搭载最新芯片的华为Pura70被抢售一空，就在所有西方国家还在研究华为芯片从何而来的时候，芯片界两巨头“英伟达”、“阿斯麦”接连出现股价暴跌的消息。

Huawei Pura70, which is equipped with the latest chip, was sold out, and when all Western countries were still studying where Huawei's chips came from, the two giants of the chip industry, Nvidia and ASML, saw their stock prices plummet one after another.

有意思的是：据媒体最近公布的消息来看，芯片行业估计要变天了，这下都明白了吧？

Interesting is: according to the news recently announced by the media, the chip industry is estimated to change the day, this all understand?

我们已经在“光刻胶”、“量子光源芯片”、“晶圆产能”等有关生产高端芯片各个方面有了突破性的进展！这是什么信号？

We have made breakthrough progress in the production of high-end chips such as "photoresist", "quantum light source chip", and "wafer production capacity"! What kind of signal is that?

01

“大卖”不仅仅是因为情怀

the "big sell" is not just because of feelings

在一个看似平常的日子里，华为无预警地推出了新型智能手机Pura70，不仅瞬间售罄，而且引爆了整个科技界的讨论热潮。Pura70搭载的麒麟9010芯片，不仅以其出色的性能表现重新定义了高效计算，还标志着我们在全球高科技领域的一个巨大飞跃。

On a seemingly ordinary day, Huawei launched its new smartphone Pura70 without warning, which not only sold out instantly, but also set off a wave of discussion in the entire tech world. The Kirin 9010 chip in the Pura70 not only redefines efficient computing with its outstanding performance, but also marks a giant leap forward for us in the global high-tech field.

据很多拆机测试博主的测试结果来看：

According to the test results of many dismantling test bloggers:

麒麟9010芯片的亮点在于其独特的CPU配置，这种多核心设计使得Pura70在处理复杂任务和多任务操作时更为高效，极大地提升了用户体验。更为重要的是，这款芯片在GeekBench 6基准测试中的单核得分高达1442分，多核得分更是达到了4471分，轻松超越前代产品，甚至在某些性能测试中与顶级竞争对手骁龙888不相上下，多核性能更是接近骁龙7+ Gen 2，也就是说已经打开了3nm芯片的大门。

The highlight of the Kirin 9010 chip is its unique CPU configuration, and this multi-core design makes the Pura70 more efficient in handling complex tasks and multi-tasking operations, greatly improving the user experience. More importantly, the chip scored 1,442 points in the GeekBench 6 benchmark test, and the multi-core score reached 4471 points, easily surpassing the previous generation of products, and even comparable to the top competitor Snapdragon 888 in some performance tests, and the multi-core performance is close to the Snapdragon 7+ Gen 2. That is to say, it has opened the door to 3nm chips.

然华为的技术变革不止步于此。Pura70还引入了AI摄影技术，这一技术通过深度学习算法优化摄影设置，使得普通用户也能轻松捕捉到专业级的照片。

But Huawei's technological transformation does not stop there. Pura70 also introduces AI photography technology, which optimizes photography Settings with deep learning algorithms, making it easy for ordinary users to capture professional-grade photos.

此外该手机还首次应用了双向北斗系统，这一突破性的功能不仅提高了定位精度，还增强了在复杂环境下的导航能力。

In addition, the phone also applies the bidirectional Beidou system for the first time, a breakthrough function that not only improves positioning accuracy, but also enhances navigation in complex environments.

这种技术的集成不仅展示了华为在技术研发上的深厚底蕴，更是对全球技术标准的一种挑战。华为的成功不仅仅在于其产品的高销量，更在于其能够通过持续的技术创新，推动整个行业的发展方向。

The integration of this technology not only demonstrates Huawei's deep heritage in technology research and development, but also challenges global technical standards. Huawei's success lies not only in the high sales volume of its products, but also in its ability to drive the development direction of the entire industry through continuous technological innovation.

然而这种突飞猛进的技术进步也引发了市场上的震荡，特别是对那些长期依赖既有技术优势的西方芯片巨头。

However, this rapid technological progress has also caused turbulence in the market, especially for those Western chip giants that have long relied on their established technological advantages.

随着华为新技术的推广，全球芯片市场的力量格局正在悄然发生变化。

With the promotion of Huawei's new technology, the power pattern of the global chip market is quietly changing.

