update pay ui
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<!DOCTYPE html>
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<html lang="zh-CN">
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>昇腾异构计算架构-CANN概念分析</title>
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<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
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<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
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<title>深度研报：昇腾异构计算架构-CANN</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&family=Space+Grotesk:wght@400;500;700&display=swap" rel="stylesheet">
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<style>
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:root {
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--primary-color: #1a73e8;
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--secondary-color: #34a853;
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--accent-color: #ea4335;
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--light-bg: #f8f9fa;
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--card-shadow: 0 4px 6px rgba(0, 0, 0, 0.1);
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--glow-color: hsl(180, 100%, 50%);
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--glow-spread-color: hsla(180, 100%, 50%, 0.75);
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--enhanced-glow-color: hsla(180, 100%, 50%, 0.75);
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}
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body {
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font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif;
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color: #333;
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background-color: var(--light-bg);
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background-color: #00000a;
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font-family: 'Noto Sans SC', sans-serif;
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background-image:
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radial-gradient(circle at 10% 10%, rgba(10, 88, 138, 0.2) 0%, transparent 30%),
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radial-gradient(circle at 80% 90%, rgba(67, 20, 140, 0.2) 0%, transparent 40%),
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radial-gradient(circle at 50% 50%, rgba(20, 40, 80, 0.1) 0%, transparent 25%);
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}
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.hero-section {
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background: linear-gradient(135deg, var(--primary-color), var(--secondary-color));
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color: white;
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padding: 3rem 0;
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margin-bottom: 2rem;
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.font-space {
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font-family: 'Space Grotesk', sans-serif;
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}
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.card {
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border: none;
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border-radius: 12px;
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box-shadow: var(--card-shadow);
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margin-bottom: 2rem;
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transition: transform 0.3s ease;
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}
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.card:hover {
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transform: translateY(-5px);
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}
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.card-header {
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background-color: var(--primary-color);
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color: white;
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border-radius: 12px 12px 0 0 !important;
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padding: 1rem 1.5rem;
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}
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.badge {
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font-size: 0.85em;
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padding: 0.5em 0.8em;
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}
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.table {
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border-collapse: separate;
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border-spacing: 0;
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}
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.table th {
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background-color: var(--primary-color);
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color: white;
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border: none;
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padding: 0.75rem;
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}
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.table td {
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padding: 0.75rem;
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vertical-align: middle;
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}
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.table tr:nth-child(even) {
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background-color: rgba(0, 0, 0, 0.02);
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}
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.timeline {
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.glass-card {
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background: rgba(16, 18, 38, 0.4);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border-radius: 2rem;
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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position: relative;
