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芯报丨字节跳动大采购英伟达H200 英业达沾光

（凤凰网）超额认购超2300倍！（爱集微）字节跳动大采购英伟达H200 英业达沾光中国大陆云端巨头字节跳动传出2026年将斥资人民币1,000亿元采购英伟达H200芯片，若顺利通过美国商务部审核，业界预期，英业达今年有机会拿下相关AI服务器代工大单，业绩可望优于市场预期。美媒揭秘三大原因北京时间12月31日，据《商业内幕》报道，AI领域的交易热潮持续不减，这次轮到社交媒体巨头Meta出手了。Meta周一宣布，将收购新加坡AI创业公司Manus。

芯报丨字节跳动大采购英伟达H200 英业达沾光

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href=\"https://laohu8.com/S/06082\">壁仞科技</a>定价19.60港元/股，成18c以来最大IPO</p><p>12月31日，“港股GPU第一股”壁仞科技的认购反响强烈，其招股期间获得2363倍超额认购。12月30日，壁仞科技（股票代码：06082.HK）发布定价结果，最终确定H股发行的价格为每股19.60港元，以上限定价，募资额48.55亿，成为香港上市规则18C章节启用以来募资规模最大的IPO。壁仞科技预计将于2026年1月2日开始在<a href=\"https://laohu8.com/S/00388\">港交所</a>挂牌交易，是2026年港股新年首只上市新股，由<a href=\"https://laohu8.com/S/601995\">中金公司</a>、平安证券（香港）及中银国际担任联席保荐人。（凤凰网）</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>12月交付汽车4.81万辆，同比增长54.6%</p><p>1月1日，<a href=\"https://laohu8.com/S/09866\">蔚来</a>公司公布2025年关键交付数据及业务进展，全年交付新车326,028台，创历史新高，同比增长46.9%；其中12月单月交付48,135台，同样刷新历史纪录，同比增长54.6%，多品牌协同发展成效显著，同时换电网络建设再迎突破，2026年技术研发成果与基础设施升级计划同步明晰。（爱集微）</p><p>字节跳动大采购<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>H200 英业达沾光</p><p>中国大陆云端巨头字节跳动传出2026年将斥资人民币1,000亿元（约新台币4,482亿元）采购英伟达H200芯片，若顺利通过美国商务部审核，业界预期，英业达（2356）今年有机会拿下相关AI服务器代工大单，业绩可望优于市场预期。（经济日报）</p><p><strong>海外要闻</strong></p><p><a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>2nm制程大PK 史上最贵手机芯片来了</p><p>台积电、三星制程节点都推进至2nm，智能手机可望成为首批终端应用，其中，台积电通吃<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、联发科最新2nm处理器大单，成为大赢家；三星也大秀2nm肌肉，打造Exynos 2600处理器，用于自家手机。（经济日报）</p><p>扎克伯格为何上百亿收购Manus？美媒揭秘三大原因</p><p>北京时间12月31日，据《商业内幕》报道，AI领域的交易热潮持续不减，这次轮到社交媒体巨头<a href=\"https://laohu8.com/S/META\">Meta</a>出手了。Meta周一宣布，将收购新加坡AI<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>Manus。（凤凰网）</p><p>MiniMax拟1月在港上市：融资超6亿美元 <a href=\"https://laohu8.com/S/09988\">阿里</a>等成为基石投资者</p><p>北京时间12月30日，据彭博社报道，知情人士称，AI大模型创业公司MiniMax(上海稀宇科技)即将在中国香港首次公开招股(IPO)，目前已锁定<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团、阿布扎比投资局为基石投资者。据知情人士透露，MiniMax寻求通过这次IPO筹集超过6亿美元资金，预计最早将从周三开始接受投资者认购，1月挂牌上市。（凤凰网）</p><p>本公众号所刊发稿件及图片来源于网络，仅用于交流使用，如有侵权请联系回复，我们收到信息后会在24小时内处理。</p></article></body></html>","source":"tencent","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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260102205646a6ebb6bc&s=b><strong>AI芯天下</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>聚焦:人工智能、芯片等行业欢迎各位客官关注、转发每日芯报0102期鸿蒙智行12月交付89611台 全年累计交付589107台1月1日，鸿蒙智行官博宣布，2025年鸿蒙智行全年累计交付589107台，年同比增长32%，历时43个月达成“百万交付”；12月单月交付89611台，连续三个月创月度交付历史新高。（凤凰网）超额认购超2300倍！“港股GPU第一股”壁仞科技定价19.60港元/股，成18c以来...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260102205646a6ebb6bc&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) 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