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TrendForce：AI需求催生封装变革，ASICs转向EMIB技术
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2025-02-05
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2025-02-04
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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\">\nTrendForce：AI需求催生封装变革，ASICs转向EMIB技术\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-30 11:51 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251130115353a4c310e6&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TrendForce最新研究显示，AI HPC对异质整合的需求依赖先进封装技术，其中TSMC的CoWoS解决方案是关键技术。然而，随着云端服务业者加速自研ASIC，对封装面积的需求不断扩大，已有CSP开始考虑转向Intel的EMIB技术。TrendForce指出，CoWoS方案通过中介层连接不同功能芯片，目前已发展出CoWoS-S、CoWoS-R与CoWoS-L等技术。随着NVIDIA ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251130115353a4c310e6&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4141":"半导体产品","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU1935042215.USD":"MANULIFE GF 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18:57","market":"other","language":"zh","title":"CPO概念重挫，中际旭创跌超14%，昔日大牛股不行了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2509077406","media":"财华社","summary":"2月5日，A股蛇年的第一个交易日，在DeepSeek的带动下，AI概念非常活跃，从上游硬件半导体到下游应用等，相关概念股纷纷大涨。","content":"<html><body><p>2月5日，A股蛇年的第一个交易日，在DeepSeek的带动下，AI概念非常活跃，从上游硬件半导体到下游应用等，相关概念股纷纷大涨。</p><p>然而，一向与AI息息相关的CPO概念股却集体重挫，截至收盘，<a href=\"https://laohu8.com/S/300570\">太辰光</a>（300570.SZ）暴跌19.38%，<a href=\"https://laohu8.com/S/300502\">新易盛</a>（300502.SZ）暴跌18.49%，<a href=\"https://laohu8.com/S/300394\">天孚通信</a>（300394.SZ）暴跌16.88%，<a href=\"https://laohu8.com/S/300308\">中际旭创</a>（300308.SZ）暴跌14.43%。</p><p><img height=\"826\" src=\"https://images.finet.hk/photoLib/content/202502_1/b4d8d69e-0a5e-4c47-b9e4-fd8eb7acabb6.png\" width=\"1202\"/></p><p>此外，<a href=\"https://laohu8.com/S/300476\">胜宏科技</a>（300476.SZ）、<a href=\"https://laohu8.com/S/002463\">沪电股份</a>（002463.SZ）、<a href=\"https://laohu8.com/S/600183\">生益科技</a>（600183.SH）、<a href=\"https://laohu8.com/S/603228\">景旺电子</a>（603228.SH）等PCB概念股亦集体大跌。</p><p>一边是海水，一边是火焰的行情演变，令不少投资者“摸不着头脑”。</p><p>有分析师认为，DeepSeek的优异性能、训练成本更低、以及对于高端AI芯片的依赖度下降，或将让市场对于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>高端芯片的需求出现一定程度的放缓。</p><p>此外，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>也在最新发布的报告中将2025年英伟达GB200出货量从此前的3万-3.5万大幅下调至2万-2.5万件，最差的情况出货量可能低于2万，可能导致GB200供应链的市场影响达300亿至350亿美元。</p><p>该行表示，GB200芯片的“主要客户之一”<a href=\"https://laohu8.com/S/MSFT\">微软</a>的资本支出增速减缓，对供应链产生负面影响。其次，云计算和AI基础设施生态系统不成熟，特别是如GB200相关的网络和电力基础设施仍存在不足，供应链尚未跟上需求限制了GB200的部署。另外，云计算行业的资本支出增速在2025年第四季度预计会放缓至个位数，这也会对GB200的出货量产生负面影响。</p><p>有市场人士对此指出，相关CPO概念股和PCB概念股今日的大跌，主要受到英伟达需求被大幅调低冲击。</p><p>具体来说，以中际旭创为例，该公司是全球领先的数据中心光模块供应商，其产品主要应用于云计算数据中心等领域，为数据中心等提供高速光模块等产品和解决方案。而英伟达旗下AI芯片属于数据中心的核心环节，中际旭创与英伟达处于同一产业链的不同环节，存在一定的业务关联。