--- 格式版本: 2 标题: "国产算力基建加速落地！阿里云超节点实例上线 后续拟扩至多地域 _ 东方财富网" 原文链接: "https://finance.eastmoney.com/a/202608123839106149.html" 发布日期: "2026-08-12" 发布时间校准状态: "found" 发布时间需复核: "否" 发布时间来源: "llm:local:strict_original_body" 发布时间证据: "2026年08月12日 14:39 作者： 科创板日报 张真 来源： 财联社 604人评论" 发布时间校准原因: "正文明确标注发布时间为2026年08月12日 14:39，且作者来源清晰，符合优先级规则。" 发布时间校准置信度: "1" 发布时间候选数量: 63 发布时间严格候选数量: 16 发布时间原页读取状态: "source template page reused from URL open" 发布时间未找到原因: "" 发布时间校准时间: "2026-08-13T04:02:41+08:00" 发布时间仲裁状态: "confirmed" 发布时间仲裁尝试次数: 1 发布时间仲裁耗时毫秒: 5398 发现时间: "2026-08-13T04:01:21+08:00" 入库时间: "2026-08-12T20:02:47.366Z" 来源平台: "东方财富搜索" 搜索渠道: "source_template" 搜索词: "https://so.eastmoney.com/news/s?keyword=Scale-up" 匹配关键词: - "超节点" - "Scale-up" - "CPO" - "光" - "光互连" - "电源" - "NPO" - "整机柜" - "计算" - "交付" - "性能" - "时延" - "带宽" - "AI" 相关厂家: - "阿里" - "华为" - "百度" - "曙光" - "OpenAI" 相关专家: [] 内容类型: "网页" 抓取工具: "CDP Render" 清洗工具: "CDP Text + Defuddle/Readability 正文提取" 原始附件: [] AI优质: "是" AI打分: 84 AI分档: "高置信优质" AI质检状态: "通过" AI打分理由: "阿里云超节点实例上线，涉及64卡Scale-up互联、ICN Switch 1.0芯片等关键技术参数，且明确部署落地和后续规划，商业信号强，新颖性高。" AI质检模型: "ali-deepseek-v4-flash" AI质检时间: "2026-08-13T04:03:27+08:00" AI主题相关性: 18 AI来源权威性: 10 AI新颖性: 18 AI技术细节: 14 AI商业部署信号: 15 AI完整性: 9 AI摘要: "阿里云正式上线灵骏真武M890超节点实例，首批在乌兰察布地域开售，这是国内首个成功运行超2万亿参数大模型的超节点形态算力，Kimi K3和Qwen3.8 Max已通过该实例提供服务。" AI摘要模型: "ali-deepseek-v4-flash" AI摘要时间: "2026-09-07T03:37:02.130Z" 采集批次: "2026年8月13日1点55分48秒" 采集批次ID: "20260813-015548-033" 去重键: "https://finance.eastmoney.com/a/202608123839106149.html" --- - [财经](http://finance.eastmoney.com/) - [焦点](http://finance.eastmoney.com/yaowen.html) - [股票](http://stock.eastmoney.com/) - [新股](http://stock.eastmoney.com/newstock.html) - [期指](http://stock.eastmoney.com/gzqh.html) - [期权](http://option.eastmoney.com/) - [行情](http://quote.eastmoney.com/flash/sz300059.html) - [数据](http://data.eastmoney.com/) - [全球](http://stock.eastmoney.com/global.html) - [美股](http://stock.eastmoney.com/america.html) - [港股](http://hk.eastmoney.com/) - 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"https://wap.eastmoney.com/a/202608123839106149.html") 提示： 微信扫一扫 分享到您的 朋友圈 ![](https://g1.dfcfw.com/g4/202608/20260806130850.png) AI妙想为你解读全文 APP内免费阅读 ![](https://g1.dfcfw.com/g4/202608/20260806130911.png) 　　 [炒股第一步，先开个股票账户](https://acttg.eastmoney.com/pub/webtg_hskh_act_zixun_01_01_01_0?infocode=202608123839106149) 　　今日，阿里云灵骏真武M890超节点实例正式上线，首批已在乌兰察布地域开售。 　　据悉， **该超节点是国内首个成功运行超2万亿参数大模型的超节点形态算力，** Kimi K3和Qwen3.8 Max均已通过该实例对外提供服务。企业级客户无需自建机房，在云上即可开通64卡高速互联算力单元，最高可承载十万亿参数级MoE大模型推理。 　　性能参数方面，其支持FP8/FP4低精度计算，通过ICN Switch 1.0芯片Scale-up互联规模由16卡拉升至64卡，卡间互联提升至800GB/s。在智能驾驶、具身智能等训练场景中，相比上一代真武810E，训练性能提升3倍。 　　资料显示，本次超节点实例首发地域乌兰察布是阿里云五大超级 [数据中心](http://quote.eastmoney.com/unify/r/90.BK0922) 之一，绿电占比约90%，可为高密度算力提供更低碳的运行环境。