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padding-left: 30px;
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overflow: hidden;
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}
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.glass-card::before {
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content: '';
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position: absolute;
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top: 0; right: 0; bottom: 0; left: 0;
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background: radial-gradient(circle at var(--mouse-x, 50%) var(--mouse-y, 50%), rgba(255, 255, 255, 0.08), transparent 30%);
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opacity: 0;
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transition: opacity 0.5s;
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border-radius: inherit;
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}
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.glass-card:hover::before {
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opacity: 1;
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}
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.glow-border {
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position: relative;
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}
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.glow-border::before {
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content: "";
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position: absolute;
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inset: 0;
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border-radius: inherit;
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padding: 1px;
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background: conic-gradient(from var(--gradient-angle, 0deg), #0c1a2e, #102e48, var(--glow-spread-color), #102e48, #0c1a2e 50%, #0c1a2e);
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-webkit-mask:
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linear-gradient(#fff 0 0) content-box,
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linear-gradient(#fff 0 0);
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-webkit-mask-composite: xor;
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mask-composite: exclude;
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animation:-hyperplexed-gradient-rotation_5621743013 5s linear infinite;
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}
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@keyframes -hyperplexed-gradient-rotation_5621743013 {
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0% { --gradient-angle: 0deg; }
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100% { --gradient-angle: 360deg; }
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}
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.title-glow {
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color: #e0f2fe;
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text-shadow:
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0 0 5px var(--glow-color),
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0 0 10px var(--glow-color),
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0 0 20px var(--glow-spread-color);
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}
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.bento-grid { display: grid; grid-template-columns: repeat(3, 1fr); gap: 1rem; }
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.bento-item { border-radius: 1.5rem; padding: 1.5rem; }
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.bento-item-1 { grid-column: span 3; }
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.bento-item-2 { grid-column: span 1; }
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.bento-item-3 { grid-column: span 2; }
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.bento-item-4 { grid-column: span 3; }
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.timeline { position: relative; padding-left: 50px; }
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.timeline::before {
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content: '';
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position: absolute;
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left: 8px;
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left: 20px;
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top: 0;
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height: 100%;
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width: 2px;
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background: var(--primary-color);
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height: 100%;
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background: rgba(0, 191, 255, 0.3);
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}
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.timeline-item {
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position: relative;
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margin-bottom: 1.5rem;
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}
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.timeline-item { position: relative; margin-bottom: 2rem; }
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.timeline-item::before {
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content: '';
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position: absolute;
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left: -30px;
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left: -39px;
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top: 5px;
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width: 16px;
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height: 16px;
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width: 18px;
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height: 18px;
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border-radius: 50%;
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background: var(--primary-color);
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border: 3px solid white;
