601878 浙商证券
已收盘 03-13 15:00:00
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浙商证券：AIDC建设迎来高速发展期 多种电力方案受益行业扩容
智通财经 · 03-12 17:00
浙商证券：AIDC建设迎来高速发展期 多种电力方案受益行业扩容
浙商证券：算电协同列入政府报告 智慧调度软件等四大赛道迎来价值充估
智通财经 · 03-10
浙商证券：算电协同列入政府报告 智慧调度软件等四大赛道迎来价值充估
浙商证券：1-2月挖掘机出口超预期 一季度开门红确定性增强
智通财经 · 03-09
浙商证券：1-2月挖掘机出口超预期 一季度开门红确定性增强
浙商证券：中东冲突升级 油价上涨有望提升油服行业景气度
智通财经 · 03-09
浙商证券：中东冲突升级 油价上涨有望提升油服行业景气度
晶升股份：浙商证券、景商基金等多家机构于3月2日调研我司
证券之星 · 03-04
晶升股份：浙商证券、景商基金等多家机构于3月2日调研我司
晶盛机电：易方达基金、浙商证券等多家机构于2月25日调研我司
证券之星 · 03-03
晶盛机电：易方达基金、浙商证券等多家机构于2月25日调研我司
浙商证券：Agent化转型驱动Token需求井喷 算力、模型及应用三大角度投资AI产业
智通财经 · 03-02
浙商证券：Agent化转型驱动Token需求井喷 算力、模型及应用三大角度投资AI产业
浙商证券：美图产品定位审美创作平台，是AI技术受益者
新浪证券 · 02-26
浙商证券：美图产品定位审美创作平台，是AI技术受益者
浙商证券：维持美图公司(01357)“买入”评级 AI技术赋能红利
智通财经 · 02-25
浙商证券：维持美图公司(01357)“买入”评级 AI技术赋能红利
浙商证券：首予超盈国际控股(02111)“买入”评级 弹性化纤面料龙头
智通财经 · 02-25
浙商证券：首予超盈国际控股(02111)“买入”评级 弹性化纤面料龙头
浙商证券：2026年电影春节档票房不及预期 内容质量仍为核心
智通财经 · 02-24
浙商证券：2026年电影春节档票房不及预期 内容质量仍为核心
浙商证券：大模型发展重视投入效率及商业化落地 C端入口争夺白热化
智通财经 · 02-24
浙商证券：大模型发展重视投入效率及商业化落地 C端入口争夺白热化
浙商证券：险资还会增配银行股吗？
智通财经网 · 02-24
浙商证券：险资还会增配银行股吗？
浙商证券：AI漫剧出海潜能无限 坚定看好头部企业业绩及其前景
智通财经 · 02-24
浙商证券：AI漫剧出海潜能无限 坚定看好头部企业业绩及其前景
浙商证券：工业气体有望筑底回升 电子特气景气持续
智通财经 · 02-24
浙商证券：工业气体有望筑底回升 电子特气景气持续
浙商证券董事长钱文海：执缰策马踏新程，奋蹄扬鞭“前十五”
中国基金报 · 02-17
浙商证券董事长钱文海：执缰策马踏新程，奋蹄扬鞭“前十五”
每周股票复盘：浙商证券（601878）兑付15亿短期融资券
证券之星 · 02-15
每周股票复盘：浙商证券（601878）兑付15亿短期融资券
浙商证券：近期国产大模型密集发布 规模化应用拉动推理需求
智通财经 · 02-12
浙商证券：近期国产大模型密集发布 规模化应用拉动推理需求
浙商证券迎来新总裁
中国基金报 · 02-11
浙商证券迎来新总裁
浙商证券：钙钛矿正成为太空光伏应用理想选择 有望率先实现大规模商业化
智通财经 · 02-11
浙商证券：钙钛矿正成为太空光伏应用理想选择 有望率先实现大规模商业化
公司概况
公司名称：
浙商证券股份有限公司
所属行业：
资本市场服务
上市日期：
2017-06-26
主营业务：
浙商证券股份有限公司的主营业务是证券经纪业务、投资银行业务、证券自营业务、信用业务、财富管理业务、资产管理业务、期货业务、私募基金管理及投资业务、证券研究业务、另类投资业务、资产托管业务、上市证券做市业务。公司的主要产品是证券经纪业务、投资银行业务、投资业务、资产管理业务、期货业务。
发行价格：
8.45
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17:00","pubTimestamp":1773306015,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，全球AI发展超预期推动算力需求持续爆发，北美科技巨头大幅上修2026年资本开支，AIDC建设迎来高速发展期。但美国电网面临老旧、并网周期长、电力缺口大的三重困境，叠加特朗普要求科技巨头自建电站的政策导向，美国AIDC主电源从依赖公共电网全面转向自建电站，燃气轮机、航改燃、内燃机、SOFC等现场发电方案迎来需求爆发，柴发作为核心备电也同步受益于行业扩容。","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/1413113.html","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":"stock_zhitongcaijing","symbols":["601878","BK0276","159146"],"gpt_icon":0},{"id":"2618850169","title":"浙商证券：算电协同列入政府报告 智慧调度软件等四大赛道迎来价值充估","url":"https://stock-news.laohu8.com/highlight/detail?id=2618850169","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618850169?lang=zh_cn&edition=full","pubTime":"2026-03-10 13:48","pubTimestamp":1773121698,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，算电协同列入政府报告，不仅是“东数西算”工程的深化，更是解决AI时代“电力成本”与“绿电消纳”两大核心瓶颈的必由之路。电力设备、智慧调度软件、储能及项目运营四大赛道迎来价值充估。