融资融券

¡î¹«Ë¾´óÊÂ¡î ¡ó600584 ³¤µç¿Æ¼¼ ¸üÐÂÈÕÆÚ£º2026-02-11¡ó
¡ï±¾À¸°üÀ¨¡¾1.ÈÚ×ÊÈÚȯ¡¿¡¾2.¹«Ë¾´óÊ¡¿
¡¾1.ÈÚ×ÊÈÚȯ¡¿
©°©¤©¤©¤©¤©Ð©¤©¤©¤©¤©Ð©¤©¤©¤©¤©Ð©¤©¤©¤©¤©Ð©¤©¤©¤©¤©Ð©¤©¤©¤©¤©Ð©¤©¤©¤©¤©´
£ü ½»Ò×ÈÕ £üÈÚ×ÊÓà¶î£üÈÚ×ÊÂòÈë£üÈÚ×ʳ¥»¹£üÈÚȯÓàÁ¿£üÈÚȯÂô³ö£üÈÚȯ³¥»¹£ü
£ü        £ü (ÍòÔª) £ü¶î(ÍòÔª)£ü¶î(ÍòÔª)£ü (Íò¹É) £üÁ¿(Íò¹É)£üÁ¿(Íò¹É)£ü
©À©¤©¤©¤©¤©à©¤©¤©¤©¤©à©¤©¤©¤©¤©à©¤©¤©¤©¤©à©¤©¤©¤©¤©à©¤©¤©¤©¤©à©¤©¤©¤©¤©È
£ü2026-02-£ü347387.3£ü31378.25£ü26419.28£ü   14.46£ü    2.70£ü    0.76£ü
£ü   09   £ü       0£ü        £ü        £ü        £ü        £ü        £ü
©À©¤©¤©¤©¤©à©¤©¤©¤©¤©à©¤©¤©¤©¤©à©¤©¤©¤©¤©à©¤©¤©¤©¤©à©¤©¤©¤©¤©à©¤©¤©¤©¤©È
£ü2026-02-£ü342428.3£ü17172.33£ü19192.43£ü   12.52£ü    0.77£ü    0.43£ü
£ü   06   £ü       3£ü        £ü        £ü        £ü        £ü        £ü
©¸©¤©¤©¤©¤©Ø©¤©¤©¤©¤©Ø©¤©¤©¤©¤©Ø©¤©¤©¤©¤©Ø©¤©¤©¤©¤©Ø©¤©¤©¤©¤©Ø©¤©¤©¤©¤©¼
¡¾2.¹«Ë¾´óÊ¡¿
¡¾2026-02-10¡¿
³¤µç¿Æ¼¼£º2ÔÂ9ÈÕ»ñÈÚ×ÊÂòÈë3.14ÒÚÔª 
¡¾³ö´¦¡¿Í¬»¨Ë³iNews¡¾×÷Õß¡¿Á½ÈÚÑо¿
ͬ»¨Ë³Êý¾ÝÖÐÐÄÏÔʾ£¬³¤µç¿Æ¼¼2ÔÂ9ÈÕ»ñÈÚ×ÊÂòÈë3.14ÒÚÔª£¬¸Ã¹Éµ±Ç°ÈÚ×ÊÓà¶î34.74ÒÚÔª£¬Õ¼Á÷ͨÊÐÖµµÄ4.15%£¬½»Ò×ÈÕÆÚÈÚ×ÊÂòÈë¶îÈÚ×ʳ¥»¹¶îÈÚ×ÊÓà¶î2026-02-09313782479.00264192829.003473872996.002026-02-06171723287.00191924306.003424283347.002026-02-05217935070.00219126708.003444484365.002026-02-04257819401.00262926825.003445676004.002026-02-03207820524.00353309044.003450783428.00ÈÚȯ·½Ã棬³¤µç¿Æ¼¼2ÔÂ9ÈÕÈÚȯ³¥»¹7600¹É£¬ÈÚȯÂô³ö2.70Íò¹É£¬°´µ±ÈÕÊÕÅ̼ۼÆË㣬Âô³ö½ð¶î126.25ÍòÔª£¬Õ¼µ±ÈÕÁ÷³ö½ð¶îµÄ0.08%£¬ÈÚȯÓà¶î676.15Íò£¬³¬¹ýÀúÊ·60%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚȯÂô³ö¶îÈÚȯ³¥»¹¶îÈÚȯÓà¶î2026-02-091262520.00355376.006761496.002026-02-06339262.00189458.005516312.002026-02-0549126.00205436.005439588.002026-02-04582549.002022867.005747511.002026-02-03429210.00534128.007473023.00×ÛÉÏ£¬³¤µç¿Æ¼¼µ±Ç°Á½ÈÚÓà¶î34.81ÒÚÔª£¬½Ï×òÈÕÉÏÉý1.48%£¬Á½ÈÚÓà¶î³¬¹ýÀúÊ·70%·Öλˮƽ¡£½»Ò×ÈÕÆÚ֤ȯ¼ò³ÆÈÚ×ÊÈÚȯ±ä¶¯ÈÚ×ÊÈÚȯÓà¶î2026-02-09³¤µç¿Æ¼¼50834833.003480634492.002026-02-06³¤µç¿Æ¼¼-20124294.003429799659.002026-02-05³¤µç¿Æ¼¼-1499562.003449923953.002026-02-04³¤µç¿Æ¼¼-6832936.003451423515.002026-02-03³¤µç¿Æ¼¼-145378922.003458256451.00˵Ã÷1£ºÈÚ×ÊÓà¶îÈô³¤ÆÚÔö¼Óʱ±íʾͶ×ÊÕßÐÄ̬ƫÏòÂò·½£¬Êг¡ÈËÆøÍúÊ¢ÊôÇ¿ÊÆÊг¡£¬·´Ö®ÔòÊôÈõÊÆÊг¡¡£ËµÃ÷2£ºÂòÈë½ð¶î=Ö÷¶¯ÂòÈëÌØ´óµ¥½ð¶î+Ö÷¶¯ÂòÈë´óµ¥½ð¶î+Ö÷¶¯ÂòÈëÖе¥½ð¶î+Ö÷¶¯ÂòÈëСµ¥½ð¶î¡£ ¸ü¶àÁ½ÊÐÈÚ×ÊÈÚȯÇë²é¿´ÈÚ×ÊÈÚȯ¹¦ÄÜ>>

¡¾2026-02-09¡¿
ͻȻ£¬ì­ÕÇ90%£¡Ð¾Æ¬£¬ÀûºÃͻϮ£¡ 
¡¾³ö´¦¡¿È¯ÉÌÖйú¡¾×÷Õß¡¿³ÂÃú

¡¡¡¡´æ´¢µÄÕǼ۳±ÈÔÔÚ³ÖÐø£
¡¡¡¡¡2ÔÂ9ÈÕ£¬Êг¡Ñо¿¹«Ë¾Counterpoint±íʾ£¬½ØÖÁ2026ÄêµÚÒ»¼¾¶È£¬ÄÚ´æ¼Û¸ñ»·±ÈÉÏÕÇ80%¡ª90%£¬Ó­À´Ç°ËùδÓеĴ´¼Í¼±©ÕÇ¡£
¡¡¡¡ÁíÍ⣬¸ßÊ¢´ó·ùÉϵ÷ÁËDRAM¹©Ó¦¶ÌȱԤÆÚ£¬²¢·¢³ö¾¯¸æ³Æ£¬Êг¡Õý´¦ÓÚ¹ýÈ¥15ÄêÀ´×îÑÏÖØµÄ´æ´¢Ð¾Æ¬¹©Ó¦¶Ìȱǰҹ¡£¶øÔÚ¼¸Ìì֮ǰ£¬TrendForce¼¯°î×ÉÑ¯È«ÃæÉÏÐÞµÚÒ»¼¾DRAM¡¢NAND Flash¸÷²úÆ·¼Û¸ñ¼¾¶ÈÔö³¤·ù¶È£¬Ô¤¹ÀÕûÌåConventional DRAMºÏÔ¼¼Û½«´Ó1Ô³õ¹«²¼µÄ¼¾Ôö55%¡ª60%£¬¸ÄΪÉÏÕÇ90%¡ª95%¡£
¡¡¡¡½ñÈÕ£¬ÔÚº«¹ú֤ȯÊг¡ÉÏ£¬´æ´¢Ð¾Æ¬¸ÅÄî¹É¼¯Ìå´óÕÇ£¬SKº£Á¦Ê¿Õǽü6%£¬ÈýÐǵç×ÓÕǽü5%¡£ÔÚA¹ÉÊг¡ÉÏ£¬´æ´¢Ð¾Æ¬¸ÅÄî¹ÉÒ²¼¯Ìå×ßÇ¿£¬¾æ¹â¿Æ¼¼Õdz¬17%£¬¹úо¿Æ¼¼Õdz¬12%£¬¸´µ©Î¢µçÕǽü10%£¬Õ×Ò×´´Ð¡¢³¤µç¿Æ¼¼µÈÕdz¬6%¡£
¡¡¡¡Ò»¼¾¶ÈÄÚ´æ¼Û¸ñì­Éý90%
¡¡¡¡Counterpoint·¢²¼µÄ¡¶2ÔÂÄÚ´æ¼Û¸ñ×·×Ù±¨¸æ¡·ÏÔʾ£¬½ØÖÁ2026ÄêµÚÒ»¼¾¶È£¬ÄÚ´æ¼Û¸ñ»·±ÈÉÏÕÇ80%¡ª90%£¬±¾ÂÖÉÏÕǵÄÖ÷ÒªÍÆÊÖÊÇͨÓ÷þÎñÆ÷DRAM¼Û¸ñ´ó·ùÅÊÉý¡£´ËÍ⣬ȥÄêµÚËļ¾¶È±íÏÖÏà¶ÔƽÎȵÄNANDÉÁ´æ£¬ÔÚµÚÒ»¼¾¶ÈҲͬ²½ÉÏÕÇ80%¡ª90%¡£µþ¼Ó²¿·ÖHBM3e²úÆ·¼Û¸ñ×߸ߣ¬Êг¡Õý³ÊÏÖȫƷÀࡢȫ°å¿éÈ«Ãæ¼ÓËÙÉÏÕÇÌ¬ÊÆ¡£
¡¡¡¡ÒÔ·þÎñÆ÷¼¶ÄÚ´æÎªÀý£¬64GB RDIMMºÏÔ¼¼ÛÒÑ´ÓÈ¥ÄêµÚËļ¾¶ÈµÄ450ÃÀÔª£¬ì­ÉýÖÁµÚÒ»¼¾¶ÈµÄ900ÃÀÔªÒÔÉÏ£¬ÇÒ¶þ¼¾¶ÈÓÐÍûÍ»ÆÆ1000ÃÀÔª¹Ø¿Ú¡£¸ß¼¶·ÖÎöʦJeongku ChoiÖ¸³ö£º¡°´æ´¢Æ÷ÐÐÒµÓ¯ÀûˮƽԤ¼Æ½«´ïµ½Ç°ËùδÓеĸ߶ȡ£2025ÄêµÚËļ¾¶È£¬DRAMÓªÒµÀûÈóÂÊÒÑ´ïµ½60%Çø¼ä£¬ÕâÊÇͨÓÃDRAMÀûÈóÂÊÊ״γ¬¹ýHBM¡£2026ÄêµÚÒ»¼¾¶È£¬DRAMÀûÈóÂʽ«Ê×´ÎÍ»ÆÆÀúÊ··åÖµ¡£¾¡¹ÜÈç´Ë£¬ÕâһˮƽҪô³ÉΪеij£Ì¬£¬ÒªÃ´Ðγɼ«¸ßµÄ»ù×¼¡ª¡ªµ±Ç°¿´ËÆÎȹ̣¬µ«Ò»µ©½øÈëÏÂÒ»ÂÖÏÂÐÐÖÜÆÚ£¨Èô·¢Éú£©£¬Êг¡±íÏÖ¿ÉÄÜ»á¸ü¼Ó²Òµ­¡£¡±
¡¡¡¡´ËÍ⣬TrendForce¼¯°î×Éѯ×îÐÂÊý¾ÝÏÔʾ£¬ÊÜ»ÝÓÚAIÀ˳±µÄÍÆÉý£¬´æ´¢Æ÷Óë¾§Ô²´ú¹¤²úÖµ¾ù½«ÔÚ2026Äêͬ²½´´ÏÂиߡ£´æ´¢Æ÷²úÒµÊܹ©¸ø³Ô½ôÓë¼Û¸ñì­ÉýÓ°Ï죬²úÖµ¹æÄ£´ó·ùÀ©ÕÅÖÁ5516ÒÚÃÀÔª¡£¾¡¹Ü¾§Ô²´ú¹¤²úֵͬ²½´´ÏÂ2187ÒÚÃÀÔªµÄи߼ͼ£¬µ«´æ´¢Æ÷²úÖµ¹æÄ£ÒÑÅÊÉýÖÁ¾§Ô²´ú¹¤µÄ2±¶ÒÔÉÏ¡£
¡¡¡¡ÉÏÒ»´Î´æ´¢Æ÷³¬¼¶Ñ­»·ÂäÔÚ2017¡ª2019Ä꣬Ö÷ÒªÓÉÔÆ¶ËÊý¾ÝÖÐÐĽ¨ÖÃÐèÇóËùÇý¶¯£¬´æ´¢Æ÷²úÖµµ±Ê±Ò²Óë¾§Ô²´ú¹¤À­¿ªÁËÏÔÖø²î¾à¡£È»¶ø£¬´Ë´ÎÓÉAIÐèÇóÇý¶¯µÄÑ­»·Óëǰһ´ÎÏà±È£¬È±»õµÄ×´¿ö¸üÎªÈ«Ãæ¡£AI²úÒµÖØÐÄÓÉÄ£ÐÍѵÁ·×ªÏò´ó¹æÄ£ÍÆÀíÓ¦Ó㬸üÇ¿µ÷ʵʱÏìÓ¦ÄÜÁ¦ÓëÊý¾Ý´æÈ¡Ð§ÂÊ£¬´ø¶¯·þÎñÆ÷¶Ë¶Ô¸ßÈÝÁ¿¡¢¸ß´ø¿íDRAMµÄÐèÇó³ÖÐøÀ©´ó£¬µ¥»ú´îÔØÈÝÁ¿Òàͬ²½ÌáÉý¡£³ý´ËÖ®Í⣬Ӣΰ´ïÔÚVera Rubinƽ̨µÄÍÆ¹ãÖУ¬Ç¿»¯Á˶ԸßЧÄÜ´æ´¢µÄÐèÇó£¬ÌáÉýEnterprise£¨ÆóÒµ¼¶£©SSDµÄÖØÒªÐÔ¡£ÎªÁËÔÚTokenÉú³ÉЧÄÜÓë³É±¾Ö®¼äÈ¡µÃƽºâ£¬ÒµÕßÕý¼ÓËÙ²ÉÓôóÈÝÁ¿QLC SSDÒÔÓ¦¶Ôº£Á¿Êý¾Ý´æÈ¡¡£
¡¡¡¡ÁíÒ»·½Ã棬¿Í»§µÄÐèÇóÒ²ÒÑÏÔÖø¸Ä±ä£¬²»Í¬ÓÚ¹ýÈ¥ÒÔÖն˿ͻ§ÎªÖ÷£¬´Ë´ÎÇÀ»õ³±ÓÉCSP£¨Ôƶ˷þÎñ¹©Ó¦ÉÌ£©À­¶¯£¬²»½ö²É¹ºÁ¿³ÊÖ¸Êý¼¶³É³¤£¬¶Ô¼Û¸ñµÄÃô¸Ð¶ÈÏà¶Ô½ÏµÍ£¬Ê¹µÃ¼Û¸ñÕÇ·ùͬÑù³¬Ô½Ç°Ò»´Î³¬¼¶Ñ­»·£¬²¢´´ÏÂмͼ¡£
¡¡¡¡´Ëǰ£¬TrendForce¼¯°î×ÉÑ¯È«ÃæÉÏÐÞµÚÒ»¼¾DRAM¡¢NAND Flash¸÷²úÆ·¼Û¸ñ¼¾³É³¤·ù¶È£¬Ô¤¹ÀÕûÌåConventional DRAMºÏÔ¼¼Û½«´ÓÒ»Ô³õ¹«²¼µÄ¼¾Ôö55%¡ª60%£¬¸ÄΪÉÏÕÇ90%¡ª95%£¬NAND FlashºÏÔ¼¼ÛÔò´Ó¼¾Ôö33%¡ª38%Éϵ÷ÖÁ55%¡ª60%£¬²¢ÇÒ²»ÅųýÈÔÓнøÒ»²½ÉÏÐ޿ռ䡣
¡¡¡¡¸ßÊ¢´ó·ùÉϵ÷´æ´¢Ð¾Æ¬¹©Ðèȱ¿ÚÔ¤ÆÚ
¡¡¡¡¾Ý×··ç½»Ò×̨£¬ÖªÃûͶÐиßÊ¢ÔÚ2ÔÂ8Èյı¨¸æÖбíʾ£¬2026¡ª2027ÄêÈ«Çò´æ´¢Æ÷Êг¡½«¾­ÀúÀúÊ·ÉÏ×îÑÏÖØµÄ¹©Ó¦¶Ìȱ֮һ£¬DRAM¡¢NANDºÍHBMÈý´óÆ·À๩Ðèȱ¿Ú¾ù´ó·ùÀ©´ó¡£
¡¡¡¡¸ßÊ¢×îÐÂÔ¤²âÏÔʾ£¬2026ÄêºÍ2027ÄêDRAM¹©²»Ó¦Çó·ù¶È½«´ïµ½4.9%ºÍ2.5%£¬Ô¶³¬´ËǰԤÆÚµÄ3.3%ºÍ1.1%¡£ÆäÖУ¬2026ÄêµÄ¹©Ó¦¶Ìȱ½«ÊǹýÈ¥15ÄêÒÔÀ´×îÑÏÖØµÄÒ»´Î¡£
¡¡¡¡Çý¶¯ÕâÒ»½ôÕžÖÃæµÄºËÐÄÒòËØÔÚÓÚ·þÎñÆ÷ÐèÇóµÄ±¬·¢Ê½Ôö³¤¡£¸ßÊ¢½«2026Äê/2027Äê·þÎñÆ÷DRAM£¨²»º¬HBM£©ÐèÇóÔ¤ÆÚÉϵ÷6%/10%£¬Ô¤¼ÆÕâÁ½ÄêµÄÔö³¤Âʽ«·Ö±ð´ïµ½39%ºÍ22%¡£Èç¹û½«HBM¼ÆËãÔÚÄÚ£¬·þÎñÆ÷Ïà¹ØDRAMÐèÇó½«Õ¼È«Çò×ÜÐèÇóµÄ53%ºÍ57%£¬·þÎñÆ÷ÒѳÉΪDRAMÐèÇó×îÖØÒªµÄÇý¶¯Á¦¡£²»¹ý£¬¸ßʢϵ÷ÁËPCºÍÖÇÄÜÊÖ»úµÄDRAMÐèÇóÔ¤ÆÚ¡£
¡¡¡¡NANDÊг¡µÄ¹©Ðè¸ñ¾ÖͬÑù´ó·ùÊÕ½ô¡£¸ßÊ¢Ô¤¼Æ2026Äê/2027ÄêNAND¹©²»Ó¦Çó·ù¶ÈΪ4.2%/2.1%£¬¸ßÓÚ´ËǰԤÆÚµÄ2.5%/1.2%£¬Õ⽫ÊÇNANDÐÐÒµÀúÊ·ÉÏ×î´ó¹æÄ£µÄ¶Ìȱ֮һ¡£ÆäÖУ¬ÆóÒµ¼¶SSDÐèÇóµÄÇ¿¾¢Ôö³¤ÊÇÖ÷ÒªÍÆ¶¯Á¦¡£¸ßÊ¢½«2026Äê/2027ÄêÆóÒµ¼¶SSDÐèÇóÔ¤ÆÚÉϵ÷14%/14%£¬Ô¤¼ÆÔö³¤Âʽ«´ïµ½58%/23%£¬ÔÚÈ«ÇòNANDÐèÇóÖеÄÕ¼±È½«ÉýÖÁ36%/39%¡£
¡¡¡¡ÒøºÓ֤ȯָ³ö£¬1Ô·ݣ¬´æ´¢Êг¡ÑÓÐø2025ÄêËļ¾¶ÈÒÔÀ´µÄÇ¿ÊÆÉÏÕÇÌ¬ÊÆ£¬DRAMºÍNANDÉÁ´æ¼Û¸ñÕÇ·ù³ÖÐø³¬Ô¤ÆÚ¡£ÈýÐǵç×Ó¡¢SKº£Á¦Ê¿µÈÍ·²¿³§ÉÌÒ»¼¾¶ÈºÏÔ¼¼Û´ó·ùÉϵ÷£¬ÆäÖÐNANDÉÁ´æ¹©Ó¦¼Û¸ñÉϵ÷³¬100%£¬DRAM¼Û¸ñÕÇ·ù´ï60%¡ª70%¡£ÕǼۺËÐÄÇý¶¯ÒòËØ°üÀ¨£ºAI·þÎñÆ÷¶ÔHBMÐèÇ󱬷¢¡¢Êý¾ÝÖÐÐÄ×ʱ¾¿ªÖ§¼ÓÂë¡¢²úÄܽṹÐÔµ÷ÕûµÈ£¬¹©Ðèȱ¿Ú³ÖÐøÀ©´ó£¬Ô¤¼Æ±¾ÂÖÕǼÛÖÜÆÚ½«ÑÓÐøÖÁ2026ÄêÄêÖС£µ±Ç°Ê±µã£¬ÊǴ洢оƬÈüµÀÏÂÒ»ÂÖÖÜÆÚµÄÐÂÆðµã£¬ÔÚAI·þÎñÆ÷ÐèÇó¸ßËÙÔö³¤µþ¼Ó¹ú²úÌæ´ú£¬¿´ºÃ¹úÄÚ´æ´¢²úÒµÁ´Ïà¹ØÉÏÊй«Ë¾µÄͶ×Ê»úÓö¡£
¡¡¡¡ÕÐÉÌ֤ȯ±íʾ£¬2026ÄêÒ»¼¾¶ÈÒÔÀ´¸÷Àà´æ´¢²úÆ·¼Û¸ñ»·±È¼±¾çÉÏÕÇ£¬Ä¿Ç°ÔÚÄܼû¶È·¶Î§ÄÚ½ñÄê´æ´¢¼Û¸ñ³ÖÐøÉÏÕÇ¿ÉÆÚ£¬Í¬Ê±2026ÄêÈ«ÇòÐÂÔö¹©¸øÓÐÏÞ£¬Ô¤¼Æ´æ´¢½ôȱÇ÷ÊÆ½«ÑÓÐøÖÁ2027Äê¡£ÔÚ¼Û¸ñÓëÐèÇó¹²ÕñÇé¿öÏ£¬½ñÄ꺣ÄÚÍâ´æ´¢½«Ó­À´Òµ¼¨ÊÍ·Å´óÄ꣬ºóÐøÊг¡¼Û¸ñÇ÷ÊÆºÍ¸÷»·½Ú¹«Ë¾Òµ¼¨Ôö³¤³ÖÐøÐÔÊǺËÐĹØ×¢µã£¬½¨Ò鹨ע´æ´¢+É豸+²úÒµÁ´Èý´óºËÐÄ»·½ÚÏà¹Ø¹«Ë¾¡£

¡¾2026-02-09¡¿
ÑëÆóÖØ×éÕûºÏÌáËÙ£¬ÑëÆó´´ÐÂETF¼ÎʵÕdz¬1% 
¡¾³ö´¦¡¿²ÆÎÅ

¡¡¡¡½ØÖ¹2ÔÂ9ÈÕ14µã10·Ö£¬ÉÏÖ¤Ö¸ÊýÕÇ1.26%£¬ÉîÖ¤³ÉÖ¸ÕÇ2.06%£¬´´Òµ°åÖ¸ÕÇ2.89%¡£Ó°ÊÓÔºÏß¡¢¿ìÊÖ¸ÅÄî¡¢¹â·üÉ豸µÈ°å¿éÕÇ·ù¾Óǰ¡£
¡¡¡¡ ETF·½Ã棬ÑëÆó´´ÐÂETF¼Îʵ(515680)Õdz¬1%£¬³É·Ö¹É¶«·½µçÆø(600875.SH)¡¢³¤·É¹âÏË(601869.SH)ÕÇÍ££¬³¤µç¿Æ¼¼(600584.SH)¡¢¹úÍøÐÅͨ(600131.SH)¡¢¹âѸ¿Æ¼¼(002281.SZ)Õdz¬5%£¬ÖвĿƼ¼(002080.SZ)¡¢·é»ðͨÐÅ(600498.SH)¡¢ÉîÉ£´ïA¡¢ÉîÌìÂíA¡¢±¦ÐÅÈí¼þ(600845.SH)µÈÉÏÕÇ¡£
¡¡¡¡ÏûÏ¢ÃæÉÏ£¬¹úÎñÔº¹ú×Êί½üÈÕ¹«²¼ÑëÆó2025Äê³É¼¨µ¥£¬ÖÐÑëÆóҵʵÏÖÀûÈó×ܶî2.5ÍòÒÚÔª£¬×ʲú×ܶîÍ»ÆÆ95ÍòÒÚÔª¡£Í¬Ê±£¬¹úÎñÔº¹ú×ÊίÃ÷È·½«¡°Ê®ÎåÎ塱¹æ»®¿ª¾Ö×÷ΪսÂÔ×¥ÊÖ£¬ÒÔ¹úÓÐ×ʱ¾¡°Èý¸ö¼¯ÖС±ÎªÇ£Òý£¬ÍƽøÖØ×éÕûºÏºÍ½á¹¹ÓÅ»¯£¬¼Ó¿ì´òÔì¹ú¼ÒÕ½ÂԿƼ¼Á¦Á¿ºÍÐÂÐËÖ§Öù²úÒµ£¬Îª¹ú×ÊÑëÆó¸ßÖÊÁ¿·¢Õ¹ÌṩÁËÇåÎúµÄÐж¯±ê³ßºÍÕ½ÂÔ·½Ïò¡£
¡¡¡¡Ìì·ç֤ȯָ³ö£¬¹ú¼ÒÄÜÔ´¾ÖÌá³ö¡°Ê®ÎåÎ塱ÆÚ¼ä½«¼Ó´óÇâÄÜÕþ²ßÖ§³ÖÁ¦¶È£»¹ú¼Ò·¢Õ¹¸Ä¸ïί¡¢¹ú¼ÒÄÜÔ´¾Ö·¢²¼¹ØÓÚÍêÉÆ·¢µç²àÈÝÁ¿µç¼Û»úÖÆµÄ֪ͨ£»2025ÄêÎÒ¹ú¹²¼ÆºË·¢ÂÌÖ¤29.47ÒÚ¸ö¡£

¡¾2026-02-09¡¿
AIÐèÇó»òÒý±¬Ð¾Æ¬ÕǼ۳±£¬Ð¾Æ¬ETFÒ×·½´ïÕÇ3.06% 
¡¾³ö´¦¡¿²ÆÎÅ

¡¡¡¡½ØÖÁ2ÔÂ9ÈÕ13µã25·Ö£¬ÉÏÖ¤Ö¸ÊýÕÇ1.25%£¬ÉîÖ¤³ÉÖ¸ÕÇ2.01%£¬´´Òµ°åÖ¸ÕÇ2.84%¡£Ó°ÊÓÔºÏß¡¢¿ìÊÖ¸ÅÄî¡¢ÎÄ»¯´«Ã½µÈ°å¿éÕÇ·ù¾Óǰ¡£
¡¡¡¡ETF·½Ã棬оƬETFÒ×·½´ï£¨516350£©ÕÇ3.06%£¬³É·Ö¹Éоԭ¹É·Ý£¨688521.SH£©Õdz¬10%£¬¾§ºÏ¼¯³É£¨688249.SH£©¡¢³¤µç¿Æ¼¼£¨600584.SH£©¡¢Õ×Ò×´´Ð£¨603986.SH£©¡¢¸´µ©Î¢µç£¨688385.SH£©¡¢ÁúоÖпƣ¨688047.SH£©¡¢°¿½Ý¿Æ¼¼-U£¨688220.SH£©¡¢º®Îä¼Í-U£¨688256.SH£©Õdz¬5%£¬ÌìÔÀÏȽø£¨688234.SH£©¡¢Í¨¸»Î¢µç£¨002156.SZ£©µÈÉÏÕÇ¡£
¡¡¡¡ÏûÏ¢·½Ã棬ÃÀ¹ú°ëµ¼ÌåÐÐҵЭ»áÔ¤¼Æ2026ÄêÈ«Çò°ëµ¼ÌåÏúÊ۶³¬1ÍòÒÚÃÀÔª¡£Í¬Ê±£¬2026Ä꿪ÄêÒÔÀ´°ëµ¼Ìå²úÒµÁ´Ó­À´ÐÂÒ»ÂÖÕǼ۳±£¬´Ó´æ´¢¡¢CPUµ½·â²â¡¢Éè¼ÆµÈϸ·ÖÁìÓò¶à¼ÒÆóÒµ·¢²¼ÕǼۺ¯¡£±¾ÂÖоƬÕǼÛÖÜÆÚµÄ´«µ¼ÆðµãÊÇAIÐèÇ󱬷¢ÒýÆðµÄ¹©Ðèʧºâ£¬È«Çò°ëµ¼ÌåÁúÍ·ÆóÒµ×ʱ¾¿ªÖ§¼Æ»®»ý¼«£¬Ö¸ÏòÏȽøÂß¼­Óë´æ´¢Ð¾Æ¬µÄ²úÄÜÀ©ÕÅ¡£
¡¡¡¡ÖÐÐÅ֤ȯ£¨06030.HK£©±íʾ£¬ÊÜAIÇ¿¾¢ÐèÇóÀ­¶¯£¬ÎÒÃÇÅжϴ洢ÐèÇ󽫱£³Ö¸ß¾°Æø¶È£¬´æ´¢Ð¾Æ¬µÄÕǼÛÓÐÍû¹á´©2026ÄêÈ«Äê²¢³ÖÐø´øÀ´ÐÐÒµ´ß»¯¡£ÎÒÃÇ¿´ºÃ¹úÄÚ´æ´¢´ó³§µÄ²úÄÜÀ©Õźͼ¼Êõµü´ú¼ÓËÙ£¬¾§Ô²ÖÆÔ칤ÒÕÏà¹ØµÄ°ëµ¼Ìå²ÄÁÏÓÃÁ¿ÁϽ«´ó·ùÌáÉý£¬´ó³§µÄ²ÄÁϼ°Á㲿¼þ¶ËºËÐũӦÉÌÓÐÍû³ä·ÖÊÜÒæ£¬ËæÏÂÓβúÄÜÂ䵨½Ú×àʵÏÖ¾­ÓªÊý¾ÝµÄ½×ÌÝʽ´ó·ùÔö³¤¡£
¡¡¡¡¶«Ý¸Ö¤È¯ÈÏΪ£¬½üÈÕº£ÄÚÍâ¿Æ¼¼ÆóÒµ½øÈëÒµ¼¨Åû¶ÆÚ¡£´ÓÒÑÅû¶ҵ¼¨»òÒµ¼¨Ô¤¸æµÄÆóÒµ¿´£¬ÊÜAI¼°ËãÁ¦²úÒµ·¢Õ¹¡¢²úÒµ½øÈë¸ß¾°ÆøÖÜÆÚ¡¢²úÆ·³ÖÐøÕǼ۵ÈÒòËØÇý¶¯£¬ÒԴ洢Ϊ´ú±íµÄ°ëµ¼ÌåÉÏÊÐÆóÒµÒµ¼¨´ó¶àʵÏÖÒµ¼¨Í¬±È¡¢»·±ÈÔö³¤¡£¶øÊܳɱ¾ÉÏÕǵÈÒòËØÓ°Ï죬2025Äê12Ô¹úÄÚÖÇÄÜÊÖ»ú³ö»õÁ¿Í¬±ÈϽµ29.1%£¬»·±ÈϽµ20.47%£¬ÊÖ»ú¹©Ó¦Á´·½Ã棬SOC´ó³§Áª·¢¿Æ25Q4Òµ¼¨Í¬±ÈÏ»¬£¬¶ø¸ßͨ£¨QCOM.US£©FY26Q2Òµ¼¨Õ¹ÍûÏà¶Ô½÷É÷¡£Õ¹ÍûºóÐø£¬´æ´¢¼Û¸ñ³ÖÐøÉÏÕÇ¿ÉÄܶÔÏû·Ñµç×Ó¹©Ó¦Á´Ôì³ÉÑ¹ÖÆ£¬ÇÒÖеͽ×ÖÇÄÜÊÖ»úÓ°Ïì¸ü´ó£¬½¨Ò鹨עÐÐÒµ¾ºÕù¸ñ¾Ö±ä»¯¡£
¡¡¡¡Ð¾Æ¬ETFÒ×·½´ï£¨516350£©¸ú×ÙÖÐ֤оƬ²úÒµÖ¸Êý£¬¸ù¾ÝÉêÍòÈý¼¶ÐÐÒµ·ÖÀ࣬¸ÃÖ¸ÊýÖÐÊý×ÖоƬÉè¼ÆÕ¼±ÈΪ51%£¬»ò³ä·ÖÊÜÒæÓÚ¹ú²úоƬ¾°Æø¶ÈÉÏÐС£