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}
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.highlight-box {
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background-color: rgba(26, 115, 232, 0.1);
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border-left: 4px solid var(--primary-color);
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padding: 1rem;
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margin: 1rem 0;
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border-radius: 0 8px 8px 0;
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}
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.company-logo {
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width: 40px;
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height: 40px;
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background-color: var(--primary-color);
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color: white;
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border-radius: 50%;
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display: flex;
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align-items: center;
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justify-content: center;
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font-weight: bold;
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margin-right: 10px;
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}
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.tech-tag {
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display: inline-block;
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background-color: rgba(52, 168, 83, 0.1);
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color: var(--secondary-color);
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padding: 0.25rem 0.5rem;
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border-radius: 4px;
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font-size: 0.85rem;
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margin: 0.25rem;
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}
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@media (max-width: 768px) {
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.hero-section {
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padding: 2rem 0;
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}
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.table-responsive {
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border: none;
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}
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.table {
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font-size: 0.9rem;
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}
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.table th, .table td {
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padding: 0.5rem;
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}
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background: var(--glow-color);
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border: 3px solid var(--glow-spread-color);
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box-shadow: 0 0 10px var(--glow-color);
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z-index: 1;
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}
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</style>
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</head>
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<body>
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<!-- Hero Section -->
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<div class="hero-section">
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<div class="container">
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<div class="row align-items-center">
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<div class="col-lg-8">
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<h1 class="display-5 fw-bold mb-3">昇腾异构计算架构-CANN</h1>
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<p class="lead">华为昇腾AI计算平台的核心软件组件，连接上层AI框架与底层昇腾硬件，实现计算效率的最大化</p>
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<div class="mt-4">
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<span class="badge bg-light text-dark me-2"><i class="bi bi-cpu me-1"></i> 异构计算</span>
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<span class="badge bg-light text-dark me-2"><i class="bi bi-gear me-1"></i> 算子优化</span>
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<span class="badge bg-light text-dark me-2"><i class="bi bi-diagram-3 me-1"></i> 生态协同</span>
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<span class="badge bg-light text-dark"><i class="bi bi-lightning me-1"></i> 高性能计算</span>
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</div>
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</div>
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<div class="col-lg-4 text-center">
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<img src="https://via.placeholder.com/300x200?text=昇腾CANN架构" class="img-fluid rounded" alt="昇腾CANN架构">
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</div>
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</div>
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</div>
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</div>
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<body class="min-h-screen">
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<div class="relative z-10 container mx-auto p-4 md:p-8">
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<header class="text-center py-8">
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<h1 class="font-space text-4xl md:text-6xl font-bold title-glow tracking-tighter">深度研报：昇腾异构计算架构-CANN</h1>
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<p class="mt-4 text-slate-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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</header>
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<div class="container mb-5">
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<!-- 概念概览 -->