浙商证券主要观点如下：算电协同从“行业探索”走向“国家基建”2026年3月，算电协同首次被写入政府工作报告，列为国家级新基建工程，标志着其战略高度实现了从技术探索到国家顶层设计的跃升。","market":"fut","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/1412050.html","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":"stock_zhitongcaijing","symbols":["601878","BK4588","VGT","BK4585","BK0276"],"gpt_icon":0},{"id":"2618497456","title":"浙商证券：1-2月挖掘机出口超预期 一季度开门红确定性增强","url":"https://stock-news.laohu8.com/highlight/detail?id=2618497456","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618497456?lang=zh_cn&edition=full","pubTime":"2026-03-09 16:55","pubTimestamp":1773046500,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，据中国工程机械工业协会，2026年2月销售各类挖掘机17226台，同比下降11%。出口市占率提升、内需改善、更新周期启动三方面驱动中国工程机械行业复苏。工程机械主机厂春节后积极开工，一季度有望开门红。1-2月挖掘机总销量35934台，同比增长13%;其中国内销量15478台，同比下降9%;出口量20456台，同比增长39%。","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/1411636.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0276","601878"],"gpt_icon":0},{"id":"2618645623","title":"浙商证券：中东冲突升级 油价上涨有望提升油服行业景气度","url":"https://stock-news.laohu8.com/highlight/detail?id=2618645623","media":"智通财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618645623?lang=zh_cn&edition=full","pubTime":"2026-03-09 16:00","pubTimestamp":1773043226,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，美以对伊朗发动军事打击以来，中东地缘冲突持续升级和蔓延，在地区安全和全球经济层面影响不断外溢，油价大幅上涨。若油价继续上升并稳定在中高位，油气公司资本开支有望边际提升，油服行业的景气度回升，有望进一步促进新增设备和现有设备更新换代需求释放。此前3月2日深夜，伊朗伊斯兰革命卫队司令顾问表示，霍尔木兹海峡已被关闭，该海峡影响全球约五分之一的海运石油和液化天然气运输。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5dc740888178f746e74114e33c39a0a7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1411585.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0276","DUG","601878"],"gpt_icon":0},{"id":"2616353114","title":"晶升股份：浙商证券、景商基金等多家机构于3月2日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2616353114","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616353114?lang=zh_cn&edition=full","pubTime":"2026-03-04 19:01","pubTimestamp":1772622076,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年3月4日晶升股份发布公告称浙商证券、景商基金、昱奕资产、西部利得基金于2026年3月2日调研我司。公司为国内较早进入中国台湾市场的碳化硅长晶设备厂商，已向台湾地区批量交付碳化硅设备。从财务指标来看，2025年公司受碳化硅及光伏行业低迷的双重影响，整体经营业绩承压。2026年无论是硅还是碳化硅都呈现明显复苏趋势，公司半导体长晶设备业务需求较去年将有所增长。","market":"fut","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":"https://stock.stockstar.com/RB2026030400034027.shtml","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":"stockstar","symbols":["688478","601878","BK0276","BK0251"],"gpt_icon":0},{"id":"2616349405","title":"晶盛机电：易方达基金、浙商证券等多家机构于2月25日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2616349405","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616349405?lang=zh_cn&edition=full","pubTime":"2026-03-03 19:01","pubTimestamp":1772535711,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年3月3日晶盛机电发布公告称易方达基金、浙商证券、中银证券、兴业证券、长城证券、东财证券、方正证券、嘉实基金、平安资管、中邮基金、鑫元基金、准锦投资、上海金恩、中信证券、长江证券于2026年2月25日调研我司。","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":"https://stock.stockstar.com/RB2026030300037109.shtml","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":"stockstar","symbols":["IE0005HP3H50.USD","BK0251","300316","LU1655091616.SGD","BK0064","BK0125","BK0054","601878","BK0276"],"gpt_icon":0},{"id":"2616980063","title":"浙商证券：Agent化转型驱动Token需求井喷 算力、模型及应用三大角度投资AI产业","url":"https://stock-news.laohu8.com/highlight/detail?id=2616980063","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616980063?lang=zh_cn&edition=full","pubTime":"2026-03-02 14:10","pubTimestamp":1772431810,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，当前AI正由辅助工具向自主劳动力跨越，Agent化转型驱动Token需求井喷，倒逼算力生态由通用向高效ASIC与溢价云服务转型。