分析员
主要指数



重点要闻
行业更新 | 中国资讯科技硬件
华为在上海举办了「华为全联接大会2026」(Huawei Connect 2026,主题为「迈向智能体世界」),聚焦于针对长时程智能体工作负载的人工智能基础设施。 华为将升腾960加速器的发布时间提前至2027年第1季(960DT训练)及2027年第3季(960PR推理),同时推出液冷Atlas 960E SuperPoD(配备4,096颗NPU,基于UnifiedBus的NPO),并升级了泰山950 SuperPoD、CloudEngine交换机以及OceanStor M900上下文记忆体储存。 首选股票:ASMPT、北方华创、大族激光、工业富联。
重点要闻
行业更新 | 中国资讯科技硬件
华为在上海举办了「华为全联接大会2026」(Huawei Connect 2026,主题为「迈向智能体世界」),聚焦于针对长时程智能体工作负载的人工智能基础设施。 华为将升腾960加速器的发布时间提前至2027年第1季(960DT训练)及2027年第3季(960PR推理),同时推出液冷Atlas 960E SuperPoD(配备4,096颗NPU,基于UnifiedBus的NPO),并升级了泰山950 SuperPoD、CloudEngine交换机以及OceanStor M900上下文记忆体储存。 首选股票:ASMPT、北方华创、大族激光、工业富联。
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