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<div class="card">
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<div class="card-header">
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<h3 class="mb-0"><i class="bi bi-info-circle me-2"></i>概念概览</h3>
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</div>
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<div class="card-body">
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<div class="row">
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<div class="col-md-8">
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<p>昇腾异构计算架构-CANN是华为昇腾AI计算平台的核心软件组件，通过连接上层AI框架与底层昇腾硬件，实现计算效率的最大化。当前CANN生态已覆盖50+主流大模型，算子丰富度与性能接近国际主流水平（如CUDA），成为昇腾生态加速繁荣的关键驱动力。</p>
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<div class="highlight-box">
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<h5>核心观点摘要</h5>
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<p>随着CANN 7.0版本的推广及大模型应用的深化，CANN有望进一步巩固其在国产算力生态中的核心地位，推动国内AI产业从"可用"向"好用"升级。</p>
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</div>
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</div>
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<div class="col-md-4">
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<div class="timeline">
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<main class="space-y-8">
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<!-- Insight Core -->
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<section class="glass-card glow-border p-6 md:p-8" id="insight">
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<h2 class="font-space text-3xl font-bold mb-6 text-cyan-300">核心洞察 (Insight)</h2>
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<div class="space-y-8">
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<!-- 0. Concept Event -->
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<div class="prose prose-invert max-w-none prose-p:text-slate-300 prose-headings:text-cyan-400 prose-strong:text-white">
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<h3>0. 概念事件</h3>
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<p><strong>背景描述：</strong>昇腾异构计算架构-CANN是华为为其昇腾AI芯片打造的核心底层软件栈，战略定位为<strong>直接对标并寻求替代NVIDIA的CUDA生态</strong>。它是连接上层AI框架与底层昇腾硬件的桥梁，是释放和调度昇腾芯片算力的关键。由于AI芯片硬件架构的独特性，无法直接兼容，自建一套类似CUDA的软件生态（CANN）成为华为发展自主AI算力、构建护城河的必然选择。</p>
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<p><strong>核心催化事件 (全面开源)：</strong>本次概念的核心催化剂是华为宣布对CANN进行<strong>全面、分步骤的开源</strong>。此举旨在通过开放生态加速算子库完善、绑定核心客户、并争夺国产AI计算的行业事实标准。</p>
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<h4 class="mt-6">关键时间轴</h4>
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<div class="timeline mt-4">
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<div class="timeline-item">
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<h6>2018年</h6>
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<p>昇腾计算产业启动，CANN 1.0版本发布</p>
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<strong class="text-cyan-400">2018年9月</strong>
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<p class="text-slate-300">CANN 1.0 诞生，昇腾AI使能平台初步成型。</p>
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</div>
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<div class="timeline-item">
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<h6>2020年</h6>
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<p>CANN 3.0版本推出，明确异构计算架构定位</p>
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<strong class="text-cyan-400">2020年8月</strong>
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<p class="text-slate-300">CANN 3.0 版本发布，功能持续迭代。</p>
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</div>
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<div class="timeline-item">
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<h6>2024年</h6>
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<p>CANN 7.0版本发布，支持50+主流大模型</p>
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<strong class="text-cyan-400">2024年9月22日</strong>
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<p class="text-slate-300">路演提及CANN 8.0版本发布，新增200+基础算子，开发周期从2个月缩短至1.5周。</p>
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</div>
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<div class="timeline-item">
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<strong class="text-cyan-400">2025年8月5-6日</strong>
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<p class="text-slate-300">华为正式宣布<strong>CANN全面开源开放</strong>。</p>
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</div>
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||||
<div class="timeline-item">
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||||
<strong class="text-cyan-400">2025年11月21日</strong>
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<p class="text-slate-300">市场预期华为将发布CANN 4.0，旨在将GPU/NPU利用率从40%提升至70%。 (注: 版本号存在冲突)</p>
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</div>
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||||
<div class="timeline-item">
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<strong class="text-cyan-400">2025年底</strong>
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<p class="text-slate-300">华为计划完成<strong>A2版本的开源</strong>，作为全面开源的关键里程碑。</p>
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||||
</div>
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||||
</div>
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||||
</div>
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||||
</div>
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||||
</div>
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||||
</div>
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||||
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||||
<!-- 核心逻辑与市场认知分析 -->
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||||
<div class="card">
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||||
<div class="card-header">
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||||
<h3 class="mb-0"><i class="bi bi-lightbulb me-2"></i>核心逻辑与市场认知分析</h3>
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</div>
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<div class="card-body">