¡¾2026-02-09¡¿
ÒԾɻ»ÐÂÕþ²ßÏÔЧ£¬Ïû·Ñµç×ÓETFÒ×·½´ïÕÇ3.00% 
¡¾³ö´¦¡¿²ÆÎÅ

¡¡¡¡½ØÖ¹2ÔÂ9ÈÕ13µã25·Ö£¬ÉÏÖ¤Ö¸ÊýÕÇ1.25%£¬ÉîÖ¤³ÉÖ¸ÕÇ2.04%£¬´´Òµ°åÖ¸ÕÇ2.89%¡£ETF·½Ã棬Ïû·Ñµç×ÓETFÒ×·½´ï(562950)ÕÇ3.00%£¬³É·Ö¹Éоԭ¹É·Ý(688521.SH)Õdz¬10%£¬»·Ðñµç×Ó(601231.SH)¡¢³¤µç¿Æ¼¼(600584.SH)¡¢Õ×Ò×´´ÐÂ(603986.SH)¡¢Èý»·¼¯ÍÅ(300408.SZ)¡¢¿Æ´ïÀû(002850.SZ)¡¢º®Îä¼Í-U(688256.SH)Õdz¬5%£¬»ª¹¤¿Æ¼¼(000988.SZ)¡¢»ªÌì¿Æ¼¼(002185.SZ)¡¢ÐÀÍú´ï(300207.SZ)µÈÉÏÕÇ¡£
¡¡¡¡ÏûÏ¢ÃæÉÏ£¬ÉÌÎñ²¿×îÐÂÊý¾ÝÏÔʾ£¬2026ÄêÏû·ÑÆ·ÒԾɻ»ÐÂÕþ²ßÈ«ÃæÂ䵨ºó£¬Õþ²ßЧ¹ûÕýÔÚ¼Ó¿ìÏÔÏÖ¡£½ñÄê1Ô·ݣ¬Ïû·ÑÆ·ÒԾɻ»Ð»ݼ°1613ÍòÈ˴Σ¬ÏúÊÛÆû³µ¡¢¼Òµç¡¢ÊýÂëºÍÖÇÄܲúÆ·925.6ÒÚÔª¡£
¡¡¡¡ÐËҵ֤ȯ±íʾ£¬Ëæ×ÅÈÙÒ«¡¢OPPOÕÛµþ»ú½ÂÁ´µÄ³É¹¦Ó¦Óã¬ÒÔ¼°Æ»¹û¼Ó´óͶÈ룬3D´òÓ¡ÔÚÏû·Ñµç×ÓÁìÓò¼´½«¼ÓËÙÉøÍ¸£¬ÕÛµþ»ú½ÂÁ´¡¢ÊÖ±í/ÊÖ»úÖпò¡¢ÆäËû¾«ÃÜÁ㲿¼þ¶¼ÊÇDZÔÚ³¡¾°£¬3D´òÓ¡Ïû·Ñµç×ÓÓ¦ÓÃÔªÄêÓÐÍû¿ªÆô¡£DeepseekÒԽϵ͵ÄѵÁ·³É±¾£¬ÊµÏÖÁËæÇÃÀÈ«Çò¶¥¼âÄ£Ð͵ÄÐÔÄÜ£¬Òý·¢È«ÇòÈÈÒ飬²¢ÇÒÈÕ»î¸ßËÙÔö³¤£¬ÑµÁ·¡¢ÍÆÀí³É±¾µÄ½µµÍ£¬ÓÐÍûÍÆ¶¯AIÓ¦Óõķ±ÈÙ¡£³ÖÐø¿´ºÃÆ»¹ûÔÚAIPhoneµÄÒýÁìÇ÷ÊÆ£¬Ëæ×ÅAI½øÈë¸ü¶àµØÇø£¬ÒÔ¼°¸üÖÇÄܵÄSiriÍÆ³ö£¬ÓÐÍûÓ­À´Ò»ÂÖ³¬¼¶»»»úÖÜÆÚ£¬ÓмÛÖµÁ¿Ôö¼ÓµÄ»·½Úµ¯ÐÔ¾Þ´ó¡£
¡¡¡¡Æ½°²Ö¤È¯±íʾ£¬µ±Ç°º£ÍâCSP²»¶Ï¼ÓÂëAI»ù´¡ÉèÊ©½¨É裬³ÖÐøÀ­ÉýÆóÒµ¼¶´æ´¢ÐèÇó£¬Íƶ¯´æ´¢ÐÐÒµ¾°Æø³ÖÐøÉÏÐУ¬´æ´¢Ö÷Á÷²úÆ·Ó­À´Á¿¼ÛÆëÉýÌ¬ÊÆ£¬¿¼Âǵ½µ±Ç°AI³ÖÐø¸ß¾°Æø£¬ÎÒÃÇÈÏΪ±¾ÂÖ´æ´¢ÖÜÆÚµÄÇ¿¶ÈºÍ³ÖÐøÐÔÓÐÍû³¬¹ýÉÏÒ»ÂÖ£¬Ïà¹Ø²úÒµÁ´ÆóÒµÓÐÍûÓ­À´Ó¯ÀûˮƽÃ÷ÏÔÌáÉý¡£
¡¡¡¡Ïû·Ñµç×ÓETFÒ×·½´ï(562950)½ôÃܸú×ÙÖÐÖ¤Ïû·Ñµç×ÓÖ÷ÌâÖ¸Êý£¬ÖÐÖ¤Ïû·Ñµç×ÓÖ÷ÌâÖ¸Êýѡȡ50Ö»ÒµÎñÉæ¼°ÔªÆ÷¼þÉú²ú¡¢Õû»úÆ·ÅÆÉè¼Æ¼°Éú²úµÈÏû·Ñµç×ÓÏà¹ØµÄÉÏÊй«Ë¾Ö¤È¯×÷ΪָÊýÑù±¾£¬ÒÔ·´Ó³Ïû·Ñµç×ÓÖ÷ÌâÉÏÊй«Ë¾Ö¤È¯µÄÕûÌå±íÏÖ¡£

¡¾2026-02-07¡¿
³¤µç¿Æ¼¼£º2ÔÂ6ÈÕ»ñÈÚ×ÊÂòÈë1.72ÒÚÔª 
¡¾³ö´¦¡¿Í¬»¨Ë³iNews¡¾×÷Õß¡¿Á½ÈÚÑо¿
ͬ»¨Ë³Êý¾ÝÖÐÐÄÏÔʾ£¬³¤µç¿Æ¼¼2ÔÂ6ÈÕ»ñÈÚ×ÊÂòÈë1.72ÒÚÔª£¬¸Ã¹Éµ±Ç°ÈÚ×ÊÓà¶î34.24ÒÚÔª£¬Õ¼Á÷ͨÊÐÖµµÄ4.34%£¬³¬¹ýÀúÊ·90%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚ×ÊÂòÈë¶îÈÚ×ʳ¥»¹¶îÈÚ×ÊÓà¶î2026-02-06171723287.00191924306.003424283347.002026-02-05217935070.00219126708.003444484365.002026-02-04257819401.00262926825.003445676004.002026-02-03207820524.00353309044.003450783428.002026-02-02365714621.00386997661.003596271947.00ÈÚȯ·½Ã棬³¤µç¿Æ¼¼2ÔÂ6ÈÕÈÚȯ³¥»¹4300¹É£¬ÈÚȯÂô³ö7700¹É£¬°´µ±ÈÕÊÕÅ̼ۼÆË㣬Âô³ö½ð¶î33.93ÍòÔª£¬Õ¼µ±ÈÕÁ÷³ö½ð¶îµÄ0.03%£¬ÈÚȯÓà¶î551.63Íò£¬³¬¹ýÀúÊ·50%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚȯÂô³ö¶îÈÚȯ³¥»¹¶îÈÚȯÓà¶î2026-02-06339262.00189458.005516312.002026-02-0549126.00205436.005439588.002026-02-04582549.002022867.005747511.002026-02-03429210.00534128.007473023.002026-02-02750708.00797048.007363426.00×ÛÉÏ£¬³¤µç¿Æ¼¼µ±Ç°Á½ÈÚÓà¶î34.30ÒÚÔª£¬½Ï×òÈÕÏ»¬0.58%£¬Á½ÈÚÓà¶î³¬¹ýÀúÊ·70%·Öλˮƽ¡£½»Ò×ÈÕÆÚ֤ȯ¼ò³ÆÈÚ×ÊÈÚȯ±ä¶¯ÈÚ×ÊÈÚȯÓà¶î2026-02-06³¤µç¿Æ¼¼-20124294.003429799659.002026-02-05³¤µç¿Æ¼¼-1499562.003449923953.002026-02-04³¤µç¿Æ¼¼-6832936.003451423515.002026-02-03³¤µç¿Æ¼¼-145378922.003458256451.002026-02-02³¤µç¿Æ¼¼-21831468.003603635373.00˵Ã÷1£ºÈÚ×ÊÓà¶îÈô³¤ÆÚÔö¼Óʱ±íʾͶ×ÊÕßÐÄ̬ƫÏòÂò·½£¬Êг¡ÈËÆøÍúÊ¢ÊôÇ¿ÊÆÊг¡£¬·´Ö®ÔòÊôÈõÊÆÊг¡¡£ËµÃ÷2£ºÂòÈë½ð¶î=Ö÷¶¯ÂòÈëÌØ´óµ¥½ð¶î+Ö÷¶¯ÂòÈë´óµ¥½ð¶î+Ö÷¶¯ÂòÈëÖе¥½ð¶î+Ö÷¶¯ÂòÈëСµ¥½ð¶î¡£ ¸ü¶àÁ½ÊÐÈÚ×ÊÈÚȯÇë²é¿´ÈÚ×ÊÈÚȯ¹¦ÄÜ>>

¡¾2026-02-04¡¿
AIÓ¦Óñ¬µãƵ³ö£¬ËãÁ¦Á´ÖØ»ØÖ÷Ïß 
¡¾³ö´¦¡¿ÖйúÄÜÔ´Íø

¡¡¡¡¹úÐÅ֤ȯ½üÈÕ·¢²¼µç×ÓÐÐÒµÖܱ¨£º¹ýÈ¥Ò»ÖÜÉÏ֤ϵø0.44%£¬µç×Óϵø2.51%£¬×ÓÐÐÒµÖа뵼Ìåϵø0.90%£¬µç×Ó»¯Ñ§Æ·Ïµø5.87%¡£Í¬ÆÚºãÉú¿Æ¼¼¡¢·Ñ³Ç°ëµ¼Ì塢̨Íå×ÊѶ¿Æ¼¼Ïµø1.38%¡¢ÉÏÕÇ0.51%¡¢ÉÏÕÇ0.55%¡£¹ýÈ¥Ò»ÖÜ£¬ÓÉClawdbotËùÒýÖµĶÔÓÚ¡°AIÖÇÄÜÌåÕý¼ÓËÙ³¡¾°Â䵨¡±µÄÔ¤ÆÚ³ÉΪÊг¡Èȵ㣬ͬʱ£¬¹úÄÚ»¥ÁªÍø´ó³§Â½ÐøÆô¶¯¡°ºì°ü´óÕ½¡±ÕùÇÀ´óÄ£ÐÍÁ÷Á¿Èë¿Ú¡£
¡¡¡¡ÒÔÏÂΪÑо¿±¨¸æÕªÒª£º
¡¡¡¡ºËÐĹ۵ã
¡¡¡¡AIÓ¦Óñ¬µãƵ³ö£¬º£ÍâËãÁ¦Á´ÖØ»ØÖ÷Ïß¡£¹ýÈ¥Ò»ÖÜÉÏ֤ϵø0.44%£¬µç×Óϵø2.51%£¬×ÓÐÐÒµÖа뵼Ìåϵø0.90%£¬µç×Ó»¯Ñ§Æ·Ïµø5.87%¡£Í¬ÆÚºãÉú¿Æ¼¼¡¢·Ñ³Ç°ëµ¼Ì塢̨Íå×ÊѶ¿Æ¼¼Ïµø1.38%¡¢ÉÏÕÇ0.51%¡¢ÉÏÕÇ0.55%¡£¹ýÈ¥Ò»ÖÜ£¬ÓÉClawdbotËùÒýÖµĶÔÓÚ¡°AIÖÇÄÜÌåÕý¼ÓËÙ³¡¾°Â䵨¡±µÄÔ¤ÆÚ³ÉΪÊг¡Èȵ㣬ͬʱ£¬¹úÄÚ»¥ÁªÍø´ó³§Â½ÐøÆô¶¯¡°ºì°ü´óÕ½¡±ÕùÇÀ´óÄ£ÐÍÁ÷Á¿Èë¿Ú¡£Ôڴ˱³¾°Ï£¬ËãÁ¦×ÊÔ´²»µ¥µ¥³ÉΪ¾ü±¸¾ºÈüµÄ×ÅÁ¦µã£¬¸üÊÇÔÚ¸÷ÀàAIÓ¦ÓÃÊÔË®¹ý³ÌÖÐÖð²½³ÉΪ¡°Âô·½ÐÍÊг¡¡±£¬³ÉΪAIÓ¦ÓõĺËÐÄÔ¤ËãÔ¼Êø£¬ËãÁ¦Á´ÓÐÍûÔÚǿҵ¼¨Ö§³ÅÏÂÖØ»Ø¿Æ¼¼Í¶×ÊÖ÷Ïߣ¬¼ÌÐøÍÆ¼ö£ºÀ½Æð¿Æ¼¼¡¢Ê¤ºê¿Æ¼¼¡¢¹¤Òµ¸»Áª¡¢À¶Ìعâѧ¡¢µÂÃ÷Àû¡¢»ªÇÚ¼¼Êõ¡¢°¿½Ý¿Æ¼¼¡¢Ð¾Ô­¹É·Ý¡¢º®Îä¼Í¡¢ÖÐо¹ú¼Ê¡¢¾§·áÃ÷Ô´µÈ¡£
¡¡¡¡º£ÍâÔ­³§Òµ¼¨±£³ÖÇ¿¾¢£¬½¨Ò鹨ע´æ´¢²úÒµÁ´Ïà¹Ø¹«Ë¾¡£´æ´¢ÖÜÆÚ³ÖÐøÉÏÐУ¬Ô­³§Òµ¼¨±£³ÖÇ¿¾¢£ºAIÇý¶¯ÆóÒµ¼¶SSDÁ¿¼ÛÆëÉý£¬ÉÁµÏ2QFY26ÓªÊÕ»·±ÈÔö³¤31%£¬ÆäÖÐÊý¾ÝÖÐÐÄÓªÊÕ»·±ÈÔö³¤76%£¬¾»ÀûÈó»·±ÈÔö³¤617%£¬³¬Êг¡Ô¤ÆÚ£»ÔÚHBM¼°·þÎñÆ÷SSDÐèÇóÀ­¶¯Ï£¬ÈýÐÇ4Q25´æ´¢ÓªÊÕ»·±ÈÔö³¤39%£¬¾­ÓªÀûÈó»·±ÈÔö³¤134.3%£»SKº£Á¦Ê¿4Q25ÓªÊÕ»·±ÈÔö³¤34%£¬¾»ÀûÈó»·±ÈÔö³¤21%£¬È«ÄêÓªÒµÀûÈó´´Àúʷиߡ£µ±Ç°´æ´¢ÖÜÆÚ³ÖÐø×ßÇ¿£¬²úÒµÁ´È±»õÌ¬ÊÆ²»¼õ£¬½¨Ò鹨עµÂÃ÷Àû¡¢½­²¨Áú¡¢°Ûά´æ´¢¡¢Õ×Ò×´´Ð¼°ÆÕȽ¹É·ÝµÈ¡£TIÔ¤¼Æ1Q26ÊÕÈëÖÐÖµ»·Ôö£¬¿´µ½¶©µ¥Á¿³ÖÐøÔö³¤¡£TI4Q25ÊÕÈë44.23ÒÚÃÀÔª(YoY+10.4%£¬QoQ-6.7%)£¬Á¬ÐøËĸö¼¾¶Èͬ±ÈÁ½Î»ÊýÔö³¤£¬Ô¤¼Æ1Q26ÊÕÈë43.2-46.8ÒÚÃÀÔª(YoY+6.2%ÖÁ+15.0%£¬QoQ-2.3%ÖÁ+5.8%)£¬±íÏÖÇ¿ÓÚÕý³£µÄ¼¾½ÚЧӦ²»ÊÇÓÉÓÚ¼Û¸ñÇý¶¯£¬¶øÊÇÀ´×Ô¶©µ¥Á¿³ÖÐøÔö³¤¡£¹«Ë¾¿´µ½¹¤ÒµÊг¡³ÖÐø¸´ËÕ£¬Êý¾ÝÖÐÐÄÐèÇó³ÖÐøÇ¿¾¢£¬2025ÄêÊý¾ÝÖÐÐÄÊÕÈëͬ±ÈÔö³¤64%£¬Õ¼¹«Ë¾ÓªÊÕÔ¼9%¡£ÎÒÃÇÈÏΪ£¬È¥¿âÍê³ÉºóµÄ¹¤Òµ¸´ËÕµþ¼ÓAIÐèÇóÀ­¶¯£¬Ä£ÄâоƬ½øÈëÏòÉÏÖÜÆÚ£¬¼ÌÐøÍÆ¼öÄ£ÄâоƬÉè¼ÆÆóҵʥ°î¹É·Ý¡¢½Ü»ªÌØ¡¢Ë¼ÈðÆÖ¡¢ÄÉо΢¡¢ÄÏо¿Æ¼¼¡¢°¬Îªµç×Ó¡¢¾§·áÃ÷Ô´¡¢Ð¾Åó΢¡¢µÛ°Â΢µÈ¡£
¡¡¡¡iPhoneµ¥¼¾´´ÀúÊ·×î¼Ñ±íÏÖ£¬¹«Ë¾ÊÕÈ볬Êг¡Ô¤ÆÚ¡£4Q25Æ»¹ûÓªÊÕ1437.6ÒÚÃÀÔª£¨YoY+16%£©£¬¾»ÀûÈó421.0ÒÚÃÀÔª£¨YoY+15.9%£©£¬¾ùÃ÷ÏÔ¸ßÓÚÊг¡Ô¤ÆÚ¡£ÆäÖУ¬iPhoneÊÕÈë852.7ÒÚÃÀÔª£¨YoY+23%£©£¬·þÎñÊÕÈë300.1ÒÚÃÀÔª£¨YoY+14%£©Á¬ÐøÈýÄê´´µ¥¼¾Ð¸ߣ¬´óÖлªÇøÊÕÈëÓÉǰÈý¼¾¶Èͬ±ÈÏ»¬×ªÎª½ü40%µÄÇ¿¾¢Ôö³¤¡£¹«Ë¾±íʾµ±¼¾iPhoneÔÚËùÓеØÇø¾ù´´Àúʷиߣ¬»îÔ¾É豸°²×°Á¿Í»ÆÆ25ÒÚ¡£Õ¹ÍûδÀ´£¬Æ»¹ûÔ¤¼Æ1Q26ÓªÊÕͬ±ÈÔö³¤13%¨C16%£¬ÏÔʾÄêÄ©Íú¼¾ºóÐèÇóÈÍÐÔÈÔÇ¿¡£²úÒµ²ãÃæ£¬ÎÒÃÇÅжÏÔÚAirÏúÁ¿³Ðѹ¼°ÉÏÓÎͨÕͱ³¾°Ï£¬Æ»¹û2026Ä꽫ÊÕËõµÍ¶Ë»úÐÍ¡¢¾Û½¹¸ß¶Ë¡¢ÕÛµþ¡¢ÐÂÐÎ̬²úÆ·£¬Í¨¹ýÎȼ۲ßÂÔ³ÖÐø¼·Ñ¹¾ºÆ·ÊÐÕ¼ÂÊ¡£µ±Ç°A¹É¹ûÁ´¹ÀÖµÒÑ»ØÂäÖÁÀúÊ·Æ«µÍÇø¼ä£¬½¨Ò鹨ע£ºÁ¢Ñ¶¾«ÃÜ¡¢Åô¶¦¿Ø¹É¡¢À¶Ë¼¿Æ¼¼¡¢À¶Ìعâѧ¡£
¡¡¡¡º£ÍâÉ豸¹«Ë¾Òµ¼¨³¬Ô¤ÆÚ£¬È«Çò¾§Ô²À©²úÂõÈëÉÏÐÐÖÜÆÚ¡£ASML¹«²¼4Q25²Æ±¨£¬µÚËļ¾¶ÈʵÏÖÓªÊÕ97.18ÒÚÅ·Ôª£¨Í¬±È+4.9%£©¡£¹«Ë¾Ô¤¼Æ1Q26ÊÕÈëΪ82-89ÒÚÅ·Ôª£¬2026È«ÄêÊÕÈëΪ340-390ÒÚÅ·Ôª¡£¶©µ¥·½Ã棬¹«Ë¾4Q25ÐÂÇ©¶©µ¥132ÒÚÅ·Ôª£¬2025Äêδ½»¸¶¶©µ¥388ÒÚÅ·Ôª¡£LAM¹«²¼2026²ÆÄêµÚ¶þ¼¾¶ÈÓªÊÕ´ï53.4ÒÚÃÀÔª£¨Í¬±È+22%£©£¬¹ÜÀí²ãÖ¸Òýϼ¾¶ÈÊÕÈ뽫ʵÏÖÇ¿¾¢»·±ÈÔö³¤´ïµ½54-60ÒÚÃÀÔª¡£º£ÍâÁ½´óÉ豸¹«Ë¾Òµ¼¨³¬Ô¤ÆÚ£¬ÏÔʾAI´ø¶¯ÏȽøÂß¼­Óë´æ´¢½øÈëÀ©²úÖÜÆÚ¡£¶øASMLÓëLAMÔÚÖйú£¨³ý¸Û°Ą̈µØÇø£©
¡¡¡¡ÊÕÈëÕ¼±È·Ö±ð´ïµ½36%ºÍ35%£¬·´Ó³³ö¹úÄÚÔÚÂß¼­¡¢´æ´¢µÈÁìÓòÇ¿¾¢µÄÀ©²ú¶¯Á¦£¬½¨Ò鹨ע°ëµ¼ÌåÉ豸¹«Ë¾£ºÖÐ΢¹«Ë¾¡¢±±·½»ª´´¡¢Íؾ£¿Æ¼¼µÈ¡£
¡¡¡¡Ô¤¼Æ½ñÄêÈ«ÇòARÑÛ¾µ³ö»õ95Íǫ̀£¬MetaÁìÏÎÊг¡»ý¼«ÍØÕ¹¡£¾ÝTrendForce×îе÷²éÏÔʾ£¬AIÓë´©´÷ʽװÖÃÉî¶ÈÈںϱ³¾°Ï£¬Meta Ray-Ban DisplayÊг¡·´À¡³¬Ô¤ÆÚ£¬½ü°ëÄêÆä¶àÏî¹Ø¼üÁ㲿¼þ¶©µ¥ÒÑ´ó·ùÉϵ÷¡£ÔÚ´ó³§»ý¼«Íƶ¯Ï£¬TrendForceÔ¤¹À2026ÄêÈ«ÇòARÑÛ¾µ³ö»õÁ¿Ô¾ÉýÖÁ95Íǫ̀£¬ÄêÔö³¤ÂÊΪ53%¡£MetaµÄ³É¹¦Ò²½«Íƶ¯ÐÐÒµÉú̬¶ÔARÓ²¼þ¹æ¸ñÉý¼¶¡¢ÉAIÓ¦Óò¢ÕûºÏÈí¼þÉú̬£¬TrendForceÔ¤¹À2030ÄêARÑÛ¾µ³ö»õÁ¿½«´ï3211Íǫ̀¡£ÎÒÃÇÈÏΪ¾ß±¸ÏÔʾ¹¦ÄܵÄARÑÛ¾µÈÔÊÇÖÇÄÜÑÛ¾µµÄÀíÏë·½°¸£¬½¨Òé³ÖÐø¹Ø×¢£ºÀ¶Ìعâѧ¡¢Ë®¾§¹âµç¡¢Ë´Óî¹âѧ¿Æ¼¼¡¢ºÀÍþ¼¯ÍÅ¡¢¸è¶û¹É·Ý¡¢Á¢Ñ¶¾«Ãܵȡ£2025ÄêÈ«ÇòTV³ö»õÃæ»ýͬ±ÈÔö³¤1.6%£¬³ö»õƽ¾ù³ß´çͬ±ÈÔö³¤0.5Ó¢´ç¡£¾Ý°Âάî£ÎÖ£¬2025ÄêÈ«ÇòTV³ö»õÁ¿Í¬±ÈÇá΢Ï»¬0.1%ÖÁ2.06ÒŲ́£¬È«ÇòTV³ö»õÃæ»ý1.63ÒÚÆ½·½Ã×£¬Í¬±ÈÔö³¤1.6%£¬³ö»õƽ¾ù³ß´çͬ±ÈÔö³¤0.5Ó¢´çÖÁ53.6Ó¢´ç¡£Ô¤¼Æ2026Ä곬´ó³ß´ç¡¢MiniLED¡¢OLEDµÈTVϸ·ÖÊг¡¹æÄ£³ÊÔö³¤Ç÷ÊÆ¡£ÎÒÃÇÈÏΪ£¬ÔÚ¾­ÀúÁ˳¤Ê±¼ä½×ʳ§ÉÌ´ó¹æÄ£À©ÕÅ¡¢È«Çò²úÒµÖØÐĵļ¸¶È±äǨ֮ºó£¬LCDµÄ¸ßÊÀ´úÑݽøÇ÷ÊÆÍ£ÖÍ¡¢¾ºÕù¸ñ¾ÖÏ´ÅÆ³ä·Ö£¬ÍƼö¾©¶«·½AµÈ¡£Óë´Ëͬʱ£¬LCD²úÒµµÄáÈÆðÔöÇ¿Á˹ú²úµçÊÓÆ·ÅƼ°ODMµÄ³ö
¡¡¡¡º£¾ºÕùÁ¦£¬ÍƼö¿µ¹Ú¿Æ¼¼¡¢´«Òô¿Ø¹ÉµÈ¡£
¡¡¡¡ÖصãͶ×Ê×éºÏ
¡¡¡¡Ïû·Ñµç×Ó£º¹¤Òµ¸»Áª¡¢À¶Ë¼¿Æ¼¼¡¢Ð¡Ã×¼¯ÍÅ¡¢À¶Ìعâѧ¡¢Ë´Óî¹âѧ¿Æ¼¼¡¢»¦µç¹É·Ý¡¢Á¢Ñ¶¾«ÃÜ¡¢Åô¶¦¿Ø¹É¡¢Ë®¾§¹âµç¡¢ÊÀ»ª¿Æ¼¼¡¢¶«É½¾«ÃÜ¡¢µçÁ¬¼¼Êõ¡¢º£¿µÍþÊÓ¡¢´«Òô¿Ø¹É¡¢¿µ¹Ú¿Æ¼¼¡¢ÊÓÔ´¹É·Ý¡¢ÊÀÔ˵ç·¡¢¾©¶«·½A¡¢¾°Íúµç×Ó¡¢ÓÀйâѧ
¡¡¡¡°ëµ¼Ì壺ÖÐо¹ú¼Ê¡¢°¿½Ý¿Æ¼¼¡¢µÂÃ÷Àû¡¢»ªºç°ëµ¼Ìå¡¢½Ü»ªÌØ¡¢ºãÐþ¿Æ¼¼¡¢À½Æð¿Æ¼¼¡¢ÀÖöοƼ¼¡¢³¤µç¿Æ¼¼¡¢Ê¥°î¹É·Ý¡¢Î°²â¿Æ¼¼¡¢ºÀÍþ¼¯ÍÅ¡¢Í¨¸»Î¢µç¡¢Ð½àÄÜ¡¢¾§³¿¹É·Ý¡¢ÁúоÖпơ¢°Ûά´æ´¢¡¢°¬Îªµç×Ó¡¢¾§·áÃ÷Ô´¡¢½­²¨Áú¡¢Ñï½Ü¿Æ¼¼¡¢Ë¹´ï°ëµ¼¡¢±±¾©¾ýÕý¡¢Ð¾Åó΢¡¢Ë¼ÈðÆÖ¡¢×¿Ê¤Î¢¡¢µÛ°Â΢¡¢¶«Î¢°ëµ¼¡¢Ê¿À¼Î¢¡¢»ªÈó΢¡¢ÌìÔÀÏȽø¡¢ÄÉо΢
¡¡¡¡É豸¼°²ÄÁÏ£º±±·½»ª´´¡¢ÖÐ΢¹«Ë¾¡¢¶¦Áú¹É·Ý¡¢Íؾ£¿Æ¼¼¡¢Á¢°ºÎ¢¡¢»¦¹è²úÒµ
¡¡¡¡±»¶¯Ôª¼þ£º½­º£¹É·Ý¡¢Ë³Âçµç×Ó¡¢·ç»ª¸ß¿Æ¡¢Èý»·¼¯ÍÅ¡¢½àÃÀ¿Æ¼¼
¡¡¡¡·çÏÕÌáʾ£ºÏÂÓÎÐèÇó²»¼°Ô¤ÆÚ£»²úÒµ·¢Õ¹²»¼°Ô¤ÆÚ£»ÐÐÒµ¾ºÕù¼Ó¾ç¡£(¹úÐÅ֤ȯ ºú½£,ºú»Û,Ò¶×Ó,Õ²ä¯Ñó,ÕÅ´óΪ,ÀîÊéÓ±,Á¬ÐÀÈ»)