</p><p>根据2024年半年报数据显示，中际旭创的境外收入占比超过87%，公司和国外科技公司一直保持良好的合作关系，深度嵌入各大巨头的数据中心产业链中。</p><p>一旦英伟达的业务发展和产品需求放缓，对中际旭创的业务将有一定的负面影响。这或许也是公司股价跳空大跌的重要原因之一。其他CPO概念、PCB概念的下跌逻辑或与此类似。</p><p>值得注意的是，近期发布的基金四季报数据也显示，作为CPO概念股龙头的中际旭创、新易盛和天孚通信被大幅卖出，这也对市场情绪造成一定的压力，不少投资者跟风卖出，以降低自身持仓的不确定性。</p></body></html>","source":"finet_stock","collect":0,"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\" 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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\">\nCPO概念重挫，中际旭创跌超14%，昔日大牛股不行了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-05 18:57 北京时间 <a href=https://www.finet.hk/newscenter/news_content/67a3441a230829009a9ab677><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月5日，A股蛇年的第一个交易日，在DeepSeek的带动下，AI概念非常活跃，从上游硬件半导体到下游应用等，相关概念股纷纷大涨。然而，一向与AI息息相关的CPO概念股却集体重挫，截至收盘，太辰光（300570.SZ）暴跌19.38%，新易盛（300502.SZ）暴跌18.49%，天孚通信（300394.SZ）暴跌16.88%，中际旭创（300308.SZ）暴跌14.43%。此外，胜宏科技（...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/67a3441a230829009a9ab677\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.finet.hk/photoLib/title/202502_1/25da7f11-6739-4519-bf83-348a4292217d.png","relate_stocks":{"LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4567":"ESG概念","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","SNVD.UK":"LS 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11:51","market":"us","language":"zh","title":"TrendForce：AI需求催生封装变革，ASICs转向EMIB技术","url":"https://stock-news.laohu8.com/highlight/detail?id=2587798406","media":"爱集微","summary":"TrendForce最新研究显示，AI HPC对异质整合的需求依赖先进封装技术，其中TSMC的CoWoS解决方案是关键技术。TrendForce指出，CoWoS方案通过中介层连接不同功能芯片，目前已发展出CoWoS-S、CoWoS-R与CoWoS-L等技术。TrendForce预测，随着Google决定在2027年TPUv9导入EMIB试用，Meta亦积极评估用于其MTIA产品，EMIB技术有望为Intel Foundry Services业务带来重大进展。此外，TrendForce还发布2026年十大科技市场趋势预测，涵盖AI服务器、存储器、晶圆代工等领域。","content":"<html><body><article><p>TrendForce最新研究显示，AI HPC对异质整合的需求依赖先进封装技术，其中TSMC的CoWoS解决方案是关键技术。然而，随着云端服务业者加速自研ASIC，对封装面积的需求不断扩大，已有CSP开始考虑转向Intel的EMIB技术。</p><p>TrendForce指出，CoWoS方案通过中介层连接不同功能芯片，目前已发展出CoWoS-S、CoWoS-R与CoWoS-L等技术。随着NVIDIA Blackwell平台2025年进入规模量产，市场需求已高度倾向内嵌硅中介层的CoWoS-L。然而，CoWoS面临产能短缺、光罩尺寸限制和价格高昂等问题，促使Google、<a href=\"https://laohu8.com/S/META\">Meta</a>等北美CSP积极与Intel接洽EMIB解决方案。</p><p>相比CoWoS，EMIB具有结构简化、热膨胀系数问题较小、封装尺寸更具优势等特点，能为AI客户提供更具<span>成本优势</span>的解决方案。但EMIB也受限于硅桥面积与布线密度，互连频宽相对较低，延迟性略高，目前仅ASIC客户较积极评估导入。</p><p>TrendForce预测，随着Google决定在2027年TPUv9导入EMIB试用，Meta亦积极评估用于其MTIA产品，EMIB技术有望为Intel Foundry Services业务带来重大进展。至于NVIDIA、<a href=\"https://laohu8.com/S/AMD\">AMD</a>等对频宽、传输速度及低延迟需求较高的GPU供应商，仍将以CoWoS为主要封装解决方案。</p><p>此外，TrendForce还发布2026年十大科技市场趋势预测，涵盖AI服务器、存储器、晶圆代工等领域。2025年第三季度DRAM产业营收达414亿美元，季增30.9%；新能源车销量年增31%，全年预计增长25%；AR显示技术竞争加剧，预估2030年LEDoS技术渗透率达65%。