狩猎投机的个人主页 - 老虎社区

狩猎投机

狩猎投机

大多时候空仓等确定性的机会

IP属地：广东

43关注

56粉丝

4主题

0勋章

2025-12-24

奈飞拒绝，直接让在二级市场买，这样还能推高股价

奈飞：TRC资本提出以每股91美元收购125万股奈飞股票

2025-12-12

真的是有又骗散户进去接盘

昆仑芯势头强劲！华尔街看好百度：有望复制谷歌AI逆袭之路

2025-09-06

以小博大

2025-09-03

$恒生指数(HSI)$ 要升旗了

2025-07-19

$霸王茶姬(CHA)$ 再跌到25以下的话就认了

2025-07-15

人形机器人非常适合军工

机器人重磅利好来了！宇树科技王兴兴将亮相中外记者见面会

2025-07-12

大A不辜负任何对他抱有希望的人

2025-06-30

今天操作做空借不到券，你自己想

2025-06-10

$特斯拉(TSLA)$ 计划交易，交易计划

2025-06-10

$特斯拉(TSLA)$ 最差的消息都已经出完了，再差还能差到哪里去呢

2025-05-15

$老虎证券(TIGR)$ 还好手快换到了霸王，等老虎调整到位再入

2025-04-18

$老虎证券(TIGR)$

2025-04-18

$霸王茶姬(CHA)$

2025-04-16

大概能分到多少股

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/NFLX\">奈飞</a> 表示，TRC资本提出以每股91美元收购125万股奈飞股票，敦促股东拒绝TRC的迷你要约收购。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bacf45b377460779a7d562ed00e9f398","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140391838","content_text":"奈飞 表示，TRC资本提出以每股91美元收购125万股奈飞股票，敦促股东拒绝TRC的迷你要约收购。","news_type":1,"symbols_score_info":{"NFLX":2}},"isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509973361934344,"gmtCreate":1765518061572,"gmtModify":1765518063981,"author":{"id":"3575620131083359","authorId":"3575620131083359","name":"狩猎投机","avatar":"https://static.tigerbbs.com/97bca6c411df67145992a204255a0d1e","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575620131083359","authorIdStr":"3575620131083359"},"themes":[],"title":"","htmlText":"真的是有又骗散户进去接盘","listText":"真的是有又骗散户进去接盘","text":"真的是有又骗散户进去接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/509973361934344","repostId":"2590521433","repostType":2,"repost":{"id":"2590521433","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1765512657,"share":"https://www.laohu8.com/m/news/2590521433?lang=zh_CN&edition=full","pubTime":"2025-12-12 12:10","market":"fut","language":"zh","title":"昆仑芯势头强劲！华尔街看好百度：有望复制谷歌AI逆袭之路","url":"https://stock-news.laohu8.com/highlight/detail?id=2590521433","media":"华尔街见闻","summary":"百度旗下芯片公司昆仑芯分拆上市的预期，正推动华尔街重估百度价值，估值逻辑正从传统业务转向以芯片为核心的硬科技资产。麦格理证券估算，百度在昆仑芯持有的59%股份价值约为165亿美元，约占其给出的百度目标估值的30%，昆仑芯明年的收入将翻倍至约14亿美元，与寒武纪处于同一梯队。","content":"<html><head></head><body><blockquote><p>百度旗下芯片公司昆仑芯分拆上市的预期，正推动华尔街重估百度价值，估值逻辑正从传统业务转向以芯片为核心的硬科技资产。