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Vicky Kaushal Applauds Ranveer Singh's Dhurandhar 2 and Shares Update on Love & War_我的网站

A |     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%。

B |     Vicky Kaushal recently expressed his admiration for the massive success of Aditya Dhar’s latest projects, Dhurandhar and its sequel, Dhurandhar: The Revenge. Speaking to PTI, he shared his thoughts while attending the red carpet of the inaugural International Film Festival of Delhi (IFFD) in the national capital. Vicky, who famously collaborated with Aditya Dhar for the 2019 hit Uri: The Surgical Strike, was full of praise for the director's new spy action franchise. He said, "I’m just very happy to see how Dhurandhar is working. I loved the first part, I’m yet to watch the second part. But Aditya is a great filmmaker, he’s got a great cast together, and I’m so happy that everyone is loving the film so much, and I can’t wait to catch it as soon as I go back to Mumbai.”           The first part of Dhurandhar released in December 2025 and became a global sensation, earning over ₹1300 crore worldwide. It starred Ranveer Singh as an undercover Indian intelligence agent who infiltrates criminal and political networks in Karachi to dismantle a terror cell. The star-studded cast includes Akshaye Khanna, Sanjay Dutt, Arjun Rampal, R. Madhavan, Sara Arjun, and Rakesh Bedi.          The sequel, Dhurandhar: The Revenge, which released on March 19, has already earned over ₹900 crore at the box office. The second film explores the rise of Ranveer’s character, Hamza Ali Mazari, while delving into his origins as Jaskirat Singh Rangi. While Vicky was happy to discuss his peers' success, he remained tight-lipped about his own upcoming project, Sanjay Leela Bhansali’s Love and War. When asked for an update on the film, which also stars Ranbir Kapoor and Alia Bhatt, Vicky politely declined to share details. He said, "Abhi toh festival ki baat karte hai. Usme abhi bhi waqt hai (Let’s talk about the festival now. There’s still time for that).”           Vicky was last seen in the historical epic Chhaava (2025), where he played the Maratha ruler Sambhaji. He is currently attending the IFFD, which is screening 140 films from 47 countries across various venues in Delhi.Also Read: Photos: Vicky Kaushal Clicked at The Airport in a Sleek All-black Look。         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。

C | 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。         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。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。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。

D | 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。         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。

E | （声明：以上信息仅供参考，不构成投资建议。

F | 入市有风险，投资需谨慎。）          每日经济新闻。

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