¡¾2026-02-04¡¿
³¤µç¿Æ¼¼£º2ÔÂ3ÈÕ»ñÈÚ×ÊÂòÈë2.08ÒÚÔª 
¡¾³ö´¦¡¿Í¬»¨Ë³iNews¡¾×÷Õß¡¿Á½ÈÚÑо¿
ͬ»¨Ë³Êý¾ÝÖÐÐÄÏÔʾ£¬³¤µç¿Æ¼¼2ÔÂ3ÈÕ»ñÈÚ×ÊÂòÈë2.08ÒÚÔª£¬¸Ã¹Éµ±Ç°ÈÚ×ÊÓà¶î34.51ÒÚÔª£¬Õ¼Á÷ͨÊÐÖµµÄ4.04%£¬³¬¹ýÀúÊ·90%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚ×ÊÂòÈë¶îÈÚ×ʳ¥»¹¶îÈÚ×ÊÓà¶î2026-02-03207820524.00353309044.003450783428.002026-02-02365714621.00386997661.003596271947.002026-01-30388938546.00454135409.003617554989.002026-01-29418813352.00484700083.003682751852.002026-01-28674609063.00651189464.003748638583.00ÈÚȯ·½Ã棬³¤µç¿Æ¼¼2ÔÂ3ÈÕÈÚȯ³¥»¹1.12Íò¹É£¬ÈÚȯÂô³ö9000¹É£¬°´µ±ÈÕÊÕÅ̼ۼÆË㣬Âô³ö½ð¶î42.92ÍòÔª£¬Õ¼µ±ÈÕÁ÷³ö½ð¶îµÄ0.03%£¬ÈÚȯÓà¶î747.30Íò£¬³¬¹ýÀúÊ·60%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚȯÂô³ö¶îÈÚȯ³¥»¹¶îÈÚȯÓà¶î2026-02-03429210.00534128.007473023.002026-02-02750708.00797048.007363426.002026-01-30430476.00326568.007911852.002026-01-29225308.00788578.007729044.002026-01-282127125.00735735.008473465.00×ÛÉÏ£¬³¤µç¿Æ¼¼µ±Ç°Á½ÈÚÓà¶î34.58ÒÚÔª£¬½Ï×òÈÕÏ»¬4.03%£¬Á½ÈÚÓà¶î³¬¹ýÀúÊ·70%·Öλˮƽ¡£½»Ò×ÈÕÆÚ֤ȯ¼ò³ÆÈÚ×ÊÈÚȯ±ä¶¯ÈÚ×ÊÈÚȯÓà¶î2026-02-03³¤µç¿Æ¼¼-145378922.003458256451.002026-02-02³¤µç¿Æ¼¼-21831468.003603635373.002026-01-30³¤µç¿Æ¼¼-65014055.003625466841.002026-01-29³¤µç¿Æ¼¼-66631152.003690480896.002026-01-28³¤µç¿Æ¼¼25072764.003757112048.00˵Ã÷1£ºÈÚ×ÊÓà¶îÈô³¤ÆÚÔö¼Óʱ±íʾͶ×ÊÕßÐÄ̬ƫÏòÂò·½£¬Êг¡ÈËÆøÍúÊ¢ÊôÇ¿ÊÆÊг¡£¬·´Ö®ÔòÊôÈõÊÆÊг¡¡£ËµÃ÷2£ºÂòÈë½ð¶î=Ö÷¶¯ÂòÈëÌØ´óµ¥½ð¶î+Ö÷¶¯ÂòÈë´óµ¥½ð¶î+Ö÷¶¯ÂòÈëÖе¥½ð¶î+Ö÷¶¯ÂòÈëСµ¥½ð¶î¡£ ¸ü¶àÁ½ÊÐÈÚ×ÊÈÚȯÇë²é¿´ÈÚ×ÊÈÚȯ¹¦ÄÜ>>

¡¾2026-01-31¡¿
³¤µç¿Æ¼¼£º1ÔÂ30ÈÕ»ñÈÚ×ÊÂòÈë3.89ÒÚÔª 
¡¾³ö´¦¡¿Í¬»¨Ë³iNews¡¾×÷Õß¡¿Á½ÈÚÑо¿
ͬ»¨Ë³Êý¾ÝÖÐÐÄÏÔʾ£¬³¤µç¿Æ¼¼1ÔÂ30ÈÕ»ñÈÚ×ÊÂòÈë3.89ÒÚÔª£¬¸Ã¹Éµ±Ç°ÈÚ×ÊÓà¶î36.18ÒÚÔª£¬Õ¼Á÷ͨÊÐÖµµÄ4.09%£¬³¬¹ýÀúÊ·90%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚ×ÊÂòÈë¶îÈÚ×ʳ¥»¹¶îÈÚ×ÊÓà¶î2026-01-30388938546.00454135409.003617554989.002026-01-29418813352.00484700083.003682751852.002026-01-28674609063.00651189464.003748638583.002026-01-27530233638.00467443568.003725218984.002026-01-26399425483.00632341720.003662428915.00ÈÚȯ·½Ã棬³¤µç¿Æ¼¼1ÔÂ30ÈÕÈÚȯ³¥»¹6600¹É£¬ÈÚȯÂô³ö8700¹É£¬°´µ±ÈÕÊÕÅ̼ۼÆË㣬Âô³ö½ð¶î43.05ÍòÔª£¬Õ¼µ±ÈÕÁ÷³ö½ð¶îµÄ0.02%£¬ÈÚȯÓà¶î791.19Íò£¬³¬¹ýÀúÊ·60%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚȯÂô³ö¶îÈÚȯ³¥»¹¶îÈÚȯÓà¶î2026-01-30430476.00326568.007911852.002026-01-29225308.00788578.007729044.002026-01-282127125.00735735.008473465.002026-01-27915800.001590600.006820300.002026-01-26151392.001102323.007356705.00×ÛÉÏ£¬³¤µç¿Æ¼¼µ±Ç°Á½ÈÚÓà¶î36.25ÒÚÔª£¬½Ï×òÈÕÏ»¬1.76%£¬Á½ÈÚÓà¶î³¬¹ýÀúÊ·70%·Öλˮƽ¡£½»Ò×ÈÕÆÚ֤ȯ¼ò³ÆÈÚ×ÊÈÚȯ±ä¶¯ÈÚ×ÊÈÚȯÓà¶î2026-01-30³¤µç¿Æ¼¼-65014055.003625466841.002026-01-29³¤µç¿Æ¼¼-66631152.003690480896.002026-01-28³¤µç¿Æ¼¼25072764.003757112048.002026-01-27³¤µç¿Æ¼¼62253664.003732039284.002026-01-26³¤µç¿Æ¼¼-234167444.003669785620.00˵Ã÷1£ºÈÚ×ÊÓà¶îÈô³¤ÆÚÔö¼Óʱ±íʾͶ×ÊÕßÐÄ̬ƫÏòÂò·½£¬Êг¡ÈËÆøÍúÊ¢ÊôÇ¿ÊÆÊг¡£¬·´Ö®ÔòÊôÈõÊÆÊг¡¡£ËµÃ÷2£ºÂòÈë½ð¶î=Ö÷¶¯ÂòÈëÌØ´óµ¥½ð¶î+Ö÷¶¯ÂòÈë´óµ¥½ð¶î+Ö÷¶¯ÂòÈëÖе¥½ð¶î+Ö÷¶¯ÂòÈëСµ¥½ð¶î¡£ ¸ü¶àÁ½ÊÐÈÚ×ÊÈÚȯÇë²é¿´ÈÚ×ÊÈÚȯ¹¦ÄÜ>>

¡¾2026-01-30¡¿
³¤µç¿Æ¼¼£º1ÔÂ29ÈÕ»ñÈÚ×ÊÂòÈë4.19ÒÚÔª 
¡¾³ö´¦¡¿Í¬»¨Ë³iNews¡¾×÷Õß¡¿Á½ÈÚÑо¿
ͬ»¨Ë³Êý¾ÝÖÐÐÄÏÔʾ£¬³¤µç¿Æ¼¼1ÔÂ29ÈÕ»ñÈÚ×ÊÂòÈë4.19ÒÚÔª£¬¸Ã¹Éµ±Ç°ÈÚ×ÊÓà¶î36.83ÒÚÔª£¬Õ¼Á÷ͨÊÐÖµµÄ4.20%£¬½»Ò×ÈÕÆÚÈÚ×ÊÂòÈë¶îÈÚ×ʳ¥»¹¶îÈÚ×ÊÓà¶î2026-01-29418813352.00484700083.003682751852.002026-01-28674609063.00651189464.003748638583.002026-01-27530233638.00467443568.003725218984.002026-01-26399425483.00632341720.003662428915.002026-01-23624543792.00915753687.003895345152.00ÈÚȯ·½Ã棬³¤µç¿Æ¼¼1ÔÂ29ÈÕÈÚȯ³¥»¹1.61Íò¹É£¬ÈÚȯÂô³ö4600¹É£¬°´µ±ÈÕÊÕÅ̼ۼÆË㣬Âô³ö½ð¶î22.53ÍòÔª£¬ÈÚȯÓà¶î772.90Íò£¬³¬¹ýÀúÊ·60%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚȯÂô³ö¶îÈÚȯ³¥»¹¶îÈÚȯÓà¶î2026-01-29225308.00788578.007729044.002026-01-282127125.00735735.008473465.002026-01-27915800.001590600.006820300.002026-01-26151392.001102323.007356705.002026-01-23583338.001093146.008607912.00×ÛÉÏ£¬³¤µç¿Æ¼¼µ±Ç°Á½ÈÚÓà¶î36.90ÒÚÔª£¬½Ï×òÈÕÏ»¬1.77%£¬Á½ÈÚÓà¶î³¬¹ýÀúÊ·70%·Öλˮƽ¡£½»Ò×ÈÕÆÚ֤ȯ¼ò³ÆÈÚ×ÊÈÚȯ±ä¶¯ÈÚ×ÊÈÚȯÓà¶î2026-01-29³¤µç¿Æ¼¼-66631152.003690480896.002026-01-28³¤µç¿Æ¼¼25072764.003757112048.002026-01-27³¤µç¿Æ¼¼62253664.003732039284.002026-01-26³¤µç¿Æ¼¼-234167444.003669785620.002026-01-23³¤µç¿Æ¼¼-291790382.003903953064.00˵Ã÷1£ºÈÚ×ÊÓà¶îÈô³¤ÆÚÔö¼Óʱ±íʾͶ×ÊÕßÐÄ̬ƫÏòÂò·½£¬Êг¡ÈËÆøÍúÊ¢ÊôÇ¿ÊÆÊг¡£¬·´Ö®ÔòÊôÈõÊÆÊг¡¡£ËµÃ÷2£ºÂòÈë½ð¶î=Ö÷¶¯ÂòÈëÌØ´óµ¥½ð¶î+Ö÷¶¯ÂòÈë´óµ¥½ð¶î+Ö÷¶¯ÂòÈëÖе¥½ð¶î+Ö÷¶¯ÂòÈëСµ¥½ð¶î¡£ ¸ü¶àÁ½ÊÐÈÚ×ÊÈÚȯÇë²é¿´ÈÚ×ÊÈÚȯ¹¦ÄÜ>>

¡¾2026-01-29¡¿
ÔÆ¼ÆËã¸ÅÄÄê¡°ÁúÂí¾«Éñ¡±£¬Ïà¹Ø²úÆ·¼Û¸ñ¡°ÂíÉÏÕǼۡ± 
¡¾³ö´¦¡¿Ñï×ÓÍí±¨Íø

¡¡¡¡Ñï×ÓÍí±¨Íø1ÔÂ29ÈÕѶ£¨¼ÇÕß ·¶ÏþÁÖ ±¡ÔƷ壩ÂíÄ꽫ÖÁ£¬ÔƼÆËã¸ÅÄîÆóÒµÏà¹Ø²úÆ·¡°ÂíÉÏÕǼۡ±¡£ÕâԤʾ׎üÆÚ¿Æ¼¼ÁìÓòÒÑÏÆÆðÕǼ۳±¡£
¡¡¡¡ÖÐ΢°ëµ¼1ÔÂ27ÈÕ·¢²¼ÕǼÛ֪ͨº¯³Æ£¬¼øÓÚµ±Ç°ÑϾþµÄ¹©ÐèÐÎÊÆÒÔ¼°¾Þ´óµÄ³É±¾Ñ¹Á¦£¬¾­¹ýÉ÷ÖØÑо¿£¬¾ö¶¨ÓÚ¼´ÈÕÆð¶ÔMCU¡¢Nor flashµÈ²úÆ·½øÐм۸ñµ÷Õû£¬ÕǼ۷ù¶È15%~50%¡£
¡¡¡¡Å·ÆÕÌ©¹ÉƱ½»Ò×Òì³£²¨¶¯¹«¸æ¡£
¡¡¡¡ÁíÍ⣬¹ú¿ÆÎ¢½üÈÕÒ²Ðû²¼²úÆ·È«ÃæÕǼۣ¬×î¸ßÕÇ·ù80%¡£ÔÚ´ËÏûÏ¢Ó°ÏìÏ£¬1ÔÂ28ÈÕÉÏÎçÖÐ΢°ëµ¼Ò»¶È´¥¼°¡°20cm¡±ÕÇÍ££¬¹ú¿ÆÎ¢ÅÌÖÐÕǽü4%¡£
¡¡¡¡½øÈë2026Ä꣬´æ´¢¡¢·â²â¡¢MLCCµÈ¾ù³öÏÖÕǼÛÏûÏ¢£¬Ïà¹Ø¹«Ë¾¹É¼ÛÒ²´ó·ùÉÏÕÇ¡£±ÈÈç´æ´¢ÁìÓòµÄ°Ûά´æ´¢¡¢½­²¨ÁúµÈ¹É¼Û½üÆÚ¾ù´´³öÀúʷиߣ»·â²â°å¿éµÄ³¤µç¿Æ¼¼¡¢Í¨¸»Î¢µçҲˢÐÂÁËÀúÊ·¸ßµã£¬MLCCµÄ·ç»ª¸ß¿Æ¡¢Èý»·¼¯Íŵȸö¹ÉÕÇÊÆÃ÷ÏÔ¡£
¡¡¡¡´Ó¹ú¼ÊÊг¡¿´£¬È«ÇòÁ½´ó¾ÞÍ·½üÆÚ¾ù·¢²¼ÕǼÛÏûÏ¢¡£
¡¡¡¡µ±µØÊ±¼ä1ÔÂ27ÈÕ£¬¹È¸èÔÆÕýʽ¹ÙÐûÕǼۣ¬×Ô2026Äê5ÔÂ1ÈÕÆð£¬¶ÔGoogle Cloud¡¢CDN Interconnect¡¢PeeringÒÔ¼°AIÓë¼ÆËã»ù´¡ÉèÊ©·þÎñ½øÐм۸ñµ÷Õû¡£¾ÝȨÍþ»ú¹¹×îÐÂÊý¾Ý£¬2025ÄêµÚÈý¼¾¶È¹È¸èÔÆ£¨Google Cloud£©ÔÚÈ«ÇòÔÆ»ù´¡ÉèÊ©Êг¡µÄ·Ý¶îÒÑÌáÉýÖÁ13%£¬ÎȾÓÈ«ÇòµÚÈý´óÔÆ·þÎñÌṩÉÌ¡£
¡¡¡¡¶ø¾ÍÔÚ¼¸Ììǰ£¬ÔƼÆËãÈ«ÇòÁúÍ·¡¢Êг¡·Ý¶î³¬¹ý30%µÄÑÇÂíÑ·ÔÆ¿Æ¼¼£¨AWS£©Éϵ÷ÆäEC2»úÆ÷ѧϰÈÝÁ¿¿é£¨Capacity Blocks for ML£©¼Û¸ñÔ¼15%¡£
¡¡¡¡ÒµÄÚÈËÊ¿±íʾ£¬°éËæÈ˹¤ÖÇÄÜTokensÐèÇó¿ìËÙÌáÉý£¬ÕǼÛÇ÷ÊÆ´ÓÉÏÓÎÖð²½´«µ¼µ½CPU¼°ÔÆ·þÎñ£¬È«ÇòÔÆ¼ÆËãÁúÍ·AWSÂÊÏÈ¿ªÆôÌá¼Û´òÆÆÐÐÒµ¹ßÀý£¬ÔƼÆËã¼°ÅäÌ×·þÎñ³§ÉÌÓÐÍûÓ­À´¹ÀÖµÖØ¹¹¡£
¡¡¡¡±¾´ÎÕǼ۱ê־׎ü¶þÊ®ÄêÀ´ÔÆ·þÎñ¼Û¸ñÖ»½µ²»ÉýµÄÐÐÒµ¹ßÀý±»³¹µ×´òÆÆ£¬Ò»µ©ÔÆ·þÎñÉÌÔÚijһ·þÎñÉϳɹ¦Ìá¼Û¶øÎ´ÒýÆð´ó¹æÄ£¿Í»§Á÷ʧ£¬µÚ¶þ´Î¡¢µÚÈý´ÎÕǼ۾ͻá±äµÃ¸üÈÝÒס£
¡¡¡¡´Ó1ÔÂÒÔÀ´±íÏÖÀ´¿´£¬½ØÖÁ1ÔÂ27ÈÕÊÕÅÌ£¬×¿Ò×ÐÅÏ¢Õdz¬110%£¬Å·ÆÕÌ©¡¢çöÉý¿Æ¼¼¡¢ÉîÐÅ·þ¡¢STÈüΪµÈÕÇÓâ50%£¬´óλ¿Æ¼¼¡¢*ST»ã¿Æ¡¢À½Æð¿Æ¼¼¡¢Ô¶¶«¹É·ÝµÈÕÇÓâ40%¡£ÆäÖÐÅ·ÆÕÌ©ÒÑÓÚ27ÈÕ·¢²¼¹ÉƱ½»Ò×Òì³£²¨¶¯¹«¸æ¡£
¡¡¡¡´Ó³É³¤ÐÔÀ´¿´£¬¸ù¾Ý»ú¹¹Ò»ÖÂÔ¤²â£¬3¼Ò¼°ÒÔÉÏ»ú¹¹ÆÀ¼¶µÄÔÆ¼ÆËã¸ÅÄî¹ÉÖУ¬ÌÞ³ý2025ÄêÔ¤¿÷ÒÔ¼°»ú¹¹Ò»ÖÂÔ¤²â2025Äê¿÷ËðµÄ¹«Ë¾ºó£¬ÓÐ33Ö»¸ö¹É½ñÃ÷Á½Äê¾»ÀûÔöËÙ¾ù³¬20%¡£ÆäÖУ¬¸ßΰ´ï¡¢ÆôÃ÷Ðdz½¡¢È󽨹ɷݡ¢Ê¯»ùÐÅÏ¢¡¢×¿Ò×ÐÅÏ¢µÈ¸ö¹É»ú¹¹Ò»ÖÂÔ¤²â½ñÃ÷Á½Äê¾»ÀûÔöËÙ¾ù³¬50%¡£

¡¾2026-01-29¡¿
³¤µç¿Æ¼¼£º1ÔÂ28ÈÕ»ñÈÚ×ÊÂòÈë6.75ÒÚÔª 
¡¾³ö´¦¡¿Í¬»¨Ë³iNews¡¾×÷Õß¡¿Á½ÈÚÑо¿
ͬ»¨Ë³Êý¾ÝÖÐÐÄÏÔʾ£¬³¤µç¿Æ¼¼1ÔÂ28ÈÕ»ñÈÚ×ÊÂòÈë6.75ÒÚÔª£¬¸Ã¹Éµ±Ç°ÈÚ×ÊÓà¶î37.49ÒÚÔª£¬Õ¼Á÷ͨÊÐÖµµÄ4.19%£¬³¬¹ýÀúÊ·90%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚ×ÊÂòÈë¶îÈÚ×ʳ¥»¹¶îÈÚ×ÊÓà¶î2026-01-28674609063.00651189464.003748638583.002026-01-27530233638.00467443568.003725218984.002026-01-26399425483.00632341720.003662428915.002026-01-23624543792.00915753687.003895345152.002026-01-221269023666.001043874228.004186555046.00ÈÚȯ·½Ã棬³¤µç¿Æ¼¼1ÔÂ28ÈÕÈÚȯ³¥»¹1.47Íò¹É£¬ÈÚȯÂô³ö4.25Íò¹É£¬°´µ±ÈÕÊÕÅ̼ۼÆË㣬Âô³ö½ð¶î212.71ÍòÔª£¬Õ¼µ±ÈÕÁ÷³ö½ð¶îµÄ0.06%£¬ÈÚȯÓà¶î847.35Íò£¬³¬¹ýÀúÊ·60%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚȯÂô³ö¶îÈÚȯ³¥»¹¶îÈÚȯÓà¶î2026-01-282127125.00735735.008473465.002026-01-27915800.001590600.006820300.002026-01-26151392.001102323.007356705.002026-01-23583338.001093146.008607912.002026-01-22795340.001892020.009188400.00×ÛÉÏ£¬³¤µç¿Æ¼¼µ±Ç°Á½ÈÚÓà¶î37.57ÒÚÔª£¬½Ï×òÈÕÉÏÉý0.67%£¬Á½ÈÚÓà¶î³¬¹ýÀúÊ·70%·Öλˮƽ¡£½»Ò×ÈÕÆÚ֤ȯ¼ò³ÆÈÚ×ÊÈÚȯ±ä¶¯ÈÚ×ÊÈÚȯÓà¶î2026-01-28³¤µç¿Æ¼¼25072764.003757112048.002026-01-27³¤µç¿Æ¼¼62253664.003732039284.002026-01-26³¤µç¿Æ¼¼-234167444.003669785620.002026-01-23³¤µç¿Æ¼¼-291790382.003903953064.002026-01-22³¤µç¿Æ¼¼233509769.004195743446.00˵Ã÷1£ºÈÚ×ÊÓà¶îÈô³¤ÆÚÔö¼Óʱ±íʾͶ×ÊÕßÐÄ̬ƫÏòÂò·½£¬Êг¡ÈËÆøÍúÊ¢ÊôÇ¿ÊÆÊг¡£¬·´Ö®ÔòÊôÈõÊÆÊг¡¡£ËµÃ÷2£ºÂòÈë½ð¶î=Ö÷¶¯ÂòÈëÌØ´óµ¥½ð¶î+Ö÷¶¯ÂòÈë´óµ¥½ð¶î+Ö÷¶¯ÂòÈëÖе¥½ð¶î+Ö÷¶¯ÂòÈëСµ¥½ð¶î¡£ ¸ü¶àÁ½ÊÐÈÚ×ÊÈÚȯÇë²é¿´ÈÚ×ÊÈÚȯ¹¦ÄÜ>>

¡¾2026-01-28¡¿
¸ÅÄîϸ·Ö|ÏȽø·â×°ÐÂÔöÏȽø·â×°É豸¡¢ÏȽø·â×°²ÄÁÏϸ·Ö·½Ïò 
¡¾³ö´¦¡¿Í¬»¨Ë³iNews¡¾×÷Õß¡¿¸ÅÄî֪ͨ
¡¾¸ÅÄîϸ·Ö¡¿ÏȽø·â×°ÐÂÔöÏȽø·â×°É豸¡¢ÏȽø·â×°²ÄÁÏϸ·Ö·½Ïò¡£ÏȽø·â×°É豸£ºÏȽø·â×°É豸ÊÇÖ§³Å 2.5D/3D¡¢CoWoS¡¢Chiplet µÈ¼¼ÊõÂ䵨µÄºËÐÄ£¬°´¹¤ÒÕ»·½Ú¿É·ÖΪǰµÀ / ÖжκËÐÄÉ豸¡¢¼üºÏ / »¥ÁªÉ豸¡¢Æ½Ì¹»¯ / ¼õ±¡É豸¡¢¼ì²â / ²âÊÔÉ豸¼°¸¨Öú¹¤ÒÕÉ豸£¬2025-2026 Äê¹úÄÚÔÚ²¿·ÖÁìÓòʵÏÖÍ»ÆÆ³É·Ö¹ÉÈçÏ£º¹ÉƱÃû³Æ¹ØÁªÀíÓɳ¤µç¿Æ¼¼(600584)2021Ä걨ÏÔʾ¹«Ë¾¾ßÓи߼¯³É¶ÈµÄ¾§Ô²¼¶WLP¡¢2.5D/3D¡¢ÏµÍ³¼¶(SiP)·â×°¼¼ÊõºÍ¸ßÐÔÄܵÄFlip ChipºÍÒýÏß»¥Áª·â×°¼¼Êõ¡£Èü΢µç×Ó(300456)¹«Ë¾ÊÇÒµ½ç×îÔç³É¹¦¿ª·¢ÊÊÓÚ¹æÄ£»¯Á¿²úµÄ³ÉÌ×TSVÖÆÔ칤ÒÕ¼¼ÊõµÄ¹«Ë¾£¬TSV£¨¹èͨ¿×£©¼¼ÊõÊÇʵÏÖÈýάϵͳ¼¯³ÉËù±ØÐëµÄÊ×Òª¹¤ÒÕ¡£¹«Ë¾ÓµÓÐĿǰҵ½çÁìÏȵÄTSV¾øÔµ²ã¹¤ÒÕºÍÖÆÔìÆ½Ì¨£¬ÒÑÑз¢³ö°üÀ¨Éî·´Ó¦Àë×Ó¿ÌÊ´µÈÔÚÄÚµÄ100ÓàÏîMEMSºËÐĹú¼ÊרÀû£¬Ïà¹Ø×¨Àû¼¼Êõ¿ÉÒÔÍÆ¹ãÒÆÖ²ÖÁ2.5DºÍ3D¾§Ô²¼¶ÏȽø¼¯³É·âװƽ̨£¬¿ÉÒÔΪʵÏÖ¹¦ÄÜ»¯¾§Ô²¼¶·â×°ºÍÈýά¼¯³ÉÌṩ±£ÕÏ¡£ÖÁ´¿¿Æ¼¼(603690)2025Äê10ÔÂ20ÈÕ»¥¶¯Ò×£¬¹«Ë¾Ö÷ÒªÎ§ÈÆ¼¯³Éµç·¾§Ô²ÖÆÔìºÍÏȽø·â×°ÁìÓòΪ¿Í»§Ìá¹©ÖÆ³ÌÉ豸¡¢¸ß´¿¹¤ÒÕÉ豸ºÍϵͳ£¬ÒÔ¼°Ïà¹ØµÄµç×Ó²ÄÁϺÍרҵ·þÎñ¡£´ó×弤¹â(002008)¹«Ë¾½ñÄê³ÉÁ¢µÄ°ëµ¼Ì幫˾Ñз¢µÄÏȽø·â×°É豸½øÕ¹ÈçºÎ£¿¹«Ë¾Éæ¼°µ½ÏȽø·â×°µÄÓ¦ÓÃÓÐÄÄЩ£¿Éæ¼°µ½µÄ°ëµ¼ÌåÏȽø·â×°µÄDZÔÚÏÂÓοͻ§ÓÐÄÄЩ£¿|×ð¾´µÄͶ×ÊÕߣ¬ÄúºÃ£¡¹«Ë¾ÔÚ·â×°ÁìÓòµÄÖ÷Òª²úÆ·°üÀ¨¹Ì¾§¡¢º¸Ïß¡¢·ÖÑ¡/·Ö¹â¡¢±à´øµÈרÓÃÉ豸£¬¸²¸ÇÁ˹̾§¡¢º¸Ïß¡¢·ÖÑ¡¡¢×°´øµÈ·â×°ºËÐÄÖÆ³Ì£¬Ð»Ð»¡£¾§Ê¢»úµç(300316)2024Äê7ÔÂ10ÈÕ»¥¶¯Ò×£ºÔÚÏȽø·â×°ÁìÓò£¬¹«Ë¾Ñз¢Á˶à¿îÓ¦ÓÃÓÚÏȽø·â×°µÄ¾§Ô²¼õ±¡É豸£¬°üÀ¨12Ó¢´çÈýÖá¼õ±¡Å×¹â»ú¡¢12Ó¢´ç¼õ±¡Å×¹âÇåÏ´Ò»Ìå»úµÈ²úÆ·¡£ÏȽø·â×°²ÄÁÏ£ºÏȽø·â×°²ÄÁÏÊǾö¶¨·â×°Ãܶȡ¢ÐÔÄÜÓëÁ¼ÂʵĺËÐÄ»ù´¡£¬°´¹¦ÄܿɷÖΪ·â×°»ù°å¡¢¼üºÏ / »¥Áª²ÄÁÏ¡¢·â×°Ê÷Ö¬¡¢ÏȽø¹¤ÒպIJļ°¸¨Öú²ÄÁÏÎå´óÀà³É·Ö¹ÉÈçÏ£º¹ÉƱÃû³Æ¹ØÁªÀíÓÉ»ªÌì¿Æ¼¼(002185)Áìµ¼ºÃ£¬ÇëÎʹó˾¶Ôlow°¢¶û·¨Ñõ»¯ÂÁÓÃ×÷оƬ·â×°²ÄÁÏÓкο´·¨£¬ÎÒÃÇÓпªÊ¼Ê¹ÓÃÂð£¬ÈôûÓÐÊǺÎÖÖÔ­ÒòÄØ£¬Ô¤¼ÆÕâÖÖ²ÄÁÏ»á³ÉΪδÀ´Ö÷Á÷Âð£¿|¹«Ë¾ÒѾ­Ê¹ÓøÃÖÖ·â×°²ÄÁÏ¡£Ð»Ð»£¡¿µÇ¿µç×Ó(002119)2022ÄêÄ걨£º¹«Ë¾µÄ¼«´ó¹æÄ£¼¯³Éµç·ÏȽø·â×°ÓÃÒýÏß¿ò¼Ü¼°¹Ø¼ü×°±¸Ñз¢ÏîÄ¿ÒÑÌṩ¸ø·â×°Óû§½øÐпɿ¿ÐÔÊÔÑé¡£ÏîÄ¿Íê³Éºó½«½¨³ÉÒ»ÌõÄê²ú100ÒÚÖ»¸ß¾«ÃÜPRPÊ´¿ÌÒýÏß¿ò¼ÜµÄÉú²úÏߣ¬²úÆ·¼¼Êõˮƽ´ïµ½¹ú¼ÊÏȽø£¬ÓÃÓÚ¼«´ó¹æÄ£¼¯³Éµç··â×°£¬Ìæ´ú½ø¿Ú£¬Ïû³ý¶Ï¹©·çÏÕ£¬ÔÚÏîÄ¿ÑéÊÕʱÐÂÔöÏúÊ۶¹ý5000ÍòÔª¡£Ä¿Ç°¹úÄڸ߶ËÒýÏß¿ò¼Ü»¹Ö÷ÒªÒÀÀµ½ø¿Ú£¬ÆäÖÐϸ¼ä¾à¡¢¶àÒý½Å²úÆ·½ø¿Ú±ÈÀý´ï90%£¬×î¸ß¶ËµÄ¹â×è·ÆÁÖͼÐÎµç¶Æ£¨PRP£©ÒýÏß¿ò¼Ü¹úÄÚ¼¸ºõÍêÈ«½ø¿Ú£¬²úÒµ·¢Õ¹ÊÜÖÆÓÚÈË¡£PRPÒýÏß¿ò¼ÜµÄÑз¢£¬ÓÃÓÚ¼«´ó¹æÄ£¼¯³Éµç··â×°£¬Ìæ´ú½ø¿Ú£¬À©´ó¹úÄÚÍâÊг¡£¬Ìá¸ßÆóÒµ¾ºÕùÁ¦¡£ÈüÎé¼¼Êõ(603212)2024Äê1ÔÂ29ÈÕ»¥¶¯Ò׻ظ´£º¹«Ë¾°ëµ¼Ìå¸ß·Ö×Ó²ÄÁÏÖ÷Òª°üÀ¨¾§Ô²¼Ó¹¤¹ý³Ì²ÄÁϺͰ뵼Ìå·â×°ÖÆ³Ì²ÄÁÏ£¬Ö÷Òª²úÆ·°üÀ¨CMPÑÐÄ¥¹Ì¶¨½ºÕ³²ÄÁÏ¡¢±¡Æ¬¾§Ô²ÑÐÄ¥¼õ±¡½º´ø¡¢¾§Ô²»®Æ¬UV¼õճĤµÈ¡£ÆäÖÐÓÃÓÚÏȽø·â×°µÄ²ÄÁÏÓÐFlipchip BumpingÓÃÑÐÄ¥½º´øµÈ¡£Éî¿Æ¼¼(000021)ΪоƬ·â×°ÖÐEMC¸ßµ¼ÈȲÄÁÏÑ¡ÐÍ£¬Íƶ¯¹ú²ú²ÄÁÏÌæ´úÓëµ¼È룬½¨Á¢ÆÀ¹ÀÌåϵºÍ±ê×¼£¬½¨Á¢¹«Ë¾·â×°Éè¼ÆµÄºËÐľºÕùÁ¦½­»¯Î¢(603078)2022ÄêÄ걨£º¹«Ë¾ G3 µÈ¼¶ÁòËá¡¢¹ýÑõ»¯Çâ¡¢Òì±û´¼¡¢µÍÕÅÁ¦¶þÑõ»¯¹èÊ´¿ÌÒº¡¢îÑÊ´¿ÌÒº³É¹¦½øÈë¹úÄÚ 6 ´ç¾§Ô²¡¢ 8 ´çÏȽø·âװ͹¿éоƬÉú²úÏߣ¬ÊµÏÖ½ø¿ÚÌæ´ú¡£µã»÷½øÈëÏȽø·â×°£¨886009£©²é¿´¸ü¶àϸ·Ö¡£