AI正从辅助副驾驶Copilot跃迁至交付结果的Agent，其处理复杂任务的时长有望跨越8小时临界点。碎片化任务向端到端项目交付的能力提升，标志着AI正式从提效工具演变为可规模化部署的数字劳动力，实质性触发第四次工业革命。","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://www.zhitongcaijing.com/content/detail/1408890.html","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":"stock_zhitongcaijing","symbols":["BK0276","601878"],"gpt_icon":0},{"id":"2614287096","title":"浙商证券：美图产品定位审美创作平台，是AI技术受益者","url":"https://stock-news.laohu8.com/highlight/detail?id=2614287096","media":"新浪证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614287096?lang=zh_cn&edition=full","pubTime":"2026-02-26 14:07","pubTimestamp":1772086020,"startTime":"0","endTime":"0","summary":" 2月26日下午消息，近期，美国大模型公司Anthropic推出的AI工具，引发市场对于软件行业叙事由“被AI赋能”到“被AI吞噬”的担忧，进一步波及Adobe、美图等AI应用公司。浙商证券最新报告指出，区别于简单的流程化软件，美图产品定位属于审美创作平台，是AI技术的受益者。该券商给予美图“买入”评级，目标价11.6港元。","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":"https://finance.sina.com.cn/stock/marketresearch/2026-02-26/doc-inhpcqkq1481904.shtml","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":"sina","symbols":["BK1613","BK1618","BK0276","LU2045819591.USD","601878","BK1612","LU2125910500.SGD","01357","LU0620787316.HKD","BK1095","LU2125910849.SGD","LU0082770016.USD","BK1609","LU0164939612.USD","LU0082770016.SGD"],"gpt_icon":0},{"id":"2614204709","title":"浙商证券：维持美图公司(01357)“买入”评级 AI技术赋能红利","url":"https://stock-news.laohu8.com/highlight/detail?id=2614204709","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614204709?lang=zh_cn&edition=full","pubTime":"2026-02-25 16:21","pubTimestamp":1772007689,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，维持美图公司“买入”评级。以上壁垒有望推动公司成为AI+美颜修图领域的创新者，加速公司付费渗透率的提升以及新市场的开拓，从而推动公司业绩持续增长。公司ARPPU自2021年以来维持了上升趋势，该行预计未来ARPPU或仍将稳步提升，主要考虑因素为海外用户的订阅价格更高;B端用户的付费能力以及付费意愿更高。风险提示AI侵入风险、海外或B端业务拓展不及预期、市场竞争加剧","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1407105.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["601878","01357"],"gpt_icon":0},{"id":"2614778214","title":"浙商证券：首予超盈国际控股(02111)“买入”评级 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09:32","pubTimestamp":1771983134,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，首次覆盖，给予超盈国际控股“买入”评级，公司作为弹性面料制造商龙头，成立以来凭借强大的制造效率逐步深入绑定维密等内衣品牌龙头，12年切入FILA、Lululemon等运动品牌，东南亚化纤弹性面料产能稀缺，以全球化产能布局+强大研发创新能力逐步提升运动品牌订单份额，未来增长潜力巨大。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1406948.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["601878","02111"],"gpt_icon":0},{"id":"2613760624","title":"浙商证券：2026年电影春节档票房不及预期 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15:17","pubTimestamp":1771917459,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，2026年春节档票房表现低于预期。