戴尔 "AI 工厂 2.0" 来袭，联合英伟达、AMD、英特尔打造端到端 AI 新生态！科创人工智能ETF华夏(589010) 承压调整，关注情绪修复节奏！

中金财经2025-10-16

截至14:19，科创人工智能ETF(589010) 跌幅1.39%，同步上证科创AI指数弱势整理。盘面上开盘即高走后震荡下行，跌破均线后在低位横盘整理，技术上仍处于短期调整阶段。成交额约1.20亿元，交投趋于谨慎。持仓股中仅4只上涨、26只下跌，合合信息、寒武纪相对坚挺，云从科技、中科星图、奥比中光领跌。近五日资金面总体仍保持正向净流入态势，显示市场长期配置意愿未明显转弱。消息方面，戴尔在SC24...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2575792832?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/ http://caiji.3g.cnfol.com/colect/202510/16/20251016873426.png?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","is_english":false,"pubTime":"2025-10-16 14:32","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2575792832","market":"us","top_or_hot":-1,"title":"戴尔 \"AI 工厂 2.0\" 来袭，联合英伟达、AMD、英特尔打造端到端 AI 新生态！科创人工智能ETF华夏(589010) 承压调整，关注情绪修复节奏！","media":"中金财经","content":"<div>\n<p>截至14:19，科创人工智能ETF(589010) 跌幅1.39%，同步上证科创AI指数弱势整理。盘面上开盘即高走后震荡下行，跌破均线后在低位横盘整理，技术上仍处于短期调整阶段。成交额约1.20亿元，交投趋于谨慎。持仓股中仅4只上涨、26只下跌，合合信息、寒武纪相对坚挺，云从科技、中科星图、奥比中光领跌。近五日资金面总体仍保持正向净流入态势，显示市场长期配置意愿未明显转弱。消息方面，戴尔在SC24...</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushiyaowen/20251016/31711518.shtml\">网页链接</a>\n\n</div>\n","source":"zhongjincaijing_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>戴尔 \"AI 工厂 2.0\" 来袭，联合英伟达、AMD、英特尔打造端到端 AI 新生态！科创人工智能ETF华夏(589010) 承压调整，关注情绪修复节奏！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n戴尔 \"AI 工厂 2.0\" 来袭，联合英伟达、AMD、英特尔打造端到端 AI 新生态！科创人工智能ETF华夏(589010) 承压调整，关注情绪修复节奏！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-16 14:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sc.stock.cnfol.com/gushiyaowen/20251016/31711518.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>截至14:19，科创人工智能ETF(589010) 跌幅1.39%，同步上证科创AI指数弱势整理。盘面上开盘即高走后震荡下行，跌破均线后在低位横盘整理，技术上仍处于短期调整阶段。成交额约1.20亿元，交投趋于谨慎。持仓股中仅4只上涨、26只下跌，合合信息、寒武纪相对坚挺，云从科技、中科星图、奥比中光领跌。近五日资金面总体仍保持正向净流入态势，显示市场长期配置意愿未明显转弱。消息方面，戴尔在SC24...</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushiyaowen/20251016/31711518.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"3NVD.UK","symbol_name":"LS 3X NVIDIA","start_time":0,"source_url":"http://sc.stock.cnfol.com/gushiyaowen/20251016/31711518.shtml","article_id":"2575792832","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/ http://caiji.3g.cnfol.com/colect/202510/16/20251016873426.png?op=imageView2&mode=2&width=256&height=256&quality=70&format=png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2575792832","pubTimestamp":1760596325,"columns":[],"sourceInfo":{"source_id":"zhongjincaijing_highlight","name":"中金在线"},"weMediaInfo":null,"summary":"截至14:19，科创人工智能ETF 跌幅1.39%，同步上证科创AI指数弱势整理。消息方面，戴尔在SC24大会上推出升级版\"AI工厂2.0\"方案，联合英伟达、AMD、英特尔等厂商打造覆盖GPU芯片、存储系统、边缘计算设备的端到端AI解决方案。2025年戴尔AI基础设施业务创历史新高，验证型架构需求激增印证AI正重塑企业运营底层逻辑。","collect":0,"end_time":0,"defaultTopTitle":"cnfol.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"589010":"科创人工智能ETF华夏","3NVD.UK":"LS 3X NVIDIA","SNVD.UK":"LS -1X NVIDIA","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","NVD3.UK":"LS 3X NVIDIA","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4573":"虚拟现实","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","NVD":"2倍做空NVDA ETF-GraniteShares","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","BK4581":"高盛持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","2NVD.UK":"2X NVIDIA ETP","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","NVDD":"1倍做空NVDA ETF-Direxion","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","DELL":"戴尔","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","NVIW.SI":"NVDA 3xLongSG261006","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","NVDS.UK":"LS -1X NVIDIA","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","NVD2.UK":"2X NVIDIA ETP","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","GFS":"GLOBALFOUNDRIES Inc.","NVDA":"英伟达","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","NVDS":"1.5倍做空NVDA ETF-Tradr","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","NVDU":"2倍做多NVDA ETF-Direxion"},"translate_title":"Dell's \"AI Factory 2.0\" is coming, uniting with Nvidia, AMD, and Intel to create a new end-to-end AI ecosystem! Kechuang Artificial Intelligence ETF Huaxia (589010) is under pressure to adjust, pay attention to the rhythm of emotional recovery!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"589010":1.5,"NVDY":0.6,"NVD":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"GFS":1.5,"NVDS":0.6,"2NVD.UK":0.6,"NVDU":0.6,"DELL":1.5,"NVDA":1.5,"NVDX":0.6,"NVIW.SI":0.6,"NVDD":0.6,"NVDS.UK":0.6,"SNVD.UK":0.6},"content_text":"截至14:19，科创人工智能ETF(589010) 跌幅1.39%，同步上证科创AI指数弱势整理。盘面上开盘即高走后震荡下行，跌破均线后在低位横盘整理，技术上仍处于短期调整阶段。成交额约1.20亿元，交投趋于谨慎。持仓股中仅4只上涨、26只下跌，合合信息、寒武纪相对坚挺，云从科技、中科星图、奥比中光领跌。近五日资金面总体仍保持正向净流入态势，显示市场长期配置意愿未明显转弱。消息方面，戴尔在SC24大会上推出升级版\"AI工厂2.0\"方案，联合英伟达、AMD、英特尔等厂商打造覆盖GPU芯片(含黑威Ultra)、存储系统、边缘计算设备的端到端AI解决方案。该生态已实现从原型开发到大规模训练的全流程支持，其管理型服务模式使企业可降低部署门槛。2025年戴尔AI基础设施业务创历史新高，验证型架构需求激增印证AI正重塑企业运营底层逻辑。银河证券研报表示，英伟达、OpenAI、阿里等全球AI巨头同频加速投入算力底座及生态建设，一方面验证了当前市场需求旺盛，AI商业化正在加速落地逐渐形成商业闭环；另一方面也对全球AI基础设施投资注入了信心，未来AI将有望在医疗、教育、科研、产业等更多场景全面落地。科创人工智能ETF华夏(589010)紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼具高研发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业“奇点时刻”。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"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":"4.36.2","shortVersion":"4.36.2","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/2575792832","isCrawlerRequest":true}