AMD与Meta达成600亿美元大单，科创成长ETF易方达涨1.06%

财闻02-25

截至2月25日11点11分，上证指数涨1.10%，深证成指涨1.23%，创业板指涨0.99%。ETF方面，科创成长ETF易方达（588020）涨1.06%，成分股拓荆科技（688072.SH）涨超10%，大地熊（688077.SH）涨超5%，三生国健（688336.SH）、格科微（688728.SH）、神工股份（688233.SH）、上海谊众（688091.SH）、和林微纳（688661.SH）、...

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Platforms发行基于业绩的认股权证，可认购最多1.6亿股AMD普通股。中信证券表示，2026春节期间，国产大模型token调用量井喷，截至2月22日此前一周的全球大模型token用量中，前三甲均为国产大模型。我们认为，token的爆发式增长，本质上反映出AI推理需求的指数级扩容，而国产算力凭借着成本优势及不断完善的生态，有望在基础设施层逐步占据主导。建议重点关注由超节点互联密度提升带来的价值重估机遇，包括光通信、高速线模组、交换芯片及交换机、IDC等环节。中信建投证券研报指出，AI发展日新月异，大模型持续迭代升级，算力需求非常强劲。如智谱新模型编程能力大幅提升，引发算力需求激增，Seedance视频能力表现非常亮眼，引发业界大佬关注。中信建投认为大模型的商业变现路径畅通，正在从“低价/免费圈地”阶段走向“为高质量付费”阶段，且带动的算力需求非常旺盛。科创成长ETF易方达（588020）融入成长因子，精选科创板高成长个股。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","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; 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