</p></article></body></html>","source":"tencent","collect":0,"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>TrendForce：AI需求催生封装变革，ASICs转向EMIB技术</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251130115353a4c310e6&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4141":"半导体产品","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU1935042215.USD":"MANULIFE GF 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18:57","market":"other","language":"zh","title":"CPO概念重挫，中际旭创跌超14%，昔日大牛股不行了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2509077406","media":"财华社","summary":"2月5日，A股蛇年的第一个交易日，在DeepSeek的带动下，AI概念非常活跃，从上游硬件半导体到下游应用等，相关概念股纷纷大涨。","content":"<html><body><p>2月5日，A股蛇年的第一个交易日，在DeepSeek的带动下，AI概念非常活跃，从上游硬件半导体到下游应用等，相关概念股纷纷大涨。</p><p>然而，一向与AI息息相关的CPO概念股却集体重挫，截至收盘，<a href=\"https://laohu8.com/S/300570\">太辰光</a>（300570.SZ）暴跌19.38%，<a href=\"https://laohu8.com/S/300502\">新易盛</a>（300502.SZ）暴跌18.49%，<a href=\"https://laohu8.com/S/300394\">天孚通信</a>（300394.SZ）暴跌16.88%，<a href=\"https://laohu8.com/S/300308\">中际旭创</a>（300308.SZ）暴跌14.43%。</p><p><img height=\"826\" src=\"https://images.finet.hk/photoLib/content/202502_1/b4d8d69e-0a5e-4c47-b9e4-fd8eb7acabb6.png\" width=\"1202\"/></p><p>此外，<a href=\"https://laohu8.com/S/300476\">胜宏科技</a>（300476.SZ）、<a href=\"https://laohu8.com/S/002463\">沪电股份</a>（002463.SZ）、<a href=\"https://laohu8.com/S/600183\">生益科技</a>（600183.SH）、<a href=\"https://laohu8.com/S/603228\">景旺电子</a>（603228.SH）等PCB概念股亦集体大跌。</p><p>一边是海水，一边是火焰的行情演变，令不少投资者“摸不着头脑”。</p><p>有分析师认为，DeepSeek的优异性能、训练成本更低、以及对于高端AI芯片的依赖度下降，或将让市场对于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>高端芯片的需求出现一定程度的放缓。</p><p>此外，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>也在最新发布的报告中将2025年英伟达GB200出货量从此前的3万-3.5万大幅下调至2万-2.5万件，最差的情况出货量可能低于2万，可能导致GB200供应链的市场影响达300亿至350亿美元。</p><p>该行表示，GB200芯片的“主要客户之一”<a href=\"https://laohu8.com/S/MSFT\">微软</a>的资本支出增速减缓，对供应链产生负面影响。其次，云计算和AI基础设施生态系统不成熟，特别是如GB200相关的网络和电力基础设施仍存在不足，供应链尚未跟上需求限制了GB200的部署。另外，云计算行业的资本支出增速在2025年第四季度预计会放缓至个位数，这也会对GB200的出货量产生负面影响。</p><p>有市场人士对此指出，相关CPO概念股和PCB概念股今日的大跌，主要受到英伟达需求被大幅调低冲击。</p><p>具体来说，以中际旭创为例，该公司是全球领先的数据中心光模块供应商，其产品主要应用于云计算数据中心等领域，为数据中心等提供高速光模块等产品和解决方案。而英伟达旗下AI芯片属于数据中心的核心环节，中际旭创与英伟达处于同一产业链的不同环节，存在一定的业务关联。</p><p>根据2024年半年报数据显示，中际旭创的境外收入占比超过87%，公司和国外科技公司一直保持良好的合作关系，深度嵌入各大巨头的数据中心产业链中。</p><p>一旦英伟达的业务发展和产品需求放缓，对中际旭创的业务将有一定的负面影响。这或许也是公司股价跳空大跌的重要原因之一。其他CPO概念、PCB概念的下跌逻辑或与此类似。</p><p>值得注意的是，近期发布的基金四季报数据也显示，作为CPO概念股龙头的中际旭创、新易盛和天孚通信被大幅卖出，这也对市场情绪造成一定的压力，不少投资者跟风卖出，以降低自身持仓的不确定性。</p></body></html>","source":"finet_stock","collect":0,"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\" 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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\">\nCPO概念重挫，中际旭创跌超14%，昔日大牛股不行了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-05 18:57 北京时间 <a href=https://www.finet.hk/newscenter/news_content/67a3441a230829009a9ab677><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月5日，A股蛇年的第一个交易日，在DeepSeek的带动下，AI概念非常活跃，从上游硬件半导体到下游应用等，相关概念股纷纷大涨。