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06682 第四范式
交易中 12-05 14:33:20
44.480
+0.580
+1.32%
最高
45.220
最低
43.220
成交量
257.89万
今开
43.860
昨收
43.900
日振幅
4.56%
总市值
230.93亿
流通市值
142.47亿
总股本
5.19亿
成交额
1.15亿
换手率
0.81%
流通股本
3.20亿
市净率
--
ROE
--
每股收益
0.00
52周最高
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52周最低
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市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
【券商聚焦】中国银河:谷歌推出Gemini 3 Pro,国产AI生态加速突围
金吾财讯 · 09:03
【券商聚焦】中国银河:谷歌推出Gemini 3 Pro,国产AI生态加速突围
每日卖空追踪 | 第四范式 12月04日卖空量成交17.05万股,卖空比例为5.36%
市场透视 · 12-04 16:30
每日卖空追踪 | 第四范式 12月04日卖空量成交17.05万股,卖空比例为5.36%
第四范式12月04日主力净流入21.6万元 散户资金抛售
市场透视 · 12-04 16:15
第四范式12月04日主力净流入21.6万元 散户资金抛售
第四范式等在济南新设合伙企业
人民财讯 · 12-04 14:35
第四范式等在济南新设合伙企业
每日卖空追踪 | 第四范式 12月02日卖空量成交37.55万股,卖空比例为9.31%
市场透视 · 12-02 16:30
每日卖空追踪 | 第四范式 12月02日卖空量成交37.55万股,卖空比例为9.31%
第四范式(06682.HK)拟委任潘嘉林为独立非执行董事
中金财经 · 12-01
第四范式(06682.HK)拟委任潘嘉林为独立非执行董事
第四范式(06682)拟将英文名称更改为“Phancy Group Co.,Ltd.”
智通财经 · 12-01
第四范式(06682)拟将英文名称更改为“Phancy Group Co.,Ltd.”
【券商聚焦】浦银国际:2026年AI行业将继续保持强劲增长 打开多产业链成长空间
金吾财讯 · 12-01
【券商聚焦】浦银国际:2026年AI行业将继续保持强劲增长 打开多产业链成长空间
第四范式、海博思创等成立科技合伙企业 含物联网业务
人民财讯 · 12-01
第四范式、海博思创等成立科技合伙企业 含物联网业务
每日卖空追踪 | 第四范式 11月28日卖空量成交5.91万股,卖空比例为2.12%
市场透视 · 11-28
每日卖空追踪 | 第四范式 11月28日卖空量成交5.91万股,卖空比例为2.12%
每日卖空追踪 | 第四范式 11月27日卖空量成交11.98万股,卖空比例为2.83%
市场透视 · 11-27
每日卖空追踪 | 第四范式 11月27日卖空量成交11.98万股,卖空比例为2.83%
第四范式11月27日主力净流出50.8万元 散户资金买入
市场透视 · 11-27
第四范式11月27日主力净流出50.8万元 散户资金买入
【券商聚焦】招银国际:AI基础设施资本开支持续构成强劲顺风
金吾财讯 · 11-27
【券商聚焦】招银国际:AI基础设施资本开支持续构成强劲顺风
【券商聚焦】中信建投:机器人技术路线仍在持续迭代 产业链新进入者络绎不绝
金吾财讯 · 11-27
【券商聚焦】中信建投:机器人技术路线仍在持续迭代 产业链新进入者络绎不绝
【券商聚焦】长江证券维持第四范式(06682)买入评级 指公司有望充分享受中国企业数智化转型浪潮下的成长机遇
金吾财讯 · 11-26
【券商聚焦】长江证券维持第四范式(06682)买入评级 指公司有望充分享受中国企业数智化转型浪潮下的成长机遇
第四范式(06682)授出980.37万份购股权
智通财经 · 11-25
第四范式(06682)授出980.37万份购股权
第四范式11月25日主力净流出310.4万元 散户资金买入
市场透视 · 11-25
第四范式11月25日主力净流出310.4万元 散户资金买入
信创模盒+摩尔线程|完成逾百个模型适配 量化模型优势显著
智通财经 · 11-25
信创模盒+摩尔线程|完成逾百个模型适配 量化模型优势显著
【券商聚焦】中信建投:人形机器人产业发展趋势明确 情绪底部建议关注优质环节及后续Gen3定点、新品发布
金吾财讯 · 11-25
【券商聚焦】中信建投:人形机器人产业发展趋势明确 情绪底部建议关注优质环节及后续Gen3定点、新品发布
第四范式(06682):中国证监会受理公司H股全流通计划的申请
智通财经 · 11-24
第四范式(06682):中国证监会受理公司H股全流通计划的申请
公司概况
公司名称:
第四范式
所属市场:
SEHK
上市日期:
--
主营业务:
北京第四范式智能技术股份有限公司是一家主要从事销售自行开发的人工智能(AI)平台及其他即用型产品的中国投资控股公司。该公司主要经营三个业务板块。第四范式先知AI平台是开发AI模型的底座平台,可以支持模型训练、实时推理和模型自学习。SHIFT智能解决方案是为包括金融、能源电力、运营商、交通运输等行业提供的智能解决方案产品。第四范式式说AI生成的软件(AIGS)服务从事通过生成式AI技术赋能软件开发,提升开发效率。该公司在国内和国外市场开展业务。
发行价格:
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| 第四范式 12月04日卖空量成交17.05万股,卖空比例为5.36%","url":"https://stock-news.laohu8.com/highlight/detail?id=2588029950","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588029950?lang=zh_cn&edition=full","pubTime":"2025-12-04 16:30","pubTimestamp":1764837037,"startTime":"0","endTime":"0","summary":"第四范式北京时间12月04日,涨2.81%,卖空量成交17.05万股,较上一交易日减少52.82%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204163631978f88f3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204163631978f88f3&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1613","BK1109","06682"],"gpt_icon":0},{"id":"2588026420","title":"第四范式12月04日主力净流入21.6万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2588026420","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588026420?lang=zh_cn&edition=full","pubTime":"2025-12-04 16:15","pubTimestamp":1764836134,"startTime":"0","endTime":"0","summary":"12月04日, 第四范式股价涨2.81%,报收43.90元,成交金额1.4亿元,换手率0.99%,振幅2.86%,量比0.66。