麦格理证券估算，百度在昆仑芯持有的59%股份价值约为165亿美元，约占其给出的百度目标估值的30%，昆仑芯明年的收入将翻倍至约14亿美元，与寒武纪处于同一梯队。</p></blockquote><p>随着旗下芯片子公司昆仑芯分拆上市预期的升温，<a href=\"https://laohu8.com/S/BIDU\">百度</a>正重获华尔街青睐。</p><p>分析师认为，这一半导体业务的崛起不仅有助于释放<a href=\"https://laohu8.com/S/09888\">百度</a>潜在价值，更使这家中国互联网搜索领军企业有望通过芯片战略，复刻Alphabet在人工智能领域的逆袭路径。</p><p>资本市场对此反应积极。据彭博12月12日报道，<a href=\"https://laohu8.com/S/GS\">高盛</a>与麦格理证券上周均表示，昆仑芯潜在的IPO是百度“解锁价值”的关键一步。自8月底以来，百度港股的平均目标价已上调约60%，涨幅在恒生科技指数成分股中位列同期第三。此前，受昆仑芯获得国有巨头<a href=\"https://laohu8.com/S/CHL\">中国移动</a>订单及分拆上市消息的提振，百度股价已累计上涨45%。</p><p>市场观点正在发生根本性转变。麦格理分析师Ellie Jiang在12月5日的报告中指出，投资者此前在很大程度上忽视了百度从芯片、云架构到模型及应用层面的垂直整合进展，而最新的渠道调研显示，得益于应用层推理需求的爆发，国内芯片市场正迎来激增。<strong>尽管广告业务仍面临宏观经济放缓的压力，但日益增长的AI相关业务贡献正促使投资者重新审视百度的估值逻辑。</strong></p><p>这一转变发生在AI竞争加剧的背景下。随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>顶级处理器获取渠道的不确定性持续存在，百度凭借昆仑芯的高效推理能力，不仅在云端提供了具有竞争力的替代方案，也正在重塑其在科技自立浪潮中的市场地位。</p><h2 id=\"id_4057724249\">估值重构：非广告业务成主导因素</h2><p>华尔街分析师普遍认为，百度的估值体系正在从单一的互联网广告模式向硬科技资产切换。</p><p>Arete Research Asia Ltd.分析师Shawn Yang指出，包括芯片和自动驾驶在内的非广告业务，有望成为决定百度估值水平的“主导因素”。他认为<strong>，尽管传统的广告业务短期难以看到反转迹象，但这些新的增长引擎将有效抵消传统业务的疲软。</strong></p><p>麦格理证券在此观点上更为量化。Ellie Jiang估算，百度在昆仑芯持有的59%股份价值约为165亿美元，约占其给出的百度目标估值的30%。这一估值不再仅仅基于百度的搜索流量，而是开始计入其在AI基础设施领域的深厚积累。</p><h2 id=\"id_526001084\">营收倍增预期与对标<a href=\"https://laohu8.com/S/688256\">寒武纪</a></h2><p><strong>昆仑芯的财务表现及增长潜力是支撑这一估值逻辑的核心</strong>。据麦格理预计，该芯片部门明年的收入将翻倍至约14亿美元。这一收入规模将使其与寒武纪处于同一梯队，后者作为芯片设计商，被投资者称为“中国的英伟达”，2025年股价涨幅已达110%。</p><p>高盛在12月9日发布的研报中进一步拆解了昆仑芯的价值潜力。高盛团队指出，如果参考寒武纪目前的市销率（P/S）倍数，并结合昆仑芯预计在2026年外部销售额的迅速攀升，百度所持有的59%股权估值范围可能在30亿至110亿美元之间。</p><p>据路透报道，昆仑芯预计2025年营收将超过35亿元人民币并实现盈亏平衡。高盛认为，<strong>即便不考虑分拆上市，昆仑芯销售增长以及百度自身业务对该芯片的使用，也将直接增厚公司业绩。</strong></p><h2 id=\"id_1492676972\">国产化进程的差异化优势</h2><p>在半导体国产化的宏观叙事下，昆仑芯正面临独特的战略机遇。</p><p>数据显示，<strong>受政策支持影响，中国半导体股票在AI热潮中的表现大多优于互联网股票。</strong>除了寒武纪，芯片代工厂<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>和<a href=\"https://laohu8.com/S/688981\">中芯国际</a>今年均位列恒生科技指数表现最佳的前三名。</p><p>Arete的Shawn Yang指出，昆仑芯相较于国内竞争对手拥有特定优势：<strong>一边是寒武纪面临产能瓶颈，另一边是华为面临外部限制，这为昆仑芯的市场扩张提供了有利空间。