该行此前预测2026年春节档票房有望对标2024年80亿元的水平。2026年春节档初一至初六平均票价约为48.37元，较2025年同期的50.81元有所回落。虽然2026年春节档影片数量创近五年新高，但缺失真正能够引发全民讨论的现象级作品。目前根据猫眼专业版预测，2026年春节档总票房预计56.83亿元，形成较大的预估偏差。","market":"fut","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/1406618.html","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":"stock_zhitongcaijing","symbols":["BK0276","601878"],"gpt_icon":0},{"id":"2613460767","title":"浙商证券：大模型发展重视投入效率及商业化落地 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Plan套餐价格整体上调30%。","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://www.zhitongcaijing.com/content/detail/1406605.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":["LU1733274473.HKD","BK1095","LU0541502299.USD","LU1961090484.USD","LU0067412154.USD","SG9999014674.SGD","LU0329678337.USD","SG9999015945.SGD","LU2008162690.USD","LU1880383440.USD","LU1688375341.USD","LU2237443549.SGD","LU0228659784.USD","LU0708995583.HKD","IE0003795394.USD","LU0456846285.SGD","LU0651946864.USD","SG9999006514.SGD","LU1008478684.HKD","LU0700851271.USD","LU2293587155.HKD","LU1814569148.SGD","LU0084288322.USD","LU0396098781.USD","IE00BMPRXN33.USD","IE00B0169N27.USD","SG9999013353.USD","LU1794554557.SGD","LU0898667661.SGD","SG9999014898.SGD","LU1629966141.USD","LU0890818403.SGD","LU1226287875.USD","LU0516423091.SGD","BK1575","601878","LU1023057109.AUD","LU1548497426.USD","LU0823397285.USD","LU2498475776.HKD","LU1226287792.SGD","LU1734074674.USD","IE0034224299.USD","LU2362541273.HKD","HTCD.SI","LU1226288170.HKD","LU0320764755.SGD","LU0456842615.SGD","ALBmain","LU0588545904.SGD","LU1770036033.HKD","LU1568876335.HKD","LU0261947096.USD","LU1504937902.USD","LU0541501648.USD","LU0149534421.HKD","LU0540923850.HKD","IE00B067MR52.USD","LU1769817179.HKD","LU0589944569.HKD","LU0577902371.SGD","BK1521","LU0762542818.HKD","LU2097828474.EUR","LU0211977185.USD","LU0871576103.HKD","LU2257852520.SGD","LU0607220059.USD","LU1568876251.USD","LU0348783233.USD","LU0011963245.USD","LU2476274308.USD","LU0315179316.USD","LU1226287529.USD","LU0231483743.USD","LU2087589342.USD","LU1152091168.USD","LU0164865239.USD","LU0823397103.USD","LU0259732245.USD","LU0878004406.USD","SG9999004220.SGD","LU0672654166.SGD","LU1733274390.USD","LU0228367735.SGD","LU0143863198.USD","LU0449515922.USD","LU0516422440.USD","LU1102505762.USD","SG9999015986.USD","BK1608","LU0630378429.USD","LU0823040885.USD","BK1588","LU0054237671.USD","LU0039217434.USD","LU0345776255.USD","LU0117841782.USD","IE0008368304.USD","LU1880398471.USD","LU2125910849.SGD","LU1196710864.SGD","LU0831103253.SGD","LU0784639295.USD","LU0791591158.USD","LU0791590937.USD","LU0588545730.USD","LU0469268626.HKD","IE00B8L5B284.USD","LU0417516902.SGD","LU1366334651.USD","IE0001KFT4U8.USD","LU0633140560.USD","BK1610","LU1868837565.USD","LU2097828557.USD","LU0132412106.USD","GB00BDT5M118.USD","LU1720051108.HKD","SG9999001689.USD","LU0197773