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2024-12-14 05:17:45

Real estate stocks of Hong Kong stocks weakened, and Sunac China fell more than 4%. As of press time, Sunac China (01918.HK) fell by 4.03%, Rongxin China (03301.HK) fell by 3.85%, and Longhu Group (00960.HK) fell by 2.43%.Real estate stocks of Hong Kong stocks weakened, and Sunac China fell more than 4%. As of press time, Sunac China (01918.HK) fell by 4.03%, Rongxin China (03301.HK) fell by 3.85%, and Longhu Group (00960.HK) fell by 2.43%.Guosheng Securities: AEC heavy-duty computing industry chain has entered the era of Lian Heng. Guosheng Securities Research Report pointed out that AEC(Active Electrical Cable) is an active cable interconnection scheme, which is mainly used in short-distance high-speed data transmission scenarios in data centers. 1)AEC is expected to become the first step for optical module manufacturers to penetrate downwards. Optical modules need to master photoelectric conversion and high-speed data communication, and DAC/AEC/AOC products have relatively mature technical requirements compared with single-mode/multimode optical module products with longer transmission distance. 2) Copper interconnection is widely used by large CSP not only in NVIDIA. NVIDIA used a large number of high-density copper interconnects in B series products, which made the industry re-recognize the reliability and price advantage of copper interconnects in short-distance scenes. 3) In the era of Lian Heng, domestic manufacturers still have obvious advantages. Chip manufacturers, represented by NVIDIA, have been hoping to conduct a comprehensive industry consolidation and provide customers with a complete set of solutions. What CSP manufacturers want more is the decoupling of the industrial chain, and every link such as GPU, copper connection, optical module and switch can find corresponding suppliers. The heavy volume of AEC and the rise of CSP manufacturer's independent scheme indicate that the computing power industry chain has entered the era of Lian Heng, and we are firmly optimistic about the domestic related computing power industry chain.


Lianxiang Co., Ltd. and others set up a new digital technology company. The enterprise search APP shows that recently, Zhejiang Lianxi Digital Technology Co., Ltd. was established, with Li Xiaoliang as the legal representative and a registered capital of 10 million yuan. Its business scope includes: the first type of value-added telecommunications services; The second kind of value-added telecommunications services, etc. Enterprise investigation shows that the company is jointly held by Lianxiang and others.Microsoft: The latest small language model PHI-4, which is specially used for complex reasoning, is introduced.Shangpin home delivery and Shulan signed a strategic cooperation agreement. According to Shangpin home delivery, on December 11th, Shangpin home delivery and Shulan formally signed a strategic cooperation agreement at Changshun Group headquarters. The two sides will break through the customized track, explore the path of "customization+software" integration and co-construction, jointly explore market channels, and provide consumers with more convenient, personalized and professional home solutions through integrated and integrated ecological scenarios.


Real estate stocks of Hong Kong stocks weakened, and Sunac China fell more than 4%. As of press time, Sunac China (01918.HK) fell by 4.03%, Rongxin China (03301.HK) fell by 3.85%, and Longhu Group (00960.HK) fell by 2.43%.Putin: China has made great strides in technological development. According to a report by the Tass news agency on December 11th, Russian President Vladimir Putin said at the international conference on "Journey of Artificial Intelligence" on December 11th that China is making great strides in technological development. According to the report, Putin pointed out in a dialogue with Song Haitao, president of Shanghai Institute of Artificial Intelligence: "China is making great strides in technological development and application of the most important technological development tools. Of course, the artificial intelligence you study is one of the most important tools. " Song Haitao told Putin that the Shanghai Institute of Artificial Intelligence plans to sign a memorandum of cooperation with the Russian Federal Savings Bank to promote technical research in the field of artificial intelligence. Putin said: "I am very happy to hear that you are going to sign a contract with the Russian Federal Savings Bank. I think this is meaningful for you and the Russian Federal Savings Bank. " (World Wide Web)Musk moved SpaceX headquarters to the Starbase in Texas.

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