1月科技的重点方向

红刊投服平台2025-12-30

点击↑红刊投服平台关注我设星标助力大盘请点最下方：点赞、分享、喜欢、留言作者 | 袁月量能连续三天维持在2万亿之上，在两个信号出来前仍将是指数震荡板块轮动的格局，稳健的等信号出现跟随。关键是港股与A股共振、沪指与创业板共振更合理。盘面继续快节奏轮动，板块内绝对龙头资金辨识度更高。如液冷、pcb、电源、半导体设备、人形等。这是科技分支中短期资金力度相对强的，也是1月份的重点。人形机器人午后再次表现...

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袁月量能连续三天维持在2万亿之上，在两个信号出来前仍将是指数震荡板块轮动的格局，稳健的等信号出现跟随。关键是港股与A股共振、沪指与创业板共振更合理。盘面继续快节奏轮动，板块内绝对龙头资金辨识度更高。如液冷、pcb、电源、半导体设备、人形等。这是科技分支中短期资金力度相对强的，也是1月份的重点。人形机器人午后再次表现...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230194055a48a33f3&s=b\">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":"GB00BDT5M118.USD","symbol_name":"天利环球扩展Alpha基金A Acc","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230194055a48a33f3&s=b","article_id":"2595794241","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230194055a48a33f3&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, 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袁月量能连续三天维持在2万亿之上，在两个信号出来前仍将是指数震荡板块轮动的格局，稳健的等信号出现跟随。关键是港股与A股共振、沪指与创业板共振更合理。盘面继续快节奏轮动，板块内绝对龙头资金辨识度更高。如液冷、pcb、电源、半导体设备、人形等。这是科技分支中短期资金力度相对强的，也是1月份的重点。人形机器人午后再次表现。符合上周说的：接下来，海外主要盯住特斯拉，其量产进程与技术路线迭代仍是核心主线。国内则以宇树等厂商为核心。作为产业趋势确定、巨头动作不断地方向，留给资金发挥的契机一定不会少，只是要等一个合适的契机。在12月初“滚雪球”文章中分析的龙头均有表现，部分创出历史新高，龙头还是最稳的。据报道，Meta正式宣布收购AI智能体公司Manus，此次收购金额或高达数十亿美元。此消息刺激AI智能体等方向有所表现，短期当做轮动看待。接下来，海外大厂仍是全球Agent生态中最为核心，国内有突破也会成为催化。此外，另一家巨头英伟达也有动作。据报道，英伟达已经同意以约200亿美元的现金，收购AI芯片新创公司Groq的核心资产。英伟达此前主导训练端市场，而Groq专长于AI推理端。此举既补强自身短板，又防止核心资源落入竞争对手手中，一举两得。短期走势看情绪，更多还是说明中期产业趋势。还是之前反复说的：过去三年市场聚焦训练端，诞生了“易中天”等，在训练堆料到一定水平后，对于推理端的关注度会逐渐提升，也许一下个三年甚至五年，就是AI推理时代的天下。对AI推理产业链，市场首先炒作的方向是AI推理芯片，如果情绪提升或者板块有催化，还会向EDA、IP授权、边缘计算、智能终端（SOC）等方向扩散。提前祝大家元旦快乐！","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,"symbols":[],"gpt_button":0,"need_auth":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 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