英伟达入局 AI智能体时代加速到来业绩高增长概念股揭晓

东方财富网03-10

模型迭代正在加速智能体的时代到来，未来将深刻影响办公、开发、内容等全场景AI应用生态。　　汇绿生态2年最大涨幅超13倍　　今日（3月10日）早盘，A股科技题材大幅反弹，CPO、PCB、光通信、先进封装、铜缆高速连接等涨幅领先。　　CPO概念表现最突出，概念股迅捷兴录得“20cm”的涨停板；汇绿生态（001267）收获“10cm”的涨停板，该股最新股价为45.68元/股，创下历史新高。据证券时报·...

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announced","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ANV":0.6,"2NVD.UK":0.6,"NVDX":0.6,"DIPS":0.6,"NVD3.UK":0.6,"NVDS":0.6,"001267":1.88,"NVDW":0.6,"NVDQ":0.6,"NVDD":0.6,"NVD2.UK":0.6,"NVD":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVII":0.6,"NVDU":0.6,"NVDA":1.93,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVDB":0.6,"NVDG":0.6,"NVDY":0.6},"content_text":"模型迭代正在加速智能体的时代到来，未来将深刻影响办公、开发、内容等全场景AI应用生态。　　汇绿生态2年最大涨幅超13倍　　今日（3月10日）早盘，A股科技题材大幅反弹，CPO、PCB、光通信、先进封装、铜缆高速连接等涨幅领先。　　CPO概念表现最突出，概念股迅捷兴录得“20cm”的涨停板；汇绿生态（001267）收获“10cm”的涨停板，该股最新股价为45.68元/股，创下历史新高。据证券时报·数据宝统计，以最新收盘价与近2年来的低点相比，汇绿生态最大涨幅达到13倍以上。　　公司此前发布的业绩预告显示，预计2025年净利润为0.86亿元至1.1亿元，比上年重组后同期增长0.27%至28.26%。报告期内，武汉钧恒自2025年2月正式纳入公司合并报表范围，公司对武汉钧恒的持股比例从35%提升至51%，持股比例增加使归属于上市公司股东的净利润相应增长。　　据汇绿生态2025年11月披露的调研信息显示，武汉钧恒现阶段主要以拓展产能、客户开发以及产品质量保证为主。在产能扩建方面，武汉钧恒现位于鄂州的一期新产线于近期投产，新增年产能规划为150万只，产品以400G和800G高速光模块为主；二期项目新增产能为300万只/年，预计将于2027年正式投产。　　英伟达计划推出AI智能体开源平台　　当地时间3月9日，据媒体报道，知情人士透露，英伟达计划推出一个名为NemoClaw的AI智能体开源平台，该平台旨在允许企业将AI智能体部署于自身工作流程，代替员工执行具体任务。　　消息人士表示，无论这些公司的产品是否运行在英伟达的芯片上，都将能够访问该平台。　　英伟达已开始就该产品向多家软件巨头寻求合作，目标客户包括Salesforce、思科、谷歌、Adobe和CrowdStrike等，并计划在下周于圣何塞举行的年度开发者大会前后正式亮相这一产品。　　近期一款名为OpenClaw的开源AI Agent（AI智能体）框架在全球风靡，由于其Logo上的红色龙虾形象，部署并使用OpenClaw也被称为“养龙虾”。　　在3月6日的摩根士丹利科技大会上，黄仁勋高度评价OpenClaw，称其为“这个时代最重要的软件发布”。他强调，Linux操作系统，那个花了整整三十年时间，才渗透进全球服务器、手机和超级计算机底层的基础设施，其达到的普及规模，OpenClaw只用了三周就完成了超越。　　AI智能体元年到来　　业内人士介绍，AI智能体就是具备“思考—行动—反思”闭环能力的AI（人工智能）助手。不同于ChatGPT模式的一问一答，AI智能体能够理解复杂目标、自主拆解任务、调用工具执行，并在行动过程中不断优化策略。　　2026年以来，中国AI领域迎来大模型“上新潮”——阿里、字节跳动、月之暗面（Kimi）、深度求索（DeepSeek）、智谱等企业相继推出新一代大模型，这些大模型厂商不再仅仅注重参数规模，而是着力打造大模型原生Agent（智能体）能力，人工智能技术正从“会聊天”向“能办事”的范式不断演进。　　从“系统级AI助手”概念的横空出世，到“AI接管手机”的广泛讨论，一系列标志性事件宣告中国正大步迈入“AI智能体元年”。　　从更大的维度来看，今年智能体已渗透到千行百业，狭义上有超过3000万个智能体在各行业里发挥作用。IDC咨询在一份研究报告中指出，中国企业活跃智能体数量将在2031年突破3.5亿规模，年复合增长率达到135%以上。在这种“快进”模式中，智能体的发展触及到数字产权、责任界定等制度真空地带。　　湘财证券认为，模型迭代正在加速智能体的时代到来，未来将深刻影响办公、开发、内容等全场景AI应用生态。　　中商产业研究院发布的报告显示，2024年全球AI智能体的市场规模约为51亿美元。该研究院分析师预测，2030年全球AI智能体市场规模将接近500亿美元。市场快速扩容的背后，是产业界加快对“AI从会说到会做”的落地实践。　　28只概念股业绩大幅增长　　据数据宝统计，按照已披露的年报、业绩快报、预告净利润下限（若无下限则取公告数值）计算，2025年净利润同比增长20%以上（含扭亏为盈）的AI智能体概念股有28只。业绩预计扭亏的概念股包括金财互联、信安世纪、引力传媒、三六零、赢时胜、迪安诊断、蓝色光标、利欧股份等。　　以三六零为例，公司预计2025年净利润为2.13亿元至3.18亿元，同比扭亏为盈。报告期内，业绩预盈主要源于公司对参股企业的投资收益增加。2025年上半年，公司推出国内首个“超级搜索智能体”——纳米AI超级搜索智能体，标志着AI搜索迈入3.0时代。　　除扭亏股外，净利润大幅增长的概念股还有电声股份、光庭信息、先进数通、东土科技、青木科技等。　　据数据宝统计，从股价表现来看，截至3月9日收盘，上述业绩高增长的28只AI智能体概念股中，收盘价较2026年以来高点回撤20%以上的有13只。青木科技、引力传媒、迪安诊断、蓝色光标、同花顺等回撤幅度靠前。　　青木科技回撤幅度为40.53%，居首。在AI智能体布局与应用方面，公司已在数据分析环节和智能客服系统中将智能体投入使用；公司预计2025年净利润为1.18亿元至1.36亿元，同比增长30%至50%。（文章来源：数据宝）","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,"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 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英伟达入局 AI智能体时代加速到来 业绩高增长概念股揭晓

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英伟达入局 AI智能体时代加速到来业绩高增长概念股揭晓