一方面华为的麒麟9010芯片的强劲性能正在重新定义用户对智能手机的期待；

On the one hand, the strong performance of Huawei's Kirin 9010 chip is redefining users' expectations for smartphones;

另一方面它也直接威胁到了如英伟达等公司的市场份额。华为的这一突破不仅仅是技术上的胜利，更是市场与策略上的大胆赌注。

On the other hand, it also directly threatens the market share of companies like Nvidia. Huawei's breakthrough is not only a technical victory, but also a bold bet on the market and strategy.

这场技术变革的波澜不仅限于智能手机市场。随着全球技术标准的重新洗牌，同为芯片界巨头英伟达和阿斯麦最近的遭遇足以说明：芯片行业的每一个参与者都必须重新考量自己的战略方向。

The ripples of this technological change are not limited to the smartphone market. As global technology standards are being reshuffled, the recent experience of fellow chip giants Nvidia and ASML is enough to show that every player in the chip industry must rethink their strategic direction.

02

“两巨头”头很大

The Big Two have big heads

在全球芯片市场的舞台上，一场由我们引发的变革正在悄然改写规则。华为发布的Pura70和其搭载的麒麟9010芯片不仅在技术上取得了显著进展，更在市场上引起了一阵地震，其震中便是芯片巨头英伟达和光刻机制造商阿斯麦。

On the stage of the global chip market, a change triggered by us is quietly rewriting the rules. Huawei's release of the Pura70 and its Kirin 9010 chip have not only made significant progress in technology, but also caused an earthquake in the market, the epicenter of which is chip giant Nvidia and lithography machine manufacturer ASML.

英伟达这个曾经无可争议的芯片行业领军者，其股价在短短几天内暴跌10%，市值一夜之间蒸发了2000亿美元。这样的数字不仅令市场震惊，更让投资者和行业分析师纷纷寻找背后的深层原因。是市场调整，还是技术革新的预兆？

Nvidia, once the undisputed leader of the chip industry, saw its shares plunge 10 percent in just a few days, wiping $200 billion off its market value overnight. Such numbers not only shocked the market, but also left investors and industry analysts searching for the underlying reasons. Is it a market correction or a harbinger of technological change?

答案似乎并不简单。阿斯麦作为全球光刻机技术的霸主，其股价的连续大跌更是预示着行业内的技术平衡正在被新的竞争者打破。

The answer, it seems, is not simple. Asml as the global lithography machine technology hegemon, the continuous decline in its share price is indicating that the technical balance in the industry is being broken by new competitors.

这场股价的大跌不仅反映了市场对华为技术突破的反应，更反映了一个更深层次的变化——全球芯片制造的供应链正在被重新塑造。华为的技术突破不仅提升了自身产品的性能，更直接威胁到了英伟达在高性能计算市场中的地位。

The share price crash reflects not only the market's reaction to Huawei's technological breakthrough, but also a deeper change - the global supply chain for chip manufacturing is being reshaped. Huawei's technological breakthroughs not only improve the performance of its own products, but also directly threaten Nvidia's position in the high-performance computing market.

与此同时如果真如传言中的那样，在光刻机技术上取得关键突破，那么西方国家的的市场优势可能将不复存在。

At the same time, if a key breakthrough in lithography technology is achieved, as is rumored, the market advantage of the Western countries may be lost.

市场的反应是迅速而情绪化的。从华尔街到硅谷，再到欧洲的金融中心，投资者们重新评估了芯片行业的未来地图。

The market reaction was swift and emotional. From Wall Street to Silicon Valley to the financial centers of Europe, investors are reassessing the map of the future of the chip industry.

在这张地图上，我们正逐渐从一个边缘玩家转变为中心角色。此次华为的成功不仅是技术的胜利，更是战略的胜利，它有效地利用了国内外的市场和技术资源，打破了长期以来西方企业在某些高端技术领域的垄断。

On this map, we are gradually moving from a marginal player to a central character. Huawei's success this time is not only a technological victory, but also a strategic victory, which effectively uses domestic and foreign market and technical resources, breaking the long-term monopoly of Western enterprises in some high-end technology fields.

