据介绍，安徽神玑是国内首家研发5nm车规芯片、并首家做到规模化商用的公司。"神玑NX9031"芯片 性能位居国内车载芯片首位。自2024年投产以来已累计出货超15万套，成功部署在蔚来品牌的全系车型 上。本轮融资之后，神玑公司还将推出面向下一代智能驾驶的超强性能芯片以及多款其他领域的芯片。 凤凰网科技讯2月26日，蔚来宣布芯片子公司安徽神玑技术有限公司完成首轮股权融资协议签署，融资 金额超22亿元人民币，投后估值近百亿。本轮融资汇集了合肥国投、合肥海恒、IDG资本、中芯聚源、 元禾璞华等多家产业资本和行业头部机构。 ...

（文章来源：证券日报） 证券日报网讯 2月26日，优迅股份在互动平台回答投资者提问时表示，公司是电芯片公司，配合 25GDFB激光器芯片主要用于25G前传光模块已批量出货。 ...

报告期内，立足深厚的音频技术积累，公司以端侧AI 技术赋能实现了向多元 AIoT 场景延伸，斩获亮眼 的经营成果，盈利规模与质量实现双向进阶。凭借创新的技术架构与卓越的产品性能，公司基于第一代 存内计算技术的端侧AI 音频芯片推广进展顺利，多家头部品牌的多个项目已成功立项并陆续量产。其 中，面向低延时私有无线音频领域的客户终端产品率先完成量产，完成端侧AI 技术从技术验证到商业 化落地的全链路闭环；面向端侧 AI 处理器芯片领域的客户终端亦在 CES 全球消费电子展正式发布，进 一步拓宽了应用场景边界。在端侧产品 AI化的行业浪潮驱动下，公司产品矩阵协同效应显著：端侧AI 处理器芯片应用于头部音频品牌的高端音箱、Party 音箱等产品，终端渗透率快速提升，带动相关收入 实现倍数增长；低延迟高音质无线音频产品需求持续强劲，销售额保持高速增长；蓝牙音箱 SoC 芯片 系列在头部音频品牌中的份额稳步提升，客户合作向更高价值与更深层次演进，为长远发展筑牢根基。 报告期内，公司加大研发投入，研发投入2.39亿元，同比增长11.21%。公司全力推动芯片产品谱系的迭 代升级，存内计算技术深度赋能全产品线，面向智能穿戴赛道的 ...

2月26日，摩尔线程官微宣布已在AI训推一体全功能GPU MTT S5000上，完成对阿里三款全新模型的全 方位适配。据介绍，继开源Qwen3.5-397B-A17B之后，阿里宣布开源千问3.5最新三款中等规模模型 Qwen3.5-35B-A3B、Qwen3.5-122B-A10B、Qwen3.5-27B。 ...

格隆汇2月26日丨优迅股份(688807.SH)在互动平台表示，公司专注于高速电芯片领域，具备50G/100G速 率EML相关电芯片的自研能力，相关产品目前处于送样测试阶段，尚未实现量产。 ...

振华风光公告称，2025年公司实现营业总收入71,116.46万元，同比下降33.11%；归属于母公司所有者 的净利润13,514.69万元，同比下降58.10%；扣非净利润11,043.94万元，同比下降61.96%。期末总资产 为560,642.41万元，较期初增长2.27%；归母所有者权益为503,041.51万元，较期初增长2.13%。主要因 产品验收周期长、持续降价及新产品未量产，未能对冲经营压力。 ...

格隆汇2月26日｜群益证券(香港)研报指出，Meta与AMD宣布合作，将部署总计六千兆瓦AMD的晶片 （MI450）。预计未来数年内将为AMD带来超千亿美元规模的收入。通富微电作为AMD的核心封测厂 商，有望深度受益于大客户业务规模的提升，上调2027年盈利预测5%。就金额来看，预计订单总金额 将超千亿美金。此次合作利好通富微电，通富微电是AMD的核心封装厂（通富微电收购AMD的海外封 测业务），通富微电槟城及苏州厂AMD均参股15%，因此公司收入端有录得较多增量，长期影响正 面。另外，通过定增，公司将抓住AI、国产替代的战略机遇期，将进一步扩大公司在封测领域的影响 力，长期影响正面。目前股价对应2026-2027年PE分别为40倍和26倍，予以"买进"评级。 ...