同时， [数据中心](http://quote.eastmoney.com/unify/r/90.BK0922) 首创全模块设计架构，供电、冷却、安防、智能化以及消防的整体模块化率高达90%，可大幅缩短 [数据中心](http://quote.eastmoney.com/unify/r/90.BK0922) 交付周期。 　　阿里云表示，正计划将模块化数据中心的全球产能提升两倍以上， **相关超节点实例也将陆续在其他地域开服。** 　　随着行业从训练时代逐步迈向推理时代，大模型参数持续膨胀，超节点成为AI基础设施核心赛道。眼下，国内厂商正纷纷推动相关产品落地： 　　华为：昇腾384超节点已商用落地750多套，规模应用于互联网、运营商、金融、 [教育](http://quote.eastmoney.com/unify/r/90.BK0740) 、医疗、交通、制造等行业，也是国内唯一训练出SOTA模型的超节点。 　　 [百度](http://quote.eastmoney.com/unify/r/105.BIDU) 智能云：基于昆仑芯的天池256卡超节点已于6月正式上市，并完成包含文心、DeepSeek、GLM、MiniMax等主流模型的适配。 　　 [中科曙光](http://quote.eastmoney.com/unify/r/1.603019) ：曙光8000（登峰）是中国首个全国产十万卡AI超集群，已接入国家超算互联网，面向全国政企、科研机构开放算力服务。 　　 [国盛证券](http://quote.eastmoney.com/unify/r/0.002670) 指出，国内厂商在超节点集群能力上已形成差异化领先优势，有望依靠系统层创新补齐单点芯片短板，国产软硬件产业成熟叠加标准化落地、终端需求起量，将共同支撑超节点进入规模化放量新阶段。 　　 [国海证券](http://quote.eastmoney.com/unify/r/0.000750) 认为，2026年是基于国产供应链的国产 [AI芯片](http://quote.eastmoney.com/unify/r/90.BK1127) 放量元年，今年下半年有望看到新一代高性能 [AI芯片](http://quote.eastmoney.com/unify/r/90.BK1127) 投向市场，甚至规模化出货。此外，国产厂商也在大力推进超节点架构新品研发，超节点是贯通芯片、计算、存储、网络、散热、应用等关键环节的超级系统，我国国产算力有望在超节点时代加速追赶全球先进水平。 　　从投资层面来看， [国金证券](http://quote.eastmoney.com/unify/r/1.600109) 表示， **超节点核心增量环节在于交换机及交换芯片、服务器及机柜、连接器。** 　　该机构强调，超节点将原本服务器外部的Scale-out网络进一步延伸至机柜内和柜间Scale-up互联，推动交换需求从传统以太网交换机扩展至高带宽、低时延的专用交换芯片与交换系统。随着单卡算力和互联带宽持续提升，交换环节的芯片数量、端口速率和单机价值量均有望上行。 　　此外，交付单元由单台白盒服务器升级至整机柜乃至Pod级系统，供电、散热、互联及系统调优难度显著提升，头部ODM工程壁垒与盈利能力有望同步提升。计算板、交换板、电源及背板之间高速连接数量增加，SerDes速率持续提升，同时正交、Cable-tray和NPO等多种连接架构并行演进，推动高速背板、板端连接器、高速 [铜](http://quote.eastmoney.com/unify/r/90.BK1615) 缆及光互连产品扩容升级。 　　 [全新妙想投研助理，立即体验](https://ai.eastmoney.com/miaoxiang/?adid=web_mx_dcsy_activity_01_01_01_1&infocode=202608123839106149) （文章来源：财联社） ![](https://g1.dfcfw.com/g4/202608/20260805130749.png) 暗盘资金榜已更新!这些个股/板块可以关注> 文章来源：财联社 责任编辑：70 原标题：国产算力基建加速落地！阿里云超节点实例上线 后续拟扩至多地域 **郑重声明：** 东方财富发布此内容旨在传播更多信息，与本站立场无关，不构成投资建议。据此操作，风险自担。 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SpaceX的XAI主攻硬件ai去了，Grok都降级第二项目了，国产还跟着A%，Openai跑没啥出路，除了卷价格 2026-08-13 02:48:42 来自 上海 删除 [举报](http://help.eastmoney.com/report_center.html?reportType=2&title=&nickName=%E6%88%91%E4%B8%BA%E4%BC%8A%E7%8B%823&gubaCode=undefined&id=1757967661&uid=5779094175233904&systype=1&replyid=9941808421) 评论 点赞 [股海一滴水1984](http://i.eastmoney.com/8466087277973028): 美国都整上天了。正是主力出货的机会。 2026-08-13 01:02:11 来自 北京 删除 [举报](http://help.eastmoney.com/report_center.html?reportType=2&title=&nickName=%E8%82%A1%E6%B5%B7%E4%B8%80%E6%BB%B4%E6%B0%B41984&gubaCode=undefined&id=1757967661&uid=8466087277973028&systype=1&replyid=9941803693) 评论 点赞 还有10条回复， 点击查看全部 首页 1 2 下一页 尾页 共2页 [![](http://avator.eastmoney.com/qface/4266365950513388/50)](http://i.eastmoney.com/4266365950513388) [月夜星殇](http://i.eastmoney.com/4266365950513388) 2026-08-12 15:07:18 来自 广东 利好消息看着一大堆，反弹的最少的也是这些算力的 置顶 删除 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