12月18日，阶梯医疗入选智通财经"2025中国科创好公司"榜单； 1.一周融资概述 本周上海共发生20起融资，张江有5起，临港有4起。 2.融资企业动态 12月12日，眸深智能荣获全国颠覆性技术创新大赛总决赛最高奖； 12月17日，迈康数智荣获"华为云杯"2025人工智能应用创新大赛全国一等奖； 12月20日，捷诺生物"宫安丽®"成功获泰国注册证。 3.热点行业聚焦 12月15日，上海开放处理器产业创新中心在RISC-V生态街区正式启用； 12月17日，张江企业沐曦股份在上交所科创板上市； 12月21日，上海交通大学集成电路学院图像通信所团队开发了全光计算芯片LightGen。 01 融资综述 加冕研究院据张通社Link数据库统计，12月15日–12月21日，上海企业共发生20起融资事件，其中有7起披露了融资金额，合计金额约11.71亿元。本期较 上期（22起）少2起融资事件。 捷诺生物完成超两亿元B轮融资 从行政区域分布来看，本周上海共有9个区发生融资事件。浦东新区融资事件数量最多，有9起，其次是徐汇区，有3起。 从融资轮次来看，本周上海融资A轮最多，有8起；其次是天使轮，有6起。 从行业分布来看，本周上 ...

Group 1 - The optical communication sector is experiencing strong performance, with companies like Huiju Technology (01729) up by 13.44% to HKD 18.29, Changfei Optical Fiber (06869) up by 11.01% to HKD 57.45, Cambridge Technology (06166) up by 4.99% to HKD 85.2, and Huahong Semiconductor (01347) up by 3.54% to HKD 70.15 [1] - Researchers from Shanghai Jiao Tong University have made a breakthrough in the next-generation optical computing chip field, achieving the first all-optical computing chip, LightGen, which supports large-scale semantic media generation models. The chip demonstrates a two-order-of-magnitude improvement in computing power and energy efficiency compared to top digital chips, even with less advanced input devices [1] - According to Zhongyuan Securities, China's optical communication industry chain and value chain are gradually transitioning from low-end to high-end, indicating long-term prosperity. The research and expansion cycle for optical chips is lengthy with high barriers, leading domestic and foreign manufacturers to accelerate capacity expansion and process upgrades [1] - Guotou Securities reports that the demand for AI computing power continues to expand, sustaining the upward trend in the optical module industry, which presents opportunities for all segments of the industry chain [1]

Core Viewpoint - The Hong Kong optical communication sector is experiencing strong performance, particularly with Huiju Technology (1729.HK) which saw its stock price surge over 16%, reaching a historical high of 18.98 HKD and a total market capitalization exceeding 37 billion HKD. This surge is attributed to significant advancements in optical computing technology by a research team from Shanghai Jiao Tong University [1] Company Summary - Huiju Technology (1729.HK) achieved a notable stock price increase, peaking at 18.98 HKD, marking a historical high [1] - The company's market capitalization surpassed 37 billion HKD, reflecting strong investor interest and confidence [1] Industry Summary - The optical communication sector is currently robust, driven by technological advancements [1] - A major breakthrough was reported by a research team from Shanghai Jiao Tong University, which developed the "LightGen" chip, a full-optical large-scale semantic generation chip [1] - This new chip is the first of its kind to support large-scale semantic media generation models, indicating a significant leap in optical computing capabilities [1]

Core Insights - Shanghai Jiao Tong University researchers have achieved a breakthrough in the field of next-generation optical computing chips, realizing the first all-optical computing chip that supports large-scale semantic media generation models [1] - The LightGen chip demonstrates a performance leap by overcoming three key bottlenecks: integration of millions of optical neurons on a single chip, all-optical dimensional transformation, and a light-based generative model training algorithm that does not rely on truth values [1] - Optical computing chips utilize photons instead of electrons for information processing, offering three core advantages: ultra-high speed, ultra-low energy consumption, and high parallelism [1] Industry Implications - The development of optical computing chips represents a transformative shift akin to the transition from fuel vehicles to electric vehicles, moving competition from process technology to energy efficiency, parallelism, and optimization for specific scenarios [1] - This technological revolution presents a historic opportunity for China to "overtake" in the high-end AI computing chip sector [1] Related Companies - Relevant A-share concept stocks include Huagong Technology and Guangxun Technology [2]

