主页 > 国内 >

公寓

突然变盘！“易中天”三大巨头集体下跌！重磅“新技术”曝光影响多大？_我的网站

性爱大师

A | NEW YORK -- Paddy Cosgrave, the chief executive officer of a prominent European tech conference called Web Summit, resigned from his role on Saturday amid backlash for his public statements that suggested Israel was committing war crimes.A spokesperson for Web Summit, which organizes one of the world's largest tech conferences every year, said in an e-mailed statement sent to The Associated Press that it will appoint a new CEO, and the conference will go ahead next month in Lisbon as planned. Cosgrave, the Irish entrepreneur who is also founder of Web Summit, said in a statement Saturday that his personal comments “have become a distraction from the event, and our team, our sponsors, our startups and the people who attend.”“I sincerely apologise again for any hurt I have caused,” he said.Cosgrave’s resignation is a prominent example of the fallout from the Israel-Hamas war that has spilled into workplaces everywhere, as top leaders of prominent companies weigh in with their views while workers complain their voices are not being heard. Islamic rights advocates say much of the corporate response has minimized the suffering in Gaza, where thousands have died in Israeli airstrikes, and created an atmosphere of fear for workers who want to express support for Palestinians. Jewish groups have criticized tepid responses or slow reactions to the Oct. 7 Hamas rampage that killed 1,400 people in Israel and triggered the latest war.Web Summit faced a growing number of industry giants — including Intel, Meta and Google — pulling out of the conference even after Cosgrave released a long message denouncing the Hamas attacks and apologizing for the timing of his initial tweet while defending his overall views on the conflict. Cosgrave posted on his X account, formerly known as Twitter, on Oct. 13 that he was “shocked at the rhetoric and actions of so many Western leaders & governments, with the exception in particular of Ireland’s government, who for once are doing the right thing. ”“War crimes are war crimes even when committed by allies, and should be called out for what they are,” he added.Two days later, he updated his tweet calling “what Hamas did is outrageous and disgusting” but adding, "Israel has a right to defend itself, but it does not, as I have already stated, have a right to break international law." In a later apology that was posted Oct. 17 on the Web Summit blog and shared on his X account, he said, “What is needed at this time is compassion, and I did not convey that,” he said. “My aim is and always has been to strive for peace.”He went on to say that “I also believe that, in defending itself, Israel should adhere to international law and the Geneva Conventions – i.e. not commit war crimes. This belief applies equally to any state in any war. No country should breach these laws, even if atrocities were committed against it.”His last post on X read: “Bye for now. Need some time off this platform.”______Follow Anne D’Innocenzio: http://twitter.com/ADInnocenzio。　　光模块迎来变数！
　　今日（8月24日）早盘，共封装光学（CPO）指数一度大跌超3%，成份股普遍下行，中际旭创、新易盛、天孚通信一度跌超6%。

B | 旭光电子、锐捷网络、唯特偶等跌幅也较大。那么，究竟发生了什么？　　分析人士认为，引发CPO大跌的导火索可能与“SK海力士宣布押注下一代CPO”有关。另外，英伟达开始量产，其合作伙伴名单也引发市场关注。不过，有券商认为，产业链核心受益环节为光模块、光芯片及衬底材料，中际旭创、新易盛、源杰科技等企业将优先承接技术红利。　　“易中天”集体下跌　　上周五还在强劲反弹的光模块板块，今天突然变盘。光模块三大巨头中际旭创、新易盛、天孚通信集体大跌。板块跌幅一度达到3%以上。

C | 创业板指受拖累，跌幅亦一度超过2.7%。 K图 300308_0 K图 300502_0 K图 300394_0 　　分析人士认为，光模块大跌一方面可能与技术迭代带来的预期变化有关。近日，SK海力士与弗吉尼亚大学等机构的研究人员在顶级科学期刊《自然·电子学》联合发表论文，系统阐述了共封装光学(CPO)技术在高性能计算与AI领域的发展路线图。这是SK海力士首次在该级别期刊公开其AI互联架构的技术蓝图。
　　该论文认为，HBM解决了芯片内部的内存瓶颈，但随着AI集群规模扩展至数千块GPU，机架与机架之间的数据传输已成为新的制约——即“带宽墙”。CPO被定位为突破这一瓶颈的关键路径。论文提出的长期愿景，是将光互联进一步延伸至内存接口。现有方案中，光互联主要解决处理器之间、机架之间的数据传输问题。而论文提出的“以光为中心”架构，则通过光子中介层将处理器资源池与内存资源池直接相连。使多个AI加速器共享大容量内存，突破现有封装物理限制。

D | 　　不过，这条路线离大规模落地仍有相当距离。论文特别提到，低功耗光子器件、内存一致性协议、系统可靠性以及制造成本都需要继续解决。尤其当光学器件被放到高功耗GPU和HBM附近，散热、激光器可靠性和封装良率都会比传统光模块更难处理。　　另一方面，英伟达宣布，CPO技术正式迈入规模化量产阶段，其合作伙伴名单引发市场关注，可能也改变了资金的预期。　　行业逻辑如何演绎？　　那么，国内产业链的行业逻辑是否还能讲下去？从最新的券商观点来看，行业逻辑似乎变化不大。因此，股价杀跌更可能是资金、结构和情绪层面的原因。　　东吴证券认为，当前，CPO技术已进入产业化关键阶段，英伟达Spectrum-X平台量产标志着CPO从验证转向规模化应用，功耗与成本优势显著。SK海力士提出光子中介层架构，拓展CPO在存算一体领域的应用边界。海外云厂商与芯片企业深度绑定，谷歌与Marvell达成百亿级定制合作，强化AI算力供应链稳定性。驱动因素包括AI模型规模扩张催生高带宽低功耗互连需求、光模块向高集成度演进，以及算力基础设施向端云协同升级。

E | 产业链核心受益环节为光模块、光芯片及衬底材料，中际旭创、新易盛、源杰科技等企业将优先承接技术红利。　　另外，据浙商证券研报，光芯片由海外主导高端产能，其价值量高，是行业技术壁垒最高、国产替代空间最大的核心赛道。目前国内企业在中低端领域实现规模化替代，高端产品处于快速突破、产能爬坡阶段。源杰科技、长光华芯、东山精密、光迅科技等在DFB分布式反馈激光器、CW连续波激光器、VCSEL垂直腔面发射激光器、探测器芯片等技术储备和战略布局较深。（文章来源：券商中国）。