¡¾2026-01-28¡¿
6G²¼¾Ö»ñÕþ²ßÖ§³Ö£¬5G50ETFÕÇ1.19% 
¡¾³ö´¦¡¿²ÆÎÅ

¡¡¡¡1ÔÂ28ÈÕÎçÅÌ£¬ÉÏÖ¤Ö¸ÊýÕÇ0.49%£¬ÉîÖ¤³ÉÖ¸ÕÇ0.09%£¬´´Òµ°åÖ¸µø0.37%¡£¹ó½ðÊô¡¢ÓÍÆø¿ª²É¼°·þÎñ¡¢»Æ½ð¸ÅÄîµÈ°å¿éÕÇ·ù¾Óǰ¡£
¡¡¡¡ETF·½Ã棬5G50ETF£¨159811£©ÕÇ1.19%£¬³É·Ö¹ÉӢά¿Ë£¨002837.SZ£©¡¢Õ×Ò×´´Ð£¨603986.SH£©¡¢ºàͨ¹âµç£¨600487.SH£©Õdz¬5%£¬ÎÅÌ©¿Æ¼¼£¨600745.SH£©¡¢³¤µç¿Æ¼¼£¨600584.SH£©¡¢ÉúÒæ¿Æ¼¼£¨600183.SH£©¡¢Èý»·¼¯ÍÅ£¨300408.SZ£©¡¢ÖÐÌì¿Æ¼¼£¨600522.SH£©¡¢ÖйúµçÐÅ£¨601728.SH£©¡¢Îâͨ¿Ø¹É£¨300292.SZ£©µÈÉÏÕÇ¡£
¡¡¡¡ÏûÏ¢ÃæÉÏ£¬½üÈÕÄϾ©ÊÐÈËÃñÕþ¸®Ó¡·¢£¬ÆäÖÐÌá³ö¼Ó¿ìδÀ´²úÒµ²¼¾Ö½¨É裬¾Û½¹µÚÁù´úÐÅϢͨÐŵÈδÀ´²úÒµÐÂÈüµÀ£¬½¨Á¢¹ú¼Ò¡¢Ê¡¡¢ÊÐЭͬÏνӵÄδÀ´²úÒµÏȵ¼ÇøÅàÓýÌåϵ£¬¶ÔÈëÑ¡¹ú¼Ò¼¶Î´À´²úÒµÏȵ¼ÇøµÄÔ°Çø¸øÓèÖ§³Ö¡£´Ë¾Ù±êÖ¾×ŵط½Õþ¸®ÔÚ6GµÈÇ°ÑØÍ¨Ðż¼ÊõÁìÓòµÄÕþ²ßÖ§³Ö½øÈëʵÖÊÐÔÂ䵨½×¶Î£¬Îª²úÒµÁ´·¢Õ¹ÌṩÁËÃ÷È·µÄÕþ²ßÖ¸ÒýºÍÊг¡Ô¤ÆÚ¡£
¡¡¡¡ÖÐÐŽ¨Í¶Ö¤È¯Ñб¨³Æ£¬È«ÇòÎÀÐÇͨÐÅÊг¡Ô¤¼Æ´Ó2025ÄêµÄ252ÒÚÃÀÔªÔö³¤ÖÁ2035ÄêµÄ830ÒÚÃÀÔª£¬Ä긴ºÏÔö³¤ÂÊÔ¼13%¡£ÐÂÒ»´úÎÀÐÇͨÐż¼Êõ²úÒµÁ´¿É»®·ÖΪÉÏÓÎоƬÓëÔªÆ÷¼þ¡¢ÖÐÓÎͨÐÅÄ£×é¡¢ÏÂÓÎÎÀÐÇͨÐÅÖÕ¶Ë¡£Ïà¹ØÁìÓòÁì¾üÆóÒµ»ý¼«Ì½Ë÷м¼ÊõÓë²úÆ·ÔÚÐǼ䡢ÐǵØÍ¨ÐÅÖеÄÓ¦Óã¬ÓÐÍûÊÜÒæÓÚÉÌÒµº½Ìì²úÒµ·¢Õ¹´øÀ´µÄÎÀÐÇͨÐÅÔöÁ¿Êг¡¡£
¡¡¡¡ÖÐÐÅ֤ȯ±íʾ£¬AIËãÁ¦ÐèÇ󱬷¢Íƶ¯¹âͨÐŲúÒµÉý¼¶£¬º£ÍâÔÆ³§É̼°Ì¨»ýµç×ʱ¾¿ªÖ§³ÖÐøÀ©ÕÅ£¬Ó¡Ö¤AI»ù´¡ÉèÊ©ÐèÇóÇ¿¾¢£¬´øÀ´ÍúÊ¢µÄ¸ßËÙÂʹâÄ£¿éÐèÇó¡£¾¡¹Ü¸ßËÙ¹âоƬµÈÎïÁÏ¶ÌÆÚ¹©¸ø´æÔÚȱ¿Ú£¬µ«ÉÏÓγ§ÉÌ»ý¼«À©²ú£¬µþ¼Ó¹è¹â·½°¸ÉøÍ¸ÂÊÌáÉý£¬¹©Ó¦Á´Æ¿¾±ÓÐÍû»º½â¡£ÖÐÐÅ֤ȯ¿´ºÃ¹úÄÚ¹âͨÐÅÁúÍ·¹«Ë¾µÄ·¢Õ¹Ç±Á¦¡£

¡¾2026-01-28¡¿
оƬ³§´ó·ùÌá¼Û£¬Ð¾Æ¬ETFÁúÍ·ÕÇ1.09% 
¡¾³ö´¦¡¿²ÆÎÅ

¡¡¡¡½ØÖ¹1ÔÂ28ÈÕ10µã23·Ö£¬ÉÏÖ¤Ö¸ÊýÕÇ0.31%£¬ÉîÖ¤³ÉÖ¸µø0.15%£¬´´Òµ°åÖ¸µø0.30%¡£¹ó½ðÊô¡¢»Æ½ð¸ÅÄî¡¢ÓÍÆø¿ª²É¼°·þÎñµÈ°å¿éÕÇ·ù¾Óǰ¡£
¡¡¡¡ETF·½Ãæ·½Ãæ£¬Ð¾Æ¬ETFÁúÍ·£¨159801£©ÕÇ1.09%£¬³É·Ö¹É±±¾©¾ýÕý£¨300223.SZ£©¡¢Õ×Ò×´´Ð£¨603986.SH£©Õdz¬5%£¬ÎÅÌ©¿Æ¼¼£¨600745.SH£©¡¢Ê¥°î¹É·Ý£¨300661.SZ£©¡¢³¤µç¿Æ¼¼£¨600584.SH£©¡¢Ê¿À¼Î¢£¨600460.SH£©¡¢¾§ºÏ¼¯³É£¨688249.SH£©¡¢ºÀÍþ¼¯ÍÅ£¨603501.SH£©¡¢ÖÐо¹ú¼Ê£¨688981.SH£©¡¢Ê¢ÃÀÉϺ££¨688082.SH£©µÈÉÏÕÇ¡£
¡¡¡¡ÏûÏ¢ÃæÉÏ£¬ÈýÐÇ¡¢SKº£Á¦Ê¿¡¢ÖÐ΢°ëµ¼¡¢¹ú¿ÆÎ¢µÈоƬ³§Í¬²½Ðû²¼´ó·ùÕǼۣ¬´æ´¢¡¢MCU¡¢Nor flashÈ«ÏßÌá¼Û£¬¹©Ðèȱ¿ÚÀ©´ó¡£AI·þÎñÆ÷³ö»õÁ¿Ô¤ÆÚÔö³¤28%£¬ÏȽøÖƳÌÓëÏȽø·â×°²úÄܽôÕÅ£¬Íƶ¯°ëµ¼Ìå²úÒµÁ´¡°Á¿¼ÛÆëÉý¡±¡£
¡¡¡¡¹úÐÅ֤ȯ±íʾ£¬È±»õÕǼ۴ӽṹÐÔµ½È«ÃæÐÔ£¬AIËãÁ¦+´æÁ¦³ÖÐø¸ß¾°Æø¡£ÓÉÓÚÈ«ÇòAIËãÁ¦+´æÁ¦³ÖÐø¸ß¾°Æø£¬¶ÔÓÚ²úÒµÁ´¹©Ó¦×ÊÔ´µÄÇÀÕ¼ÈÕÒæÍ»³ö£¬µç×Ó²úÒµÄÚȱ»õÕǼ۵Ļ·½Ú´ÓGPU¡¢¸ß¶ËPCB¡¢´æ´¢Ð¾Æ¬Ïò±»¶¯Ôª¼þ¡¢CPU¡¢Ä£Äâ¡¢¹¦ÂʵÈÂûÑÓ£¬¡°Í¨ÕÍ¡±´Ó½á¹¹ÐÔµ½È«ÃæÐÔ£¬¶ÔÏà¹ØÆóÒµµÄ¾­ÓªÒµ¼¨Ôö¼ÓÁ˵¯ÐÔÔ¤ÆÚ¡£Í¬Ê±£¬»ùÓÚ½ñÄêAIÊÖ»ú¡¢AIÑÛ¾µ¡¢ÕÛµþÆÁµÈ¶Ë²à´´ÐÂÔ¤ÆÚËùÓÐÍûÒýÖµĹÀÖµÀ©ÕÅ£¬ÎÒÃÇά³Ö¶ÔÓÚ2026ÄêÊÇ¡°´ÓÐÇÐÇÖ®»ðµ½È«ÃæÁÇÔ­µÄ±¾ÍÁÓ²¿Æ¼¼ÊÕ»ñÖ®ÄꡱµÄÀÖ¹ÛÅжϣ¬¼ÌÐøÍÆ¼ö×ÔÖ÷¿É¿Ø£¨´ú¹¤+É豸£©¡¢º£Íâ´æÁ¦+ËãÁ¦Á´¡£
¡¡¡¡ÕãÉÌ֤ȯ±íʾ£¬EDA´¦ÓÚ¹ú²úÌæ´úÍ»ÆÆ¹Ø¼üʱÆÚ£¬Õþ²ßÖ§³ÖÁ¦¶È¼Ó´ó£¬Áúͷƽ̨ÐÍÆóÒµ»ý¼«Íƶ¯µã¹¤¾ß²¢¹ºÕûºÏ£¬ÓÐÍû¼ÓËÙʵÏÖÈ«Á÷³Ì¸²¸Ç¡£³¤ÆÚÀ´¿´£¬¹ú²ú»¯Âʼ°È«Çò·Ý¶îÓÐÍû³ÖÐøÌáÉý£¬½¨Ò鹨ע²úÒµÁ´ºËÐıêµÄ³¤ÆÚͶ×ʼÛÖµ.

¡¾2026-01-28¡¿
³¤µç¿Æ¼¼£º1ÔÂ27ÈÕ»ñÈÚ×ÊÂòÈë5.30ÒÚÔª 
¡¾³ö´¦¡¿Í¬»¨Ë³iNews¡¾×÷Õß¡¿Á½ÈÚÑо¿
ͬ»¨Ë³Êý¾ÝÖÐÐÄÏÔʾ£¬³¤µç¿Æ¼¼1ÔÂ27ÈÕ»ñÈÚ×ÊÂòÈë5.30ÒÚÔª£¬¸Ã¹Éµ±Ç°ÈÚ×ÊÓà¶î37.25ÒÚÔª£¬Õ¼Á÷ͨÊÐÖµµÄ4.32%£¬³¬¹ýÀúÊ·90%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚ×ÊÂòÈë¶îÈÚ×ʳ¥»¹¶îÈÚ×ÊÓà¶î2026-01-27530233638.00467443568.003725218984.002026-01-26399425483.00632341720.003662428915.002026-01-23624543792.00915753687.003895345152.002026-01-221269023666.001043874228.004186555046.002026-01-211177316638.00925653319.003951280275.00ÈÚȯ·½Ã棬³¤µç¿Æ¼¼1ÔÂ27ÈÕÈÚȯ³¥»¹3.30Íò¹É£¬ÈÚȯÂô³ö1.90Íò¹É£¬°´µ±ÈÕÊÕÅ̼ۼÆË㣬Âô³ö½ð¶î91.58ÍòÔª£¬Õ¼µ±ÈÕÁ÷³ö½ð¶îµÄ0.03%£¬ÈÚȯÓà¶î682.03Íò£¬³¬¹ýÀúÊ·60%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚȯÂô³ö¶îÈÚȯ³¥»¹¶îÈÚȯÓà¶î2026-01-27915800.001590600.006820300.002026-01-26151392.001102323.007356705.002026-01-23583338.001093146.008607912.002026-01-22795340.001892020.009188400.002026-01-212725198.001886331.5510953402.00×ÛÉÏ£¬³¤µç¿Æ¼¼µ±Ç°Á½ÈÚÓà¶î37.32ÒÚÔª£¬½Ï×òÈÕÉÏÉý1.70%£¬Á½ÈÚÓà¶î³¬¹ýÀúÊ·70%·Öλˮƽ¡£½»Ò×ÈÕÆÚ֤ȯ¼ò³ÆÈÚ×ÊÈÚȯ±ä¶¯ÈÚ×ÊÈÚȯÓà¶î2026-01-27³¤µç¿Æ¼¼62253664.003732039284.002026-01-26³¤µç¿Æ¼¼-234167444.003669785620.002026-01-23³¤µç¿Æ¼¼-291790382.003903953064.002026-01-22³¤µç¿Æ¼¼233509769.004195743446.002026-01-21³¤µç¿Æ¼¼253102021.053962233677.00˵Ã÷1£ºÈÚ×ÊÓà¶îÈô³¤ÆÚÔö¼Óʱ±íʾͶ×ÊÕßÐÄ̬ƫÏòÂò·½£¬Êг¡ÈËÆøÍúÊ¢ÊôÇ¿ÊÆÊг¡£¬·´Ö®ÔòÊôÈõÊÆÊг¡¡£ËµÃ÷2£ºÂòÈë½ð¶î=Ö÷¶¯ÂòÈëÌØ´óµ¥½ð¶î+Ö÷¶¯ÂòÈë´óµ¥½ð¶î+Ö÷¶¯ÂòÈëÖе¥½ð¶î+Ö÷¶¯ÂòÈëСµ¥½ð¶î¡£ ¸ü¶àÁ½ÊÐÈÚ×ÊÈÚȯÇë²é¿´ÈÚ×ÊÈÚȯ¹¦ÄÜ>>

¡¾2026-01-27¡¿
AIËãÁ¦¸ÕÐèÓë¹ú²úÌæ´ú¹²Õñ ÏȽø·â×°°å¿éͶ×ʼÛֵ͹ÏÔ 
¡¾³ö´¦¡¿´óÖÚ֤ȯ±¨¡¾×÷Õß¡¿gloria

¡¡¡¡1ÔÂ27ÈÕ£¬A¹É°ëµ¼Ìå·½ÏòÕûÌå±íÏÖÇ¿¾¢£¬ÏȽø·â×°Ö¸Êýµ¥ÈÕÕÇ·ù´ï5.28%£¬¸»Âú΢¡¢»ªÌì¿Æ¼¼µÈ¸ö¹É¼¯Ì屬·¢£¬ÆäÖУ¬»ªÌì¿Æ¼¼µ±ÈÕ¾»Á÷Èë11.21ÒÚÔª£¬¾»Á÷Èë½ð¶î´´Óâ4Äêиߡ£ÒµÄÚÈËÊ¿±íʾ£¬ÔÚAIËãÁ¦ÐèÇ󱬷¢Ï£¬¹ú²úÌæ´úÓ­À´ÁËлúÓö¡£
¡¡¡¡ÏȽø·â×°³ÉAIоƬ¸ÕÐè
¡¡¡¡ÏûÏ¢ÃæÉÏ£¬Ì¨»ýµç½üÈÕÐû²¼£¬½«Éý¼¶Áú̶AP3¹¤³§InFOÉ豸£¬²¢ÔÚ¼ÎÒåAP7¹¤³§Ð½¨WMCM£¨¾§Ô²¼¶¶àоƬģ¿é·â×°£©Éú²úÏß¡£µ½2026Äêµ×£¬Ì¨»ýµçWMCM²úÄܽ«´ïµ½Ã¿ÔÂÔ¼6ÍòƬ¾§Ô²£¬²¢ÓÐÍûÔÚ2027Äê·­Ò»·¬£¬´ïµ½Ã¿ÔÂ12ÍòƬ¡£
¡¡¡¡ÅÌÃæÏÔʾ£¬¸»Âú΢¡¢¾«ÖÇ´ï¡¢¿µÇ¿µç×Ó¡¢½ðº£Í¨¡¢»ªÌì¿Æ¼¼¡¢»ª·å²â¿Ø¡¢Ì«¼«ÊµÒµ¡¢¾§·½¿Æ¼¼¡¢ÒøºÓ΢µç¡¢´ó¸Û¹É·ÝÓÚ1ÔÂ27ÈÕ·Ö±ðÉÏÕÇ11.72%¡¢10.39%¡¢10%¡¢10%¡¢9.98%¡¢7.45%¡¢6.14%¡¢5.19%¡¢4.81%ºÍ4.06%¡£
¡¡¡¡¸ö¹É·½Ã棬»ªÌì¿Æ¼¼¹É¼Û27ÈÕÉÏÕÇ9.98%£¬È«Ìì»»ÊÖÂÊ´ï13.91%£¬Õñ·ù´ï12%£»½ü5¸ö½»Ò×ÈÕ£¬¸Ã¹É¹É¼ÛÀÛ¼ÆÉÏÕÇ13.73%£»½ü30¸ö½»Ò×ÈÕÀÛ¼ÆÉÏÕÇ33.15%¡£Áú»¢°ñÊý¾ÝÏÔʾ£¬»ªÌì¿Æ¼¼27ÈÕÉϰñÓªÒµ²¿Ï¯Î»È«Ìì³É½»23.54ÒÚÔª£¬Õ¼µ±ÈÕ×ܳɽ»½ð¶î±ÈÀýΪ37.27%¡£¾ßÌåÀ´¿´£¬4¼Ò»ú¹¹Ï¯Î»ÂòÈë4.0ÒÚÔª£¬Âô³ö4.32ÒÚÔª£¬ºÏ¼Æ¾»Âô³ö3200ÍòÔª¡£´ËÍ⣬Éî¹ÉͨרÓÃϯλ¡¢¹úÌ©º£Í¨Ö¤È¯ÉϺ£Ëɽ­ÇøÖÐɽ¶«Â·Ö¤È¯ÓªÒµ²¿·Ö±ðÂòÈë4.23ÒÚÔª¡¢2.03ÒÚÔª£»Éî¹ÉͨרÓÃϯλ¡¢¹úÌ©º£Í¨Ö¤È¯³É¶¼±±Ò»»·Â·Ö¤È¯ÓªÒµ²¿·Ö±ðÂô³ö4.34ÒÚÔª¡¢302.87ÍòÔª¡£
¡¡¡¡Í¬ÑùʵÏÖÕÇÍ£µÄ½ðº£Í¨£¬27ÈÕ»ñÖ÷Á¦×ʽð¾»Á÷Èë4176.97ÍòÔª£¬Õ¼×ܳɽ»¶î4.97%¡£½ðº£Í¨Ö÷ҪΪ°ëµ¼Ìå·â×°²âÊÔÆóÒµ¡¢²âÊÔ´ú¹¤³§¡¢Ð¾Æ¬Éè¼Æ¹«Ë¾µÈÌṩ×Ô¶¯»¯²âÊÔÉ豸ÖеIJâÊÔ·ÖÑ¡»ú¼°Ïà¹Ø¶¨ÖÆ»¯É豸¡£
¡¡¡¡»ú¹¹Ãܼ¯¿´ºÃÏȽø·â×°·½Ïò
¡¡¡¡¶à¼ÒȯÉ̽¨ÒéÎ§ÈÆÏȽø·â×°·½Ïò½øÐв¼¾Ö¡£ÆäÖУ¬ÖÐÐÅ֤ȯ½¨Ò鹨עÏȽø·â×°°å¿é£¬ÆäÈÏΪ¸Ã°å¿éÊôÓÚ°ëµ¼Ìå°å¿éÖÐÏà¶ÔÖÍÕǵķ½Ïò¡£ÏȽøÖƳ̲úÄÜÊǹú²úËãÁ¦Ð¾Æ¬µÄÖØÒªÆ¿¾±£¬½üÆÚ£¬¹úÄÚÏȽøÖƳ̲úÄÜÕý»ý¼«À©²ú£¬¹ú²úËãÁ¦Ð¾Æ¬¹©¸øÓÐÍûÌáÉý¡£µ±Ç°ÓÐÍû½øÈëÐÂÒ»ÂÖ·â×°ÕÇ¼ÛµÄÆðµã£¬ÇÒÔÚ¹ú²úËãÁ¦ÐèÇóÇ£ÒýÏ£¬ÏȽø·â×°µÄÊг¡¹Ø×¢¶ÈÓÐÍûÌáÉý£¬½¨Ò鵱ǰºËÐÄÎ§ÈÆÏȽø·â×°ºÍ´æ´¢·â×°»·½Ú½øÐв¼¾Ö¡£
¡¡¡¡¡°AIÀ˳±Ï£¬Ð¾Æ¬¼¯³É¶È³ÖÐøÌá¸ß£¬ÏȽø·â×°¹æÄ£ÓÐÍûÀ©ÕÅ¡£ºóĦ¶ûʱ´ú£¬ÏȽø·â×°³ÉΪÌáÉýоƬÐÔÄܵÄÖØÒªÍ¾¾¶£¬ÓÐÖúÓÚÌá¸ß¼¯³É¶È£¬ÌáÉýÊý¾Ý´«ÊäËÙ¶ÈÓë´ø¿í£¬ÊµÏÖÒì¹¹¼¯³É²¢¼Ó¿ì²úÆ·ÉÏÊÐʱ¼ä£¬¸ß¶ÈÆõºÏAI·¢Õ¹Ìص㣬º£ÄÚÍâÆóÒµÕùÏ಼¾Ö¡£µ±Ç°£¬AI¾°ÆøÁ´ÌõÒÑ´ÓÉÏÓÎËãÁ¦´«µ¼ÖÁÏÂÓηâ²â¶Ë£¬ÒµÄÚ³§É̲úÄÜÀûÓÃÂʱ¥Âú£¬¶à¼ÒÆóÒµÉϵ÷·â²â±¨¼Û£¬ÐÐÒµ¾°Æø¶È¸ßÆó¡£¡±¶Ô´Ë£¬¶«Ý¸Ö¤È¯·ÖÎöʦÁõÃÎ÷ë±íʾ£¬¡°ÏȽø·â×°Óë²âÊÔÊÇʵÏÖ¸ßÐÔÄÜAIоƬµÄ±ØÓÉ֮·£¬µ±Ç°ÎÒ¹ú°ëµ¼Ìå·â²â²úÒµÕûÌ徺ÕùÁ¦½ÏÇ¿ÇÒÒÑÐγÉÈ«Çò»¯Ó°ÏìÁ¦£¬ÒµÄÚÆóÒµÊÜÒæÓÚÉÏÓÎAIµÄÇ¿¾¢ÐèÇóÒÔ¼°Ïà¹Ø²úÄܵijÖÐø½ôȱ£¬ÏúÊÛëÀûÂÊÓÐÍûÓ­À´ÉÏÐС£¡±
¡¡¡¡µÚÒ»ÉϺ£Ö¤È¯Ñо¿Ô±»Æ³¿ÈÏΪ£º¡°¹úÄÚ·â²â¹«Ë¾½«ÊÜÒæÓÚÕⲨAIͶ×Ê´øÀ´µÄ¾°ÆøÖÜÆÚ¡£½¨ÒéÖØµã¹Ø×¢³¤µç¿Æ¼¼¡¢Í¨¸»Î¢µç¡¢ð®Îùµç×Ó£¬ÒÔ¼°¼´½«ÉÏÊеÄÊ¢ºÏ¾§Î¢¡£´ËÍ⣬ϸ·Ö°ëµ¼Ìå·â²â²ÄÁϹ«Ë¾Ò²ÖµµÃ¹Ø×¢£¬°üÀ¨¹úÄÚ»·ÑõËÜ·âÁÏÁúÍ·¹«Ë¾»ªº£³Ï¿Æ£¬ÒÔ¼°¸ß¶ËÇòÐιè΢·Û¹ú²ú¹©Ó¦ÉÌÁªÈðвġ£¡±
¡¡¡¡Í¶×ʲßÂÔÉÏ£¬ÄϾ©Ò»È¯ÉÌ·ÖÎöÈËÊ¿27ÈÕÏò¡¶´óÖÚ֤ȯ±¨¡·¼ÇÕß±íʾ£º¡°ÔÚAIËãÁ¦ÐèÇ󱬷¢Óë°ëµ¼Ìå¹ú²ú»¯µÄ±³¾°Ï£¬ÏȽø·â×°°å¿éÓµÓиü¶à»ú»á¡£¶ÌÆÚÀ´¿´£¬²úÄܽôÕÅÓëÕǼÛÖÜÆÚΪҵ¼¨Ìṩ֧³Å£»³¤ÆÚ¿´£¬¼¼ÊõÍ»ÆÆ½«ÖØËܸÃÐÐÒµµÄ¸ñ¾Ö¡£Í¶×ÊÕß¿ÉÖØµã¹Ø×¢¼¼ÊõÁìÏÈ¡¢¿Í»§¿¨Î»µÄÁúÍ·±êµÄ£¬°ÑÎÕ°ëµ¼Ìå²úÒµµÄ»Æ½ð»úÓö¡£¡±¼ÇÕß Õŕ×