芯片领域突然传来多个重磅消息。 无独有偶，摩尔线程发布了新一代GPU架构"花港"及两款基于该架构的芯片"华山""庐山"。"花港"采用新一代指令集，算力密度提升50%， 能效提升10倍，可支持十万卡以上规模智算集群。 此外，上海交通大学科研人员近日在新一代光计算芯片领域取得重大突破，首次实现支持大规模语义媒体生成模型的全光计算芯片 LightGen，相关成果12月19日发表于《科学》杂志。 光计算具有可扩展、低功耗、超高速、宽带宽、高并行度的天然优势，是破解高维张量运算、复杂图像处理等大规模数据快速计算的关键技 术，为人工智能（AI）、科学计算、多模态融合感知、超大规模数据交换等"算力密集+能耗敏感"场景提供硬件加速。 近日，三星电子正式推出Exynos 2600系统芯片，这是全球首款采用2纳米工艺打造的移动应用处理器。据悉，该芯片内置32K MAC NPU， 相较上一代Exynos 2500，AI算力提升高达113%。 值得关注的是，三星电子已开始量产该新型芯片，并计划将其搭载于明年2月推出的旗舰智能手机Galaxy S26。 2纳米手机芯片诞生 近日，三星电子发布最新一代旗舰移动处理器Exynos 2600 ...

Group 1 - Elon Musk publicly criticized nuclear fusion power, stating that building small fusion reactors on Earth is economically foolish, as the sun itself is a massive, free fusion reactor capable of meeting all energy needs in the solar system [2] - Musk plans to deploy 100GW of solar-powered AI satellites annually, which is equivalent to about a quarter of the total electricity consumption of the United States [2] Group 2 - Zhongke Shuguang unveiled the scaleX Wanka supercluster at the HAIC2025 conference, marking the first appearance of a domestic 10,000-card AI cluster system in physical form [3] - Unisoc announced the establishment of a Central Research Institute to focus on new architectures and models for edge AI chips, particularly for applications in autonomous driving and robotics [3] Group 3 - Cambricon announced plans to use 2.778 billion yuan of its capital reserve to cover cumulative losses, with the aim of bringing its negative retained earnings to zero by the end of 2024 [4] Group 4 - MiniMax has passed the Hong Kong Stock Exchange hearing and plans to go public in January 2026, potentially becoming the fastest AI company to IPO globally within four years of its establishment [6] - Zhiyuan Technology has officially passed the Hong Kong Stock Exchange IPO hearing, with CICC as the sole sponsor [6] Group 5 - Tencent has established an AI Infra department to enhance its large model research framework, with Vincesyao appointed as the chief AI scientist [6][7] - The AI Infra department will focus on building technical capabilities for large model training and inference platforms [7] Group 6 - ByteDance is advancing a collaboration with Lenovo to develop AI smartphones, aiming to pre-install AIGC plugins to gain user access [8] - Doubao released version 1.8 of its large model, enhancing its capabilities for multi-modal agent scenarios [9] Group 7 - Qianwen APP has integrated with Alibaba's ecosystem, enabling it to access underlying services like Gaode Map for enhanced geographical understanding [10] - Alibaba launched the new generation of the Wanxiang 2.6 model, which supports role-playing functions for video production [11] Group 8 - Baidu launched the Wenxin Health Manager, positioning it as a 24/7 "all-in-one family doctor" service [14] - The application offers a comprehensive AI health service system covering light symptom consultations and complex disease planning [14] Group 9 - Aishi Technology signed a comprehensive cooperation agreement with Alibaba Cloud to enhance global deployment and compliance capabilities for its video generation model [15] - Xiaomi open-sourced its MiMo-V2-Flash model, which boasts competitive capabilities at a significantly lower inference cost compared to closed-source models [16] Group 10 - Muxi Technology officially listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, aiming to raise 4.197 billion yuan to accelerate the development of "Chinese chips" [17] - The company focuses on high-performance general-purpose GPU products for AI training and inference [17] Group 11 - Meituan released and open-sourced the LongCat-Video-Avatar model, which supports multiple video generation tasks [18] - The model has achieved significant breakthroughs in action realism and video stability [18] Group 12 - Chinese scientists achieved a breakthrough in optical computing chips, enabling large-scale semantic media generation [19][20] - The LightGen chip demonstrates significant improvements in performance and energy efficiency compared to traditional digital chips [20] Group 13 - Baidu's Kunlun chip business is reportedly nearing completion of its restructuring, aiming for a potential listing in Hong Kong [20] - SenseTime's Seko series models have successfully adapted to the domestic AI chip Cambricon [20] Group 14 - Nvidia's CEO revealed that the company has not yet made any payments to OpenAI as part of a planned $100 billion investment [22] - Nvidia launched the Nemotron 3 open-source model series, significantly improving throughput compared to its predecessor [23] Group 15 - OpenAI plans to raise up to $100 billion, potentially valuing the company at $830 billion [24] - The new image model GPT-image-1.5 was launched, enhancing image generation capabilities significantly [25] Group 16 - Intel is in talks to acquire AI chip startup SambaNova for approximately $1.6 billion [30] - Multiple AI companies have recently completed significant funding rounds to support their growth and technology development [31][32][33][34][35][36][37]