Core Insights - The report from Barclays titled "AI: East vs. West" analyzes the competitive landscape of AI between the US and China, highlighting that the US currently leads due to its financial resources and early advantages, while China is rapidly catching up with its cost-effective and highly applicable AI solutions [1][4]. Market Status - The AI market is experiencing a dichotomy where the US is "on fire" with soaring valuations and performance, while China is "recovering" from previous downturns, particularly in the tech sector [3][11]. - The S&P 500's forward P/E ratio has expanded from 15.3x at the end of 2022 to 21.7x, driven largely by AI advancements [13][56]. Competitive Dynamics - The report categorizes the AI industry into three layers: Application, Model, and Compute, with distinct strategies from both countries in each layer [1][12]. - In the application layer, US AI applications have a broader global reach, while Chinese applications are predominantly domestic, with DeepSeek and Doubao leading in user numbers but lacking significant overseas penetration [10][40]. - The model layer shows that Chinese companies are adopting an open-source approach, significantly reducing costs, with DeepSeek's latest model priced at approximately 3% of GPT-5.2's cost, while US companies maintain a more closed, proprietary model strategy [3][10][49]. - In the compute layer, US tech giants are expected to spend over $500 billion in capital expenditures, significantly outpacing Chinese firms, which are constrained by access to high-end chips [3][29][38]. Investment Implications - The competition between the US and China in AI is expected to lead to more affordable and accessible AI applications for consumers, benefiting the overall market [2][4]. - Chinese AI is no longer viewed merely as a "follower" but is demonstrating unique strengths in application deployment and cost management, indicating a shift in the competitive narrative [2][4]. Future Outlook - The report suggests that while the US may maintain a short-term lead in AI capabilities, China's long-term outlook remains strong due to its innovative approaches and large domestic market [4][5]. - The ongoing competition is likely to evolve from a focus on technological superiority to one centered on practical applications that can transform everyday life and work [2][4].

Group 1 - Nvidia reported $68 billion in sales for its fiscal fourth quarter, a 20% increase that surpassed analyst expectations, indicating strong demand in the computing sector [1][3] - The company's net income reached $43 billion, reflecting a 35% year-over-year growth [2][7] - Nvidia's data center business, which includes chips and networking gear for AI and cloud services, accounted for 91.4% of total sales, amounting to $62.3 billion [3] Group 2 - Nvidia is currently valued at nearly $5 trillion, making it the most valuable publicly traded company and a key indicator for the AI sector [4] - The company's research and development budget of $20 billion has significantly contributed to its revenue growth [4] - Nvidia's stock price has fluctuated due to concerns over potential overinvestment in AI technology, but it has shown resilience, closing at $195.56 before earnings were announced [5]

IT之家 2 月 26 日消息，AMD 与超融合企业 Nutanix 当地时间 25 日共同宣布，双方将建立战略合作伙伴关系。与此同时，AMD 将向 Nutanix 进行 1.5 亿美 元的战略投资（IT之家注：现汇率约合 10.33 亿元人民币）并提供 1 亿美元资金用于双方合作。 AMD 同 Nutanix 将携手开发一个开放的全栈式 AI 基础设施平台，旨在为各种环境下的智能体 AI 应用提供支持。 此次合作将结合芯片、开放运行时软件、企业级云编排技术，在 AMD EPYC 霄龙 CPU 和 AMD Instinct GPU 上优化 Nutanix 云平台和 Nutanix Kubernetes 平 台，并将 AMD ROCm 软件生态系统和 AMD 企业级 AI 平台集成到 Nutanix 全栈 AI 解决方案中。 Nutanix 同日还公布了该企业的 FY2026Q2 财报，在截至 2026 日历年 1 月 31 日的三个月中，该企业实现 7.228 亿美元收入，同比增长 10%；ARR 年度经常 性收入升至 23.6 亿美元，同比增长 16%。 ...