计算机行业华为鲲鹏产业深度：鲲鹏乘风起，扶摇九万里.docx

目录一、国产风起、万物感知,万亿市场待挖掘 .-4-,华为鲲鹏生态应时而生..........................................................-4-,鲲鹏芯片具备优势.....................................................-6-,万亿市场待挖掘.....................................................................-9-二、同芯聚力,赋能开放生态决胜未来..............................................................-10-,打造计算产业基础核心产品...........................................................-10-&开源,赋能产业链上下游企业.........................................................-14-,共助鲲鹏计算产业成长...................................................................-20-三、与鲲鹏齐展翅,聚焦产业链投资机遇..........................................................-25-:诚迈科技、中国软件...............................................................-25-:金山办公...................................................................................-27-:东方通、宝兰德...........................................................................-27-:神州数码、东华软件...................................................-30-:易华录...............................................................................................-32-:宇信科技、超图软件...............................................................-33-四、风险提示..........................................................................................................-35-图1、国产基础软硬件领域的领先产商.................................................................-5-图2、近年来中美信息产业领域摩擦.....................................................................-6-图3、5G规模化、AIOT技术发展激发边缘计算兴起...........................................-6-图4、鲲鹏“端云算力同构”优势..............................................................................-8-图5、鲲鹏算力五级加速技术.................................................................................-8-图6、全球计算产业投资额.....................................................................................-9-图7、围绕“鲲鹏+昇腾”算力底座,实现计算芯片全面自研..............................-10-图8、Kunpeng芯片族“量产一代、研发一代、规划一代”演进策略.................-11-图9、华为服务器