¡¾2026-01-27¡¿
¹úÌ©ÖÐ֤ȫָ¼¯³Éµç·ETFËļ¾±¨Í¸ÊÓ£ºº®Îä¼ÍÔ¾¾ÓÖØ²ÖµÚÒ»£¬³Ö²Ö½á¹¹ÓÅ»¯ 
¡¾³ö´¦¡¿Í¬»¨Ë³iNews¡¾×÷Õß¡¿»ù½ðСÄÜÊÖ

¡¡¡¡¾Ýͬ»¨Ë³iFind£¬1ÔÂ22ÈÕ£¬»ù½ð¾­ÀíÂéÒïÎĹÜÀíµÄ¹úÌ©ÖÐ֤ȫָ¼¯³Éµç·ETF£¨159546£©¹«²¼Ëļ¾±¨±¨¸æ¡£½ØÖÁ12ÔÂ31ÈÕ£¬¸Ã»ù½ð½üÒ»Äê¾»ÖµÔö³¤ÂÊ´ï43.46%¡£ 
¡¡¡¡ÔÚ³Ö²Ö·½Ã棬¸Ã»ù½ðËļ¾¶È¶Ôǰʮ´ó³Ö²Ö½øÐÐÁ˽ṹÐÔµ÷Õû£¬ÕûÌå²Öλ±£³ÖÎȶ¨¡£Êý¾ÝÏÔʾ£¬º®Îä¼Í£¨688256£©Ô¾¾ÓµÚÒ»´óÖØ²Ö¹É£¬Õ¼¾»Öµ±ÈÀý11.50%£¬½Ïǰһ¼¾¶ÈÌáÉý1.11¸ö°Ù·Öµã¡£Õ×Ò×´´Ð£¨603986£©Õ¼±ÈÌáÉý0.42¸ö°Ù·ÖµãÖÁ5.76%¡£¶øÖÐо¹ú¼Ê£¨688981£©Õ¼±ÈϽµ0.60¸ö°Ù·ÖµãÖÁ9.88%£¬º£¹âÐÅÏ¢£¨688041£©Õ¼±ÈϽµ0.45¸ö°Ù·ÖµãÖÁ8.39%£¬À½Æð¿Æ¼¼£¨688008£©Õ¼±È´ó·ùϽµ1.24¸ö°Ù·ÖµãÖÁ5.43%¡£´ËÍ⣬ºÀÍþ¼¯ÍÅ£¨603501£©¡¢×Ϲâ¹ú΢£¨002049£©¡¢³¤µç¿Æ¼¼£¨600584£©ºÍоԭ¹É·Ý£¨688521£©¾ù³öÏÖ¼õ²Ö£¬Õ¼±È·Ö±ðϽµ0.55¡¢0.15¡¢0.26ºÍ0.37¸ö°Ù·Öµã¡£Í¨¸»Î¢µç£¨002156£©³Ö²Ö±ÈÀý»ù±¾Îȶ¨£¬ÎÞнø»òÍ˳ö³Ö²Ö¸ö¹É¡£ 
¡¡¡¡Ì¸¼°±¨¸æÆÚÄÚ»ù½ðÔË×÷£¬ÂéÒïÎÄÖ¸³ö£¬¼¯³Éµç·Լռ°ëµ¼ÌåÏÂÓÎÓ¦ÓõÄ80%£¬¹¤ÒÕÄѶȽϸߡ£Ëļ¾¶È°å¿éËä¸ßλÕ𵴻ص÷£¬µ«²úÒµÇ÷ÊÆ²»¸Ä£¬AIÐèÇóÖ§³ÅÏÂÈ«Çò°ëµ¼Ìå¾°ÆøÖÜÆÚÈÔÔÚÉÏÐС£Ï¸·ÖÐÐÒµ·½Ã棬´æ´¢Ð¾Æ¬³ÖÐøÕǼۣ¬¹ú²úËãÁ¦µ¼ÈëÊý¾ÝÖÐÐĽø³ÌÍÆ½ø£¬¶Ë²àÓ¦Óô´ÐÂÒ²ÔÚ³ÖÐøÂ䵨¡£×÷ΪָÊý»ù½ð£¬±¾»ù½ðÖ¼ÔÚΪ¿´ºÃÐÐÒµµÄͶ×ÊÕßÌṩ¹¤¾ß£¬±¨¸æÆÚÄÚÓÅ»¯Á˲Öλ¼°Í·´ç¹ÜÀí£¬¿ØÖƸú×ÙÎó²î£¬Ìṩ¾«×¼Í¶×ʹ¤¾ß¡£¼¯³Éµç·ETF×îÐÂÊ®´óÖØ²Ö¹ÉÐòºÅ¹ÉƱ¼ò³Æ¹ÉƱ´úÂë³Ö¹ÉÊý£¨Íò¹É£©³Ö²ÖÊÐÖµ£¨ÍòÔª£©Õ¼¾»Öµ±ÈÀý1º®Îä¼Í6882561.792430.2311.50%2ÖÐо¹ú¼Ê68898117.012088.799.88%3º£¹âÐÅÏ¢6880417.901771.998.39%4Õ×Ò×´´ÐÂ6039865.681216.945.76%5À½Æð¿Æ¼¼6880089.731146.565.43%6ºÀÍþ¼¯ÍÅ6035017.20906.234.29%7×Ϲâ¹ú΢0020495.78455.722.16%8³¤µç¿Æ¼¼60058412.17447.642.12%9оԭ¹É·Ý6885213.14430.462.04%10ͨ¸»Î¢µç00215610.33389.291.84%

¡¾2026-01-27¡¿
ȯÉ̹۵ã|ÏȽø·â×°Óë²âÊÔרÌⱨ¸æ£ºÏȽø·â×°Á¿¼ÛÆëÉý£¬²âÊÔÉ豸¾°ÆøÉÏÐÐ 
¡¾³ö´¦¡¿Í¬»¨Ë³iNews¡¾×÷Õß¡¿»úÆ÷ÈË

¡¡¡¡
¡¡¡¡2026Äê1ÔÂ27ÈÕ£¬¶«Ý¸Ö¤È¯·¢²¼ÁËһƪ°ëµ¼ÌåÐÐÒµµÄÑо¿±¨¸æ£¬±¨¸æÖ¸³ö£¬ÏȽø·â×°Á¿¼ÛÆëÉý£¬²âÊÔÉ豸¾°ÆøÉÏÐС£
¡¡¡¡±¨¸æ¾ßÌåÄÚÈÝÈçÏ£º
¡¡¡¡Í¶×ÊÒªµã£º AIÀ˳±ÏÂоƬ¼¯³É¶È³ÖÐøÌá¸ß£¬ÏȽø·â×°¹æÄ£ÓÐÍûÀ©ÕÅ¡£ºóĦ¶ûʱ´úÏȽø·â×°³ÉΪÌáÉýоƬÐÔÄܵÄÖØÒªÍ¾¾¶£¬ÏȽø·â×°ÓÐÖúÓÚÌá¸ß¼¯³É¶È£¬ÌáÉýÊý¾Ý´«ÊäËÙ¶ÈÓë´ø¿í£¬ÊµÏÖÒì¹¹¼¯³É²¢¼Ó¿ì²úÆ·ÉÏÊÐʱ¼ä£¬¸ß¶ÈÆõºÏAI·¢Õ¹Ìص㣬º£ÄÚÍâÆóÒµÕùÏ಼¾Ö¡£µ±Ç°AI¾°ÆøÁ´ÌõÒÑ´ÓÉÏÓÎËãÁ¦´«µ¼ÖÁÏÂÓηâ²â¶Ë£¬ÒµÄÚ³§É̲úÄÜÀûÓÃÂʱ¥Âú£¬¶à¼ÒÆóÒµÉϵ÷·â²â±¨¼Û£¬ÐÐÒµ¾°Æø¶È¸ßÆó¡£ÎÒÃÇÈÏΪ£¬ÏȽø·â×°Óë²âÊÔΪʵÏÖ¸ßÐÔÄÜAIоƬµÄ±ØÓÉ֮·£¬µ±Ç°ÎÒ¹ú°ëµ¼Ìå·â²â²úÒµÕûÌ徺ÕùÁ¦½ÏÇ¿ÇÒÒÑÐγÉÈ«Çò»¯Ó°ÏìÁ¦£¬ÒµÄÚÆóÒµÊÜÒæÓÚÉÏÓÎAIµÄÇ¿¾¢ÐèÇóÒÔ¼°Ïà¹Ø²úÄܵijÖÐø½ôȱ£¬ÏúÊÛëÀûÂÊÓÐÍûÓ­À´ÉÏÐС£ µÚÈý·½²âÊÔ³Ë·ç¶øÆð£¬¹ú²ú²âÊÔÉ豸µ¼Èë¼ÓËÙ¡£¼¯³Éµç·²âÊÔ°üÀ¨¾§Ô²²âÊÔ£¨CP£©ºÍоƬ³ÉÆ·²âÊÔ£¨FT£©£¬Ç°Õß¼¼ÊõÃż÷¸ü¸ß£¬¾ºÕù¸ñ¾ÖÒ²¸üΪ¼¯ÖС£Ò»·½Ã棬ÊÜÒæÓÚ¼¯³Éµç·²úҵרҵ»¯·Ö¹¤³ÖÐøÑݽø£¬¶ÀÁ¢µÚÈý·½²âÊÔ·þÎñÖð²½ÐËÆð£¬¶øICÉè¼ÆÆóÒµÊýÁ¿²»¶ÏÔö¼ÓÒ²´ßÉúÍúÊ¢µÄÏÂÓβâÊÔÐèÇó£»ÁíÒ»·½Ã棬°ëµ¼ÌåÆ÷¼þÏò¸ß¾«¶È·½Ïò·¢Õ¹£¬¶Ô²âÊÔÉ豸µÄ²Ù×÷¾«¶È¡¢µü´úËÙ¶ÈÒªÇóÒ²ÔÚ²»¶ÏÌáÉý¡£Ä¿Ç°º£Íâ³§ÉÌÔÚ°ëµ¼Ìå²âÊÔÉ豸ÐÐÒµÕ¼¾ÝÖ÷µ¼µØÎ»£¬Èç¼ÛÖµÕ¼±È×î¸ßµÄ²âÊÔ»úÐÐҵĿǰ³Ê°®µÂÍò¡¢Ì©Èð´ïË«¹Ñͷ¢¶Ï¸ñ¾Ö£¬¹ú²úÌæ´ú·½ÐËδ°¬¡£¹úÄÚĿǰ´æÔÚÊ®Óà¼Ò°ëµ¼Ìå²âÊÔÉ豸ÉÏÊÐÆóÒµ£¬Ïà¹ØÆóÒµÓÐÍûͨ¹ý¼ÓÂëÑз¢Í¶ÈëÇ¿»¯¼¼Êõ´¢±¸£¬¼Ó¿ì¹ú²úÌæ´ú½ø³Ì¡£Í¶×ʽ¨Ò飺¼¯³Éµç··â²âÊDZ£ÕÏоƬÐÔÄÜÓë¿É¿¿ÐԵĺËÐÄ»·½Ú£¬ÔÚĦ¶û¶¨ÂÉ·Å»ºµÄ±³¾°Ï£¬ÏȽø·â×°Óë¸ß¶Ë²âÊÔÐèÇó²»¶ÏÌáÉý£¬Íƶ¯ÐÐÒµÆóÒµ¼ÓËÙÀ©²ú£¬·â²â»·½ÚÊг¡¼ÛÖµÓÐÍûÖØËÜ£¬¿ÉÖØµã¹Ø×¢¾ß±¸·â×°Óë²âÊÔÒ»Ì廯ÄÜÁ¦µÄÆóÒµ£¬ÒÔ¼°×¨×¢¶ÀÁ¢µÚÈý·½²âÊÔµÄÆóÒµ£¬ÔÚºóµÀÉ豸ÁìÓò£¬·ÖÑ¡»ú¡¢²âÊÔ»ú¡¢Ì½Õę̈µÈϸ·Ö·½Ïò¼æ¾ß²úÄÜÀ©ÕÅÓë¹ú²úÌæ´úµÄË«ÖØÂß¼­£¬½¨Ò鹨עÔÚÏà¹Ø·½Ïò¾ß±¸¼¼Êõ»ýÀÛÓë²úÒµ²¼¾ÖµÄÆóÒµ¡£È磺²ÉÈ¡·â²âÒ»Ì廯ģʽµÄ³¤µç¿Æ¼¼£¨600584£©¡¢Í¨¸»Î¢µç£¨002156£©ºÍð®Îùµç×Ó£¨688362£©£»´ÓʶÀÁ¢µÚÈý·½²âÊÔµÄΰ²â¿Æ¼¼£¨688372£©£»²¼¾ÖºóµÀ²âÊÔÉ豸µÄ³¤´¨¿Æ¼¼£¨300604£©¡¢¾«ÖǴ688627£©¡¢»ª·å²â¿Ø£¨688200£©¡¢ÖпƷɲ⣨688361£©µÈ¡£·çÏÕÌáʾ£º¾§Ô²³§À©²ú½ø¶È²»¼°Ô¤ÆÚ¡¢Ñз¢Í¶Èë²»¼°Ô¤ÆÚ¡¢¹ú²úÌæ´ú½ø³Ì²»¼°Ô¤ÆÚµÈ¡£
¡¡¡¡¸ü¶à»ú¹¹Ñб¨Çë²é¿´Ñб¨¹¦ÄÜ>>
¡¡¡¡ÉùÃ÷£º±¾ÎÄÒýÓõÚÈý·½»ú¹¹·¢²¼±¨¸æÐÅÏ¢Ô´£¬²¢²»±£Ö¤Êý¾ÝµÄʵʱÐÔ¡¢×¼È·ÐÔºÍÍêÕûÐÔ£¬Êý¾Ý½ö¹©²Î¿¼£¬¾Ý´Ë½»Ò×£¬·çÏÕ×Ôµ£¡£

¡¾2026-01-27¡¿
¸ÅÄîϸ·Ö|³¤µç¿Æ¼¼(600584)йéÀàÓÚÏȽø·â×°-ÏȽø·â×°É豸ϸ·Ö·½Ïò 
¡¾³ö´¦¡¿Í¬»¨Ë³iNews¡¾×÷Õß¡¿¸ÅÄî֪ͨ

¡¡¡¡¡¾¸ÅÄîϸ·Ö¡¿³¤µç¿Æ¼¼(600584)йéÀàÓÚÏȽø·â×°-ÏȽø·â×°É豸ϸ·Ö·½Ïò¡£
    
¡¡¡¡ÏȽø·â×°-ÏȽø·â×°É豸ϸ·Ö·½ÏòÖ¸µÄÊÇ£ºÏȽø·â×°É豸ÊÇÖ§³Å 2.5D/3D¡¢CoWoS¡¢Chiplet µÈ¼¼ÊõÂ䵨µÄºËÐÄ£¬°´¹¤ÒÕ»·½Ú¿É·ÖΪǰµÀ / ÖжκËÐÄÉ豸¡¢¼üºÏ / »¥ÁªÉ豸¡¢Æ½Ì¹»¯ / ¼õ±¡É豸¡¢¼ì²â / ²âÊÔÉ豸¼°¸¨Öú¹¤ÒÕÉ豸£¬2025-2026 Äê¹úÄÚÔÚ²¿·ÖÁìÓòʵÏÖÍ»ÆÆ
    
¡¡¡¡¸ù¾Ý³¤µç¿Æ¼¼Åû¶µÄÒµÎñÇé¿ö£¬Æä·ûºÏÏȽø·â×°-ÏȽø·â×°É豸µÄ¹éÀà±ê×¼£¬Ô­ÒòÈçÏ£º
    
¡¡¡¡2021Ä걨ÏÔʾ¹«Ë¾¾ßÓи߼¯³É¶ÈµÄ¾§Ô²¼¶WLP¡¢2.5D/3D¡¢ÏµÍ³¼¶(SiP)·â×°¼¼ÊõºÍ¸ßÐÔÄܵÄFlip ChipºÍÒýÏß»¥Áª·â×°¼¼Êõ¡£
    
¡¡¡¡µã»÷½øÈë¸ÅÄîϸ·Ö½çÃæ²é¿´¸ü¶à¡£
    

¡¾2026-01-27¡¿
½ü8000ÒÚÔªÈüµÀ¼ÛÖµÖØ¹¹£¬AIÐèÇóÔÙÌíÒ»°Ñ»ð 
¡¾³ö´¦¡¿Ö¤È¯Êг¡ÖÜ¿¯¡¾×÷Õß¡¿±¾¿¯