第四范式今日主力资金净流入21.6万元,上一交易日主力净流出3278.8万元。该股近5个交易日下跌2.88%,主力资金累计净流出3089.2万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流入1033.3万元,其中净流入天数为13日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204161736a4cc2d62&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204161736a4cc2d62&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1109","06682","BK1613"],"gpt_icon":0},{"id":"2588005141","title":"第四范式等在济南新设合伙企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2588005141","media":"人民财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588005141?lang=zh_cn&edition=full","pubTime":"2025-12-04 14:35","pubTimestamp":1764830103,"startTime":"0","endTime":"0","summary":"人民财讯12月4日电,企查查APP显示,近日,济南萌睿思科技合伙企业(有限合伙)成立,出资额1.9亿元,经营范围包含:数字技术服务;数据处理服务;数据处理和存储支持服务;物联网技术服务等。企查查股权穿透显示,该企业由第四范式全资子公司第四范式(北京)技术有限公司、范式(上海)智能设备有限公司等共同出资。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512043582595674.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1109","BK1613","06682"],"gpt_icon":0},{"id":"2588181059","title":"每日卖空追踪 | 第四范式 12月02日卖空量成交37.55万股,卖空比例为9.31%","url":"https://stock-news.laohu8.com/highlight/detail?id=2588181059","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588181059?lang=zh_cn&edition=full","pubTime":"2025-12-02 16:30","pubTimestamp":1764664234,"startTime":"0","endTime":"0","summary":"第四范式北京时间12月02日,跌3.28%,卖空量成交37.55万股,较上一交易日减少14.33%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202163535a4c7a04b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202163535a4c7a04b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["06682","BK1613","BK1109"],"gpt_icon":0},{"id":"2588277897","title":"第四范式(06682.HK)拟委任潘嘉林为独立非执行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2588277897","media":"中金财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588277897?lang=zh_cn&edition=full","pubTime":"2025-12-01 20:47","pubTimestamp":1764593222,"startTime":"0","endTime":"0","summary":"格隆汇12月1日丨第四范式(06682.HK)公告,由于经营发展需要,董事会于2025年12月1日已议决将公司英文名称由\"Beijing Fourth Paradigm Technology Co.,Ltd.\"更改为\"Phancy Group Co.,Ltd.\"。公司的中文名称保持不变。董事会已于2025年12月1日议决建议委任潘嘉林担任独立非执行董事。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251201/31836374.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["06682","BK1109","BK1613"],"gpt_icon":0},{"id":"2588872220","title":"第四范式(06682)拟将英文名称更改为“Phancy Group Co.,Ltd.”","url":"https://stock-news.laohu8.com/highlight/detail?id=2588872220","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588872220?lang=zh_cn&edition=full","pubTime":"2025-12-01 20:26","pubTimestamp":1764591986,"startTime":"0","endTime":"0","summary":"智通财经APP讯,第四范式(06682)发布公告,由于经营发展需要,董事会于2025年12月1日已议决将本公司英文名称由“Beijing Fourth Paradigm Technology Co.,Ltd.”更改为“Phancy Group Co.,Ltd.”。本公司的中文名称保持不变。董事会已于2025年12月1日议决建议委任潘嘉林先生(潘先生)担任独立非执行董事。建议委任潘先生须待股东于临时股东会上批准。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1376180.