天风·计算机 | 从模型前沿到企业AI：看好中国企业软件和EDA软件

天风研究10-20

点击以下小程序链接

阅读报告原文

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.laohunote.com/m/news/2676567346?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-10-20 07:45","share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","id":"2676567346","market":"us","top_or_hot":-1,"title":"天风·计算机 | 从模型前沿到企业AI：看好中国企业软件和EDA软件","media":"天风研究","content":"<html><body><div><p><strong><span leaf=\"\"><img/><img/><img/><img/><img/></span></strong></p><p nodeleaf=\"\"><img arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/137d7defae34480593b2ab8b599389c2\" ui=\"\" wrap=\"\" yahei=\"\"/></p><p><sdt docpart=\"8BC0433A2E88422490E544E68512DA6C\" sdttag=\"BDCONTENTCONTROL_AUTO_SAVE_Summary\" title=\"摘要\"><p><sdt docpart=\"8BC0433A2E88422490E544E68512DA6C\" sdttag=\"BDCONTENTCONTROL_AUTO_SAVE_Summary\" title=\"摘要\"><p><sdt docpart=\"8BC0433A2E88422490E544E68512DA6C\" sdttag=\"BDCONTENTCONTROL_AUTO_SAVE_Summary\" title=\"摘要\"><p arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span><span leaf=\"\">点击以下小程序链接</span></span></strong></span></p><p arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span><span leaf=\"\">阅读报告原文</span></span></strong></span></p></sdt></p></sdt></p></sdt></p></div></body></html>","source":"weixin_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>天风·计算机 | 从模型前沿到企业AI：看好中国企业软件和EDA软件</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天风·计算机 | 从模型前沿到企业AI：看好中国企业软件和EDA软件\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-20 07:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mp.weixin.qq.com/s?__biz=MzAwMzIzNzcwMg==&mid=2649154868&idx=3&sn=9217dc467868d998fbe78e4e00b4ef58&chksm=8284e72da0675153f64ef6d2c0d8c35ecf47561b0ce8ae44b050d97c816a6ae893f75fb8461a&scene=0#rd><strong>天风研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>点击以下小程序链接阅读报告原文</p>\n\n<a href=\"http://mp.weixin.qq.com/s?__biz=MzAwMzIzNzcwMg==&mid=2649154868&idx=3&sn=9217dc467868d998fbe78e4e00b4ef58&chksm=8284e72da0675153f64ef6d2c0d8c35ecf47561b0ce8ae44b050d97c816a6ae893f75fb8461a&scene=0#rd\">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":"MSFY","symbol_name":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","start_time":0,"source_url":"http://mp.weixin.qq.com/s?__biz=MzAwMzIzNzcwMg==&mid=2649154868&idx=3&sn=9217dc467868d998fbe78e4e00b4ef58&chksm=8284e72da0675153f64ef6d2c0d8c35ecf47561b0ce8ae44b050d97c816a6ae893f75fb8461a&scene=0#rd","article_id":"2676567346","we_media_id":"1076160342","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2676567346","pubTimestamp":1792453500,"columns":[],"sourceInfo":{"source_id":"weixin_highlight","name":"微信"},"weMediaInfo":{"media_name":"天风研究","introduction":"天风证券研究所官方微信账号，感谢您的关注！","home_visible":1,"id":"1076160342","head_image":"https://static.tigerbbs.com/456c40c524344b48b29fd979bf624d0a"},"summary":"点击以下小程序链接阅读报告原文","collect":0,"end_time":0,"defaultTopTitle":"","property":["research"],"viewcount":null,"language":"zh","relate_stocks":{"159180":"软件","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","QTOC":"Innovator Growth Accelerated Plus ETF - October","ORCX":"2倍做多ORCL ETF-Defiance","ORCZ":"Tradr 2X Short ORCL Daily ETF","MSFC":"2倍做多MSFT ETF-Corgi","SKYY":"First Trust Cloud Computing ETF","WCLD":"WisdomTree Cloud Computing Fund","MSFD":"1倍做空MSFT ETF-Direxion","BK4585":"ETF&股票定投概念","MSFL":"2倍做多MSFT ETF-GraniteShares","ARTY":"ISHARES FUTURE AI & TECH ETF","VTHR":"Vanguard Russell 3000 ETF","ORCU":"2倍做多ORCL ETF-Direxion","MSFO":"MSFT期权收益策略ETF-YieldMax","AGIX":"通用人工智能 ETF-AGIX","VGT":"信息技术ETF-Vanguard","MSFU":"2倍做多MSFT ETF-Direxion","ORAC":"Corgi ORCL 2x Daily ETF","CLDL":"Direxion Daily Cloud Computing Bull 2x Shares","MSFW":"Roundhill MSFT WeeklyPay ETF","IGPT":"INVESCO AI AND NEXT GEN SOFTWARE ETF","BK4588":"碎股","CLDS":"Direxion Daily Cloud Computing Bear 2x","MSFX":"2倍做多MSFT ETF-T-Rex","ORCS":"1倍做空ORCL ETF-Direxion","CLOU":"Global X Cloud Computing ETF","FCLD":"Fidelity Cloud Computing ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","AIPO":"Defiance AI and Power Infrastructure ETF"},"translate_title":"Tianfeng Computer | From Model Frontiers to Enterprise AI: Optimistic About Chinese Enterprise Software and EDA Software","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159180":1.5,"AGIX":1.5,"MSFW":0.6,"MSFL":0.6,"MSFY":0.6,"CLDS":1.5,"ARTY":1.5,"AIPO":1.5,"MSFD":0.6,"ORCZ":1.5,"SKYY":1.5,"ORCU":0.6,"IGPT":1.5,"CLDL":1.5,"MSFX":0.6,"ORCS":0.6,"CHAT":1.5,"WCLD":1.5,"MSFO":0.6,"ORAC":1.5,"FCLD":1.5,"QTOC":1.5,"ORCX":0.6,"MSFC":1.5,"MSFU":0.6,"VTHR":1.5,"CLOU":1.5,"VGT":1.5},"content_text":"点击以下小程序链接阅读报告原文","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.52.0","shortVersion":"4.52.0","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/2676567346","isCrawlerRequest":true}