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<div class="row">
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<div class="col-md-6 mb-4">
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<h5><i class="bi bi-rocket text-primary me-2"></i>核心驱动力</h5>
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<!-- 1. Core View -->
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||||
<div class="prose prose-invert max-w-none prose-p:text-slate-300 prose-headings:text-cyan-400 prose-strong:text-white">
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<h3>1. 核心观点摘要</h3>
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<p>昇腾CANN概念正处于从<strong>“政策驱动下的主题叙事”</strong>向<strong>“生态落地初期的基本面验证”</strong>过渡的关键阶段。其核心驱动力源于<strong>国产AI算力自主可控的时代浪潮</strong>与<strong>华为打破CUDA垄断的商业雄心</strong>。未来潜力巨大，但成功与否的核心变量在于其开源战略能否真正激活开发者生态，并有效弥合与CUDA在成熟度、易用性上的差距。</p>
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||||
</div>
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||||
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||||
<!-- 2. Core Logic -->
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||||
<div class="prose prose-invert max-w-none prose-p:text-slate-300 prose-headings:text-cyan-400 prose-strong:text-white">
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||||
<h3>2. 概念的核心逻辑与市场认知分析</h3>
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<ul>
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||||
<li><strong>技术必要性</strong>：昇腾AI芯片的异构计算特性需要CANN作为中间层，实现不同计算单元的协同调度与优化</li>
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||||
<li><strong>生态协同需求</strong>：CANN是连接上层框架与底层硬件的桥梁，是昇腾生态协同的关键纽带</li>
|
||||
<li><strong>国产替代的必然性 (政策驱动):</strong> 地缘政治背景下，建立独立自主的AI算力体系已成国家战略。六部委文件要求2027年国产AI算力占比超60%，为CANN推广提供强力政策保障。</li>
|
||||
<li><strong>技术架构的排他性 (技术驱动):</strong> 昇腾的“达芬奇架构”必须要有自己的“方言”——CANN。这既是挑战，也构成了华为的护城河，一旦用户基于CANN深度开发，迁移成本极高。</li>
|
||||
<li><strong>商业模式的闭环 (商业驱动):</strong> 华为通过“硬件+软件+应用”构建全栈AI能力。CANN开源是此闭环战略的关键一步，旨在通过软件生态开放，最终带动封闭硬件销售，形成正向循环。</li>
|
||||
</ul>
|
||||
<h4>预期差分析:</h4>
|
||||
<p>市场普遍认知与实际情况存在显著预期差，既是机会也是风险。市场共识是“CANN开源 = 挑战CUDA”，但可能<strong>低估了CANN与CUDA在成熟度、易用性和生态质量上的巨大鸿沟</strong>，并<strong>简化了开源社区成功运营的复杂性</strong>。</p>
|
||||
</div>
|
||||
|
||||
<!-- 4. Industry Chain Bento Grid -->
|
||||
<div class="prose prose-invert max-w-none prose-p:text-slate-300 prose-headings:text-cyan-400">
|
||||
<h3>4. 产业链与核心公司深度剖析</h3>
|
||||
<div class="bento-grid mt-6">
|
||||
<div class="bento-item bento-item-1 glass-card">
|
||||
<h4 class="font-bold text-lg text-fuchsia-300">上游 (基础软硬件)</h4>
|
||||
<p class="text-sm mt-2"><strong>核心厂商:</strong> 华为 (昇腾芯片, CANN架构)<br><strong>IP供应商:</strong> 芯原股份 (可能)</p>
|
||||
</div>
|
||||
<div class="bento-item bento-item-2 glass-card">
|
||||
<h4 class="font-bold text-lg text-sky-300">中游 (软件适配)</h4>
|
||||
<p class="text-sm mt-2"><strong>模型迁移:</strong> 东方国信<br><strong>原生开发:</strong> 云从科技</p>
|
||||
</div>
|
||||
<div class="bento-item bento-item-3 glass-card">
|
||||
<h4 class="font-bold text-lg text-sky-300">中游 (系统集成与硬件)</h4>
|
||||
<p class="text-sm mt-2"><strong>解决方案:</strong> 神州数码, 东华软件, 华胜天成<br><strong>硬件制造:</strong> 拓维信息, 恒为科技</p>
|
||||
</div>
|
||||
<div class="bento-item bento-item-4 glass-card">
|
||||
<h4 class="font-bold text-lg text-emerald-300">下游 (应用层)</h4>
|
||||
<p class="text-sm mt-2"><strong>行业应用:</strong> 皖通科技 (智慧港口)<br><strong>算力平台:</strong> 华孚时尚<br><strong>最终用户:</strong> 中国移动等运营商</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 5. Risks -->
|
||||
<div class="prose prose-invert max-w-none prose-p:text-slate-300 prose-headings:text-cyan-400 prose-strong:text-white">
|
||||
<h3>5. 潜在风险与挑战</h3>
|
||||
<div class="alert bg-red-900/50 border-red-500/50 text-red-200">
|
||||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
|
||||
<div>
|
||||
<ul>
|
||||
<li><strong>技术风险:</strong> 生态成熟度不足是核心瓶颈，学习曲线陡峭可能打击开发者信心。</li>
|
||||
<li><strong>商业化风险:</strong> 开发者从CUDA迁移成本高昂，开源的盈利模式尚待验证。</li>
|
||||
<li><strong>竞争风险:</strong> NVIDIA的领先地位难以撼动，国内其他AI芯片厂商亦在构建自家生态。</li>
|
||||
<li><strong>信息交叉验证风险:</strong> CANN 8.0与CANN 4.0的版本号冲突，揭示外部信息对内部规划的理解可能存在偏差。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 6. Conclusion -->
|
||||
<div class="prose prose-invert max-w-none prose-p:text-slate-300 prose-headings:text-cyan-400 prose-strong:text-white">
|
||||
<h3>6. 综合结论与投资启示</h3>
|
||||
<p><strong>最终看法：</strong>“昇腾CANN”概念已进入“宏大叙事”与“早期订单验证”并存的混合驱动阶段。国产替代浪潮提供坚实长期逻辑，但距成熟生态系统仍有长路要走，短期波动仍将由事件和情绪驱动。</p>
|
||||
<h4>最具投资价值的细分环节:</h4>
|
||||
<ol>
|
||||
<li><strong>模型迁移与优化服务:</strong> 当前从0到1阶段最刚需、确定性最高的环节 (如：<strong>东方国信</strong>)。</li>
|
||||
<li><strong>AI智算中心总包与集成:</strong> 当前从1到N阶段规模最大的环节 (如：<strong>华胜天成</strong>)。</li>
|
||||
</ol>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Supporting Data Tabs -->
|
||||
<section class="glass-card glow-border p-6 md:p-8" x-data="{ tab: 'news' }">
|
||||
<div class="tabs tabs-boxed bg-black/20">
|
||||
<a class="tab" :class="{'tab-active !bg-cyan-500 !text-black': tab === 'news'}" @click.prevent="tab = 'news'">新闻纪要</a>
|
||||
<a class="tab" :class="{'tab-active !bg-cyan-500 !text-black': tab === 'roadshow'}" @click.prevent="tab = 'roadshow'">路演精华</a>
|
||||
<a class="tab" :class="{'tab-active !bg-cyan-500 !text-black': tab === 'report'}" @click.prevent="tab = 'report'">研报洞察</a>
|
||||
</div>
|
||||
<div class="prose prose-invert max-w-none prose-p:text-slate-300 prose-headings:text-cyan-400 prose-strong:text-white prose-ul:list-disc prose-ul:ml-6 mt-6">
|
||||
<div x-show="tab === 'news'">
|
||||
<h3>核心摘要</h3><p>昇腾异构计算架构CANN是华为昇腾AI芯片的底层核心软件，定位为对标NVIDIA CUDA，是高效调用昇腾芯片算力的关键。核心动态是华为正在全面、分步骤地开源CANN，旨在通过开放生态、丰富算子库来吸引开发者，绑定大客户，扩大昇腾AI生态的影响力，并争夺行业标准话语权。</p><h4>1. CANN的定义、定位与作用</h4><ul><li><strong>核心定义与对标：</strong>对标CUDA之于英伟达，ROCm之于AMD，是高效调用昇腾芯片的关键。</li><li><strong>技术构成：</strong>核心是算子，已有近3000个，数量与CUDA相当。开源开放190+Runtime接口。</li><li><strong>战略作用：</strong>绑定互联网大客户，激励开发者丰富生态，争夺行业标准话语权。</li></ul><h4>2. 开源计划与时间线</h4><ul><li><strong>全面开源声明：</strong>2025年8月，华为宣布CANN全面开源开放。</li><li><strong>具体版本计划：</strong>2025年底将完成A2版本开源，助力场景化创新。</li></ul><h4>3. 生态系统与相关组件</h4><ul><li><strong>与Mind系列关系：</strong>CANN是底层硬件使能，Mind系列是上层应用使能套件，两者同步开源。</li><li><strong>生态共建：</strong>联合CSDN等培育开发者，寻找无问芯穹、硅基流动、软通动力等伙伴共建生态。</li></ul><h4>4. 应用案例与兼容适配</h4><ul><li><strong>模型适配：</strong>阶跃星辰的Step-Video、Step-Audio模型已完成对昇腾CANN的适配。</li><li><strong>模型迁移：</strong>已有厂商完成模型从CUDA向CANN的迁移，CANN生态丰富将提升开发效率。</li></ul>
