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Khloris

Khloris

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08-31

zz任务必须买

阿里巴巴：追加寒武纪GPU至15万片

2022-04-21

$特斯拉(TSLA)$yyds 你爷爷还是你爷爷

2022-04-04

$Unity Software Inc.(U)$漂亮！稳住！

2022-03-29

$Unity Software Inc.(U)$稳住啊！买菜全靠你了！

2022-03-28

$特斯拉(TSLA)$一路向北，估计明天能站稳1100

2022-03-23

$特斯拉(TSLA)$特斯拉=石油股

2022-03-23

$特斯拉(TSLA)$破1000了啊，稳住

2022-03-22

$Unity Software Inc.(U)$今天要破100

2022-02-11

$Unity Software Inc.(U)$我all in你们随意

2022-02-03

$特斯拉(TSLA)$🐮🍺

2022-01-31

$Unity Software Inc.(U)$fly to the moon

2021-11-24

$Unity Software Inc.(U)$今晚支棱起来

2021-11-19

$哔哩哔哩(BILI)$这股票，爬10米掉100米

2021-11-17

$Unity Software Inc.(U)$牛逼了转涨了

2021-11-15

$特斯拉(TSLA)$坐等700

2021-11-10

$Unity Software Inc.(U)$我要求不高，别上蹿下跳的，咱别学特斯拉，稳稳的就好

2021-11-10

$Unity Software Inc.(U)$这走势无敌了，一路向北

2021-11-10

$Unity Software Inc.(U)$昨天的盘后今天的盘前已经消化完财报了，继续干，fly to the moon

2021-11-10

$Unity Software Inc.(U)$今天都在等财报吧

2021-07-02

$特斯拉(TSLA)$今晚破700，大家没意见吧？

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18:24","market":"fut","language":"zh","title":"阿里巴巴：追加寒武纪GPU至15万片","url":"https://stock-news.laohu8.com/highlight/detail?id=2563288630","media":"市场资讯","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！阿里 15 万片寒武纪订单，撕开 H20 断供缺口。寒武纪成阿里 “算力救火队长”。危急时刻，阿里果断砸下重磅订单 —— 追加寒武纪思元 370 至 15 万片，上演 “算力绝地救援”！　　从紧急补货到自研突破，再到长远布局，阿里正以 “兼容 - 替代 - 超越” 之路打破英伟达垄断。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p>　　来源：<span><a href=\"https://laohu8.com/S/000021\">深科技</a></span><span></span></p>\n<div><img src=\"http://n.sinaimg.cn/spider20250830/743/w1080h463/20250830/a463-98f961210ef387576aacf23b0c612e64.png\"/><span></span></div>\n<p>　　<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>：追加<span><a href=\"https://laohu8.com/S/688256\">寒武纪</a></span><span></span> GPU 至 15 万片</p>\n<p>　　算力危机？不存在的！阿里 15 万片寒武纪订单，撕开 H20 断供缺口</p>\n<p>　　全球 AI 算力赛道硝烟弥漫，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> H20 断供一记 “重锤” 砸向国内产业。关键时刻，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>挺身而出，以硬核操作撕开算力困局，每一步都震彻行业！</p>\n<p><strong>　　15 万片紧急补仓！寒武纪成阿里 “算力救火队长”</strong></p>\n<p>　　英伟达 H20 断供风暴突袭，国内 AI 算力缺口瞬间拉满，阿里云通义千问大模型面临 “断粮” 危机。危急时刻，阿里果断砸下重磅订单 —— 追加寒武纪思元 370 至 15 万片，上演 “算力绝地救援”！</p>\n<div><img src=\"http://n.sinaimg.cn/spider20250830/474/w784h490/20250830/4b44-1dd8b94f736c1ae224cba4187a3fc94a.png\"/><span></span></div>\n<p>　　这款思元 370 绝非泛泛之辈：7nm 工艺 + Chiplet 技术，集成 390 亿晶体管，实测 300TOPS（INT8）算力与 H20 硬碰硬，能效比还狂超 40%！截至 2025 年 Q2，它已扛起阿里云 60% 推理需求，靠 PCIe 5.0 多卡互联，硬生生顶住通义千问的用户增长压力，让算力缺口 “火速止血“！</p>\n<p><strong>　　阿里王炸！自研 AI 芯片、国内晶圆代工！</strong></p>\n<p>　　靠外部支援不够，阿里直接打响 “自研反击战”！新一代 AI 芯片剑指 H20 退场后的市场空白，国产 14nm 及更先进制程打底，长江存储等本土力量撑腰，底气十足。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20250830/340/w739h401/20250830/5b2f-225cc2bacb58901af74c4b0665f34db4.jpg\"/><span></span></div>\n<p>　　异构架构集成高密度计算单元与超大内存，LPDDR5X 带宽破 1TB/s，单卡算力 300-400TOPS（INT8）追平 H20。更狠的是兼容性：不仅支持 FP8/FP16 混合精度，还靠动态指令翻译层直连 CUDA 生态，工程师代码复用零压力，迁移成本砍去 70% 以上！此前阿里云用思元 370+MagicMind 工具链，让模型转换效率飙 3 倍，实力打脸 “国产芯片生态差” 论调。</p>\n<p><strong>　　双厂备份 + 三步走！阿里布下国产算力 “王炸局”</strong></p>\n<p>　　为保芯片量产，阿里玩起 “双保险”：<span><a href=\"https://laohu8.com/S/688981\">中芯国际</a></span><span></span> 14nm 产线良率 95%+，月产 5 万片稳扎基础；<a href=\"https://laohu8.com/S/01347\">华虹半导体</a> 7nm 工艺 2026 年量产，目标算力破 500TOPS，能效再提 30%。</p>\n<p>　　更有 “三步走” 战略定乾坤：短期（2025-2026）靠 7nm/14nm 推理芯片抢市场；中期（2027-2028）推 4nm 训练芯片，千卡集群算力冲 1EFLOPS 对标 H100；长期（2030 后）押注光子计算，已发布的商用光子 AI 芯片，速度超 GPU 1000 倍、功耗降 90%，直接剑指未来！</p>\n<p>　　从紧急补货到自研突破，再到长远布局，阿里正以 “兼容 - 替代 - 超越” 之路打破英伟达垄断。2026 年 4nm 芯片量产将成关键一役，若能如期落地，国产算力必将在全球赛场强势登顶！</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：常福强 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里巴巴：追加寒武纪GPU至15万片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-30 18:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/bxjj/2025-08-30/doc-infnuhfz6157977.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　来源：深科技\n\n　　阿里巴巴：追加寒武纪 GPU 至 15 万片\n　　算力危机？不存在的！阿里 15 万片寒武纪订单，撕开 H20 断供缺口\n　　全球 AI 算力赛道硝烟弥漫，英伟达 H20 断供一记 “重锤” 砸向国内产业。关键时刻，阿里巴巴挺身而出，以硬核操作撕开算力困局，每一步都震彻行业！\n　　15 万片紧急补仓！...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/bxjj/2025-08-30/doc-infnuhfz6157977.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688256":"寒武纪","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4585":"ETF&股票定投概念","09988":"阿里巴巴-W","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4503":"景林资产持仓","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","BK4575":"芯片概念","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4558":"双十一","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4502":"阿里概念","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" 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