刚刚，大面积涨停！外围传来三大重磅！

券商中国2025-10-09

人工智能再度大爆发！10月9日午后，人工智能概念股继续强势，板块涨停及涨幅超过10%的个股数量一度接近20只。工业富联、中兴通讯、中芯国际、浪潮信息等大盘科技蓝筹持续拉升。与此同时，外围也传来三大重磅消息。一是，针对人工智能泡沫，IMF、英国央行、牛津经济研究院等机构拉响警报；二是，CoreWeave执行长Michael Intrator表示，大科技公司正在强化基础建设以服务客户，这些都是真实需求...

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Three big news came from the periphery!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IPO":1,"IMF":1},"content_text":"人工智能再度大爆发！10月9日午后，人工智能概念股继续强势，板块涨停及涨幅超过10%的个股数量一度接近20只。工业富联、中兴通讯、中芯国际、浪潮信息等大盘科技蓝筹持续拉升。与此同时，外围也传来三大重磅消息。一是，针对人工智能泡沫，IMF、英国央行、牛津经济研究院等机构拉响警报；二是，CoreWeave执行长Michael Intrator表示，大科技公司正在强化基础建设以服务客户，这些都是真实需求驱动的建设，所谓的“循环”一说存在根本上的错误；三是，据TechCrunch10月8日报道，OpenAI首席执行官Sam Altman在一档博客节目中透露，在未来几个月里，还有大交易。大面积涨停人工智能概念今天再度表现强劲，盘中大面积涨停。不少大市值股票表现非常强劲，科创AI ETF一度飙升超4%，科创50在此带动下一度涨超5%。业内爆款不断，9月30日，AI大模型龙头公司OpenAI发布最新音视频生成模型Sora 2，其官方发布稿称，Sora 2相较此前模型在物理上更准确、更逼真、更可控，它还具有同步对话和音效的功能。由Sora 2驱动的Sora也在当天登陆美区苹果商店，10月3日至今，Sora一直占据免费应用下载榜第一位。另外，OpenAI与英伟达、甲骨文、AMD达成的一系列轰动性协议可能仅仅只是个开始。10月8日，据TechCrunch报道，OpenAI首席执行官Sam Altman在一档博客节目中透露：在未来几个月里，你们可以期待我们带来更多（这样的交易）。他解释称，鉴于对公司未来模型能力和其所催生需求的强大信心，“我们已决定是时候进行一次非常激进的基础设施押注了。”与此同时，据网信北京微信公众号，根据《生成式人工智能服务管理暂行办法》，截至10月9日，北京市新增3款已完成备案的生成式人工智能服务，累计已完成161款生成式人工智能服务备案。中信建投研报指出，人民币兑美元汇率有小幅升值；国债利率阶段性磨顶；A股港股将继续“新四牛”，稳中向好有升。人民币国际化、AI基建布局和AI国际贸易将加力提速、相互促进，格局重塑将对经济和市场产生积极、深远影响。AI产业仍将引领中国相关科技产业快速发展，并将继续带动A股港股科技板块上涨。巨大的分歧然而，从牛津经济研究院的“泡沫症状”预警，到英国央行(BoE) 对科技股“破裂风险”的提醒，再到国际货币基金$(IMF)$ 对“金融环境收紧”的警示，全球金融市场与科技圈正围绕AI 投资泡沫展开密集讨论。牛津经济研究院首席经济学家Adam Slater指出，当前AI领域已出现典型泡沫迹象，科技股占标普500指数比重近40%，估值“显著超出合理价值”，且市场对AI技术的乐观情绪近乎狂热，即使AI 最终能带来多大变革仍存在巨大不确定性。麻省理工学院经济学家Daron Acemoglu的最新预测则更为谨慎，认为未来10 年美国生产力成长仅0.7%，“有意义但不惊人”。研究公司Forrester 分析师Sudha Maheshwari 表示，采购AI 工具的企业正逐笔核查投资回报，每个泡沫都会破裂，到2026 年，AI 会褪去“变革皇冠”，戴上“实用安全帽”。BoE当地时间周三在一份报告中明确指出，AI热潮推高的科技股估值可跟2000年网络泡沫高点相提并论，若市场对AI影响的预期转弱，股市尤其容易遭受冲击。报告也列举了电力或芯片短缺恐拖慢AI 进展、新技术变革减少对AI基础设施的需求等下行风险。数小时后，IMF也呼应BoE 并警告：全球股价因AI乐观情绪飙升，但金融状况可能突然转向。当前估值已接近25年前看好网络时的水准，若出现大幅回档，金融环境收紧将拖累全球经济成长。然而，科技界人士却并不这样认为。亚马逊创办人贝佐斯将当前热潮定义为“工业泡沫”而非金融泡沫，认为即使破裂也会筛选出真正的赢家，社会最终会从这些发明中受益。他还类比1990 年代生技泡沫，认为混乱中孕育着类似“救命药物”的突破性进展。此外，华尔街部分人士担心，科技巨头之间一系列类似的合作和交易具有“循环”色彩，指的是资金在公司之间不断往返流动。对此，CoreWeave执行长Michael Intrator表示，大科技公司正在强化基础建设以服务客户，这些都是真实需求驱动的建设，所谓的“循环”一说存在根本上的错误。“真实情况是，那些非常大、非常重要的科技公司都在采购基础设施，目的是为了把服务顺利提供给客户，包括Meta、微软、亚马逊、Google。”他补充说：“我的意思是，世界上最大的科技公司因为有真实的需求才会采购基础设施。循环这件事并不存在。”CoreWeave主要销售AI云端基础设施，在今年3月挂牌上市，当时创下2021 年以来美国最大首次公开发行$(IPO)$ 纪录。在AI 及资料中心热潮加持下，该公司股价快速飙涨，上市迄今累计涨幅已经超过200%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2574387721","isCrawlerRequest":true}