|
||||
</div>
|
||||
<div x-show="tab === 'roadshow'">
|
||||
<p>路演信息揭示了CANN在昇腾全栈生态中的核心地位、版本迭代进展、面临的挑战以及与竞品的对标情况。</p>
|
||||
<h4>核心信息点</h4>
|
||||
<ul>
|
||||
<li><strong>生态定位：</strong>明确为“CANN芯片使能层”，是昇腾从芯片到云平台全栈自主的关键软件部分，服务于自研的“达芬奇架构”。</li>
|
||||
<li><strong>版本迭代与性能提升：</strong>“CANN 8.0”版本新增了200+基础算子、80+融合算子和100+通信/矩阵API，使开发周期从2个月显著缩短至1.5周。</li>
|
||||
<li><strong>对标与挑战：</strong>直接对标NVIDIA的CUDA。当前主要挑战在于“集群软件生态成熟度仍需提升”和“生态适配仍需优化”。</li>
|
||||
<li><strong>战略重要性：</strong>作为国产芯片自建生态的代表，是打破CUDA垄断、实现国产化替代的关键。华为投入数千人团队支持昇腾生态，目标是培育国内最完善的AI芯片软件栈和算子库。</li>
|
||||
<li><strong>生态合作：</strong>华为年投10亿元推动包括CANN在内的生态建设，拥有超过65万开发者。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="col-md-6 mb-4">
|
||||
<h5><i class="bi bi-fire text-danger me-2"></i>市场热度与情绪</h5>
|
||||
<div x-show="tab === 'report'">
|
||||
<p>研究报告深入剖析了CANN的技术架构、核心功能、生态系统和市场前景，提供了最详尽的技术和商业视角。</p>
|
||||
<h4>一、 CANN的定义、定位与核心作用</h4>
|
||||
<ul>
|
||||
<li><strong>技术热度</strong>：CANN 7.0版本引发技术圈广泛讨论，开发者社区活跃度提升</li>
|
||||
<li><strong>生态扩张</strong>：与主流大模型、开源框架的深度适配，推动开发者接受度快速提升</li>
|
||||
<li><strong>核心定义：</strong>针对AI场景推出的异构计算架构，对标英伟达CUDA，是连接上层深度学习框架和底层AI硬件的桥梁。</li>
|
||||
<li><strong>架构层次：</strong>分为Driver层、基础服务层、图引擎层、工具链层四层结构。图引擎层是核心，实现计算图拆分与融合。</li>
|
||||
</ul>
|
||||
<h4>二、 技术特点与核心功能</h4>
|
||||
<ul>
|
||||
<li><strong>核心技术：</strong>通过算子融合、智能编译、数据Pipeline优化等技术，最大化利用昇腾芯片算力。</li>
|
||||
<li><strong>算子开发：</strong>提供TBE-DSL（类比高级语言，开发效率高）和TBE-TIK（类比汇编，可实现极致性能）两种开发方式。</li>
|
||||
<li><strong>版本迭代：</strong>从2018年的1.0版本已迭代至7.0版本，实现了从0到1的突破。</li>
|
||||
</ul>
|
||||
<h4>三、 CANN的生态系统与框架支持</h4>
|
||||
<ul>
|
||||
<li><strong>框架适配：</strong>原生支持华为自研的MindSpore，并通过插件（如torchnpu）兼容PyTorch、TensorFlow等主流框架。PyTorch 2.1版本已官方支持昇腾NPU。</li>
|
||||
<li><strong>大模型支持：</strong>已支持超过50个主流大模型，如LLaMA、Baichuan、盘古等，并兼容DeepSpeed等加速库。</li>
|
||||
<li><strong>开发者生态：</strong>与字节跳动等大客户进行深度适配优化，并联合科大讯飞等发布行业平台。</li>
|
||||
</ul>
|
||||
<h4>四、 市场表现、挑战与未来展望</h4>
|
||||
<ul>
|
||||
<li><strong>市场认可：</strong>昇腾910芯片性能已基本达到可与A100对标的水平，国产AI算力已成为主流。</li>
|
||||
<li><strong>核心挑战：</strong>软件生态成熟度、与主流框架的兼容性仍是短板，与国际领先水平差距仍需持续投入追赶。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div class="row">
|
||||
<div class="col-12">
|
||||
<h5><i class="bi bi-exclamation-triangle text-warning me-2"></i>预期差分析</h5>
|
||||
<div class="highlight-box">
|
||||
<p>市场普遍认知可能忽略了以下关键点：</p>
|
||||
</section>
|
||||
|
||||
<!-- Rise Analysis -->
|
||||
<section id="rise-analysis">
|
||||
<h2 class="font-space text-3xl font-bold mb-6 text-center title-glow">涨跌幅异动分析</h2>
|
||||
<div class="grid grid-cols-1 lg:grid-cols-2 xl:grid-cols-3 gap-6">
|
||||
<div class="glass-card p-6 flex flex-col">
|
||||
<div class="flex justify-between items-center">
|
||||
<h3 class="text-xl font-bold text-cyan-300">华胜天成 (600410)</h3>
|
||||
<div class="badge badge-lg badge-success font-bold">+9.99%</div>
|
||||
</div>
|
||||
<p class="text-sm text-slate-400 mb-4">2025-11-18</p>
|
||||
<div class="prose prose-sm prose-invert max-w-none prose-p:text-slate-300">
|
||||
<p><strong>核心驱动:</strong> 资金提前抢筹华为“CANN 4.0/昇腾910C”发布会预期。公司是A股唯一已落地昇腾AI智算中心并兑现收入的总包商。</p>
|
||||
<p><strong>关键事实:</strong></p>
|
||||
<ul>
|
||||
<li><strong>技术落地的难度</strong>：CANN的算子丰富度与性能接近国际主流水平，但实际部署中仍面临算子适配复杂度高、跨设备协同效率待优化等问题</li>
|
||||
<li><strong>生态扩张的持续性</strong>：CANN与主流框架的适配是短期催化，但长期生态繁荣需依赖开发者社区的持续贡献</li>
|
||||
<li><strong>CANN 4.0预期:</strong> 算力利用率有望从40%提升至70%。</li>
|
||||
<li><strong>订单验证:</strong> 手握天津/河北/宿州三地27.8亿元昇腾智算中心订单，已收2.78亿元预付款。</li>
|
||||
<li><strong>基本面共振:</strong> “智能计算”分部已实现盈利，现金流转正，机构席位首次大比例买入。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关键催化剂与未来发展路径 -->
|
||||
<div class="card">
|
||||
<div class="card-header">
|
||||
<h3 class="mb-0"><i class="bi bi-graph-up me-2"></i>关键催化剂与未来发展路径</h3>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row">
|
||||
<div class="col-md-6 mb-4">
|
||||
<h5><i class="bi bi-calendar3 text-primary me-2"></i>近期催化剂（未来3-6个月）</h5>
|
||||
<div class="d-flex align-items-start mb-3">
|
||||
<div class="badge bg-primary rounded-pill p-2 me-3">1</div>
|
||||
<div>
|
||||
<h6>CANN 7.0版本推广</h6>
|
||||
<p>随着昇腾AI服务器的规模化部署，CANN 7.0版本的开发者工具将进一步普及，推动开发者迁移率提升</p>
|
||||
</div>
|
||||
<div class="glass-card p-6 flex flex-col">
|
||||
<div class="flex justify-between items-center">
|
||||
<h3 class="text-xl font-bold text-cyan-300">浩瀚深度 (688292)</h3>
|
||||
<div class="badge badge-lg badge-success font-bold">+9.03%</div>
|
||||
</div>
|
||||
<div class="d-flex align-items-start">
|
||||
<div class="badge bg-primary rounded-pill p-2 me-3">2</div>
|
||||
<div>
|
||||
<h6>大模型厂商适配进展</h6>
|
||||
<p>讯飞星火、GPT-3等主流大模型厂商对CANN的支持将直接影响CANN的生态活跃度</p>
|
||||
</div>
|
||||
<p class="text-sm text-slate-400 mb-4">2025-11-18</p>
|
||||
<div class="prose prose-sm prose-invert max-w-none prose-p:text-slate-300">
|
||||
<p><strong>核心驱动:</strong> 一篇题为“异构算力HW CANN铲子双子星”的深度研报引爆市场，精准定位公司为华为AI生态核心“卖铲人”。</p>
|
||||
<p><strong>关键事实:</strong></p>
|
||||
<ul>
|
||||
<li><strong>定位精准:</strong> 提供算力池必需的“网络探针”和“数据可视化调优”工具。</li>
|
||||
<li><strong>华为绑定:</strong> 2024年与华为昇腾签署原生开发合作，全产品基于昇腾全栈方案改造。</li>
|
||||
<li><strong>估值吸引:</strong> 研报预测26年利润1亿，对应30倍PE，被定义为“高安全边际”。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6 mb-4">
|
||||
<h5><i class="bi bi-compass text-success me-2"></i>长期发展路径（未来3-5年）</h5>
|
||||
<div class="d-flex align-items-start mb-3">
|
||||
<div class="badge bg-success rounded-pill p-2 me-3">1</div>
|
||||
<div>
|
||||
<h6>技术迭代</h6>
|
||||
<p>持续优化算子丰富度、计算性能及跨设备协同效率</p>
|
||||
</div>
|
||||
<div class="glass-card p-6 flex flex-col">
|
||||
<div class="flex justify-between items-center">
|
||||
<h3 class="text-xl font-bold text-cyan-300">神州数码 (000034)</h3>
|
||||
<div class="badge badge-lg badge-neutral font-bold">逻辑核心</div>
|
||||
</div>
|
||||
<div class="d-flex align-items-start mb-3">
|
||||
<div class="badge bg-success rounded-pill p-2 me-3">2</div>
|
||||
<div>
|
||||
<h6>生态扩张</h6>
|
||||
<p>通过开发者社区运营、企业级解决方案等举措，扩大用户基数与应用场景覆盖</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="d-flex align-items-start">
|
||||
<div class="badge bg-success rounded-pill p-2 me-3">3</div>
|
||||
<div>
|
||||