然而，一向与AI息息相关的CPO概念股却集体重挫，截至收盘，太辰光（300570.SZ）暴跌19.38%，新易盛（300502.SZ）暴跌18.49%，天孚通信（300394.SZ）暴跌16.88%，中际旭创（300308.SZ）暴跌14.43%。此外，胜宏科技（...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/67a3441a230829009a9ab677\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.finet.hk/photoLib/title/202502_1/25da7f11-6739-4519-bf83-348a4292217d.png","relate_stocks":{"LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4567":"ESG概念","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","SNVD.UK":"LS 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INC"},"source_url":"https://www.finet.hk/newscenter/news_content/67a3441a230829009a9ab677","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2509077406","content_text":"2月5日，A股蛇年的第一个交易日，在DeepSeek的带动下，AI概念非常活跃，从上游硬件半导体到下游应用等，相关概念股纷纷大涨。然而，一向与AI息息相关的CPO概念股却集体重挫，截至收盘，太辰光（300570.SZ）暴跌19.38%，新易盛（300502.SZ）暴跌18.49%，天孚通信（300394.SZ）暴跌16.88%，中际旭创（300308.SZ）暴跌14.43%。此外，胜宏科技（300476.SZ）、沪电股份（002463.SZ）、生益科技（600183.SH）、景旺电子（603228.SH）等PCB概念股亦集体大跌。一边是海水，一边是火焰的行情演变，令不少投资者“摸不着头脑”。有分析师认为，DeepSeek的优异性能、训练成本更低、以及对于高端AI芯片的依赖度下降，或将让市场对于英伟达高端芯片的需求出现一定程度的放缓。此外，摩根士丹利也在最新发布的报告中将2025年英伟达GB200出货量从此前的3万-3.5万大幅下调至2万-2.5万件，最差的情况出货量可能低于2万，可能导致GB200供应链的市场影响达300亿至350亿美元。该行表示，GB200芯片的“主要客户之一”微软的资本支出增速减缓，对供应链产生负面影响。其次，云计算和AI基础设施生态系统不成熟，特别是如GB200相关的网络和电力基础设施仍存在不足，供应链尚未跟上需求限制了GB200的部署。另外，云计算行业的资本支出增速在2025年第四季度预计会放缓至个位数，这也会对GB200的出货量产生负面影响。有市场人士对此指出，相关CPO概念股和PCB概念股今日的大跌，主要受到英伟达需求被大幅调低冲击。具体来说，以中际旭创为例，该公司是全球领先的数据中心光模块供应商，其产品主要应用于云计算数据中心等领域，为数据中心等提供高速光模块等产品和解决方案。而英伟达旗下AI芯片属于数据中心的核心环节，中际旭创与英伟达处于同一产业链的不同环节，存在一定的业务关联。根据2024年半年报数据显示，中际旭创的境外收入占比超过87%，公司和国外科技公司一直保持良好的合作关系，深度嵌入各大巨头的数据中心产业链中。一旦英伟达的业务发展和产品需求放缓，对中际旭创的业务将有一定的负面影响。这或许也是公司股价跳空大跌的重要原因之一。其他CPO概念、PCB概念的下跌逻辑或与此类似。值得注意的是，近期发布的基金四季报数据也显示，作为CPO概念股龙头的中际旭创、新易盛和天孚通信被大幅卖出，这也对市场情绪造成一定的压力，不少投资者跟风卖出，以降低自身持仓的不确定性。","news_type":1,"symbols_score_info":{"NVD2.UK":0.6,"NVDS.UK":0.6,"NVDU":0.6,"2NVD.UK":0.6,"NVDD":0.6,"SNVD.UK":0.6,"NVDS":0.6,"NVD3.UK":0.6,"NVDY":0.6,"NVDA":0.9,"3NVD.UK":0.6,"NVIW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":2851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399807590666880,"gmtCreate":1738631513936,"gmtModify":1738632064860,"author":{"id":"3451970427362103","authorId":"3451970427362103","name":"千百度","avatar":"https://static.tigerbbs.com/845b724229a6af5733d1c9ee71ef863a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3451970427362103","idStr":"3451970427362103"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399807590666880","repostId":"1171529009","repostType":2,"repost":{"id":"1171529009","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1738594171,"share":"https://www.laohu8.com/m/news/1171529009?lang=zh_CN&edition=full","pubTime":"2025-02-03 22:49","market":"hk","language":"zh","title":"异动解读 | DeepSeek引发AI热潮 金山云(KC)盘中大涨29.36%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171529009","media":"异动解读","summary":"蛇年首个交易日,AI概念股$金山云$盘中大涨29.36%,引发市场广泛关注。