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["06682","BK1109","BK1613"],"gpt_icon":0},{"id":"2588492627","title":"【券商聚焦】浦银国际:2026年AI行业将继续保持强劲增长 打开多产业链成长空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2588492627","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588492627?lang=zh_cn&edition=full","pubTime":"2025-12-01 14:43","pubTimestamp":1764571380,"startTime":"0","endTime":"0","summary":"展望2026年,AI行业将继续保持强劲增长,打开多产业链成长空间。更长远来看,AI有望带来具身智能等新兴行业的增长。该机构对于AI为科技产业带来上行趋势的判断保持乐观态度。该机构指,2026年主要投资机会仍来自于AI周期行情下的估值修复,外部地缘环境是市场情绪主要扰动因素。展望2026年,全球科技龙头将持续加大AI基建投入,AI数据中心相关需求助推多产业链增长。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1970645","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1517","LU0499858438.USD","LU0607220059.USD","HBBD.SI","LU1720051108.HKD","LU0327786744.USD","LU1481107354.HKD","LU1769817179.HKD","LU2257852520.SGD","LU0214875030.USD","LU0188438112.USD","LU2097828474.EUR","LU0823413587.USD","LU2097828805.USD","09999","LU2279701549.SGD","06682","LU0541501648.USD","SG9999001903.USD","KSTmain","89988","80020","BK1615","LU0048580855.USD","81024","89888","BK1614","LU0455707207.USD","LU0463099449.HKD","LU0149534421.HKD","LU1785774172.SGD","02121","IE00BZ08YR35.GBP","LU0328353924.USD","SG9999002828.SGD","IE00B0JY6N72.USD","ALBmain","AI","LU1769817096.USD","LU0821914370.USD","LU0348735423.USD","BK1109"],"gpt_icon":1},{"id":"2588711723","title":"第四范式、海博思创等成立科技合伙企业 含物联网业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2588711723","media":"人民财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588711723?lang=zh_cn&edition=full","pubTime":"2025-12-01 09:02","pubTimestamp":1764550950,"startTime":"0","endTime":"0","summary":"【第四范式、海博思创等成立科技合伙企业 含物联网业务】企查查APP显示,近日,济南君川科技合伙企业(有限合伙)成立,出资额3.65亿元,经营范围包含:数据处理和存储支持服务;工业互联网数据服务;软件开发;物联网技术服务等。企查查股权穿透显示,该企业由第四范式、海博思创全资子公司北京海博思创工程技术有限公司等共同出资。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://hk.eastmoney.com/a/202512013578643590.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["688411","06682","BK1613","BK0224","BK1109"],"gpt_icon":0},{"id":"2587737398","title":"每日卖空追踪 | 第四范式 11月28日卖空量成交5.91万股,卖空比例为2.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2587737398","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2587737398?lang=zh_cn&edition=full","pubTime":"2025-11-28 16:30","pubTimestamp":1764318634,"startTime":"0","endTime":"0","summary":"第四范式北京时间11月28日,涨1.68%,卖空量成交5.91万股,较上一交易日减少77.13%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251128164617a7172156&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251128164617a7172156&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1613","BK1109","06682"],"gpt_icon":0},{"id":"2586422520","title":"每日卖空追踪 | 第四范式 11月27日卖空量成交11.98万股,卖空比例为2.83%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586422520","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586422520?lang=zh_cn&edition=full","pubTime":"2025-11-27 16:30","pubTimestamp":1764232232,"startTime":"0","endTime":"0","summary":"第四范式北京时间11月27日,跌1.78%,卖空量成交11.98万股,较上一交易日减少70.97%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251127163833978264d9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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第四范式股价跌1.78%,报收45.20元,成交金额1.9亿元,换手率1.32%,振幅3.39%,量比0.72。