<h6>国产算力生态主导权</h6>
|
||||
<p>通过技术壁垒与生态优势，推动国内AI产业从"可用"向"好用"升级</p>
|
||||
</div>
|
||||
<p class="text-sm text-slate-400 mb-4">年报披露</p>
|
||||
<div class="prose prose-sm prose-invert max-w-none prose-p:text-slate-300">
|
||||
<p><strong>核心逻辑:</strong> 公司构建“昇腾能力中心”，从年报披露看，其战略定位清晰，是华为在生态推广上的核心抓手，扮演着布道者和赋能者的角色。</p>
|
||||
<p><strong>业务聚焦:</strong></p>
|
||||
<ul>
|
||||
<li>持续完善基于昇腾基础硬件的开发支持能力。</li>
|
||||
<li>构建包括昇腾基础硬件、硬件平台CANN框架等核心模块。</li>
|
||||
<li>逻辑纯粹的“卖铲人”，直接受益于CANN生态的扩张。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 产业链与核心公司分析 -->
|
||||
<div class="card">
|
||||
<div class="card-header">
|
||||
<h3 class="mb-0"><i class="bi bi-diagram-3 me-2"></i>产业链与核心公司分析</h3>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row mb-4">
|
||||
<div class="col-md-4 mb-3">
|
||||
<div class="card h-100 border-primary">
|
||||
<div class="card-body text-center">
|
||||
<i class="bi bi-cpu-fill text-primary" style="font-size: 3rem;"></i>
|
||||
<h5 class="mt-3">上游</h5>
|
||||
<p>昇腾AI芯片、服务器等硬件供应商</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4 mb-3">
|
||||
<div class="card h-100 border-success">
|
||||
<div class="card-body text-center">
|
||||
<i class="bi bi-gear-fill text-success" style="font-size: 3rem;"></i>
|
||||
<h5 class="mt-3">中游</h5>
|
||||
<p>昇腾计算生态服务商，包括CANN开发工具链、AI框架适配等</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4 mb-3">
|
||||
<div class="card h-100 border-danger">
|
||||
<div class="card-body text-center">
|
||||
<i class="bi bi-building text-danger" style="font-size: 3rem;"></i>
|
||||
<h5 class="mt-3">下游</h5>
|
||||
<p>AI应用厂商，包括大模型开发者、行业解决方案商</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h4 class="mb-3">CANN相关核心公司</h4>
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover">
|
||||
<thead>
|
||||
</section>
|
||||
|
||||
<!-- Stock Table -->
|
||||
<section class="glass-card glow-border p-6 md:p-8" id="stocks">
|
||||
<h2 class="font-space text-3xl font-bold mb-6 text-center title-glow">相关概念股</h2>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="table table-zebra bg-transparent">
|
||||
<thead class="text-base text-cyan-300">
|
||||
<tr>
|
||||
<th>公司名称</th>
|
||||
<th>项目/应用</th>
|
||||
<th>技术/合作方</th>
|
||||
<th>关联原因</th>
|
||||
<th>股票名称</th>
|
||||
<th>股票代码</th>
|
||||
<th class="w-1/2">核心关联逻辑</th>
|
||||
<th>信源</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tbody class="text-slate-300">
|
||||
<tr>
|
||||
<td>
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="company-logo">皖</div>
|
||||
<strong>皖通科技</strong>
|
||||
</div>
|
||||
</td>
|
||||
<td>华东智能岸边理货系统-华为版</td>
|
||||
<td>
|
||||
<span class="tech-tag">Mindspore AI框架</span>
|
||||
<span class="tech-tag">异构计算架构CANN</span>
|
||||
<div class="mt-1">合作方: 华为</div>
|
||||
</td>
|
||||
<td>全资子公司与华为联合开发基于CANN的智能岸边理货系统</td>
|
||||
<td>东方国信</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=300166" target="_blank" class="link link-hover text-sky-400">300166</a></td>
|
||||
<td>完成模型从CUDA向CANN的迁移，协助中国移动等客户构建基于昇腾的大模型训推平台，逻辑最纯粹。</td>
|
||||
<td><div class="badge badge-info badge-outline">互动</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="company-logo">东</div>
|
||||
<strong>东方国信</strong>
|
||||
</div>
|
||||
</td>
|
||||
<td>大模型训练平台</td>
|
||||
<td>
|
||||
<span class="tech-tag">cuda到cann迁移</span>
|
||||
<div class="mt-1">合作方: 华为, 中国移动</div>
|
||||
</td>
|
||||
<td>完成AI应用层产品向CANN架构迁移并协助运营商建设训练平台</td>
|
||||
<td>神州数码</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=000034" target="_blank" class="link link-hover text-sky-400">000034</a></td>
|
||||
<td>构建包括昇腾基础硬件、硬件平台CANN框架等核心模块在内的昇腾能力中心，华为生态核心抓手。</td>
|
||||
<td><div class="badge badge-accent badge-outline">年报</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="company-logo">华</div>
|
||||
<strong>华平时尚</strong>
|
||||
</div>
|
||||
</td>
|
||||
<td>阿克苏城市公共算力平台</td>
|
||||
<td>
|
||||
<span class="tech-tag">CANN计算架构</span>
|
||||
<div class="mt-1">合作方: 新疆人民政府, 华为</div>
|
||||
</td>
|
||||
<td>三方战略合作建设公共算力平台并采用华为CANN技术</td>
|
||||
<td>云从科技</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=688327" target="_blank" class="link link-hover text-sky-400">688327</a></td>
|
||||
<td>已全面启动与华为的原生开发合作，基于昇腾CANN等技术，开展原生大模型及应用开发，深度绑定。</td>
|
||||
<td><div class="badge badge-info badge-outline">互动</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="company-logo">神</div>
|
||||
<strong>神州数码</strong>
|
||||
</div>
|
||||
</td>
|
||||
<td>异腾能力中心</td>
|
||||
<td>
|
||||
<span class="tech-tag">异腾基础硬件</span>
|
||||
<span class="tech-tag">CANN框架</span>
|
||||
</td>
|
||||
<td>构建包含CANN框架的异腾硬件开发支持体系</td>
|
||||
<td>东华软件</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=002065" target="_blank" class="link link-hover text-sky-400">002065</a></td>
|
||||
<td>携手华为参与长沙人工智能中心建设，构建的生态包括人工智能系统软件(算子库CANN、编译器)。</td>
|
||||
<td><div class="badge badge-primary badge-outline">公告</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="company-logo">中</div>
|
||||
<strong>中新赛克</strong>
|
||||
</div>
|
||||
</td>
|
||||
<td>网络空间数据处理</td>
|
||||
<td>
|
||||
<span class="tech-tag">CANN计算架构</span>
|
||||
</td>
|
||||
<td>CANN架构应用于数据全生命周期管理</td>
|
||||
<td>拓维信息</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=002261" target="_blank" class="link link-hover text-sky-400">002261</a></td>
|
||||
<td>子公司兆瀚RA2300 AI推理服务器在软件层面支持运载CANN异构计算架构。</td>
|
||||
<td><div class="badge badge-secondary badge-outline">媒体报道</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>皖通科技</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=002331" target="_blank" class="link link-hover text-sky-400">002331</a></td>
|
||||
<td>与华为联合开发的智能理货系统，据报道基于昇思Mindspore AI框架、异构计算架构CANN。</td>
|
||||
<td><div class="badge badge-secondary badge-outline">互动/媒体</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>华孚时尚</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=002042" target="_blank" class="link link-hover text-sky-400">002042</a></td>
|
||||
<td>推进阿克苏城市公共算力平台项目，华为负责供应包括CANN计算架构在内的软硬件设备。</td>
|
||||
<td><div class="badge badge-primary badge-outline">公告</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="company-logo">云</div>
|
||||
<strong>云从科技</strong>
|
||||
</div>
|
||||
</td>
|
||||
<td>大模型开发</td>
|
||||
<td>
|
||||
<span class="tech-tag">华为原生开发</span>
|
||||
<span class="tech-tag">CANN架构</span>