¡¡¡¡ÏȽø·â×°¼¼ÊõÊǹè»ùоƬʵÏÖÐÔÄÜÌáÉýµÄÖØÒª»ù´¡£¬Ò²ÊÇ·â²âÁúÍ·¸ßëÀûÒµÎñÖ®Ò»¡£ÌرðÊÇÔÚAIÐèÇ󱬷¢Ö®Ï£¬·â²âÐÐÒµ¸ß¾°ÆøÖÜÆÚµÃÒÔά³Ö£¬·â²âÁúÍ·µÄÒµ¼¨Ò²ÓÐÍû¼ÌÐø×߸ߡ£
¡¡¡¡2026Äê1Ô£¬¼¯³Éµç··â²âÉêÍòÐÐÒµÖ¸ÊýÕðµ´À­Éý£¬ÂÅ´´Àúʷиߡ£´Ó¸ö¹É±íÏÖÀ´¿´£¬Í¨¸»Î¢µç¡¢ð®Îùµç×ӺͰÛά´æ´¢¹É¼Û¾ù´´ÉÏÊÐÒÔÀ´Ð¸ߣ¬³¤µç¿Æ¼¼¹É¼Û´´½üÎåÄêиߡ£
¡¡¡¡´ÓÏûÏ¢ÃæÉÏÀ´¿´£¬ÊÜAIÐèÇóÇý¶¯£¬½üÆÚ¹ú¼Ê·â²â´ó³§¿¼Âǵ½²úÄܽôÕÅ¡¢³É±¾ÉÏÕǵÈÔ­Òò£¬·×·×µ÷ÕǼ۸ñ£¬2026Äê·â²âÐÐÒµÕǼÛÔ¤ÆÚÇ¿ÁÒ¡£Í¬Ê±£¬Ì¨»ýµçÔ¤¼ÆÎ´À´ÎåÄêÏȽø·â×°µÄÊÕÈëÔö³¤½«¸ßÓÚ¹«Ë¾ÕûÌåµÄÔö³¤£¬·´Ó³³öÏȽø·â×°µÄ²úÒµµØÎ»ÉÏÉý¡£
¡¡¡¡ÊÂʵÉÏ£¬A¹É¼¯³Éµç··â²â¹«Ë¾µÄ»îÔ¾ÐÐÇéÔÚÉÏÊöº£Íâʼþ·¢Éú֮ǰ±ãÒÑÆô¶¯£¬±³ºóÔ­Òò°üÀ¨·â²âÁúÍ·ÎȲ½À©ÕÅÏȽø·â×°²úÄÜ£¬ÒÔ¼°»ý¼«¿ªÕ¹¹É¶«»Ø±¨µÈ¡£
¡¡¡¡AIÀ­¶¯·â²â¹«Ë¾2025ÄêÒµ¼¨ÏòºÃ
¡¡¡¡Í¨¸»Î¢µç(002156.SZ)ÓÚ2026Äê1ÔÂ20ÈÕ·¢²¼2025ÄêÒµ¼¨Ô¤¸æ£¬¹«Ë¾Ô¤¼ÆÊµÏֿ۷Ǿ»ÀûÈóÔÚ7.70ÒÚÔª£­9.70ÒÚÔª£¬½ÏÉÏÄêͬÆÚÔö³¤23.98%£­56.18%¡£¹«Ë¾Ö¸³ö£¬2025ÄêÄÚ£¬È«Çò°ëµ¼ÌåÐÐÒµ³ÊÏֽṹÐÔÔö³¤£¬¹«Ë¾²úÄÜÀûÓÃÂÊÌáÉý£¬ÓªÒµÊÕÈëÔö·ùÉÏÉý£¬ÌرðÊÇÖи߶˲úÆ·ÊÕÈëÃ÷ÏÔÔö¼Ó¡£
¡¡¡¡Í¨¸»Î¢µçµÄ²úÆ·¼°·þÎñ¸²¸ÇÁËAI£¨È˹¤ÖÇÄÜ£©¡¢¸ßÐÔÄܼÆËã¡¢´óÊý¾Ý´æ´¢¡¢ÏÔʾÇý¶¯¡¢5GµÈÍøÂçͨѶ¡¢ÐÅÏ¢ÖÕ¶Ë¡¢Ïû·ÑÖÕ¶Ë¡¢ÎïÁªÍø¡¢Æû³µµç×Ó¡¢¹¤Òµ¿ØÖƵȶà¸öÁìÓò¡£ÆäÒµ¼¨Ô¤¸æ»¹Ìáµ½£¬µÃÒæÓÚ¼ÓÇ¿¾­Óª¹ÜÀí¼°³É±¾·ÑÓõĹܿأ¬¹«Ë¾ÕûÌåÐ§ÒæÏÔÖøÌáÉý£»¹«Ë¾Î§Èƹ©Ó¦Á´¼°ÉÏÏÂÓβ¼¾Ö²úҵͶ×Ê£¬È¡µÃÁ˽ϺõÄͶ×ÊÊÕÒæ£¬ÔöºñÁË2025ÄêÒµ¼¨¡£
¡¡¡¡Óëͨ¸»Î¢µçÀàËÆ£¬°Ûά´æ´¢¡¢ð®Îùµç×Ó¾ùÌáµ½AI¶Ô¹«Ë¾Òµ¼¨µÄÓ°Ïì¡£
¡¡¡¡°Ûά´æ´¢(688525.SH)Òµ¼¨Ô¤¸æÏÔʾ£¬2025Ä꣬¹«Ë¾Ô¤¼ÆÊµÏÖÓªÒµÊÕÈë100ÒÚÔª£­120ÒÚÔª£¬Í¬±ÈÔö³¤49.36%£­79.23%¡£ÆäÖУ¬µÚËļ¾¶ÈÓªÊÕÔ¤¼ÆÎª34.25ÒÚÔª£­54.25ÒÚÔª£¬Í¬±ÈÔö³¤105.09%£­224.85%£¬»·±ÈÔö³¤28.62%£­103.73%¡£¹«Ë¾Ô¤¼Æ2025ÄêʵÏֿ۷ǹéĸ¾»ÀûÈó7.6ÒÚÔª£­9ÒÚÔª£¬Í¬±ÈÔö³¤1034.71%£­1243.74%¡£ÆäÖУ¬µÚËļ¾¶È¿Û·Ç¹éĸ¾»ÀûÈóÔ¤¼ÆÎª7.78ÒÚÔª£­9.18ÒÚÔª£¬Í¬±ÈÔö³¤393.99%£­482.85%£¬»·±ÈÔö³¤264.90%£­330.54%¡£
¡¡¡¡°Ûά´æ´¢ÔÚÒµ¼¨±ä¶¯Ô­ÒòÖнéÉÜ£¬2025Äê¶È£¬¹«Ë¾ÔÚAI ÐÂÐ˶˲àÁìÓò±£³Ö¸ßËÙÔö³¤Ç÷ÊÆ£¬²¢³ÖÐøÇ¿»¯ÏȽø·â×°ÄÜÁ¦½¨É裬¾§Ô²¼¶ÏȽø·â²âÖÆÔìÏîÄ¿ÕûÌå½øÕ¹Ë³Àû£¬Ä¿Ç°Õý°´ÕÕ¿Í»§ÐèÇóÍÆ½ø´òÑùºÍÑéÖ¤¹¤×÷¡£
¡¡¡¡ð®Îùµç×ÓÒµ¼¨Ô¤¸æÏÔʾ£¬¹«Ë¾Ô¤¼Æ2025ÄêʵÏÖÓªÒµÊÕÈë42ÒÚÔª£­46ÒÚÔª£¬Í¬±ÈÔö³¤16.37%£­27.45%£»ÊµÏÖ¹éĸ¾»ÀûÈó7500ÍòÔªÖÁ1ÒÚÔª£¬Í¬±ÈÔö³¤13.08%ÖÁ50.77%£»ÊµÏֿ۷ǹéĸ¾»ÀûÈó-5000ÍòÔª£­-3000ÍòÔª£¬ÉÏÄêͬÆÚ¿÷Ëð2531.26ÍòÔª¡£
¡¡¡¡ð®Îùµç×ÓÖ¸³ö£¬2025Ä꣬ȫÇò°ëµ¼Ìå²úÒµÔÚÈ˹¤ÖÇÄÜ¡¢¸ßÐÔÄܼÆËã¡¢Êý¾ÝÖÐÐÄ»ù´¡ÉèÊ©½¨ÉèµÈÐèÇóµÄÀ­¶¯Ï£¬ÑÓÐøÔö³¤Ì¬ÊÆ¡£¡°µÃÒæÓÚº£Íâ´ó¿Í»§µÄ³ÖÐø·ÅÁ¿ºÍ¹úÄÚºËÐĶ˲àSoC£¨ÏµÍ³¼¶Ð¾Æ¬£©¿Í»§ÈºµÄ³É³¤£¬¹«Ë¾ÓªÒµÊÕÈë¹æÄ£±£³ÖÔö³¤¡±¡£¡°Ëæ×Ź«Ë¾ÓªÒµÊÕÈëµÄÔö³¤£¬¹æÄ£Ð§Ó¦³õ²½ÏÔÏÖ£¬µ¥Î»ÖÆÔì³É±¾¼°ÆÚ¼ä·ÑÓÃÂÊÖð²½½µµÍ£¬ÕýÏò´Ù½ø¾»ÀûÈóˮƽÌáÉý¡£¡±
¡¡¡¡ÏȽø·â×°Êг¡¹æÄ£Õ¼±È¹ý°ë
¡¡¡¡¾ÝÖÐÉ̲úÒµÑо¿ÔºÔ¤²â£¬È«Çò¼¯³Éµç··â×°²âÊÔÐÐÒµÊг¡¹æÄ£ÓÐÍû´Ó2024ÄêµÄ1014.7ÒÚÃÀÔªÉÏÉýÖÁ2025ÄêµÄ1107.9ÒÚÃÀÔª£¨Ô¼ºÏÈËÃñ±Ò7716.97ÒÚÔª£©Í¬±ÈÔö³¤9.18%¡£ÆäÖУ¬2025ÄêÈ«ÇòÏȽø·â×°Êг¡¹æÄ£½«´ïµ½571ÒÚÃÀÔª£¬Õ¼Êг¡ÕûÌ广ģµÄ51.54%£¬Æä¹æÄ£ÔÚ2028ÄêÓÐÍû´ïµ½786ÒÚÃÀÔª£¬2025Äê-2028ÄêµÄÄ긴ºÏÔö³¤ÂÊΪ11.24%¡£ÏȽø·â×°ÒѾ­³ÉÎªÍÆ¶¯ÐÐÒµÔö³¤µÄÖØÒª·½Ïò¡£
¡¡¡¡×î½ü£¬Ì¨»ýµçÐû²¼2ÄÉÃ×ÖÆ³ÌÒÑÓÚ2025ÄêµÚËļ¾¶ÈÕýʽÁ¿²ú£¬Í¬Ê±Åû¶ÏÂÒ»´ú1.4ÄÉÃ×¹¤ÒÕÑз¢¹¤×÷Ò²ÒÑ˳ÀûÕ¹¿ª¡£ÕâÊÇÐ¾Æ¬ÖÆÔìÁìÓòµÄÖØ´ó½øÕ¹£¬Í¬Ê±Ò²Òâζ×Å´«Í³¹è»ùоƬÒѱƽüÎïÀí¼«ÏÞ£¬¹¤ÒÕÖÆ³ÌÊܳɱ¾´ó·ùÔö³¤ºÍ¼¼Êõ±ÚÀݵÈÒòËØÓ°Ïì¸Ä½øËÙ¶È·Å»º¡£ÓÉÓÚ¹è»ùоƬ¹¤ÒÕ¶ÌÆÚÄÚÄÑÓиü´óÍ»ÆÆ£¬Í¨¹ýÏȽø·â×°¼¼ÊõÌáÉýоƬÕûÌåÐÔÄܳÉΪ¼¯³Éµç·ÐÐÒµ¼¼Êõ·¢Õ¹µÄÇ÷ÊÆÖ®Ò»¡£
¡¡¡¡·½Õý֤ȯָ³ö£¬»ªÎª¡¢º®Îä¼Í-U¡¢º£¹âÐÅÏ¢µÈ¹«Ë¾µÄËãÁ¦Ð¾Æ¬Õý¼ÓËÙµü´ú£¬¹ú²ú¹©Ó¦Á´»ý¼«ÅäÌ×ÒÔʵÏÖËãÁ¦Ð¾Æ¬×ÔÖ÷¿É¿Ø£¬ÏȽø·â×°²úÄÜÀ©ÕÅÐèÇóÓú·¢ÆÈÇУ¬²úÒµÁ´Ó­À´ÖØ´ó·¢Õ¹»úÓö¡£»ªÌ©Ö¤È¯ÈÏΪ£¬¹ú²úËãÁ¦¿¨³§É̲úÆ·µü´úÓëÈÚ×ʽøÕ¹¼ÓËÙ£¬2026Äê»ò½«Ó­À´¹ú²úËãÁ¦´ó¹æÄ£·ÅÁ¿µÄÒ»Ä꣬ÉÏÓηâ²âµÈÖÆÔì»·½Ú½«Í¬²½ÊÜÒæ¡£
¡¡¡¡ÔÚ¹ú²ú´æ´¢Ð¾Æ¬Éè¼ÆÆóÒµÖУ¬°Ûά´æ´¢ÊôÓÚ½ÏÔçÍÆ¶¯¡°Ñз¢+·â²â¡±Ò»Ì廯²¼¾ÖµÄ´ú±íÖ®Ò»¡£Ä¿Ç°£¬¹«Ë¾ÔÚÏÖÓм¼Êõ»ù´¡ÉÏ£¬Õý¼ÓËÙ²¼¾Ö¾§Ô²¼¶ÏȽø·â×°£¬Ò»·½ÃæÂú×ãÏȽø´æ´¢²úÆ·µÄ·â×°ÐèÇó£¬Îª²úÆ·Ñз¢Ìṩ¼¼ÊõÖ§³ÅÓë²úÄܱ£ÕÏ£»ÁíÒ»·½ÃæÇ¿»¯Óë´æ´¢Ö÷ÒµµÄЭͬ£¬¸üºÃ·þÎñ¿Í»§ÔÚ´æËãÒ»Ìå¡¢³µÔؼ°¹¤Òµ¼¶Ä£×éµÈ³¡¾°ÏµĶ¨ÖÆ»¯·â²âÐèÇó¡£
¡¡¡¡²ÆÍ¨Ö¤È¯Ö¸³ö£¬½øÈë2026Ä꣬ÏȽø·â×°µÄ¸ß¾°Æø¾ßÓÐÐèÇó¸ß¶ÈÈ·¶¨ÐÔ¡¢¹©¸ø³ÖÐøÀ©Õŵ«½×¶ÎÐÔÆ«½ôÒÔ¼°¼ÛÖµÁ¿Õ¼±Ȩ̀ÉýµÄÈýÖØÌØÕ÷¡£Ò»·½Ã棬AI´¦ÀíÆ÷ÓëHBM£¨¸ßÐÔÄÜÄڴ棩°ó¶¨µÄ2.5D/3D·½°¸ÒѳÉΪÖ÷Á÷£¬µ¥¿ÅоƬ·â×°Óë²âÊÔ¼ÛÖµÁ¿ÒѽӽüÉõÖÁ±Æ½ü¾§Ô²ÖÆÔì³É±¾£»ÁíÒ»·½Ã棬̨»ýµçCoWoS-L£¨Ò»ÖÖ2.5D·â×°¼¼Êõ£©µÈ¸ßËãÁ¦·âװƽ̨Óëרҵ·â²â´ú¹¤³§À©²ú½Ú×à¼Ó¿ì£¬µ«ÈÔ±»AIÐèÇóÇ£Òý£¬¹©Ðè½ôƽºâ£¬2026ÄêÓÐÍû³ÉΪ±¾ÂÖÏȽø·â×°¾°ÆøµÄ¼ÓËÙÄêºÍÓ¯Àûµ¯ÐÔÊÍ·ÅÄê¡£
¡¡¡¡ÁíÍ⣬²ÆÍ¨Ö¤È¯ÈÏΪ£¬½üÆÚ¹ú¼Ê·â²â´ó³§Æô¶¯Ê×ÂÖµ÷¼Û£¬ÕÇ·ù½ü30%£¬ÓÉÓÚ¶©µ¥¡°Ì«Âú¡±Ö²úÄÜÀûÓÃÂʱƽüÂúÔØ£¬²¢Ã÷È·´æÔÚµÚ¶þ²¨ÕǼÛÔ¤ÆÚ£¬2026ÄêÓÐÍû³ÉΪ¡°¼ÛÁ¿ÆëÉý¡±µÄ¶ÒÏÖÄê¡£
¡¡¡¡ÔÚ¹úÄÚ·â²âÁúÍ·ÖУ¬³¤µç¿Æ¼¼(600584.SH)¾ß±¸¶àÄê´æ´¢·â×°Á¿²ú¾­Ñ飬·â²â·þÎñ¸²¸ÇDRAM¡¢FlashµÈ¸÷Öִ洢оƬ²úÆ·¡£¹«Ë¾ÓÚ2024ÄêÒÔÔ¼6.24ÒÚÃÀÔªÊÕ¹ºÁËêɵú°ëµ¼Ìå80%µÄ¹É·Ý£¬2025ÄêÉϰëÄêêɵúʵÏÖ¾»ÀûÈó6822ÍòÔª¡£êɵú°ëµ¼ÌåÊÇÈ«Çò¹æÄ£ÁìÏȵÄÉÁ´æ´æ´¢²úÆ··â×°²âÊÔ¹¤³§£¬ÔÚNAND FlashÉϾ߱¸ÁìÏȼ¼Êõ»ýÀÛÓë¿Í»§×ÊÔ´¡£
¡¡¡¡³¤µç¿Æ¼¼Ö¸³ö£¬êɵú¹¤³§Éú²úµÄ´æ´¢Ð¾Æ¬£¬ÔÚAIδÀ´·¢Õ¹½ø³ÌÖУ¬ÎÞÂÛÊÇÊý¾ÝÖÐÐĶ˻¹ÊÇÖն˲࣬¾ùÊÇÖ§³ÅоƬ¸ßËÙÔËתµÄºËÐÄ»·½Ú¡£¹«Ë¾ºóÐø½«ÒÀÍÐêɵú¹¤³§¼°ÆäËû¶à¸ö¹¤³§µÄ´æ´¢ÒµÎñ²¼¾Ö£¬½øÒ»²½ÌáÉýÆóÒµ¼¶¹Ì̬ӲÅ̸߶ËÊг¡·Ý¶î£¬ÓÈÆä¾Û½¹¸ßÃܶȴ洢Àà²úÆ·µÄ·¢Õ¹¡£
¡¡¡¡·â²âÁúͷëÀûÂÊÎȲ½»ØÉý
¡¡¡¡½üÄêÀ´£¬A¹É¼¯³Éµç··â²âÁúÍ··×·×²¼¾ÖÏȽø·â×°¼¼ÊõÓë²úÏß¡£ÏȽø·â×°¿É´óÖ·ÖΪ2.5D¡¢3D IC¼°3D Package¡£3D ICÓë3D PackageµÄÇø±ðÔÚÓÚǰÕßÇ¿µ÷ÂãÆ¬µÄÖ±½Ó¼¯³É£¬ºóÕ߸ü¶àÊÇ·â×°ÌåÖ®¼äµÄ¼¯³É¡£
¡¡¡¡2025ÄêǰÈý¼¾¶È£¬Êܹú¼Ê´ó×ÚÉÌÆ·¼Û¸ñ²¨¶¯Ó°Ï죬²¿·ÖÔ­²ÄÁϳɱ¾ÈÔ¶Ô·â²âÐÐÒµµÄëÀûÂʹ¹³É½Ï´óѹÁ¦¡£ÀýÈ磬³¤µç¿Æ¼¼2025ÄêµÚÒ»¼¾¶ÈëÀûÂÊΪ12.63%£¬µÚ¶þºÍµÚÈý¼¾¶È·Ö±ðΪ14.31%ºÍ14.25%¡£
¡¡¡¡³¤µç¿Æ¼¼ÔÚ½üÆÚ½ÓÊÜͶ×ÊÕßµ÷ÑÐʱ±íʾ£¬¹«Ë¾ÒÑ´Ó2025ÄêϰëÄêÆðÖð²½Â䵨½ð¼ÛÁª¶¯»úÖÆ¡£¾¡¹Ü½ð¼ÛÁª¶¯»úÖÆÔÚÒ»¶¨³Ì¶ÈÉÏ»º½âÁËÔ­²ÄÁÏÕǼ۴øÀ´µÄѹÁ¦£¬µ«´«µ¼´æÔÚÒ»¶¨ÖͺóÐÔ¡£¡°ºóÐø¹«Ë¾½«Õë¶ÔÐÔµØ×öºÃ·þÎñ¶¨¼Û¼°²úÆ·½á¹¹ÓÅ»¯¹¤×÷£¬ÓÅÏȾ۽¹¸ßëÀû²úÆ·½øÐвúÄÜ·ÖÅ䣬ÌáÉýµ¥Î»²ú³öÀûÈóÂÊ¡£¹«Ë¾Ô¤¼Æ¹úÄÚÍ⹤³§µÄëÀûˮƽºóÐø½«³ÖÐø¸ÄÉÆ£¬¹«Ë¾ÕûÌåëÀûÂÊÓÐÍûʵÏÖÎȲ½»ØÉý¡£¡±
¡¡¡¡³¤µç¿Æ¼¼Í¬Ê±Ö¸³ö£¬¹ØÓÚÏÂÒ»²½À©²ú¹æ»®£¬¹«Ë¾½«»ùÓÚ¶ÔÊг¡µÄÑÐÅУ¬°üÀ¨È˹¤ÖÇÄÜÐèÇó´ø¶¯µÄÏà¹ØÐèÇó¿ìËÙÔö³¤µÄÇé¿öÏ£¬¼ÌÐø¾Û½¹¸ß¶Ë²úÄܲ¼¾Ö¡£¶ÔÓÚµ±Ç°ÐÐÒµ¾°Æø¶ÈµÄÎÊÌ⣬¹«Ë¾±íʾ£¬´Ó2025ÄêËļ¾¶ÈÇ÷ÊÆÀ´¿´£¬¡°Êг¡½«¼ÌÐø±£³ÖÎÈÖÐÏòÉϵÄÊÆÍ·£¬ÕâÒ»·¢Õ¹·½ÏòÑÓÉìÖÁ2026Ä꣬´óµÄ·½ÏòÎÒÃÇÈÏΪ²»»á·¢Éú±ä»¯¡±¡£
¡¡¡¡½üÆÚ£¬°ëµ¼ÌåÐ¾Æ¬ÖÆÔìÁúͷ̨»ýµçÉϵ÷ÁË·â²âÒµÎñµÄ×ʱ¾¿ªÖ§£¬¸Ã¹«Ë¾µÄ¶¯ÏòÀúÀ´±»ÊÓΪÐÐÒµµÄ·çÏò±ê¡£2026Äê1ÔÂ15ÈÕ£¬Ì¨»ýµçÕÙ¿ª2025µÚËļ¾¶È½»Á÷»á£¬¹«Ë¾¶Ô2026²ÆÄêµÄ×ʱ¾¿ªÖ§Ö¸ÒýΪ520ÒÚÃÀÔª-560ÒÚÃÀÔª£¬±È2025²ÆÄêʵ¼Ê×ʱ¾Ö§³öÔö¼Ó27%-37%£¬ÆäÖÐÏȽø·â×°¡¢²âÊÔ¼°ÑÚĤ°æÖÆÔìµÈµÄͶÈë±ÈÀýÕ¼10%-20%¡£Ì¨»ýµçÖ¸³ö£¬2025²ÆÄêÏȽø·â×°ÊÕÈë¹±Ï×Ô¼8%£¬2026²ÆÄêÔ¤¼Æ»áÂÔ¸ßÓÚ10%£¬Ô¤¼ÆÎ´À´ÎåÄêÏȽø·â×°µÄÊÕÈëÔö³¤½«¸ßÓÚ¹«Ë¾ÕûÌåµÄÔö³¤¡£
¡¡¡¡²ÆÍ¨Ö¤È¯Ö¸³ö£¬ÓÉÓÚº£ÍâCoWoS£¨Ò»ÖÖ2.5D·â×°¼¼Êõ£©²úÄܳ¤ÆÚÂúÔØ£¬µ¼Ö²¿·Ö¹úÄÚËãÁ¦¹«Ë¾¹©Ó¦Á´³Ô½ô¡£ÕâΪ¹ú²úÏȽø·âװƽ̨´´ÔìÁ˱¦¹óµÄ¿Í»§µ¼ÈëÓë²úÆ·ÑéÖ¤´°¿Ú¡£¶øÔÚ¸´ÔӵĹú¼Ê¾­Ã³»·¾³Ï£¬ÊµÏÖËãÁ¦²úÒµÁ´µÄ×ÔÖ÷¿É¿ØÒѳÉΪ¹ú¼ÒÓë²úÒµµÄ¹²Ê¶£¬¸ß¶Ë·â×°µÄ¹ú²ú»¯Ìæ´úÆÈÔÚü½Þ¡£
¡¡¡¡½üÄêÀ´£¬¹ú²ú·â²â³§³ÖÐø¼Ó´óÏȽø·â×°ÁìÓòµÄͶÈë£¬È«Ãæ¸²¸ÇÖ÷Á÷¼¼Êõ·Ïߣ¬Í¨¹ý²»¶ÏÓÅ»¯¼¼Êõ²¼¾ÖÓ빤ÒÕ£¬Òѹ¹½¨¶à²ã´ÎµÄ·â×°Óë²âÊÔÄÜÁ¦£¬¿ÉÂú×ã¶à¸öÓ¦ÓÃÁìÓòµÄÐèÇó¡£±ÈÈ磬³¤µç¿Æ¼¼Õý³ÖÐøÍÆ¶¯³¤µç΢µç×Ó¾§Ô²¼¶¸ß¶ËÖÆÔìÏîÄ¿µÄ²úÆ·ÉÏÁ¿£¬²¢°´ÕÕ¿Í»§ÒªÇó¼Ó¿ì½øÐвúÄÜÀ©³ä£¬´ÓÖÐÆÚÄ¿±êÀ´¿´£¬¹«Ë¾ÃæÏòÔËËãÀàµç×ÓÒµÎñµÄÊÕÈëÕ¼±È½«³ÖÐøÌáÉý¡£
¡¡¡¡Í¨¸»Î¢µçĿǰÕýÍÆ¶¯¶¨ÔöÀ´À©ÕŲúÄÜ¡£¹«Ë¾ÓÚ2026Äê1ÔÂ9ÈÕÅû¶¶¨ÔöÔ¤°¸£¬Äâ=×ʽð×ܶ³¬¹ý44ÒÚÔª£¬¿Û³ý·¢ÐзÑÓúó½«È«²¿ÓÃÓÚÎå¸ö·½Ïò£º´æ´¢Ð¾Æ¬·â²â²úÄÜÌáÉýÏîÄ¿£¬ÄâͶÈë8ÒÚÔª£»Æû³µµÈÐÂÐËÓ¦ÓÃÁìÓò·â²â²úÄÜÌáÉýÏîÄ¿£¬ÄâͶÈë10.55ÒÚÔª£»¾§Ô²¼¶·â²â²úÄÜÌáÉýÏîÄ¿£¬ÄâͶÈë6.95ÒÚÔª£»¸ßÐÔÄܼÆË㼰ͨÐÅÁìÓò·â²â²úÄÜÌáÉýÏîÄ¿£¬ÄâͶÈë6.2ÒÚÔª¡£ÏîÄ¿½¨ÉèÖÜÆÚ¾ùΪÈýÄ꣬ʣÓà12.3ÒÚÔªÄâ²¹³äÁ÷¶¯×ʽ𼰳¥»¹ÒøÐдû¿î¡£
¡¡¡¡Í¨¸»Î¢µç´æ´¢Ð¾Æ¬·â²âÏîÄ¿½¨³Éºó£¬ÄêÐÂÔö´æ´¢Ð¾Æ¬·â²â²úÄÜ84.96ÍòƬ¡£´ÓÀúÊ·À©ÕŹ켣À´¿´£¬Í¨¸»Î¢µçÏȺóÔÚ½­ËÕÄÏͨ³ç´¨¡¢°²»ÕºÏ·Ê¡¢¸£½¨ÏÃÃŵȵؽ¨³§²¼¾Ö£»Í¨¹ýÊÕ¹ºAMDËÕÖݼ°AMDéijǸ÷85%¹ÉȨ£¬ÔÚ½­ËÕËÕÖÝ¡¢ÂíÀ´Î÷ÑÇéijÇÓµÓÐÉú²ú»ùµØ¡£¹«Ë¾ÓÚ2025Äê2ÔÂÒÔ×ÔÓÐ×ʽðÊÕ¹º¾©Â¡¿Æ¼¼26%µÄ¹ÉȨ£¬±êµÄ¹«Ë¾Ôڸ߶˼¯³Éµç·רҵ²âÊÔÁìÓò¾ß±¸²îÒ컯¾ºÕùÓÅÊÆ£¬½øÒ»²½ÍêÉÆÁ˹«Ë¾¡°·â²âÒ»Ì廯¡±·þÎñÄÜÁ¦¡£
¡¡¡¡»ªÌì¿Æ¼¼ÔòÒÔ²¢¹ºÀ©²ú¡£ÆäÔÚ2025Äê10Ô¹«¸æ£¬Äâͨ¹ý·¢Ðйɷݼ°Ö§¸¶ÏÖ½ðµÄ·½Ê½Ïò27Ãû½»Ò×¶Ô·½¹ºÂò»ªôà΢µç100%µÄ¹É·Ý£¬²¢Ä¼¼¯ÅäÌ××ʽ𡣱êµÄ¹«Ë¾Éè¼ÆÒµÎñרעÓÚ¸ßÐÔÄܹ¦ÂÊÆ÷¼þ£¬¸²¸ÇÆû³µ¡¢·þÎñÆ÷¡¢ÐÂÄÜÔ´µÈ¸ßÔö³¤ÁìÓò£¬·â²âÒµÎñ²úÆ·ÖÊÁ¿µÈ¼¶Âú×㹤ҵ¼°Æû³µ¼¶±ê×¼¡£¹«Ë¾Äâͨ¹ýÊÕ¹º£¬Ò»·½Ãæ¿ìËÙÍêÉÆ·â×°²âÊÔÖ÷Òµ²¼¾Ö£¬ÍØÕ¹¹¦ÂÊÆ÷¼þ·â×°²âÊÔÒµÎñ£»ÁíÒ»·½ÃæÑÓÉ칦ÂÊÆ÷¼þ×ÔÓÐÆ·ÅƲúÆ·µÄÑз¢¡¢Éè¼Æ¼°ÏúÊÛÒµÎñ£¬¸²¸ÇÆû³µ¼¶¡¢¹¤Òµ¼¶¡¢Ïû·Ñ¼¶¹¦ÂÊÆ÷¼þ²úÆ·£¬¿ª±ÙµÚ¶þÔö³¤ÇúÏß¡£
¡¡¡¡ð®Îùµç×ÓÔò½«À©²úÄ¿±êͶÏòº£Íâ¡£¹«Ë¾ÓÚ2026Äê1ÔÂ12ÈÕ¹«¸æ£¬ÄâͶ×ʲ»³¬¹ý21ÒÚÔª£¬ÔÚÂíÀ´Î÷ÑÇн¨¼¯³Éµç··â×°ºÍ²âÊÔÉú²ú»ùµØ¡£ÏîÄ¿Ö÷Òª½¨Éèϵͳ¼¶·â×°£¨SiP£©µÈ¸ß¶Ë²úÏߣ¬ÏÂÓÎÓ¦Óú­¸ÇÖÇÄÜÎïÁªÍø¡¢¿É´©´÷É豸¡¢µçÔ´¹ÜÀíÄ£×鼰ͨÐÅÄ£¿éµÈÁìÓò¡£
¡¡¡¡ð®Îùµç×ÓµÄÉÏÊöÏîÄ¿½¨ÉèÖÜÆÚΪ60¸öÔ¡£ÏîÄ¿½¨³Éºó£¬Ò»·½Ã潫ÓÐЧ²¹³ä¹«Ë¾Î´À´ÒµÎñ·¢Õ¹ÃæÁٵIJúÄÜȱ¿Ú£¬¹®¹Ì²¢ÌáÉýÆäÔÚÈ«Çò¼¯³Éµç··â×°ºÍ²âÊÔÊг¡µÄ·Ý¶î£»ÁíÒ»·½Ã潫ÓÐÖúÓÚÉÓ뺣Íâ´ó¿Í»§µÄÕ½ÂÔºÏ×÷£¬½øÒ»²½ÔöǿӯÀûÄÜÁ¦¡¢½µµÍÔËÓª·çÏÕ£¬²¢È«ÃæÌáÉý×ۺϾºÕùÁ¦¡£
¡¡¡¡ÔÚ´ó¹æÄ£À©²úµÄͬʱ£¬²¿·Ö¹«Ë¾Öƶ¨Á˹ɶ«»Ø±¨¹æ»®¡£°Ûά´æ´¢ÓÚ2025Äê12ÔÂ9ÈÕ·¢²¼¡¶Î´À´ÈýÄê(2026Äê-2028Äê)¹É¶«·Öºì»Ø±¨¹æ»®¡·Ã÷È·£¬ÔÚÂú×ã·ÖºìÌõ¼þµÄǰÌáÏ£¬Ã¿ÄêÏÖ½ð·Öºì²»µÍÓÚ¿É·ÖÅäÀûÈóµÄ10%£»ÈÎÒâÁ¬ÐøÈýÄêÀÛ¼ÆÏÖ½ð·Öºì²»µÍÓÚÈýÄêÄê¾ù¿É·ÖÅäÀûÈóµÄ30%£»¼øÓÚ¹«Ë¾´¦Óڳɳ¤ÆÚÇÒ´æÔÚÖØ´ó×ʽðÖ§³ö°²ÅÅ£¬µ¥´ÎÀûÈó·ÖÅäÖÐÏÖ½ð·Öºì±ÈÀý×îµÍ²»µÍÓÚ20%¡£

¡¾2026-01-27¡¿
ÀûºÃÊÍ·Å£¡ÕâÒ»°å¿é£¬Ò춯À­Éý£¡ 
¡¾³ö´¦¡¿Ö¤È¯ÈÕ±¨Ö®Éù

¡¡¡¡1ÔÂ27ÈÕ£¬A¹ÉÊг¡Ó­À´¿Æ¼¼Ö÷ÏßÐÐÇ飬¹âͨÐŰå¿é¼¯Ìå×ßÇ¿£¬CPO£¨¹²·â×°¹âѧ£©¸ÅÄîÇ¿ÊÆ»ØÅ¯¡£½ØÖÁÉÏÎçÊÕÅÌ£¬¿É´¨¿Æ¼¼¡¢Öдɵç×ÓÕÇÍ££¬Ô´½Ü¿Æ¼¼¡¢ÌìæÚͨÐÅ¡¢ÐÂÒ×Ê¢¡¢ÖмÊÐñ´´µÈÁúÍ·¹É·×·×¸úÕÇ¡£
¡¡¡¡ÌíÒíÊý×Ö¾­¼ÃÖÇ¿â¸ß¼¶Ñо¿Ô±ÎâÍñÓ¨¶Ô¼ÇÕß±íʾ£º¡°CPO¸ÅÄîµÄ»ØÅ¯Ö÷ÒªÊÜÒæÓÚÈ«ÇòAIËãÁ¦ÐèÇóµÄ±¬·¢Ê½Ôö³¤£¬º£ÍâÔÆ³§É̳ÖÐøÉϵ÷×ʱ¾¿ªÖ§Ö±½ÓÀ­¶¯Á˸ßËÙÂʹâÄ£¿éµÄ¶©µ¥Ô¤ÆÚ£¬µþ¼Ó¹âͨÐż¼ÊõÉý¼¶Óë¹ú²ú»¯Ç÷ÊÆ£¬°å¿éÔÚÒµ¼¨Çý¶¯ÏÂʵÏÖ¼ÛÖµÖØ¹À¡£´Ë´ÎÉÏÕDz¢·Ç¶ÌÆÚÇéÐ÷³´×÷£¬¶øÊDzúÒµ¸ß¾°Æø¶ÈÔÚ×ʱ¾Êг¡µÄÓ³Éä¡£¡±
¡¡¡¡Ê²Ã´ÊÇCPO£¿¼òµ¥À´Ëµ£¬ËüÊǽ«¹âÄ£¿éµÄºËÐIJ¿¼þ¡ª¡ª¹âÒýÇæ£¬Ö±½ÓÓëGPU»ò½»»»Ð¾Æ¬·â×°ÔÚͬһ»ù°åÉÏ£¬ÉõÖÁ²ÉÓÃ3D¶ÑµþʵÏÖ¡°±³¿¿±³¡±¼¯³É¡£´«Í³·½°¸ÖУ¬µçÐźÅÐèͨ¹ý¼¸Ê®ÀåÃ׳¤µÄÍ­Ïß´«ÊäÖÁ¶ÀÁ¢¹âÄ£¿éÔÙתΪ¹âÐźţ¬¶øCPO½«ÕâÒ»¾àÀëËõ¶ÌÖÁ¼¸ºÁÃ×£¬´ó·ù½µµÍ¹¦ºÄ¡¢ÑÓ³ÙÓëÐźÅËðºÄ¡£
¡¡¡¡ÖйúÆóÒµÁªºÏ»áÌØÔ¼Ñо¿Ô±ºú÷èÄÁ¶Ô¡¶Ö¤È¯ÈÕ±¨¡·¼ÇÕß±íʾ£º¡°ÔÚAIËãÁ¦ÐèÇó¾®Å硢ȫÇòÊý¾ÝÖÐÐļÓËÙÏò800G/1.6TÑݽøµÄ±³¾°Ï£¬CPO×÷ΪÏÂÒ»´ú¹â»¥ÁªºËÐļ¼Êõ£¬Õý´ÓʵÑéÊÒ×ßÏò¹æÄ£»¯ÉÌÓ㬳ÉΪ×ʱ¾¾ºÖðµÄиߵء£¡±
¡¡¡¡´Ó²úÒµÁ´½Ç¶È¿´£¬CPO¼¼ÊõÉæ¼°¶à¸ö»·½Ú£ºÉÏÓεĹâоƬ¡¢¹âÒýÇæ¡¢ÌÕ´É·â×°»ù×ù£¬ÖÐÓεĹâÄ£¿é·â×°²âÊÔ£¬ÏÂÓεÄÊý¾ÝÖÐÐÄ¡¢AI·þÎñÆ÷µÈ¡£ÆäÖУ¬ÖмÊÐñ´´¡¢ÐÂÒ×Ê¢¡¢ÌìæÚͨÐŵÈÁúÍ·Æóҵƾ½èÔÚ800G/1.6T¹âÄ£¿éÁìÓòµÄÏÈ·¢ÓÅÊÆºÍº£Íâ¿Í»§Éî¶È°ó¶¨£¬ÒѳÉΪȫÇòAIËãÁ¦»ù½¨µÄºËÐũӦÉÌ¡£
¡¡¡¡ÖÐÐÅ֤ȯÑб¨³Æ£¬AIËãÁ¦ÐèÇ󱬷¢Íƶ¯¹âͨÐŲúÒµÉý¼¶£¬º£ÍâÔÆ³§ÉÌ×ʱ¾¿ªÖ§³ÖÐøÀ©ÕÅ£¬Ó¡Ö¤AI»ù´¡ÉèÊ©ÐèÇóÇ¿¾¢£¬´øÀ´ÍúÊ¢µÄ¸ßËÙÂʹâÄ£¿éÐèÇó¡£¾¡¹Ü¸ßËÙ¹âоƬµÈÎïÁÏ¶ÌÆÚ¹©¸ø´æÔÚȱ¿Ú£¬µ«ÉÏÓγ§ÉÌ»ý¼«À©²ú£¬µþ¼Ó¹è¹â·½°¸ÉøÍ¸ÂÊÌáÉý£¬¹©Ó¦Á´Æ¿¾±ÓÐÍû»º½â¡£
¡¡¡¡´ËÍ⣬ÐÐÒµ¼¼Êõ·¾¶ÕýÔÚ¿ìËÙÑݽø¡£NPO£¨½ü·â×°¹âѧ£©Æ¾½èµÍ¹¦ºÄ¡¢¸ß´ø¿í¡¢Ò×ά»¤µÈÓÅÊÆ£¬Õý³ÉΪ´ÓCPOÏòÈ«¼¯³É¹â»¥Áª¹ý¶ÉµÄ¹Ø¼ü·½°¸¡£
¡¡¡¡¡°Õâ²»½öÊÇÖÜÆÚ¸´ËÕ£¬¸üÊǼ¼ÊõÉý¼¶´øÀ´µÄ½á¹¹ÐÔ»ú»á¡£¡±ºú÷èÄÁÇ¿µ÷£¬Í·²¿¹âÄ£¿éÆóÒµÒÑÂÊÏȲ¼¾ÖNPOƽ̨£¬Íƶ¯Êý¾ÝÖÐÐĹ⻥Áª¼Ü¹¹Ïò¸ü¸ßЧÂÊÑݽø¡£¼¼Êõµü´úµÄËÙ¶ÈÔ¶³¬Êг¡Ô¤ÆÚ¡£
¡¡¡¡´Ó²úÒµ½øÕ¹¿´£¬¶à¼ÒÉÏÊй«Ë¾ÒÑÔÚCPOÁìÓòÈ¡µÃʵÖÊÐÔÍ»ÆÆ¡£³¤µç¿Æ¼¼»ùÓÚXDFOI ¶àάÒìÖÊÒì¹¹ÏȽø·â×°¹¤ÒÕÆ½Ì¨µÄ¹è¹âÒýÇæ²úÆ·ÒÑÍê³É¿Í»§ÑùÆ·½»¸¶£»ÖÂÉпƼ¼µÄMPC²úƷΪÐÂÐ˰åÔØ¼°¹²·â×°Ó¦ÓÃÌṩ¸ßÃܶȹâÁ¬½Ó½â¾ö·½°¸£»ÂÞ²©ÌØ¿ÆÆìÏÂficonTECÒÑÓë²úÒµÁ´»ï°éºÏ×÷¿ª·¢¼¯³É¹â»¥Á¬½â¾ö·½°¸£¬¾Û½¹CPOÓëSiPh¼¼Êõ´ó¹æÄ£ÖÆÔìÐèÇó¡£
¡¡¡¡Öдɵç×Ó×÷Ϊ¸ß¶ËÌÕ´É·â×°»ù×ùÁúÍ·£¬ÊÜÒæÓÚ¹âоƬ·â×°ÐèÇó¼¤Ôö£¬½ñÈÕÕÇÍ£¡£Öдɵç×ÓÔÚ2025Äê12ÔÂ19ÈÕ»ú¹¹µ÷ÑÐÖбíʾ£¬¹«Ë¾×÷Ϊ¹úÄÚÍâ¹âÄ£¿é¹«Ë¾µÄºËÐÄÌմɲúÆ·£¨ÌÕ´ÉÍâ¿Ç&»ù°å£©¹©Ó¦ÉÌ£¬Ä¿Ç°ÔÚÊÖ¶©µ¥³ä×㣬²úÄÜÀûÓÃÂÊһֱά³ÖÔڽϸßˮƽ£¬Í¨¹ý³ÉÆ·ÂÊÌáÉý£¬²úÄÜÒ²ÔÚ³ÖÐøÊÍ·Å¡£Ô¤¼ÆÏà¹Ø²úÆ·2026Ä꽫´¦ÓÚ³ÖÐø·ÅÁ¿½×¶Î£¬¹«Ë¾ÒѸù¾ÝÊг¡ÐèÇó»ý¼«À©²ú£¬ÒÔÂú×ãÊг¡ÐèÇóÈ«Á¦±£Õ϶©µ¥½»¸¶¡£Ä¿Ç°CPOÓÃÌÕ´É»ù°å´¦ÓÚÑз¢½×¶Î£¬Ô¤¼ÆÈýÄêÄÚÁ¿²ú£¬µç×ÓÌմɼÛÖµÁ¿Ô¤¼ÆÔÚÒÚÔªÒÔÉϹæÄ£¡£
¡¡¡¡¾ÍÔÚCPO¸ÅÄî¹É»ØÅ¯µ±ÈÕ£¬¾ÝлªÉç1ÔÂ27ÈÕÏûÏ¢£¬ÎÒ¹ú½«ÊµÊ©ÎȸÚÀ©ÈÝÌáÖÊÐж¯£¬ÍƳöÖØµãÐÐÒµ¾ÍÒµÖ§³Ö¾Ù´ë£¬³ǫ̈Ӧ¶ÔÈ˹¤ÖÇÄÜÓ°Ïì´Ù¾ÍÒµÎļþ¡£
¡¡¡¡¡°ÕâÌåÏÖÁ˹ú¼ÒÔÚÍÆ¶¯¼¼Êõ¸ïÃüµÄͬʱ£¬¸ß¶ÈÖØÊÓÉç»áƽÎȹý¶É¡£¡±ºú÷èÄÁ·ÖÎö±íʾ£¬AIȷʵ»áÌæ´ú²¿·ÖÖØ¸´ÐÔ¸Ú룬µ«Ò²»á´ßÉú´óÁ¿¸ß¼¼ÄÜÐÂÖ°Òµ£¬Èç¹âÄ£¿é¹¤³Ìʦ¡¢¹è¹âËã·¨ÓÅ»¯Ê¦¡¢AIÔËάר¼ÒµÈ¡£¹Ø¼üÔÚÓÚ½ÌÓýÌåϵÓë²úÒµÐèÇóµÄ¾«×¼¶Ô½Ó¡£
¡¡¡¡Ëû½øÒ»²½Ç¿µ÷£º¡°½ñÌìµÄCPOÈȳ±£¬²»½öÊÇ×ʱ¾¶Ô¼¼ÊõÇ÷ÊÆµÄÈϿɣ¬¸üÊÇÐÂÖÊÉú²úÁ¦Â䵨µÄËõÓ°¡£¶øÅäÌ׵ľÍÒµÕþ²ß£¬ÔòΪÕⳡ±ä¸ïÌṩÁË¡®°²È«Íø¡¯ºÍ¡®¼ÓËÙÆ÷¡¯¡£¡±
¡¡¡¡¡°ÐèÒªÌáÐѵÄÊÇ£¬CPO°å¿éÈÔÃæÁÙÒ»¶¨²»È·¶¨ÐÔ£¬¼¼Êõµü´ú·çÏÕ£¨Ð¼¼Êõ·Ïß¿ÉÄܵ߸²ÏÖÓиñ¾Ö£©¡¢¹©Ó¦Á´²¨¶¯·çÏÕ£¨Ð¾Æ¬µÈºËÐÄÎïÁϹ©¸ø½ôÕÅ¿ÉÄÜÓ°Ïì½»¸¶£©¡¢Êг¡¾ºÕù¼Ó¾ç·çÏÕ£¨Ð½øÈëÕß¿ÉÄÜÀ­µÍÐÐÒµÓ¯Àûˮƽ£©¡£Í¶×ÊÕßÓ¦ÀíÐÔ¿´´ý¶ÌÆÚ²¨¶¯£¬¹Ø×¢ÆóÒµºËÐľºÕùÁ¦Ó볤ÆÚ³É³¤ÐÔ¡£¡±ÎâÍñÓ¨Ìáʾ³Æ¡£