第四范式今日主力资金净流出50.8万元,上一交易日主力净流入875.0万元。该股近5个交易日下跌5.56%,主力资金累计净流入1196.3万元;近20日主力资金累计净流入5168.1万元,其中净流入天数为13日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251127161704951d4ecb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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招银国际表示,2025年对于高AI曝光度的光模块供应商而言是表现突出的年份,主要玩家均实现了强劲的收入增长和显著的利润率扩张。该机构预计这种超强表现将延续至2026年及之后,受益于持续不断的AI基础设施投资周期,以及产品结构向更高价值解决方案的升级。AI基础设施资本开支持续构成强劲顺风。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"2740336c98136120fe23d5d5db70771b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1970463","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ALBmain","LU0345776255.USD","09999","LU0228367735.SGD","LU0572940350.SGD","81024","LU1807302812.USD","LU0651946864.USD","LU0197773160.USD","LU0648000940.SGD","02121","LU0577902454.USD","BK4551","LU1282649810.SGD","LU2087589342.USD","89988","LU0633140560.USD","LU0672654166.SGD","BK1618","06682","LU0577902538.SGD","BK1615","80020","LU0823397285.USD","LU0828237940.HKD","HBBD.SI","KSTmain","89888","LU0117841782.USD","IE00B0169L03.USD","BK1526","00020","LU1515016050.SGD","BK1610","SG9999001846.SGD","LU0345775950.USD","AI","LU0348827113.USD","LU0828237510.HKD","LU0417516902.SGD","LU2242644610.SGD","LU0164872284.USD","BK4543"],"gpt_icon":1},{"id":"2586629250","title":"【券商聚焦】中信建投:机器人技术路线仍在持续迭代 产业链新进入者络绎不绝","url":"https://stock-news.laohu8.com/highlight/detail?id=2586629250","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586629250?lang=zh_cn&edition=full","pubTime":"2025-11-27 09:19","pubTimestamp":1764206358,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信建投发研报指,机器人技术路线仍在持续迭代、产业链新进入者络绎不绝,市场更关注产品性能、客户送样等实质进展,尤其 Optimus定型有望推动硬件技术路线边际收敛,深度配套甚至能直接拿到订单的标的将直接受益,当前特斯拉供应链将进入去伪存真的验证期;我们看好三类标的配置价值,包括特斯拉链高胜率、技术迭代升级方向的增量环节、具备预期差的绩优低估值;宇树、乐聚、智元等其他具备放量能力的国产链。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1970432","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0823426480.USD","LU0359201885.HKD","LU1323998911.USD","LU1720050803.USD","601066","BK1615","02498","LU0456827905.SGD","LU0823426308.USD","LU1251922891.USD","LU0611395673.USD","LU0211977185.USD","MIUmain","02050","LU0054450605.USD","LU2097828474.EUR","LU1719994722.HKD","LU0823041008.USD","LU0039217434.USD","LU2097828714.EUR","LU2257852520.SGD","BK1170","LU0463099449.HKD","02432","LU0169518387.USD","LU0634319403.HKD","LU0326950275.SGD","LU1868838027.USD","LU1282648689.USD","BK1504","BK1506","IE00B3M56506.USD","06682","LU0797268264.HKD","LU0650527681.SGD","LU2097828557.USD","81810","HXXD.SI","LU0561508036.HKD","LU0823397285.USD","BK1608","LU0143863784.USD","LU1831875114.USD","LU1961090484.USD","LU0345776255.USD","02382"],"gpt_icon":0},{"id":"2586832230","title":"【券商聚焦】长江证券维持第四范式(06682)买入评级 指公司有望充分享受中国企业数智化转型浪潮下的成长机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2586832230","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586832230?lang=zh_cn&edition=full","pubTime":"2025-11-26 17:17","pubTimestamp":1764148647,"startTime":"0","endTime":"0","summary":"营收持续超预期,企业端AI持续渗透。根据IDC统计,第四范式连续七年稳居中国机器学习平台市场份额第一。2025年有望成为AI 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