|
||||
</td>
|
||||
<td>基于CANN技术开展大模型及应用开发</td>
|
||||
<td>芯原股份</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=688521" target="_blank" class="link link-hover text-sky-400">688521</a></td>
|
||||
<td>公司高端应用处理器平台针对异构计算架构等技术进行验证，主要客户包括华为。</td>
|
||||
<td><div class="badge badge-info badge-outline">互动</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="company-logo">东</div>
|
||||
<strong>东华软件</strong>
|
||||
</div>
|
||||
</td>
|
||||
<td>长沙人工智能中心</td>
|
||||
<td>
|
||||
<span class="tech-tag">CANN算子库</span>
|
||||
<div class="mt-1">生态建设: 人工智能生态系统</div>
|
||||
</td>
|
||||
<td>参与建设包含CANN组件的人工智能生态系统</td>
|
||||
<tr>
|
||||
<td>格灵深瞳</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=688207" target="_blank" class="link link-hover text-sky-400">688207</a></td>
|
||||
<td>深瞳大脑的统一异构计算架构可适配多种芯片平台，已推出基于昇腾AI平台的联合解决方案。</td>
|
||||
<td><div class="badge badge-info badge-outline">互动</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="company-logo">拓</div>
|
||||
<strong>拓维信息</strong>
|
||||
</div>
|
||||
</td>
|
||||
<td>湘江鲲鹏服务器</td>
|
||||
<td>
|
||||
<span class="tech-tag">CANN架构</span>
|
||||
</td>
|
||||
<td>AI服务器产品支持CANN架构</td>
|
||||
<tr>
|
||||
<td>中新赛克</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=002912" target="_blank" class="link link-hover text-sky-400">002912</a></td>
|
||||
<td>CANN是针对AI场景的异构计算架构，公司产品所适用的场景覆盖数据计算与分析等领域（关联度较弱）。</td>
|
||||
<td><div class="badge badge-info badge-outline">互动</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="company-logo">观</div>
|
||||
<strong>观想科技</strong>
|
||||
</div>
|
||||
</td>
|
||||
<td>自主可控算力底座</td>
|
||||
<td>
|
||||
<span class="tech-tag">异构计算架构</span>
|
||||
</td>
|
||||
<td>设计基于异构架构的自主可控算力平台</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="company-logo">芯</div>
|
||||
<strong>芯原股份</strong>
|
||||
</div>
|
||||
</td>
|
||||
<td>高端处理器平台</td>
|
||||
<td>
|
||||
<span class="tech-tag">异构计算架构</span>
|
||||
<div class="mt-1">客户: 华为</div>
|
||||
</td>
|
||||
<td>高端处理器平台采用异构架构技术并服务华为</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="company-logo">格</div>
|
||||
<strong>格灵深瞳</strong>
|
||||
</div>
|
||||
</td>
|
||||
<td>AI解决方案</td>
|
||||
<td>
|
||||
<span class="tech-tag">异构计算架构</span>
|
||||
</td>
|
||||
<td>推出适配CANN架构的AI软硬件解决方案</td>
|
||||
<tr>
|
||||
<td>观想科技</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=301213" target="_blank" class="link link-hover text-sky-400">301213</a></td>
|
||||
<td>公司基于异构计算架构设计了自主可控的算力底座（关联度较弱）。</td>
|
||||
<td><div class="badge badge-info badge-outline">互动</div></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
</main>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<div class="card">
|
||||
<div class="card-header">
|
||||
<h3 class="mb-0"><i class="bi bi-shield-exclamation me-2"></i>潜在风险与挑战</h3>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row">
|
||||
<div class="col-md-4 mb-3">
|
||||
<div class="card h-100 border-danger">
|
||||
<div class="card-header bg-danger text-white">
|
||||
<h5 class="mb-0"><i class="bi bi-cpu me-2"></i>技术风险</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<ul>
|
||||
<li>算子适配复杂度高，不同大模型的算子需求差异较大</li>
|
||||
<li>跨设备协同效率待优化，万卡集群训练效率较英伟达A100集群仍有约10%-15%的差距</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4 mb-3">
|
||||
<div class="card h-100 border-warning">
|
||||
<div class="card-header bg-warning text-dark">
|
||||
<h5 class="mb-0"><i class="bi bi-currency-dollar me-2"></i>商业化风险</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<ul>
|
||||
<li>昇腾AI服务器采购成本较英伟达A系列服务器高约30%-50%</li>
|
||||
<li>行业解决方案标准化程度低，需投入更多资源进行定制化开发</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4 mb-3">
|
||||
<div class="card h-100 border-info">
|
||||
<div class="card-header bg-info text-white">
|
||||
<h5 class="mb-0"><i class="bi bi-globe me-2"></i>政策与竞争风险</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<ul>
|
||||
<li>国际技术封锁加剧，昇腾AI芯片的先进制程依赖台积电代工</li>
|
||||
<li>燧原科技、壁仞科技等厂商推出基于国产芯片的AI计算解决方案，竞争加剧</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 投资启示 -->
|
||||
<div class="card">
|
||||
<div class="card-header">
|
||||
<h3 class="mb-0"><i class="bi bi-lightbulb me-2"></i>投资启示</h3>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="highlight-box">
|
||||
<h5>综合结论</h5>
|
||||
<p>昇腾异构计算架构-CANN是华为昇腾AI计算平台的核心软件组件，通过连接上层AI框架与底层昇腾硬件，实现计算效率的最大化。未来，随着CANN 7.0版本的推广及大模型应用的深化，CANN有望进一步巩固其在国产算力生态中的核心地位。</p>
|
||||
</div>
|
||||
|
||||
<div class="row mt-4">
|
||||
<div class="col-md-6">
|
||||
<h5><i class="bi bi-star text-warning me-2"></i>重点关注</h5>
|
||||
<ul>
|
||||
<li><strong>核心合作伙伴</strong>：软通动力、拓维信息、中国软件国际等与CANN强相关的核心合作伙伴</li>
|
||||
<li><strong>算子开发与行业解决方案商</strong>：算子开发服务商与行业解决方案商将通过为CANN生态提供定制化支持，获得持续的业务增长</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<h5><i class="bi bi-exclamation-circle text-danger me-2"></i>警惕风险</h5>
|
||||
<ul>
|
||||
<li><strong>技术风险</strong>：关注CANN算子适配进度、跨设备协同效率等关键技术指标</li>
|
||||
<li><strong>竞争压力</strong>：来自燧原科技、壁仞科技等厂商的竞争压力</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<footer class="text-center py-8 mt-8 border-t border-white/10">
|
||||
<p class="text-slate-500 text-sm">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。</p>
|
||||
</footer>
|
||||
</div>
|
||||
|
||||
<footer class="bg-dark text-white py-4 mt-5">
|
||||
<div class="container">
|
||||
<div class="row">
|
||||
<div class="col-md-6">
|
||||
<h5>昇腾异构计算架构-CANN</h5>
|
||||
<p class="mb-0">华为昇腾AI计算平台的核心软件组件</p>
|
||||
</div>
|
||||
<div class="col-md-6 text-md-end">
|
||||
<p class="mb-0">数据来源：公开信息整理 | 更新时间：2024年</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</footer>
|
||||
|
||||
<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
|
||||
|
||||
<script>
|
||||
document.addEventListener('DOMContentLoaded', () => {
|
||||
const cards = document.querySelectorAll('.glass-card');
|
||||
cards.forEach(card => {
|
||||
card.addEventListener('mousemove', e => {
|
||||
const rect = card.getBoundingClientRect();
|
||||
const x = e.clientX - rect.left;
|
||||
const y = e.clientY - rect.top;
|
||||
card.style.setProperty('--mouse-x', `${x}px`);
|
||||
card.style.setProperty('--mouse-y', `${y}px`);
|
||||
});
|
||||
});
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
</html>
|
||||
Reference in New Issue
Block a user