随着英伟达和阿斯麦股价的震荡，全球投资者和技术企业都在密切关注这两家公司的下一步动向。将英伟达的技术创新与阿斯麦的市场表现作为研究对象，可以发现虽然短期内它们面临挑战，但这也可能成为它们进行技术革新和战略调整的契机。

As shares of Nvidia and ASML wobbly, investors and technology companies around the world are watching closely to see what the two companies do next. Taking Nvidia's technological innovation and ASML's market performance as research objects, we can find that although they face challenges in the short term, it may also become an opportunity for them to carry out technological innovation and strategic adjustment.

如何在新的全球竞争环境中维持领先，是摆在这些芯片巨头面前的紧迫问题。

How to stay ahead in the new global competitive environment is an urgent issue for these chip giants.

从华为的角度看，这一系列技术和市场的突破不仅仅改变了其在国际舞台上的形象，更为我们芯片技术的未来开辟了广阔的道路。随着芯片技术的逐步国产化，我们在全球供应链中的角色正在从跟随者转变为领导者。

From Huawei's point of view, this series of technological and market breakthroughs not only changed its image on the international stage, but also opened up a broad road for the future of our chip technology. With the gradual localization of chip technology, our role in the global supply chain is changing from follower to leader.

03

芯片话语权重新定义

Redefine the voice of the chip

随着华为新款智能手机Pura70的热销和麒麟9010芯片的技术突破，我们芯片行业不仅展示了其技术实力，更在全球供应链中引起了一场地震级的重新布局。

With the hot sale of Huawei's new smartphone Pura70 and the technological breakthrough of Kirin 9010 chip, our chip industry has not only demonstrated its technological strength, but also caused a seismic re-layout in the global supply chain.

这场由东方引发的技术变革，不仅是我们芯片自主制造能力的胜利，更是全球经济和政策格局中一次深远的震荡。

This technological change triggered by the East is not only a victory for our chip independent manufacturing capabilities, but also a profound shock in the global economic and policy landscape.

过去全球芯片供应链高度依赖于美国和其他西方国家的技术与材料。从硅片到光刻机，从设计软件到封装技术，西方企业几乎垄断了芯片制造的每一个关键环节。随着我们如华为这样的公司通过创新和技术突破逐步脱颖而出。

In the past, the global chip supply chain was highly dependent on technology and materials from the United States and other Western countries. From silicon wafers to photolithography machines, from design software to packaging technology, Western companies have monopolized almost every key aspect of chip manufacturing. As companies like Huawei stand out through innovation and technological breakthroughs.

全球芯片供应链的权力中心开始出现了微妙的移动。我们不仅在自研芯片上取得了重大进展，更通过这种技术独立减少了对外部资源的依赖，这对于全球供应链意味着一种根本性的转变。

The power centers of the global chip supply chain are beginning to shift subtly. We have not only made significant progress in self-developed chips, but also reduced our dependence on external resources through this technological independence, which means a fundamental shift in the global supply chain.

这种转变的影响是多方面的。首先技术自主带来了供应链的多样化。随着我们和其他亚洲国家在芯片制造上的崛起，全球市场开始从之前的西方单一供应链向多元化供应链过渡。

The implications of this shift are manifold. First, technological autonomy brings diversification of supply chains. With the rise of us and other Asian countries in chip manufacturing, the global market began to transition from the previous Western single supply chain to a diversified supply chain.

这不仅为全球芯片市场带来了更多的竞争者，也为下游产业如手机、计算机等提供了更多的选择和灵活性。例如华为的Pura70使用全系国产供应链，不仅降低了成本，更增加了对外部冲击的抵抗能力，这在全球市场尤其重要。

This not only brings more competitors to the global chip market, but also provides more choices and flexibility for downstream industries such as mobile phones and computers. For example, Huawei's Pura70 uses the entire domestic supply chain, which not only reduces costs, but also increases the resistance to external shocks, which is especially important in the global market.

我们在芯片技术上的进步迫使其他国家和地区重新审视和调整自己的技术和产业政策。为了保持竞争力，许多国家开始加大在半导体研发和生产设施上的投资，同时也寻求与我们等新兴芯片生产国建立更紧密的合作关系。这种政策和经济的调整不仅影响了全球经济结构，也在一定程度上推动了全球科技创新的步伐。

Our progress in chip technology has forced other countries and regions to re-examine and adjust their own technology and industrial policies. To stay competitive, many countries are investing more in semiconductor research and development and production facilities, while also seeking closer partnerships with emerging chip producers such as ours. This policy and economic adjustment not only affects the global economic structure, but also promotes the pace of global scientific and technological innovation to a certain extent.

