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10月20-22日上海黄浦江畔，2026可持续全球领导者大会再度来袭。诺奖、图灵奖得主现场讲述科技未来与趋势，更有“解救”焦虑、内卷时代的网红教授——麦克法兰与项飙现场对话！ 名额有限，手慢无。让我们共赴可持续之约！【点击报名】

　　申万宏源发布研报称，维持天数智芯（09903）盈利预测，预计2026-2028年实现归母净利润1.03、16.96、32.64亿元，对应629x、38x、20xPE，维持“买入”评级；该行认为，公司GPGPU产品注重TCO与业务场景的计算效率适配，具备竞争优势，预计充分受益于国产算力高景气。

　　国内基础大模型迎来新一轮密集迭代，DeepSeek发布V4.1-Flash并开源升腾平台全套基础设施组件，月之暗面预告Kimi K3.1等，国产模型在Agent Engineering、Coding与复杂推理能力方面持续缩小与海外领先模型的差距。模型迭代驱动推理需求持续高增，而国产算力供给持续紧缺。该行认为，算力供不应求背景下，卡位互联网大厂推理算力核心需求，公司订单能见度有望显著提升，未来业绩存在超预期可能。

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