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 重大突破 据新华社消息，上海交通大学科研人员近日在新一代光计算芯片领域取得突破，首次实现了支持大规模语 义媒体生成模型的全光计算芯片。 据了解，随着深度神经网络和大规模生成模型迅猛演进带来超高算力和能耗需求，传统芯片架构的性能增 长速度已出现严重缺口，光计算等新型架构受到广泛关注。 "所谓光计算，可以理解为，不是让电子在晶体管中运行，而是让光在芯片中传播，用光场的变化完成计 算。光天然具备高速和并行的优势，因此被视为突破算力与能耗瓶颈的重要方向。"论文作者、上海交大 集成电路学院助理教授陈一彤表示，把光计算真正用到生成式AI上并不简单，已有的全光计算芯片主要局 限于小规模、分类任务，光电级联或复用又会严重削弱光计算速度。如何让下一代算力光芯片运行复杂生 成模型，是全球智能计算领域公认的难题。 陈一彤课题组此次提出并实现了全光大规模语义生成芯片LightGen，采用极严格算力评价标准的实测表 明：即便采用性能较滞后的输入设备，LightGen仍可取得相比顶尖数字芯片2个数量级的算力和能效提 升。团队表示，LightGen ...

中国光计算芯片领域取得重大突破。 据最新消息，上海交通大学科研人员近日在新一代光计算芯片领域取得重大突破，首次实现支持大规模语义媒 体生成模型的全光计算芯片LightGen，相关成果12月19日发表于《科学》杂志。 光计算具有可扩展、低功耗、超高速、宽带宽、高并行度的天然优势，是破解高维张量运算、复杂图像处理等 大规模数据快速计算的关键技术，为人工智能（AI）、科学计算、多模态融合感知、超大规模数据交换等"算 力密集+能耗敏感"场景提供硬件加速。 "LightGen为新一代光计算芯片助力前沿AI开辟了新路径，也为探索更高速、更高能效的生成式智能计算提供 了新的研究方向。"陈一彤说。 光计算的优势 光计算作为非冯·诺伊曼结构代表，具有可扩展、低功耗、超高速、宽带宽、高并行度的天然优势，是后摩尔 时代破解高维张量运算、复杂图像处理等大规模数据快速计算的关键技术，为AI、科学计算、多模态融合感 知、超大规模数据交换等"算力密集+能耗敏感"场景提供硬件加速。过往几年，学术界和产业界持续对光计算 芯片的矩阵规模、光学主频开展深度探索，以台积电的光计算芯片矩阵规模（~512x512）和美国加州理工学 院的光计算光学主频（ ...

Core Viewpoint - Shanghai Jiao Tong University has achieved a breakthrough in the field of next-generation optical computing chips, successfully developing an all-optical computing chip that supports large-scale semantic media generation models, with results published in the journal "Science" on December 19 [1] Group 1: Optical Computing Breakthrough - The rapid evolution of deep neural networks and large-scale generative models has led to a significant gap in performance growth of traditional chip architectures, prompting widespread interest in new architectures like optical computing [1] - Optical computing utilizes light propagation within chips to perform calculations, leveraging the inherent speed and parallelism of light, making it a promising direction to overcome computational power and energy consumption bottlenecks [1] Group 2: LightGen Chip Development - The research team led by Chen Yitong has proposed and implemented the LightGen chip, which demonstrates a two-order-of-magnitude improvement in computational power and energy efficiency compared to top digital chips, even with less advanced input devices [2] - LightGen overcomes three critical bottlenecks: integration of millions of optical neurons on a single chip, all-optical dimensional transformation, and a truth-independent optical generative model training algorithm, enabling end-to-end implementation for large-scale generative tasks [2] - LightGen can complete a closed loop of "input-understanding-semantic manipulation-generation," achieving high-resolution (≥512×512) image semantic generation, 3D generation (NeRF), high-definition video generation, and semantic control, while also supporting denoising and feature transfer tasks [2]

Core Viewpoint - Shanghai Jiao Tong University has achieved a breakthrough in the field of next-generation optical computing chips, successfully developing an all-optical computing chip that supports large-scale semantic media generation models, with results published in the journal "Science" on December 19 [1] Group 1: Optical Computing Breakthrough - The traditional chip architecture is facing a significant performance growth gap due to the rapid evolution of deep neural networks and large-scale generative models, leading to increased demand for computing power and energy [1] - Optical computing is viewed as a crucial direction to overcome the bottlenecks of computing power and energy consumption, utilizing light propagation in chips instead of electrons in transistors [1] Group 2: LightGen Chip Development - The LightGen chip developed by the research team demonstrates a performance improvement of two orders of magnitude in computing power and energy efficiency compared to top digital chips, even when using relatively outdated input devices [2] - Key breakthroughs in LightGen include the integration of over one million optical neurons on a single chip, full optical dimension conversion, and a novel light-based generative model training algorithm that does not rely on true values [2] - LightGen can complete a closed loop of "input—understanding—semantic manipulation—generation," enabling high-resolution (≥512×512) image generation, 3D generation (NeRF), high-definition video generation, and semantic control, while also supporting denoising and feature transfer tasks [2]