¡¾2026-01-27¡¿
01ÔÂ26ÈÕ59¸öÐÐÒµ³öÏÖÈÚ×ʾ»ÂòÈ룬ÕâЩ¸ö¹ÉÊÜÈÚ×Ê¿ÍÇàíù£¡ 
¡¾³ö´¦¡¿Í¬»¨Ë³iNews¡¾×÷Õß¡¿»úÆ÷ÈË

¡¡¡¡2026Äê01ÔÂ26ÈÕ£¬Í¬»¨Ë³89¸öÐÐÒµÖУ¬ÓÐ59¸ö³öÏÖÈÚ×ʾ»ÂòÈ룬¹¤Òµ½ðÊô¡¢Ð¡½ðÊô¡¢»¯Ñ§ÖÆÒ©¡¢±£ÏÕ¡¢¹ó½ðÊôÈÚ×ʾ»ÂòÈë¾Óǰ£¬·Ö±ðΪ16.49ÒÚÔª¡¢4.63ÒÚÔª¡¢4.35ÒÚÔª¡¢3.56ÒÚÔª¡¢2.94ÒÚÔª¡£ÓÐ30¸ö³öÏÖÈÚ×ʾ»Âô³ö£¬¾ü¹¤×°±¸¡¢°ëµ¼Ì塢ͨÐÅÉ豸¡¢µç×Ó»¯Ñ§Æ·¡¢Æû³µÕû³µÈÚ×ʾ»Âô³ö¾Óǰ£¬·Ö±ðΪ21.56ÒÚÔª¡¢12.72ÒÚÔª¡¢5.16ÒÚÔª¡¢2.29ÒÚÔª¡¢1.76ÒÚÔª¡£01ÔÂ26ÈÕÐÐÒµÈÚ×ÊÓà¶î±ä¶¯Çé¿öÐÐÒµÃû³ÆÈÚ×ÊÂòÈë¾»¶î£¨ÒÚ£©ÈÚ×ÊÈÚȯÓà¶î£¨ÒÚ£©ÈÚ×ÊÓà¶î£¨ÒÚ£©ÈÚȯÓà¶î£¨ÒÚ£©¹¤Òµ½ðÊô16.49605.67602.043.63С½ðÊô4.63383.79381.282.51»¯Ñ§ÖÆÒ©4.35515.87514.061.8±£ÏÕ3.56422.69421.681.01¹ó½ðÊô2.94164.08163.011.07µçÁ¦2.83549.08546.742.35Ò½ÁÆÆ÷е2.74372.8370.971.84µç³Ø2.4880.63878.342.28ÒøÐÐ2.35837.33834.62.73¹ì½»É豸1.7668.7468.610.13µçÍøÉ豸1.65385.72383.871.85ÆäËûµçÔ´É豸1.65196.06195.380.67Ôª¼þ1.64574.07572.161.91»¯Ñ§ÖÆÆ·1.57402.25401.071.18¹â·üÉ豸1.55589.26587.441.82½¨Öþ×°ÊÎ1.51397.05395.891.16°×¾Æ1.47363.01359.543.46»¯Ñ§Ô­ÁÏ1.32151.23150.630.6»ú³¡º½ÔË1.2776.4276.080.34Ïû·Ñµç×Ó1.24705.79703.032.76¾ü¹¤µç×Ó1.2376.39375.031.35IT·þÎñ1.19627.43625.581.85È¼Æø1.1539.9339.750.18С¼Òµç1.1429.2729.050.22ËÜÁÏÖÆÆ·0.81183.42183.170.26ÒûÁÏÖÆÔì0.7889.5789.00.57·¿µØ²ú0.75342.43341.31.13ÉúÎïÖÆÆ·0.72267.08266.011.07ͨÓÃÉ豸0.71507.16505.971.19×Ô¶¯»¯É豸0.65374.12372.71.43ÑøÖ³Òµ0.62140.64140.160.48֤ȯ0.621441.491439.252.23ÄÜÔ´½ðÊô0.62202.31201.990.31Å©»¯ÖÆÆ·0.6223.76221.961.8Ò½Ò©ÉÌÒµ0.5774.8674.50.36Å©²úÆ·¼Ó¹¤0.55101.99101.590.4¹âѧ¹âµç×Ó0.49453.94453.020.92ͨÐÅ·þÎñ0.45257.57256.90.67ÖÖÖ²ÒµÓëÁÖÒµ0.466.6866.460.22ÎïÁ÷0.39125.43125.070.35Æû³µÁ㲿¼þ0.37701.07698.932.14óÒ×0.3331.9731.880.09ʳƷ¼Ó¹¤ÖÆÔì0.395.1994.520.67ÓÍÆø¿ª²É¼°·þÎñ0.2884.1583.820.33»¯Ñ§ÏËά0.2765.6865.290.39ÓÎÏ·0.26167.69166.810.88°×É«¼Òµç0.16303.75302.491.26Ïð½ºÖÆÆ·0.1528.6228.490.13ʯÓͼӹ¤Ã³Ò×0.12136.26135.470.8ÔìÖ½0.1138.4238.340.08·þ×°¼Ò·Ä0.1164.7664.530.22°ü×°Ó¡Ë¢0.0969.3269.20.12¼ÆËã»úÉ豸0.09433.54432.321.22·ÄÖ¯ÖÆÔì0.0724.1524.10.05»·¾³ÖÎÀí0.05185.74185.30.44¹¤³Ì»úе0.04107.44106.670.77ÁãÊÛ0.02238.38237.610.77»·±£É豸0.0125.3725.30.07½ÌÓý0.0135.6735.580.09·Ç½ðÊô²ÄÁÏ-0.0134.0333.960.07Ó°ÊÓÔºÏß-0.0177.7377.460.28ÆäËûÉç»á·þÎñ-0.0358.1557.990.16¸Û¿Úº½ÔË-0.03153.91153.290.61½¨Öþ²ÄÁÏ-0.05147.1146.540.56ÃÀÈÝ»¤Àí-0.0678.0977.810.28ÆäËûµç×Ó-0.07193.91193.170.74³øÎÀµçÆ÷-0.1411.9311.90.03·çµçÉ豸-0.16146.06145.240.82Æû³µ·þÎñ¼°ÆäËû-0.1951.6251.20.43Èí¼þ¿ª·¢-0.24769.62767.22.42»¥ÁªÍøµçÉÌ-0.3231.0931.060.03ÖÐÒ©-0.32219.26218.280.98¼Ò¾ÓÓÃÆ·-0.451.7451.410.33¹«Â·Ìú·ÔËÊä-0.4289.3989.040.35ÂÃÓμ°¾Æµê-0.6141.8241.640.18Ò½ÁÆ·þÎñ-0.62262.43261.590.84¶àÔª½ðÈÚ-0.64153.11152.550.55ÎÄ»¯´«Ã½-0.82320.85318.542.31רÓÃÉ豸-1.03372.41370.921.48ºÚÉ«¼Òµç-1.0570.8470.210.63¸ÖÌú-1.11167.37166.181.19µç»ú-1.23103.86103.350.52ú̿¿ª²É¼Ó¹¤-1.37131.74130.711.03½ðÊôвÄÁÏ-1.45120.43120.120.31Æû³µÕû³µ-1.76521.71520.491.22µç×Ó»¯Ñ§Æ·-2.29202.52201.790.73ͨÐÅÉ豸-5.161113.21109.53.7°ëµ¼Ìå-12.721979.671971.977.69¾ü¹¤×°±¸-21.56684.01680.693.32
¡¡¡¡ÈÚ×ʿͼӲ־ÓǰµÄ10Ö»¹ÉƱÈçÏ£º01ÔÂ26ÈÕÈÚ×ʾ»ÂòÈëǰʮ¹É¹ÉƱ´úÂë¹ÉƱ¼ò³ÆÈÚ×ÊÂòÈë¶î£¨ÒÚ£©ÈÚ×ʳ¥»¹¶î£¨ÒÚ£©ÈÚ×ʾ»ÂòÈë¶î£¨ÒÚ£©601318.SHÖйúƽ°²12.628.184.44600111.SH±±·½Ï¡ÍÁ11.267.094.17601600.SHÖйúÂÁÒµ11.647.484.16601168.SHÎ÷²¿¿óÒµ8.294.244.05300751.SZÂõΪ¹É·Ý11.237.453.78300059.SZ¶«·½²Æ¸»15.8212.693.13603993.SHÂåÑôîâÒµ9.436.52.93600276.SHºãÈðÒ½Ò©5.152.252.9600089.SHÌØ±äµç¹¤19.9117.142.77601166.SHÐËÒµÒøÐÐ4.671.972.7
¡¡¡¡ÈÚ×ʿͼõ²Ö¾ÓǰµÄ10Ö»¹ÉƱÈçÏ£º01ÔÂ26ÈÕÈÚ×ʾ»Âô³öǰʮ¹É¹ÉƱ´úÂë¹ÉƱ¼ò³ÆÈÚ×ÊÂòÈë¶î£¨ÒÚ£©ÈÚ×ʳ¥»¹¶î£¨ÒÚ£©ÈÚ×ʾ»Âô³ö¶î£¨ÒÚ£©002050.SZÈý»¨ÖÇ¿Ø8.7612.613.85603986.SHÕ×Ò×´´ÐÂ8.3811.633.25600487.SHºàͨ¹âµç5.78.222.52002156.SZͨ¸»Î¢µç9.9612.352.4600584.SH³¤µç¿Æ¼¼3.996.322.33600418.SH½­»´Æû³µ2.34.472.16300672.SZ¹ú¿ÆÎ¢4.426.582.16000547.SZº½Ìì·¢Õ¹4.76.732.03688012.SHÖÐ΢¹«Ë¾2.954.841.9001979.SZÕÐÉÌÉß¿Ú0.551.931.38
¡¡¡¡A¹ÉÊг¡ÈÚȯÓà¶î¾Óǰ10µÄ¹ÉƱÈçÏ£º01ÔÂ26ÈÕÈÚȯÓà¶îǰʮ¹É¹ÉƱ´úÂë¹ÉƱ¼ò³ÆÈÚ×ÊÂòÈë¶î£¨ÒÚ£©ÈÚ×ʳ¥»¹¶î£¨ÒÚ£©ÈÚȯÓà¶î£¨ÒÚ£©600519.SH¹óÖÝę́8.887.731.44601899.SH×Ͻð¿óÒµ20.1417.920.83000858.SZÎåÁ¸Òº2.312.010.81000408.SZ²Ø¸ñ¿óÒµ2.51.630.75300750.SZÄþµÂʱ´ú8.256.00.74300502.SZÐÂÒ×Ê¢15.1917.010.68002415.SZº£¿µÍþÊÓ4.093.50.61002027.SZ·ÖÖÚ´«Ã½1.622.080.59300308.SZÖмÊÐñ´´17.0119.790.57600118.SHÖйúÎÀÐÇ11.9423.180.57
¡¡¡¡½ØÖ¹1ÔÂ26ÈÕ£¬ÉϽ»ËùÈÚ×ÊÓà¶î±¨13667.99ÒÚÔª£¬½Ïǰһ½»Ò×ÈÕÔö¼Ó13.82ÒÚÔª£»Éî½»ËùÈÚ×ÊÓà¶î±¨13323.04ÒÚÔª£¬½Ïǰһ½»Ò×ÈÕÔö¼ÓÔö¼ÓÔª£»Á½ÊкϼÆ26991.03ÒÚÔª£¬½Ïǰһ½»Ò×ÈÕÔö¼Ó19.55ÒÚÔª¡£
¡¡¡¡

¡¾2026-01-27¡¿
³¤µç¿Æ¼¼£º1ÔÂ26ÈÕ»ñÈÚ×ÊÂòÈë3.99ÒÚÔª 
¡¾³ö´¦¡¿Í¬»¨Ë³iNews¡¾×÷Õß¡¿Á½ÈÚÑо¿
ͬ»¨Ë³Êý¾ÝÖÐÐÄÏÔʾ£¬³¤µç¿Æ¼¼1ÔÂ26ÈÕ»ñÈÚ×ÊÂòÈë3.99ÒÚÔª£¬¸Ã¹Éµ±Ç°ÈÚ×ÊÓà¶î36.62ÒÚÔª£¬Õ¼Á÷ͨÊÐÖµµÄ4.33%£¬³¬¹ýÀúÊ·90%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚ×ÊÂòÈë¶îÈÚ×ʳ¥»¹¶îÈÚ×ÊÓà¶î2026-01-26399425483.00632341720.003662428915.002026-01-23624543792.00915753687.003895345152.002026-01-221269023666.001043874228.004186555046.002026-01-211177316638.00925653319.003951280275.002026-01-20974561091.00843216496.003699616956.00ÈÚȯ·½Ã棬³¤µç¿Æ¼¼1ÔÂ26ÈÕÈÚȯ³¥»¹2.33Íò¹É£¬ÈÚȯÂô³ö3200¹É£¬°´µ±ÈÕÊÕÅ̼ۼÆË㣬Âô³ö½ð¶î15.14ÍòÔª£¬ÈÚȯÓà¶î735.67Íò£¬³¬¹ýÀúÊ·60%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚȯÂô³ö¶îÈÚȯ³¥»¹¶îÈÚȯÓà¶î2026-01-26151392.001102323.007356705.002026-01-23583338.001093146.008607912.002026-01-22795340.001892020.009188400.002026-01-212725198.001886331.5510953402.002026-01-201012317.951192709.009514699.95×ÛÉÏ£¬³¤µç¿Æ¼¼µ±Ç°Á½ÈÚÓà¶î36.70ÒÚÔª£¬½Ï×òÈÕÏ»¬6.00%£¬Á½ÈÚÓà¶î³¬¹ýÀúÊ·70%·Öλˮƽ¡£½»Ò×ÈÕÆÚ֤ȯ¼ò³ÆÈÚ×ÊÈÚȯ±ä¶¯ÈÚ×ÊÈÚȯÓà¶î2026-01-26³¤µç¿Æ¼¼-234167444.003669785620.002026-01-23³¤µç¿Æ¼¼-291790382.003903953064.002026-01-22³¤µç¿Æ¼¼233509769.004195743446.002026-01-21³¤µç¿Æ¼¼253102021.053962233677.002026-01-20³¤µç¿Æ¼¼131293497.953709131655.95˵Ã÷1£ºÈÚ×ÊÓà¶îÈô³¤ÆÚÔö¼Óʱ±íʾͶ×ÊÕßÐÄ̬ƫÏòÂò·½£¬Êг¡ÈËÆøÍúÊ¢ÊôÇ¿ÊÆÊг¡£¬·´Ö®ÔòÊôÈõÊÆÊг¡¡£ËµÃ÷2£ºÂòÈë½ð¶î=Ö÷¶¯ÂòÈëÌØ´óµ¥½ð¶î+Ö÷¶¯ÂòÈë´óµ¥½ð¶î+Ö÷¶¯ÂòÈëÖе¥½ð¶î+Ö÷¶¯ÂòÈëСµ¥½ð¶î¡£ ¸ü¶àÁ½ÊÐÈÚ×ÊÈÚȯÇë²é¿´ÈÚ×ÊÈÚȯ¹¦ÄÜ>>

¡¾2026-01-24¡¿
³¤µç¿Æ¼¼£º1ÔÂ23ÈÕ»ñÈÚ×ÊÂòÈë6.25ÒÚÔª 
¡¾³ö´¦¡¿Í¬»¨Ë³iNews¡¾×÷Õß¡¿Á½ÈÚÑо¿
ͬ»¨Ë³Êý¾ÝÖÐÐÄÏÔʾ£¬³¤µç¿Æ¼¼1ÔÂ23ÈÕ»ñÈÚ×ÊÂòÈë6.25ÒÚÔª£¬¸Ã¹Éµ±Ç°ÈÚ×ÊÓà¶î38.95ÒÚÔª£¬Õ¼Á÷ͨÊÐÖµµÄ4.44%£¬³¬¹ýÀúÊ·90%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚ×ÊÂòÈë¶îÈÚ×ʳ¥»¹¶îÈÚ×ÊÓà¶î2026-01-23624543792.00915753687.003895345152.002026-01-221269023666.001043874228.004186555046.002026-01-211177316638.00925653319.003951280275.002026-01-20974561091.00843216496.003699616956.002026-01-191211185162.001292566415.003568272361.00ÈÚȯ·½Ã棬³¤µç¿Æ¼¼1ÔÂ23ÈÕÈÚȯ³¥»¹2.23Íò¹É£¬ÈÚȯÂô³ö1.19Íò¹É£¬°´µ±ÈÕÊÕÅ̼ۼÆË㣬Âô³ö½ð¶î58.33ÍòÔª£¬Õ¼µ±ÈÕÁ÷³ö½ð¶îµÄ0.01%£¬ÈÚȯÓà¶î860.79Íò£¬³¬¹ýÀúÊ·60%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚȯÂô³ö¶îÈÚȯ³¥»¹¶îÈÚȯÓà¶î2026-01-23583338.001093146.008607912.002026-01-22795340.001892020.009188400.002026-01-212725198.001886331.5510953402.002026-01-201012317.951192709.009514699.952026-01-19996132.00307629.009565797.00×ÛÉÏ£¬³¤µç¿Æ¼¼µ±Ç°Á½ÈÚÓà¶î39.04ÒÚÔª£¬½Ï×òÈÕÏ»¬6.95%£¬Á½ÈÚÓà¶î³¬¹ýÀúÊ·70%·Öλˮƽ¡£½»Ò×ÈÕÆÚ֤ȯ¼ò³ÆÈÚ×ÊÈÚȯ±ä¶¯ÈÚ×ÊÈÚȯÓà¶î2026-01-23³¤µç¿Æ¼¼-291790382.003903953064.002026-01-22³¤µç¿Æ¼¼233509769.004195743446.002026-01-21³¤µç¿Æ¼¼253102021.053962233677.002026-01-20³¤µç¿Æ¼¼131293497.953709131655.952026-01-19³¤µç¿Æ¼¼-80612758.003577838158.00˵Ã÷1£ºÈÚ×ÊÓà¶îÈô³¤ÆÚÔö¼Óʱ±íʾͶ×ÊÕßÐÄ̬ƫÏòÂò·½£¬Êг¡ÈËÆøÍúÊ¢ÊôÇ¿ÊÆÊг¡£¬·´Ö®ÔòÊôÈõÊÆÊг¡¡£ËµÃ÷2£ºÂòÈë½ð¶î=Ö÷¶¯ÂòÈëÌØ´óµ¥½ð¶î+Ö÷¶¯ÂòÈë´óµ¥½ð¶î+Ö÷¶¯ÂòÈëÖе¥½ð¶î+Ö÷¶¯ÂòÈëСµ¥½ð¶î¡£ ¸ü¶àÁ½ÊÐÈÚ×ÊÈÚȯÇë²é¿´ÈÚ×ÊÈÚȯ¹¦ÄÜ>>