160.USD","LU1282648689.USD","LU0463099449.HKD","LU2449936058.SGD","LU2125910500.SGD","LU0269904917.USD","LU0738912210.USD","LU1808992512.USD","LU2357305700.SGD","LU0197773673.USD","LU0348825331.USD","LU0348816934.USD","LU0634319403.HKD","LU1769817096.USD","LU0630378692.HKD","LU0797268264.HKD","HK0000352291.HKD","LU0210527791.USD","LU1831875114.USD","LU0128522157.USD","LU1201861165.SGD","LU0327786744.USD","LU2488822045.USD","LU1951186391.HKD","LU0320764243.SGD","LU1328615791.USD","LU2476274720.SGD","LU0127658192.USD","LU0048388663.USD","LU0449509016.USD","LU0173614495.USD","LU0029875118.USD","LU0165289439.USD","LU1048588211.SGD","LU0708995153.HKD","LU0501845795.SGD","LU0572944931.SGD","IE00B3M56506.USD","LU1719994722.HKD","IE00B0169L03.USD","LU0878005551.USD","HK0000914660.USD","LU1242518857.USD","LU1282649141.HKD","LU0203345920.USD","LU1048484197.HKD","LU0516422366.SGD","LU0175139822.USD","LU1974910355.USD","LU0326950275.SGD","LU0823038988.USD","SG9999018865.SGD","LU0214875030.USD","LU0106259558.USD","LU0414403682.SGD","SG9999002562.SGD","LU0164880469.USD","LU0828237510.HKD","IE00BZ08YR35.GBP","LU0328353924.USD","SG9999018857.SGD","SGXZ99366536.SGD","LU0348784397.USD","LU0345769631.USD","LU0488056044.USD","LU0648948544.HKD","LU0608807433.USD","LU0054450605.USD","LU1046422090.SGD","LU0594300419.USD","LU0051755006.USD","BK1151","LU0130103400.USD","BABA","BK1142","IE00BF5LJ272.USD","BK1117","LU0594300179.USD","LU0762541174.USD","LU0823426480.USD","LU1282651121.HKD","LU1328277881.USD","LU0106959298.USD","IE00BZ08YS42.EUR","LU0577902611.USD","LU0287142896.SGD","LU1642822792.SGD","LU2778985437.USD","LU1675838814.USD","LU2226246903.HKD","LU1439103000.SGD","LU0633140727.USD","IE00B29SXG58.USD","LU1224709979.USD","LU0244354667.USD","LU0348805143.USD","LU0181495838.USD","LU1366334578.USD","SG9999006597.SGD","LU0384037296.USD","LU2177674079.SGD","HK0000306701.USD","LU1226288253.USD","LU0107464264.USD","LU0509642566.USD","LU1655091459.SGD","LU2106854487.HKD","IE00B031HW06.USD","SG9999001051.SGD","LU0593848301.USD","LU1303224171.USD","LU0561508036.HKD","IE0008368742.USD","LU0320764599.SGD","LU1956131251.USD","LU0359201612.USD","LU0823413660.USD","89988","LU1282649810.SGD","SGXZ86797644.SGD","LU0477156797.USD","LU0979878070.USD","LU1981816686.USD","LU1880398554.USD","LU0052750758.USD",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Infra早期大模型主要token开销来自于对话与图片生成，随着Agent以及视频生产走向大规模应用，大模型推理算力消耗或将快速提升。","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://www.zhitongcaijing.com/content/detail/1404581.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":["BK1117","00100","601878","02513","BK0276"],"gpt_icon":0},{"id":"2610339952","title":"浙商证券迎来新总裁","url":"https://stock-news.laohu8.com/highlight/detail?id=2610339952","media":"中国基金报","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610339952?lang=zh_cn&edition=full","pubTime":"2026-02-11 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