规划的骨干水源工程建设；健全重大水利工程建 设、运行、管理机制。近年来中央预算资金、专项债资金等均向水利水电倾斜，水利水电基建投资增速 保持高增长，建筑企业水利水电、水生态保护等江河相关的建筑工程订单同样保持高增长的态势，随着 此次《意见》落地，水利水电工程高景气度预期延续，关注水利水电带来的投资机会。 7月6日上午10:30，CMG世界机器人技能大赛首场机器狗任务赛直播开启，机器狗"黑豹2.0"将在直播 间，挑战三大"不可能任务"，上演"百米人机对决"。 四足机器人是一种模仿动物肢体结构和行走方式的仿生 ...

Watch LIVE as the crew of SpaceX AX-4 called home from Crew Dragon Grace for the first public update just hours before their docking to the International Space Station in low-Earth orbit. Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scenes with early video access, behind the scenes live streams and more! SUBSCRIBE to The Launch Pad! https://www.youtube.com/@TheLaunchPad S ...

【导读】英伟达突然大涨，黄仁勋、鲍威尔重磅发声！ 中国基金报记者 郭玟君 大家早上好！昨夜今晨，又有很多大事发生。 美国三大股指涨跌不一。英伟达市值再度称冠全球！黄仁勋预测机器人及物理AI相关基础设施是下一个千亿美元级产业机会。美联储主席鲍威尔表示， 将来若达成贸易协议，美联储可能考虑降息。美债收益率全线走低。 美国三大股指涨跌不一 美东时间6月25日，美国三大股指收盘涨跌不一，道指跌0.25%，报42982.43点；标普500指数持平报6092.16点；纳指涨0.31%，报19973.55点，录得三连 涨。 道琼斯工业指数(DJI) 06-25 16:20:01 | 42982.43 | | 0.00 | | --- | --- | --- | | -106.59 -0.25% 今开 43130.33 成交量 | | 0 | | 上涨 = = | 11 平盘 | 0 下跌 19 | | 最高价 43130.33 市盈率 | | 29.8 | | 最低价 42871.50 市净率 8.57 今年来 | | 1.03% | से स्थ 五日 周K 月K 更多 日K 叠加 43306.54 0.50% -0.5 ...

【导读】英伟达突然大涨，黄仁勋、鲍威尔重磅发声！ 中国基金报记者 郭玟君 大家早上好！昨夜今晨，又有很多大事发生。 美国三大股指涨跌不一。英伟达市值再度称冠全球！黄仁勋预测机器人及物理 AI 相关基础设 施是下一个千亿美元级产业机会。美联储主席鲍威尔表示，将来若达成贸易协议，美联储可 能考虑降息。美债收益率全线走低。 美国三大股指涨跌不一 美东时间 6 月 25 日，美国三大股指收盘涨跌不一，道指跌 0.25% ，报 42982.43 点；标 普 500 指数持平报 6092.16 点；纳指涨 0.31% ，报 19973.55 点，录得三连涨。 道琼斯工业指数(DJI) 06-25 16:20:01 | 42982.43 | | | | --- | --- | --- | | -106.59 - -0.25% - 今开 - 43130.33 - 成交量 0 | | | | 上涨 = = = = | 11 平盘 | 0 下跌 下跌 1 1 19 | | 最高价 43130.33 市盈率 29.8 | | | | 最低价 42871.50 市净率 | | | સ્ત્ર-B4 日K 五日 [0] 叠加 4330 ...

Financial Data and Key Metrics Changes - Revenue more than doubled to $130 billion, with operating income and EPS growing by 147% [39][53] - Blackwell's rollout debuted with $11 billion in sales in the fourth quarter and more than doubled in the first quarter of the following year [38][39] Business Line Data and Key Metrics Changes - Nearly 100 NVIDIA AI-powered factories are currently being built, which is double the number from the previous year, with the average number of GPUs per factory also doubling [38] - The transition from Hopper to Blackwell represents a significant advancement in AI infrastructure, with Blackwell designed for real-time inference applications [37][39] Market Data and Key Metrics Changes - Demand for AI compute is surging due to innovative applications like ChatGPT and the proliferation of generative AI applications [58] - AI factories require tens of gigawatts of infrastructure to be built in the coming years, positioning NVIDIA uniquely to capture this opportunity [59] Company Strategy and Development Direction - NVIDIA is transitioning from a chip company to an AI infrastructure and computing platform company, focusing on building a full-stack data center scale platform [35][36] - The company is investing heavily in AI and robotics, with a multi-trillion dollar growth opportunity identified in these sectors [58][60] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining leadership positions despite competition, citing a large and growing footprint of data center infrastructure and a strong ecosystem of partners [55][56] - The company views AI as the future of computing, with every industry expected to be affected, including gaming [61] Other Important Information - NVIDIA has returned capital to shareholders through share repurchases and dividends, utilizing $33.7 billion for share repurchases and paying $834 million in dividends in fiscal 2025 [67] - The company completed a 10-for-1 stock split in fiscal 2025 and regularly reviews its capital return program [67] Q&A Session Summary Question: How can NVIDIA improve sales given competition? - Management highlighted a multi-trillion dollar growth opportunity with AI and robotics, emphasizing their leadership in the market and continuous innovation [55][56] Question: Where do you see growth and profit opportunities for NVIDIA? - Growth opportunities are identified in AI compute and robotics, with significant demand for AI infrastructure and autonomous vehicles [58][60] Question: What is NVIDIA's plan if there's a sudden loss of interest in artificial intelligence? - Management reiterated that AI is the future of computing and investments in AI will enhance features across products, including gaming [61][62] Question: What is NVIDIA's strategy for parallel quantum computing? - The company is advancing quantum computing through its CUDA Q platform, which integrates GPUs and quantum processing units [64][66] Question: Will NVIDIA increase its dividend or consider another stock split? - NVIDIA has returned capital through share repurchases and dividends, and the board regularly reviews the capital return program [67]