¡¾2026-01-23¡¿
AI»ù½¨Çý¶¯£¬´æ´¢Ð¾Æ¬ºóÊлúÓöÈçºÎ 
¡¾³ö´¦¡¿²ÆÎÅ

¡¡¡¡2026Äê³õ£¬È«Çò¿Æ¼¼Óë×ʱ¾Êг¡µÄÄ¿¹âÕýǰËùδÓеؾ۽¹ÓÚÒ»¸ö¹Ø¼üÈüµÀ¡ª¡ª´æ´¢Ð¾Æ¬¡£
¡¡¡¡°éËæ×ÅAIÀ˳±Ï¯¾íÈ«Çò¡¢ËãÁ¦»ù´¡ÉèÊ©¼ÓËÙÀ©ÕÅ£¬Ò»³¡ÓɽṹÐÔ¹©ÐèʧºâÇý¶¯µÄ¡°Ð¾ÖÜÆÚ¡±ÒÑȻȷÁ¢£ºÁ¿¼ÛÆëÉý¡¢Òµ¼¨¶ÒÏÖ¡¢Õþ²ß´ß»¯¡¢¹ú²úÌæ´úÌáËٵȶàÖØÂß¼­¹²Õñ£¬´æ´¢Ð¾Æ¬ÄËÖÁÕû¸ö°ëµ¼Ìå°å¿éÓÐÍûÓ­À´ÀúÊ·ÐÔ»úÓö¡£
¡¡¡¡ÕǼ۳±+Òµ¼¨ºÃ+IPOÔ¤ÆÚ£ºÈýÖØ´ß»¯µãȼÊг¡ÈÈÇé
¡¡¡¡½üÆÚ£¬´æ´¢Ð¾Æ¬Êг¡ÈȶȳÖÐøÉýΣ¬Èý´óºËÐÄ´ß»¯ÒòËØÕýÔÚÐγÉÇ¿´óºÏÁ¦£º
¡¡¡¡¡¤ ÕǼ۳±£º¾Ý×îÐÂÊг¡ÏûÏ¢£¬º£Íâ°ëµ¼ÌåÖÆÔìÍ·²¿ÆóÒµ¼Æ»®ÔÚ2026ÄêµÚÒ»¼¾¶È½«·þÎñÆ÷¼¶DRAM£¨¶¯Ì¬Ëæ»úÄڴ棩¼Û¸ñÉϵ÷60%¨C70%£¬NAND Flash£¨ÉÁ´æ£©ºÏÔ¼¼ÛÒà³ÖÐø×߸ߡ£ÏÖ»õÊг¡ÉÏ£¬DDR4/DDR5²¿·ÖÐͺŲúÆ·¼Û¸ñÒÑ·­±¶£¬ÇþµÀ¿â´æ¿ìËÙÈ¥»¯£¬Ò²·´Ó³³öÏÂÓÎÐèÇóÇ¿¾¢ÇÒ¼±ÆÈ¡£
¡¡¡¡¡¤ Òµ¼¨»ù±¾ÃæÓÅ£ºÕǼÛÒÑѸËÙ´«µ¼ÖÁ²Æ±¨¶Ë¡£º«¹ú°ëµ¼ÌåÖÆÔìÍ·²¿ÆóÒµ2025ÄêQ4ÓªÒµÀûÈóͬ±È¼¤Ôö³¬200%£¬´´Àúʷиߣ»ÃÀ¹É°ëµ¼ÌåÁúÍ·²Æ±¨´ó³¬Ô¤ÆÚ£¬ÑéÖ¤ÐÐÒµÈ«Ãæ·´×ª£»¹úÄڴ洢оƬÁúÍ·Ô¤¸æ2025Äê¾»ÀûÈóͬ±ÈÔö³¤427%¨C520%£¬µ¥¼¾ÀûÈó±©Ôö³¬12±¶£¬ÁíÓкËÐıêµÄ±íÏÖÁÁÑÛ£¬Ó¡Ö¤¡°Á¿¼ÛÆëÉý¡±Âß¼­ÔúʵÂ䵨¡£
¡¡¡¡¡¤ IPOʼþ´ß»¯£º2025Äê12ÔÂ30ÈÕ£¬¹ú²úDRAMÁì¾üÆóÒµÕýʽµÝ½»¿Æ´´°åIPOÉêÇ룬Äâļ×Ê295ÒÚÔª£¬¹ÀÖµ»ò±Æ½ü3000ÒÚÔª£¬ÈçÆä³É¹¦ÉÏÊв»½ö½«ÖØËܰå¿é¹ÀÖµÌåϵ£¬¸ü±êÖ¾×ÅÖйúÔڸ߶˴洢ÁìÓò×ÔÖ÷¿É¿ØÂõ³ö¹Ø¼üÒ»²½¡£
¡¡¡¡´ËÍ⣬µØÔµÕþÖηçÏÕ¼Ó¾çÒà͹ÏԴ洢оƬµÄÕ½ÂÔ¼ÛÖµ¡£ÌØÀÊÆÕÕþ¸®½üÆÚ±íʾ¶Ô·Ç±¾ÍÁÉú²úµÄ´æ´¢Ð¾Æ¬Õ÷ÊÕ100%¹ØË°£¬½«´æ´¢¾ºÕùÖ±½ÓÌáÉýÖÁ¹ú¼Ò¿Æ¼¼°²È«²ãÃæ¡£¶ø²¿·Ö´æ´¢¾ÞÍ·¹«Ë¾ÄÚ²¿¶­ÊÂÐû²¼Ôö³Ö£¬¸üÊͷųö²úÒµ×ʱ¾¶Ô³¤ÆÚ¾°ÆøµÄ¸ß¶ÈÐÅÐÄ¡£
¡¡¡¡Á¿¼ÛÆëÉýµÄ¸ùÔ´£ºAIÇý¶¯Ïµġ°²úÄܼ·³öЧӦ¡±
¡¡¡¡´æ´¢Ð¾Æ¬ÁìÓòµÄ±¾ÂÖÕǼ۲¢·Ç´«Í³ÖÜÆÚÐÔ·´µ¯£¬¶øÊǽṹÐÔ¶ÌȱµÄ±ØÈ»½á¹û¡£
¡¡¡¡Ô­ÒòÔÚÓÚ£¬AI·þÎñÆ÷¶Ô´æ´¢µÄÐèÇóÊÇ´«Í³·þÎñÆ÷µÄ4¨C6±¶£¬ÓÈÆäÊǶÔHBM£¨¸ß´ø¿íÄڴ棩µÄÒÀÀµ¼±¾çÉÏÉý¡£ÎªÂú×ã¸ß¶î¶©µ¥£¬²¿·ÖÍ·²¿´æ´¢Ð¾Æ¬³§É̽«80%ÒÔÉÏÐÂÔö²úÄÜתÏòHBM¼°DDR5µÈ¸ß¶Ë²úÆ·£¬µ¼Ö³ÉÊìÖÆ³ÌµÄDDR4¡¢Àû»ùÐÍDRAM²úÄܱ»´ó·ùѹËõ¡£
¡¡¡¡ÕâÒ»¡°²úÄܼ·³öЧӦ¡±Ôì³ÉÁËÁ½¸öºó¹û£º¸ß¶ËHBM¹©²»Ó¦Çó£¬2026Äêµ×ǰ²úÄÜÒѱ»Ëø¶¨£»ÖеͶËDRAM¹©¸ø¶ÏÑÂʽÏ»¬£¬¶ø´æÁ¿Êý¾ÝÖÐÐÄ¡¢PC¡¢Æû³µµÈÁìÓòÈԸ߶ÈÒÀÀµDDR4£¬¹©Ðè´íÅäÖ®ÏÂÍÆ¸ß¼Û¸ñ£¬ÉõÖÁ³öÏÖ¡°DDR4¼Û¸ñ·´³¬DDR5¡±µÄº±¼ûÏÖÏó¡£
¡¡¡¡ÕâÒ²µ¼Ö´洢ÐÐÒµ´Ó´«Í³µÄ¡°Ç¿ÖÜÆÚ¡±Ïò¡°³É³¤+ÖÜÆÚ¡±Ë«ÊôÐÔת±ä¡ª¡ªAI¸³ÓèÆä³¤ÆÚ³É³¤Âß¼­£¬¹©Ðè´íÅä´øÀ´¶ÌÆÚ±¬·¢µ¯ÐÔ¡£
¡¡¡¡´æ´¢Ð¾Æ¬µÄÁ¿¼ÛÆëÉýÖ»Êǰ뵼Ì帴ËÕµÄÏÈ·æ¡£´ÓÐÐÒµ»ù±¾ÃæÇé¿öÀ´¿´£¬¸ù¾ÝÊÀ½ç°ëµ¼ÌåóÒ×ͳ¼Æ×éÖ¯£¨WSTS£©Ô¤²â£¬2026ÄêÈ«Çò°ëµ¼ÌåÊг¡¹æÄ£ÓÐÍû´ïµ½9750ÒÚÃÀÔª£¬±Æ½üÍòÒÚÃÀÔª´ó¹Ø£¬Òâζ×ÅÐÐÒµ´¦ÓÚÉÏÐÐÖÜÆÚ£»×îÐÂÐÐÒµ¹Û²ìÏÔʾ£¬¿Æ´´°åоƬ¹«Ë¾´æ»õÖÜתÌìÊýÁ¬ÐøÏ½µ£¬Ã«ÀûÂÊ»·±È»ØÉý£¬Òâζ×ÅÕû¸öоƬ°ëµ¼ÌåÐÐÒµ¿â´æ½¡¿µ¡¢Ó¯ÀûÄÜÁ¦¼ÓËÙÐÞ¸´¡£
¡¡¡¡ÕûÌåÀ´Ëµ£¬2026Ä꣬Õû¸öоƬ°ëµ¼ÌåÐÐÒµÓÐÍû²½Èë¡°¿â´æ»Ø²¹ + AIÔöÁ¿¡±µÄË«ÂÖÇý¶¯ÖÜÆÚÉÏÐн׶Σ¬¼ÓÉÏ×ʱ¾¿ªÖ§ÖØ»ØÔö³¤¹ìµÀ£¬É豸¶©µ¥±¥Âú£¬²úÒµÁ´ÐÅÐĻָ´£¬¸ß´¿¶È¡¢¸ßµ¯ÐÔ¡¢¸ß¿Æ¼¼º¬Á¿µÄоƬָÊý»ò½«³ÉΪ²¼¾ÖÐÂÒ»ÂÖͶ×Ê»úÓöµÄÊ×Ñ¡¡£
¡¡¡¡ÅäÖù¤¾ßÓÅÑ¡£º¿Æ´´Ð¾Æ¬ETF+¼¯³Éµç·ETF
¡¡¡¡´æ´¢Ð¾Æ¬µÄ¡°Ð¾ÖÜÆÚ¡±¿ÉÄÜ´øÀ´µÄ²»ÊÇ¶ÌÆÚÐÐÇ飬¶øÊÇÓÉAI¸ïÃü¡¢²úÄÜÖØ¹¹¡¢¹ú²úÌæ´ú¡¢¹ú¼ÒÕ½ÂÔ¹²Í¬Öý¾ÍµÄ³¤ÆÚÇ÷ÊÆ¡£¶Ô·çÏÕ³ÐÊÜÄÜÁ¦ºÍÒâÔ¸ºÏÊʵÄͶ×ÊÕß¶øÑÔ£¬µ±Ç°ÕýÊDz¼¾ÖоƬ°ëµ¼ÌåÁìÓòºËÐÄ×ʲúµÄ¹Ø¼ü´°¿ÚÆÚ£¬´ó¼Ò¿ÉÒÔÖØµã¹Ø×¢ÒÔÏÂÁ½Ö»²úÆ·£º
¡¡¡¡µÚÒ»¡¢¿Æ´´Ð¾Æ¬ETF£¨588200£©
¡¡¡¡¿Æ´´°åоƬETFÖ÷Òª¸ú×ÙÉÏÖ¤¿Æ´´°åоƬָÊý£¨000685£©£¬ºóÕß´Ó¿Æ´´°åÉÏÊй«Ë¾ÖÐѡȡҵÎñÉæ¼°°ëµ¼Ìå²ÄÁϺÍÉ豸¡¢Ð¾Æ¬Éè¼Æ¡¢Ð¾Æ¬ÖÆÔ졢оƬ·â×°ºÍ²âÊÔÏà¹ØµÄ֤ȯ×÷ΪָÊýÑù±¾£¬ÒÔ·´Ó³¿Æ´´°å´ú±íÐÔоƬ²úÒµÉÏÊй«Ë¾Ö¤È¯µÄÕûÌå±íÏÖ¡£½ØÖÁ2025ÄêÄ©£¬¸ÃÖ¸Êýǰʮ´ó³É·Ö¹É¾Û¼¯ÁËÖÐо¹ú¼Ê£¨688981.SH£©¡¢º£¹âÐÅÏ¢£¨688041.SH£©¡¢º®Îä¼Í-U£¨688256.SH£©¡¢À½Æð¿Æ¼¼£¨688008.SH£©¡¢ÖÐ΢¹«Ë¾£¨688012.SH£©µÈоƬÁìÓòºËÐÄ×ʲú¡£
¡¡¡¡¿Æ´´Ð¾Æ¬Ö¸ÊýÐÐÒµ·Ö²¼¸²¸ÇÕû¸öоƬ°ëµ¼Ìå²úÒµÁ´£¬ÕûºÏÁËоƬ´Ó¡°»­Í¼¡±µ½¡°³ö³§¡±µÄËùÓйؼü»·½Ú£¬³É·Ý¹É²»½ö¾Û½¹¿Æ´´Ð¾Æ¬ÁúÍ·£¬Í¬Ê±¼æ¹Ë³É³¤ÐÍÖÐСÆóÒµ£¬¶ÔÓÚͶ×ÊÕßÀ´Ëµ²»ÓþÀ½á̫ϸ·ÖµÄÈüµÀ¡¢²¼¾Ö¸ü¾ùºâ¡£
¡¡¡¡ÖµµÃ×¢ÒâµÄÊÇ£¬ºÍÊг¡ÉÏÆäËûоƬָÊý²»Í¬£¬¿Æ´´Ð¾Æ¬Ö¸Êý½öͶ×ʿƴ´°åµÄоƬÀàÉÏÊй«Ë¾£¬Ó²¿Æ¼¼ÌØÕ÷¸ü¼ÓÃ÷ÏÔ£¬¸ö¹ÉÕǵø·ùÓÐ20%µÄÏÞÖÆ£¬Çø¼äµ¯ÐÔÓÅÊÆÃ÷ÏÔ£¬ÊÇ×î¾ß³É³¤ÐÔµÄоƬָÊý¡£×÷Ϊ¹ú¼ÒÓ²¿Æ¼¼µÄ·õ»¯Ò¡Àº£¬¿Æ´´°åÊÇоƬ¹«Ë¾¡°ÓÅÖÐÑ¡ÓÅ¡±µÄ¾Û¼¯µØ£¬ÏÖ´æÐ¾Æ¬ÉÏÊй«Ë¾³¬60%¼¯ÖÐÔÚ¿Æ´´°å£¬2020ÄêºóIPOµÄоƬÀ๫˾½Ó½ü90%Ñ¡Ôñ¿Æ´´°å£¬Ó²¿Æ¼¼ÊôÐÔÃ÷ÏÔ¡£
¡¡¡¡½ØÖÁ1ÔÂ16ÈÕ£¬¼Îʵ»ù½ðÆìϵĿƴ´Ð¾Æ¬ETF×îйæÄ£457.71ÒÚÔª£¬Î»¾Ó¸ú×Ùͬ±êµÄÖ¸ÊýµÄ11Ö»ETFµÚÒ»£¬²úÆ·ÈÕ³£½»Ò×Á÷¶¯ÐÔÇ¿¡£¸ù¾Ý²úÆ·°ëÄ걨ÏÔʾ£¬¿Æ´´Ð¾Æ¬ETFÊܳ¬20Íò³ÖÓÐÈ˵ÄÇàíù¡£(Êý¾ÝÀ´Ô´£ºÉî½»Ëù£»»ù½ð°ëÄ걨£©
¡¡¡¡µÚ¶þ¡¢¼¯³Éµç·ETF£¨562820£©
¡¡¡¡¶ÔÓÚ¸üÖÓÒ⼯³Éµç·ÁìÓòͶ×Ê»ú»áµÄͶ×ÊÕߣ¬ÔÚ·çÏÕ³ÐÊÜÒâÔ¸ºÍÄÜÁ¦Æ¥ÅäµÄǰÌáÏ£¬¿ÉÒÔ¹Ø×¢¼¯³Éµç·ETF£¨562820£©¡£
¡¡¡¡¼¯³Éµç·Êǰ뵼Ìå²úÒµ×îºËÐĵĻ·½Ú£¬²úÆ·¼¼ÊõÄѶÈ×î¸ß¡¢ÔöËÙ×î¿ì£¬Ä¿Ç°ÐÐÒµ¹æÄ£Õ¼°ëµ¼ÌåÐÐÒµ80%ÒÔÉÏ¡£ÖÐ֤ȫָ¼¯³Éµç·ָÊý (932087)ÊÇÎÒ¹ú¼¯³Éµç·ÁìÓòµÄͶ×Ê·çÏò±ê£¬ÄÒÀ¨ÁËÖ¸ÊýÑù±¾Öв»Í¬ÐÐÒµ¹«Ë¾Ö¤È¯µÄÕûÌå±íÏÖ¡£½ØÖÁ2025ÄêÄ©£¬¸ÃÖ¸Êýǰʮ´ó³É·Ö¹ÉÁ˲»½öÓк®Îä¼Í¡¢ÖÐо¹ú¼Ê¡¢º£¹âÐÅÏ¢µÈоƬºËÐÄ×ʲú£¬»¹ÓÐÕ×Ò×´´Ð£¨603986.SH£©¡¢×Ϲâ¹ú΢£¨002049.SZ£©¡¢³¤µç¿Æ¼¼£¨600584.SH£©µÈÓÅÖÊоƬ¹«Ë¾¡£
¡¡¡¡½ØÖÁĿǰ£¬ÎÒ¹úÔÚ·¢Õ¹ÐÂÖÊÉú²úÁ¦ºÍ×ÔÖ÷¿É¿Ø¡¢¹ú²úÌæ´úµÄÕ½ÂÔÍÆ¶¯Ö®Ï£¬¼¯³Éµç·²úÒµÒѾ­Ê»Èë¿ì³µµÀ¡£Ò»¼ü²¼¾Ö¼¯³Éµç·ÁìÓò£¬¿ÉÒÔ¹Ø×¢¼¯³Éµç·ETF£¡

¡¾2026-01-23¡¿
³¤µç¿Æ¼¼£º1ÔÂ22ÈÕ»ñÈÚ×ÊÂòÈë12.69ÒÚÔª 
¡¾³ö´¦¡¿Í¬»¨Ë³iNews¡¾×÷Õß¡¿Á½ÈÚÑо¿
ͬ»¨Ë³Êý¾ÝÖÐÐÄÏÔʾ£¬³¤µç¿Æ¼¼1ÔÂ22ÈÕ»ñÈÚ×ÊÂòÈë12.69ÒÚÔª£¬¸Ã¹Éµ±Ç°ÈÚ×ÊÓà¶î41.87ÒÚÔª£¬Õ¼Á÷ͨÊÐÖµµÄ4.74%£¬³¬¹ýÀúÊ·90%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚ×ÊÂòÈë¶îÈÚ×ʳ¥»¹¶îÈÚ×ÊÓà¶î2026-01-221269023666.001043874228.004186555046.002026-01-211177316638.00925653319.003951280275.002026-01-20974561091.00843216496.003699616956.002026-01-191211185162.001292566415.003568272361.002026-01-161210441196.00749194847.003649653614.00ÈÚȯ·½Ã棬³¤µç¿Æ¼¼1ÔÂ22ÈÕÈÚȯ³¥»¹3.83Íò¹É£¬ÈÚȯÂô³ö1.61Íò¹É£¬°´µ±ÈÕÊÕÅ̼ۼÆË㣬Âô³ö½ð¶î79.53ÍòÔª£¬Õ¼µ±ÈÕÁ÷³ö½ð¶îµÄ0.01%£¬ÈÚȯÓà¶î918.84Íò£¬³¬¹ýÀúÊ·60%·Öλˮƽ¡£½»Ò×ÈÕÆÚÈÚȯÂô³ö¶îÈÚȯ³¥»¹¶îÈÚȯÓà¶î2026-01-22795340.001892020.009188400.002026-01-212725198.001886331.5510953402.002026-01-201012317.951192709.009514699.952026-01-19996132.00307629.009565797.002026-01-161601709.00425832.008797302.00×ÛÉÏ£¬³¤µç¿Æ¼¼µ±Ç°Á½ÈÚÓà¶î41.96ÒÚÔª£¬½Ï×òÈÕÉÏÉý5.89%£¬Á½ÈÚÓà¶î³¬¹ýÀúÊ·70%·Öλˮƽ¡£½»Ò×ÈÕÆÚ֤ȯ¼ò³ÆÈÚ×ÊÈÚȯ±ä¶¯ÈÚ×ÊÈÚȯÓà¶î2026-01-22³¤µç¿Æ¼¼233509769.004195743446.002026-01-21³¤µç¿Æ¼¼253102021.053962233677.002026-01-20³¤µç¿Æ¼¼131293497.953709131655.952026-01-19³¤µç¿Æ¼¼-80612758.003577838158.002026-01-16³¤µç¿Æ¼¼463115226.003658450916.00˵Ã÷1£ºÈÚ×ÊÓà¶îÈô³¤ÆÚÔö¼Óʱ±íʾͶ×ÊÕßÐÄ̬ƫÏòÂò·½£¬Êг¡ÈËÆøÍúÊ¢ÊôÇ¿ÊÆÊг¡£¬·´Ö®ÔòÊôÈõÊÆÊг¡¡£ËµÃ÷2£ºÂòÈë½ð¶î=Ö÷¶¯ÂòÈëÌØ´óµ¥½ð¶î+Ö÷¶¯ÂòÈë´óµ¥½ð¶î+Ö÷¶¯ÂòÈëÖе¥½ð¶î+Ö÷¶¯ÂòÈëСµ¥½ð¶î¡£ ¸ü¶àÁ½ÊÐÈÚ×ÊÈÚȯÇë²é¿´ÈÚ×ÊÈÚȯ¹¦ÄÜ>>

¡¾2026-01-22¡¿
´æ´¢Ð¾Æ¬¸ÅÄî¿ìËÙϵø À¶¼ýµç×ÓÒ»¶ÈµøÓâ10% 
¡¾³ö´¦¡¿²ÆÎÅ

¡¡¡¡1ÔÂ22ÈÕÔçÅÌ£¬´æ´¢Ð¾Æ¬¸ÅÄî¿ìËÙϵø£¬½ØÖÁ·¢¸å£¬À¶¼ýµç×Ó£¨301348.SZ£©Ò»¶ÈµøÓâ10%£¬¾§Èðµç²Ä£¨300655.SZ£©¡¢½ðÌ«Ñô£¨GSUN.US£©¡¢¾«²âµç×Ó£¨300567.SZ£©¡¢³¤µç¿Æ¼¼£¨600584.SH£©µÈ¸úµø¡£
¡¡¡¡ÓÐרҵÈËÊ¿ÈÎÎñIE£¬¾¡¹Üº£ÍâÁúÍ·£¨ÈçÈýÐÇ¡¢SKº£Á¦Ê¿£©Òµ¼¨±ß¼ÊºÃת£¬µ«A¹É´æ´¢Ð¾Æ¬ÉÏÊй«Ë¾Òµ¼¨ÉÐδÃ÷ÏÔ¸ÄÉÆ£¬ÐÐÒµ¸´ËÕÔ¤ÆÚ´æ·ÖÆç¡£³¤ÆÚ¿´£¬²úÄÜÀ©ÕÅ»ºÂýÓëÈÏÖ¤Á÷³Ì¸´ÔÓ¿ÉÄÜÑÓ»º¹©ÐèÆ½ºâ£¬Ôö¼Ó²»È·¶¨ÐÔ¡£

¡¾2026-01-22¡¿
̨»ýµçÔÒÇ®À©²ú °ëµ¼ÌåÐÐÇ顰о¡±Ìø¼ÓËÙ 
¡¾³ö´¦¡¿ÉϺ£Ö¤È¯±¨¡¤ÖйúÖ¤È¯Íø

¡¡¡¡ÁúÍ·ÖØ½ðѺע£¬ÎªAIËãÁ¦ÐèÇóµÄÕæÊµÐÔÓë³ÖÐøÐÔÌṩÁËÓÐÁ¦Ó¡Ö¤¡£°ëµ¼Ìå°å¿éµÄÕâÂÖÈȶȣ¬ÕýÔ´×Ô²úÒµ»ù±¾ÃæµÄ¼áʵ֧³Å¡£ÔÚµ±Ç°Ç÷ÊÆÏ£¬²úÒµÁ´ÖÐÄÄЩ»·½Ú½«ÊÜÒæ£¿Çë¿´»ú¹¹×îÐÂÑÐÅС£
¡¡¡¡½üÆÚ°ëµ¼Ìå°å¿é×ʽð´ó·ùÁ÷È룬Êг¡ÈȶÈÖèÉý¡£ÕâÂÖÐÐÇéµÄºËÐÄ´ß»¯¼Á£¬À´×Ô²úÒµÁúͷ̨»ýµç½»³öµÄÒ»·Ý³¬Ô¤ÆÚ¡°´ð¾í¡±£º¹«Ë¾2025ÄêËļ¾¶ÈÓªÊÕ´´ÏÂиߣ¬Í¬Ê±´ó·ùÉϵ÷2026Äê×ʱ¾¿ªÖ§ÖÁ520ÒÚ-560ÒÚÃÀÔª¡£ÕâÒâζ×Å£¬È«ÇòAIËãÁ¦ÐèÇó²¢·Ç¶ÌÆÚÅÝÄ­£¬¶øÊǾßÓмáʵ¶©µ¥Ö§³ÅµÄ³¤ÖÜÆÚÇ÷ÊÆ¡£
¡¡¡¡´Ǫ́»ýµçÅû¶µÄ²Æ±¨À´¿´£¬¹«Ë¾2025ÄêµÚËļ¾¶ÈÓªÊÕÍ»ÆÆ337ÒÚÃÀÔª¡£3nm¡¢5nm¡¢7nmµÈÏȽøÖƳ̹±Ï×Á˹«Ë¾77%µÄ¾§Ô²×ÜÓªÊÕ£¬ÆäÖÐ3nm²úÄܳÖÐøÂúÔØ£¬³ÉΪӪÊÕÔö³¤µÄºËÐÄÒýÇæ¡£Ì¨»ýµç±íʾ£¬µ±ÏÂÇý¶¯°ëµ¼Ìå¼â¶Ë²úÄܵģ¬ÊÇAIоƬÓë¸ß¶ËÏû·Ñµç×ÓµÄÇ¿¾¢ÐèÇó¡£
¡¡¡¡×ʱ¾¿ªÖ§·½Ã棬̨»ýµç2026Äê×ʱ¾¿ªÖ§Ö¸ÒýΪ520ÒÚ-560ÒÚÃÀÔª£¬ÆäÖÐ70%-80%ͶÏòÏȽøÖƳ̡¢Ô¼10%ͶÏòÌØÊâÖÆ³Ì¡¢10%-20%ÓÃÓÚÏȽø·â×°/²âÊÔ/ÖÆ°æµÈ£¬ÌåÏÖ¹«Ë¾¶ÔAIоƬ³¤ÆÚÐèÇóµÄ¼á¶¨Åжϣ¬ÎªºóÐø²úÄÜÊͷŵ춨¼áʵ»ù´¡¡£ÔÚ´ËÖ¸ÒýÏ£¬¼¼Êõµü´úÓë²úÄÜÀ©ÕųÖÐøÇ¿»¯¸ß¶Ë¾§Ô²´ú¹¤¾ºÕùÓÅÊÆ£¬³ä·ÖÊÜÒæAI²úÒµ³¤ÆÚºìÀû¡£
¡¡¡¡Èô½«Ä¿¹â·ÅµÃ¸üÔ¶£¬Ëæ×ž§Ô²ÖÆÔ칤ÒÕÖ𽥱ƽüÎïÀí¼«ÏÞ£¬½ö¿¿Ò»Î¶ËõС¾§Ìå¹Ü³ß´ç£¬½«ÄÑÒÔά³ÖоƬÐÔÄܵijÖÐøÌáÉý¡£Í¬Ê±£¬ÏȽø¹¤ÒÕµÄͶ×ÊÓ뿪·¢³É±¾¼±¾çÅÊÉý£¬Ê¹µÃͨ¹ýÖÆ³Ì΢ËõÀ´½µµÍ³É±¾µÄºìÀûÕýÔÚÏûÍË¡£Ôڴ˱³¾°Ï£¬°ëµ¼ÌåÐÐÒµ·¢Õ¹µÄÖØÐÄ»òÐí»á´Ó¡°ÈçºÎ×öµÃ¸üС¡±×ªÏò¡°ÈçºÎÕûºÏµÃ¸üºÃ¡±¡£Í¨¹ýÏȽø·â×°¡¢Ð¾Á£¼¯³ÉµÈϵͳ¼¶ÓÅ»¯¼¼Êõ£¬ÓÐÍû³ÉΪÌáÉýоƬÕûÌåÐÔÄÜÓëЧÂʵĹؼü·¾¶¡£
¡¡¡¡´ËÍ⣬´æ´¢Ð¾Æ¬¹©Ðè½ôÕŸñ¾ÖÉ£¬¹¹³ÉÁíÒ»´ó´ß»¯¡£ÓÉÓÚAI·þÎñÆ÷¶Ô¸ß´ø¿íÄڴ棨HBM£©µÄÅÓ´óÐèÇó£¬È«ÇòÖ÷Òª´æ´¢³§É̽«¸ü¶à²úÄÜתÏòHBM£¬µ¼Ö´«Í³DRAMºÍNANDÉÁ´æ¹©Ó¦½ôÕÅ£¬¼Û¸ñ½øÈëÉÏÉýͨµÀ¡£»ú¹¹ÆÕ±éÈÏΪ£¬ÕâÖÖ¹©ÐèʧºâµÄ״̬¶ÌÆÚÄÚÄÑÒÔ»º½â£¬Ê¹µÃ´æ´¢ÈüµÀ³ÊÏÖ³ö¡°Á¿¼ÛÆëÉý¡±¾ÖÃæ£¬Ïà¹Ø¹«Ë¾µÄÓ¯Àûµ¯ÐÔÖµµÃ¹Ø×¢¡£
¡¡¡¡×ÛºÏÀ´¿´£¬Í¶×ÊÕß¿ÉÑØÒÔÏÂÖ÷Ïß²¼¾Ö£ºÒ»ÊÇÖ±½ÓÊÜÒæÓÚÏȽøÖƳÌÀ©²úµÄÉ豸¡¢²ÄÁϼ°ÏȽø·â×°»·½Ú£¬Èç±±·½»ª´´¡¢ÖÐ΢¹«Ë¾¡¢³¤µç¿Æ¼¼µÈ£»¶þÊÇ´¦ÓÚÕǼÛÖÜÆÚµÄ´æ´¢Ð¾Æ¬¼°Ïà¹Ø³§ÉÌ£¬ÈçÕ×Ò×´´Ð¡¢°Ûά´æ´¢£»ÈýÊǰÑÎÕ¹ú²ú»¯»úÓöµÄÈ«²úÒµÁ´ÁúÍ·£¬ÈçÖÐо¹ú¼Ê¡¢»ªºç¹«Ë¾£»ËÄÊǹØ×¢ÐèÇóÀ©´óµÄEDAÓëIPÁìÓò¡£
¡¡¡¡·çÏÕÌáʾ£º¼¼Êõ·½Ã棬ÏȽøÖƳ̵ÄÑз¢ÓëÁ¼ÂÊÅÀÆÂÈÔÃæÁÙ²»È·¶¨ÐÔ¡£Êг¡·½Ã棬ÈôÈ«ÇòAIËãÁ¦Í¶Èë»òÉÌÒµ»¯½øÕ¹²»¼°Ô¤ÆÚ£¬¿ÉÄܵ¼ÖÂÐèÇóÔö³¤·Å»º£¬¶øÏû·Ñµç×ÓÐèÇóÈôÎÞ·¨¼°Ê±³Ð½Ó£¬»òÒý·¢½×¶ÎÐÔ²úÄܹýÊ£¡£ÒÔÉϹ۵ã¾ùÀ´×Ô¹ú½ð֤ȯ¡¢²ÆÍ¨Ö¤È¯¡¢»ªöÎ֤ȯ¡¢ÖÐ̩֤ȯ¡¢ÉêÍòºêÔ´½üÆÚ¹«¿ªµÄÑо¿±¨¸æ£¬²»´ú±í±¾Æ½Ì¨Á¢³¡£¬¾´ÇëͶ×ÊÕß×¢ÒâͶ×Ê·çÏÕ¡£

¡¾2026-01-22¡¿
³¤µç¿Æ¼¼£º1ÔÂ21ÈÕ»ñÈÚ×ÊÂòÈë11.77ÒÚÔª 
¡¾³ö´¦¡¿Í¬»¨Ë³iNews¡¾×÷Õß¡¿Á½ÈÚÑо¿
ͬ»¨Ë³Êý¾ÝÖÐÐÄÏÔʾ£¬³¤µç¿Æ¼¼1ÔÂ21ÈÕ»ñÈÚ×ÊÂòÈë11.77ÒÚÔª£¬¸Ã¹Éµ±Ç°ÈÚ×ÊÓà¶î39.51ÒÚÔª£¬Õ¼Á÷ͨÊÐÖµµÄ4.20%£¬½»Ò×ÈÕÆÚÈÚ×ÊÂòÈë¶îÈÚ×ʳ¥»¹¶îÈÚ×ÊÓà¶î2026-01-211177316638.00925653319.003951280275.002026-01-20974561091.00843216496.003699616956.002026-01-191211185162.001292566415.003568272361.002026-01-161210441196.00749194847.003649653614.002026-01-15511429881.00412165941.003188407265.00ÈÚȯ·½Ã棬³¤µç¿Æ¼¼1ÔÂ21ÈÕÈÚȯ³¥»¹3.59Íò¹É£¬ÈÚȯÂô³ö5.18Íò¹É£¬°´µ±ÈÕÊÕÅ̼ۼÆË㣬Âô³ö½ð¶î272.52ÍòÔª£¬Õ¼µ±ÈÕÁ÷³ö½ð¶îµÄ0.05%£¬ÈÚȯÓà¶î1095.34Íò£¬½»Ò×ÈÕÆÚÈÚȯÂô³ö¶îÈÚȯ³¥»¹¶îÈÚȯÓà¶î2026-01-212725198.001886331.5510953402.002026-01-201012317.951192709.009514699.952026-01-19996132.00307629.009565797.002026-01-161601709.00425832.008797302.002026-01-152164308.00571870.006928425.00×ÛÉÏ£¬³¤µç¿Æ¼¼µ±Ç°Á½ÈÚÓà¶î39.62ÒÚÔª£¬½Ï×òÈÕÉÏÉý6.82%£¬½»Ò×ÈÕÆÚ֤ȯ¼ò³ÆÈÚ×ÊÈÚȯ±ä¶¯ÈÚ×ÊÈÚȯÓà¶î2026-01-21³¤µç¿Æ¼¼253102021.053962233677.002026-01-20³¤µç¿Æ¼¼131293497.953709131655.952026-01-19³¤µç¿Æ¼¼-80612758.003577838158.002026-01-16³¤µç¿Æ¼¼463115226.003658450916.002026-01-15³¤µç¿Æ¼¼101100191.003195335690.00˵Ã÷1£ºÈÚ×ÊÓà¶îÈô³¤ÆÚÔö¼Óʱ±íʾͶ×ÊÕßÐÄ̬ƫÏòÂò·½£¬Êг¡ÈËÆøÍúÊ¢ÊôÇ¿ÊÆÊг¡£¬·´Ö®ÔòÊôÈõÊÆÊг¡¡£ËµÃ÷2£ºÂòÈë½ð¶î=Ö÷¶¯ÂòÈëÌØ´óµ¥½ð¶î+Ö÷¶¯ÂòÈë´óµ¥½ð¶î+Ö÷¶¯ÂòÈëÖе¥½ð¶î+Ö÷¶¯ÂòÈëСµ¥½ð¶î¡£ ¸ü¶àÁ½ÊÐÈÚ×ÊÈÚȯÇë²é¿´ÈÚ×ÊÈÚȯ¹¦ÄÜ>>
ÃâÔðÉùÃ÷£º±¾ÐÅÏ¢ÓÉͬ»¨Ë³½ðÈÚÑо¿ÖÐÐÄÌṩ£¬½ö¹©²Î¿¼£¬Í¬»¨Ë³½ðÈÚÑо¿ÖÐÐÄÁ¦Çó
µ«²»±£Ö¤Êý¾ÝµÄÍêȫ׼ȷ£¬ÈçÓдí©ÇëÒÔÖйúÖ¤¼à»áÖ¸¶¨ÉÏÊй«Ë¾ÐÅÏ¢Åû¶ýÌåΪ
×¼£¬Í¬»¨Ë³½ðÈÚÑо¿ÖÐÐIJ»¶ÔÒò¸Ã×ÊÁÏÈ«²¿»ò²¿·ÖÄÚÈݶøÒýÖµÄÓ¯¿÷³Ðµ£ÈκÎÔðÈΡ£
Óû§¸öÈ˶ԷþÎñµÄʹÓóе£·çÏÕ¡£Í¬»¨Ë³¶Ô´Ë²»×÷ÈκÎÀàÐ͵ĵ£±£¡£Í¬»¨Ë³²»µ£±£·þ
ÎñÒ»¶¨ÄÜÂú×ãÓû§µÄÒªÇó£¬Ò²²»µ£±£·þÎñ²»»áÊÜÖжϣ¬¶Ô·þÎñµÄ¼°Ê±ÐÔ£¬°²È«ÐÔ£¬³ö
´í·¢Éú¶¼²»×÷µ£±£¡£Í¬»¨Ë³¶ÔÔÚͬ»¨Ë³Éϵõ½µÄÈκÎÐÅÏ¢·þÎñ»ò½»Ò×½ø³Ì²»×÷µ£±£¡£
ͬ»¨Ë³ÌṩµÄ°üÀ¨Í¬»¨Ë³Àí²ÆµÄËùÓÐÎÄÕ£¬Êý¾Ý£¬²»¹¹³ÉÈκεÄͶ×ʽ¨Ò飬Óû§²é¿´
»òÒÀ¾ÝÕâЩÄÚÈÝËù½øÐеÄÈκÎÐÐΪÔì³ÉµÄ·çÏպͽá¹û¶¼×ÔÐиºÔð£¬Óëͬ»¨Ë³Î޹ء£			

今日热门股票查询↓    股票行情  超赢数据  实时DDX  资金流向  利润趋势  千股千评  业绩报告  大单资金  最新消息  龙虎榜  股吧