随着我们芯片在性能和成本上逐渐具备与国际大厂竞争的实力，全球芯片市场的竞争格局正在发生根本性变化。这种变化不仅涉及技术和市场层面，更触及到全球贸易、技术标准和知识产权等更广泛的领域。

As our chips gradually have the strength to compete with international giants in performance and cost, the competitive landscape of the global chip market is undergoing fundamental changes. This change is not only at the technical and market level, but also touches on broader areas such as global trade, technical standards and intellectual property rights.

04

未来谁主沉浮

Who will control the future

随着我们在芯片技术领域取得显著进展，全球市场的眼光现在不仅关注着我们的当前成就，更在思考一个重要的问题：未来我们的芯片技术将何去何从？在技术的海洋中，我们芯片的航船正驶向何方？

As we make significant progress in chip technology, the eyes of the global market are now focused not only on our current achievements, but also on an important question: Where will our chip technology go in the future? In the ocean of technology, where is our chip ship heading?

技术创新是我们芯片行业持续发展的核心动力。从华为的麒麟9010芯片到多核处理器的突破，我们的芯片技术已经开始摆脱过往依赖外国技术的桎梏，向着自主研发和产权创新迈进。但这条创新之路可能不一定是一片坦途。

Technological innovation is the core driving force for the sustainable development of our chip industry. From Huawei's Kirin 9010 chip to the breakthrough of multi-core processors, our chip technology has begun to get rid of the shackles of relying on foreign technology in the past, and move toward independent research and development and property rights innovation. But the road to innovation may not necessarily be a smooth one.

随着技术的不断进步，如何在保持创新速度的同时确保技术的安全和可靠性，是摆在我们芯片行业面前的一大挑战。例如高端芯片的设计与制造不仅需要大量的资金投入，还需要高水平的研发团队和成熟的技术生态支持。

With the continuous progress of technology, how to maintain the speed of innovation while ensuring the safety and reliability of technology is a big challenge in front of our chip industry. For example, the design and manufacturing of high-end chips not only requires a large amount of capital investment, but also requires a high-level R & D team and mature technical ecological support.

国际合作与竞争将是另一个关键因素。我们芯片企业需要在维护自主性的同时，寻求与国际伙伴的合作机会，通过技术交流和市场共享，拓展自己的影响力。

International cooperation and competition will be another key factor. Our chip companies need to seek cooperation opportunities with international partners while maintaining their autonomy, and expand their influence through technical exchanges and market sharing.

同时面对来自国际大公司的竞争压力，如何在全球市场中保持竞争力，需要我们芯片企业不断提高自身技术水平和市场应对策略。

At the same time, in the face of competitive pressure from large international companies, how to maintain competitiveness in the global market requires our chip companies to constantly improve their own technical level and market response strategies.

政策支持将是推动我们芯片技术发展的另一大支柱。在制定相关政策和提供资金支持时，需考虑到行业发展的长远需求和国家战略的大局。例如加大对基础研究的投资，优化芯片行业的税收和贸易政策，以及建立更完善的知识产权保护机制，这些都是支持芯片行业健康发展的重要措施。

Policy support will be another pillar to promote the development of our chip technology. When formulating relevant policies and providing financial support, it is necessary to take into account the long-term needs of industry development and the overall situation of national strategy. For example, increasing investment in basic research, optimizing tax and trade policies for the chip industry, and establishing a more complete intellectual property protection mechanism are all important measures to support the healthy development of the chip industry.

结  语

peroration

我们芯片技术的发展将不仅关乎技术本身，更关乎全球科技力量的重新分布。在这个过程中，我们如何平衡创新与合作，自主与开放，将直接影响其在全球芯片行业的地位和角色。

The development of our chip technology will not only be about the technology itself, but also about the redistribution of global technological power. In this process, how we balance innovation and cooperation, autonomy and openness, will directly affect its position and role in the global chip industry.

随着我们在这一领域不断取得突破，世界也将目睹一个全新的科技版图的形成。这是一个关于技术与力量，创新与合作的未来故事，而这个故事才刚刚开始。

As we continue to make breakthroughs in this area, the world will also witness the formation of a new technological landscape. It's a future story of technology and power, innovation and collaboration, and that story is just beginning.

这次信号够明显了吧？

Is the signal clear enough this time?