Dozens of countries and international organizations will send senior representatives to the 2026 World Artificial Intelligence Conference and an accompanying high-level AI governance meeting in Shanghai from July 17-20, Foreign Ministry AI coordinator Sun Xiaobo said on July 7. Delegates will exchange views on frontier AI development and governance topics during the governance session. The ministry will also organise a collective delegation tour to showcase China’s AI development and governance

2026-07-07

Dozens of countries and international organizations will send senior representatives to the 2026 World Artificial Intelligence Conference and an accompanying high-level AI governance meeting in Shanghai from July 17-20, Foreign Ministry AI coordinator Sun Xiaobo said on July 7. Delegates will exchange views on frontier AI development and governance topics during the governance session. The ministry will also organise a collective delegation tour to showcase China’s AI development and governance achievements and Shanghai as an international metropolis.

其他消息
2026-07-07

分析师Emily Scarlet称,根据美光科技财报和各厂商披露,无法否认内存芯片目前严重缺货,因此带动价格暴涨。缺货的原因十分的清晰,目前AI数据中心把产能抢光了。造1GB的HBM(AI芯片用的高端内存)要消耗约3倍于普通内存的晶圆产能,三大厂(三星、SK海力士、美光)都把产线转去做利润更高的HBM,普通内存自然就缺了。正因为如此缺货的逻辑,美光年内涨了约242%,SK海力士12个月涨了约770%。而芯片储存的新产能落地时间最早也得等到2027年上半年, 因此供给端的结论相对清晰,2026全年到2027年上半年,内存涨价周期有硬性的物理保护。 如果要问什么时候开始卖储存板块标的,那可能的时间线就是在2027年中到2028年。在2027年底随着美光爱达荷和韩国龙仁半导体集群达成量产,供给开始慢慢的变得正常,不再像如今一样极度稀缺,同时碰上AI需求放缓,2028-2029年出现供应过剩是很可能的。

2026-07-07

Shanghai Stock Exchange: Silang Technology's STAR Market IPO review status changed to "accepted"; sponsor is Guotai Haitong.