英偉達股價挑戰新高 算力產業鏈景氣度持續向好
英偉達股價上漲超過4%,創下自7月11日以來的最高盤中水平。此前,鴻海集團透露,市場對英偉達Blackwell平台的需求非常強烈,並正在建設全球最大的英偉達GB200製造廠。
相較於通用型伺服器,AI伺服器的設計重點在於提供超高的計算性能,這對於機器學習和深度學習等AI應用至關重要。華鑫證券指出,隨著新一代人工智能的快速發展,算力需求迅速增長,算力和算力基礎設施的發展質量已成為影響國家競爭力的關鍵因素之一。政府已出台多項政策,積極支持算力行業的發展。預計到2023年,中國人工智能伺服器市場規模將達到91億美元,同比增長82.5%,到2027年將達到134億美元,五年年複合增長率為21.8%。
根據財聯社主題庫顯示,相關上市公司中:
弘信電子為客戶提供包括算力芯片採購、伺服器整機生產製造、算力組網、算力調度與運營管理、維保、算力消納等全方位服務。其子公司安聯通為英偉達中國區精英級合作夥伴。
神州數碼推出了神州鯤泰問學一體機,為企業提供私域生成式AI敏捷落地的軟硬一體解決方案。
編輯評論:
英偉達的股價飆升反映了市場對於AI和算力技術的強烈需求,而這種需求不僅來自於科技公司,還包括政府的政策支持。這顯示出算力產業已成為國際競爭的重要一環。從長遠來看,算力基礎設施的發展有望促進更多創新,特別是對於AI應用的推動。
同時,從企業的角度來看,像弘信電子和神州數碼這樣的公司,通過提供全方位的服務和創新的解決方案,正在積極參與這場算力競賽。這不僅能夠為他們帶來新的增長機會,還可能改變整個行業的格局。
然而,我們也需要關注這個行業的潛在挑戰,例如技術瓶頸和資源分配問題。在這個快速變化的市場中,企業需要保持靈活性和創新能力,以應對未來的不確定性。隨著算力需求的日益增長,這將為投資者和行業參與者提供大量機會,但同時也需要謹慎應對潛在的風險。
以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂
![{
"intro": "Create an ultra realistic 8K UHD DSLR photo based on the attached image as a reference of facial features, maintaining 100% likeness.",
"subject": {
"identity": "A stylish beautiful woman portrayed as Cleopatra during her sacred milk bath beauty ritual, embodying divine femininity, sensual elegance, and timeless power.",
"angle": "Close-up beauty editorial captured at a refined 3/4 angle, focusing on her face, shoulders, and upper chest with extreme clarity and no blur.",
"pose": {
"body_position": "She is partially submerged in a luxurious milk bath, her shoulders and collarbones emerging gracefully from the surface.",
"hands": "One hand gently rests at the edge of the bath with milk droplets on her fingers, while the other lightly touches her neck adorned with subtle gold jewelry.",
"expression": "Soft yet commanding gaze directed toward the camera—calm, confident, intimate, and hypnotic."
}
},
"appearance": {
"outfit": "A barely-there, ritual-style ivory silk drape partially submerged in the milk bath, clinging softly to her skin. The fabric is delicate and translucent, edged with fine gold-thread embroidery for a sensual, sacred aesthetic.",
"accessories": "Minimal ritual jewelry—thin gold collar necklace resting above the milk surface, delicate arm cuff, subtle finger ring—kept refined to maintain focus on beauty and skin.",
"hair": "Her hair is sleek and ritual-polished, partially damp and slicked back at the crown, with soft wet strands framing her face naturally, reflecting candlelight.",
"makeup": "High-fashion Cleopatra beauty makeup with ceremonial artistry—perfectly sculpted brows, elongated black kohl eyeliner, vibrant eyeshadow layered in turquoise, teal, emerald, sapphire blue, and metallic gold. Beneath the eyes, subtle artistic ink-inspired accents echo ancient Egyptian symbolism. Her skin is luminous and dewy, cheeks softly flushed, and lips finished in a nude-rose satin sheen."
},
"ritual_props": {
"bath": "A carved alabaster bathtub filled with warm milk infused with honey, almond oil, and lotus essence.",
"floating_elements": [
"Fresh lotus flowers",
"Soft white rose petals",
"Delicate gold flakes shimmering on the milk surface"
],
"beauty_products": [
"Small golden perfume vial with lotus and myrrh oil",
"Alabaster bowl of honey and milk mixture",
"Clay jar of mineral kohl and pigment powders"
]
},
"background": {
"macro_environment": "An intimate royal bathing chamber within Cleopatra’s palace, designed as a sacred beauty sanctuary.",
"midground_details": "Soft linen curtains, glowing oil lamps, tall candles, and subtle steam rising from the bath, creating a warm and sensual atmosphere.",
"micro_elements": "Milk ripples around her skin, floating petals touching her shoulders, tiny droplets of moisture on her collarbones, reflections of candle flames on gold jewelry, visible stone texture on the tub, and delicate fabric translucency—every detail sharply rendered with zero blur."
},
"lighting": {
"type": "Warm cinematic candlelight combined with soft ambient palace glow.",
"effect": "Golden highlights sculpt her face and skin while gentle shadows enhance depth, intimacy, and divine beauty."
},
"camera": {
"camera_type": "DSLR",
"resolution": "8K UHD",
"lens": "85mm prime lens for beauty editorial compression",
"aperture": "f/8 for maximum facial and detail sharpness",
"iso": 100,
"shutter_speed": "1/160s",
"focus": "Extreme sharp focus on facial features, skin texture, makeup details, and milk surface, no bokeh, no blur"
},
"style": "Luxury beauty editorial, sacred milk bath ritual, ancient Egyptian goddess realism, intimate yet powerful, ultra-detailed, luminous skin focus, cinematic elegance"
}](https://ssfuture.shop/wp-content/uploads/ai_gen_1766006026-300x167.png)