DeepSeek最新发布的人工智能大模型DeepSeek-R1引爆全球科技圈。分析人士指出,DeepSeek或推动投资者重新评估中国科技企业在AI领域的技术潜力,从而催化中美科技股估值重估。此外,金山云与小米在人工智能领域展开更深入合作的利好预期亦支撑股价上涨。据透露,金山云近期与小米签订框架协议,双方未来三年的关联交易上限大幅上调。","content":"<p>蛇年首个交易日,AI概念股<a href=\"https://laohu8.com/S/KC\">金山云</a>(KC)盘中大涨29.36%,引发市场广泛关注。</p>\n\n<p>DeepSeek最新发布的人工智能大模型DeepSeek-R1引爆全球科技圈。该模型以远低于美国AI巨头的成本,在数学、编程等核心领域达到顶尖性能,引发资本开支及应用场景讨论。</p>\n\n<p>消息面上,DeepSeek新模型在全球140多个市场的APP下载榜单均排名第一,热度迅猛升温。有报道称,小米系月薪上千万帮分挖角DeepSeek的关键人物,以助力小米自身AI大模型建设。</p>\n\n<p>分析人士指出,DeepSeek或推动投资者重新评估中国科技企业在AI领域的技术潜力,从而催化中美科技股估值重估。<span><a href=\"https://laohu8.com/S/03896\">金山云</a></span>作为国内主要AI云服务商,业务结构与AI高度相关,有望从中获利。</p>\n\n<p>此外,金山云与小米在人工智能领域展开更深入合作的利好预期亦支撑股价上涨。据透露,金山云近期与小米签订框架协议,双方未来三年的关联交易上限大幅上调。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-02-03 22:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>蛇年首个交易日,AI概念股<a href=\"https://laohu8.com/S/KC\">金山云</a>(KC)盘中大涨29.36%,引发市场广泛关注。</p>\n\n<p>DeepSeek最新发布的人工智能大模型DeepSeek-R1引爆全球科技圈。该模型以远低于美国AI巨头的成本,在数学、编程等核心领域达到顶尖性能,引发资本开支及应用场景讨论。</p>\n\n<p>消息面上,DeepSeek新模型在全球140多个市场的APP下载榜单均排名第一,热度迅猛升温。有报道称,小米系月薪上千万帮分挖角DeepSeek的关键人物,以助力小米自身AI大模型建设。</p>\n\n<p>分析人士指出,DeepSeek或推动投资者重新评估中国科技企业在AI领域的技术潜力,从而催化中美科技股估值重估。<span><a href=\"https://laohu8.com/S/03896\">金山云</a></span>作为国内主要AI云服务商,业务结构与AI高度相关,有望从中获利。</p>\n\n<p>此外,金山云与小米在人工智能领域展开更深入合作的利好预期亦支撑股价上涨。据透露,金山云近期与小米签订框架协议,双方未来三年的关联交易上限大幅上调。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KC":"金山云"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171529009","content_text":"蛇年首个交易日,AI概念股金山云(KC)盘中大涨29.36%,引发市场广泛关注。\nDeepSeek最新发布的人工智能大模型DeepSeek-R1引爆全球科技圈。该模型以远低于美国AI巨头的成本,在数学、编程等核心领域达到顶尖性能,引发资本开支及应用场景讨论。\n消息面上,DeepSeek新模型在全球140多个市场的APP下载榜单均排名第一,热度迅猛升温。有报道称,小米系月薪上千万帮分挖角DeepSeek的关键人物,以助力小米自身AI大模型建设。\n分析人士指出,DeepSeek或推动投资者重新评估中国科技企业在AI领域的技术潜力,从而催化中美科技股估值重估。金山云作为国内主要AI云服务商,业务结构与AI高度相关,有望从中获利。\n此外,金山云与小米在人工智能领域展开更深入合作的利好预期亦支撑股价上涨。据透露,金山云近期与小米签订框架协议,双方未来三年的关联交易上限大幅上调。","news_type":1,"symbols_score_info":{"KC":1}},"isVote":1,"tweetType":1,"viewCount":1507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397668028654056,"gmtCreate":1738109643002,"gmtModify":1738109718527,"author":{"id":"3451970427362103","authorId":"3451970427362103","name":"千百度","avatar":"https://static.tigerbbs.com/845b724229a6af5733d1c9ee71ef863a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3451970427362103","idStr":"3451970427362103"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397668028654056","repostId":"2506115593","repostType":2,"isVote":1,"tweetType":1,"viewCount":2582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
