杉杉来了

India’s energy strategy mindful of commitments_我的网站

名人面对面

一 | 每经编辑：叶峰截至7月22日10时32分，支持T+0交易的港股通信息技术ETF（513240）上涨0.58%，科创芯片ETF（588290）下跌1.18%，科创50ETF（588280）下跌1.16%。

二 | 相关个股方面，盛科通信-U上涨12.9%，华勤技术上涨11.34%，格科微上涨5.98%，澜起科技上涨3.78%。消息面上，英伟达于7月21日公布了首款从核心自主设计的服务器CPU“Vera”的详细规格，该芯片已于6月交付OpenAI、Anthropic和SpaceX等客户。Vera专为AI智能体优化，聚焦单核性能、内存带宽与低延迟，相较于x86架构CPU在智能体任务中性能提升约50%，功耗在250至450瓦之间，支持最高1.5TB的低功耗内存。 New Delhi, Oct 12 (UNI) India’s energy strategy is mindful of commitments to global commons and green transition and to ensure energy availability, affordability and security to all, Union Petroleum and Natural Gas Minister Hardeep Singh Puri said on Wednesday.

Addressing a roundtable on “Opportunities in the India-US Strategic Partnership” at Houston, he said 25 per cent of global energy demand growth in the next two decades is going to emanate out of India.

He said India had taken many steps towards low carbon development, including through emerging fuels like hydrogen and bio-fuels.

He emphasised that despite the current challenging energy environment, India’s commitment to energy transitions and its climate mitigation goals, is not going to diminish.

The Minister said India was undertaking major reforms to rationalize and incentivise exploration and production by reducing the no-go areas by 99 per cent opening up approximately 1 million sq km, making good quality geological data available through the National Depository Registry.

In a series of tweets, Puri said the immense potential between the two countries in areas of biofuels, gas based economy, green hydrogen, petrochemicals and upstream sectors is evident and is being furthered by collaboration by the private sector companies.

“Due to reform measures by the Modi government, there is unprecedented interest in Indian E&P by global oil companies,” he said.

As a gesture of commitment of the Indian government to exploration and production sector, the special Coal-bed Methane (CBM) round and offshore bid rounds in the oil and gas capital of the world (Houston) offering over 2.3 sq lakh km, after opening up over 1 million sq km of No Go areas recently, was launched by the Minister, an official statement said.

Puri chaired the roundtable organized by US-India Strategic Partnership Forum. The roundtable brought together over 60 participants from 35 companies including senior leadership of energy majors. Indian Energy PSUs also attended the event.

The discussion was concluded with broad-based support from the participants to push forth with potential partnerships which will bring the best-in-class technologies in both traditional energies and new energies to India.

UNI AKM MR。此举是英伟达垂直整合战略的关键一步，旨在通过自研CPU进一步释放GPU性能，并逐步向客户销售整柜计算系统。

三 | 随着智能体AI兴起，CPU因负责持续供给数据而重获重视，AMD与英特尔今年股价分别大涨128%和149%，英伟达仅涨8%，凸显市场对CPU价值的重估。

四 | Vera被看作开辟了专用于高强度AI计算的CPU新品类，预计平均售价约5000美元，年内出货约130万颗。

五 | 目前除甲骨文外尚无大型云服务商明确采用，但OpenAI计划本季度大规模部署。分析师认为，英伟达意在让客户摆脱对英特尔和AMD的依赖，同时将CPU收入纳入自身版图，但说服超大规模云商全面转用仍面临挑战。

六 | 相关研究机构表示，AI创新驱动板块在算力芯片、光器件、PCB、存储及服务器与液冷领域展现出强劲发展潜力，AIOT领域因海内外需求增长而受益，上游半导体设备、零组件及材料国产替代预期强烈，功率、CIS及模拟芯片等价格触底复苏的龙头标的值得关注。（声明：以上信息仅供参考，不构成投资建议。入市有风险，投资需谨慎。）每日经济新闻。

Current article:http://www.shangfochengcongshuaizhuang.buzz/list_ff4bht/0wql1u.html

Published on:10:14:06