</strong></p><p>高盛分析师Lincoln Kong及其团队在周二的报告中强调，由于中国超大规模企业获取英伟达H200等高端芯片的前景依然模糊，百度云能够提供极具价格竞争力的AI模型推理甚至训练任务替代方案。</p><p>昆仑芯的高推理效率使其非常契合当前市场向推理应用转移的需求。此外，昆仑芯已制定清晰的技术路线图，计划于2026年初推出M100芯片，并于2027年推出面向推理和训练的M300芯片，目标是在2030年前构建百万级芯片集群。</p></body></html>","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>昆仑芯势头强劲！华尔街看好百度：有望复制谷歌AI逆袭之路</title>\n<style 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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\">\n昆仑芯势头强劲！华尔街看好百度：有望复制谷歌AI逆袭之路\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-12 12:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3761249><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>百度旗下芯片公司昆仑芯分拆上市的预期，正推动华尔街重估百度价值，估值逻辑正从传统业务转向以芯片为核心的硬科技资产。麦格理证券估算，百度在昆仑芯持有的59%股份价值约为165亿美元，约占其给出的百度目标估值的30%，昆仑芯明年的收入将翻倍至约14亿美元，与寒武纪处于同一梯队。随着旗下芯片子公司昆仑芯分拆上市预期的升温，百度正重获华尔街青睐。分析师认为，这一半导体业务的崛起不仅有助于释放百度潜在价值，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761249\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/620fa6b7643be76ed489cf4a9bb97db7","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"source_url":"https://wallstreetcn.com/articles/3761249","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2590521433","content_text":"百度旗下芯片公司昆仑芯分拆上市的预期，正推动华尔街重估百度价值，估值逻辑正从传统业务转向以芯片为核心的硬科技资产。麦格理证券估算，百度在昆仑芯持有的59%股份价值约为165亿美元，约占其给出的百度目标估值的30%，昆仑芯明年的收入将翻倍至约14亿美元，与寒武纪处于同一梯队。随着旗下芯片子公司昆仑芯分拆上市预期的升温，百度正重获华尔街青睐。分析师认为，这一半导体业务的崛起不仅有助于释放百度潜在价值，更使这家中国互联网搜索领军企业有望通过芯片战略，复刻Alphabet在人工智能领域的逆袭路径。资本市场对此反应积极。据彭博12月12日报道，高盛与麦格理证券上周均表示，昆仑芯潜在的IPO是百度“解锁价值”的关键一步。自8月底以来，百度港股的平均目标价已上调约60%，涨幅在恒生科技指数成分股中位列同期第三。此前，受昆仑芯获得国有巨头中国移动订单及分拆上市消息的提振，百度股价已累计上涨45%。市场观点正在发生根本性转变。麦格理分析师Ellie Jiang在12月5日的报告中指出，投资者此前在很大程度上忽视了百度从芯片、云架构到模型及应用层面的垂直整合进展，而最新的渠道调研显示，得益于应用层推理需求的爆发，国内芯片市场正迎来激增。尽管广告业务仍面临宏观经济放缓的压力，但日益增长的AI相关业务贡献正促使投资者重新审视百度的估值逻辑。这一转变发生在AI竞争加剧的背景下。随着英伟达顶级处理器获取渠道的不确定性持续存在，百度凭借昆仑芯的高效推理能力，不仅在云端提供了具有竞争力的替代方案，也正在重塑其在科技自立浪潮中的市场地位。估值重构：非广告业务成主导因素华尔街分析师普遍认为，百度的估值体系正在从单一的互联网广告模式向硬科技资产切换。Arete Research Asia Ltd.分析师Shawn Yang指出，包括芯片和自动驾驶在内的非广告业务，有望成为决定百度估值水平的“主导因素”。他认为，尽管传统的广告业务短期难以看到反转迹象，但这些新的增长引擎将有效抵消传统业务的疲软。麦格理证券在此观点上更为量化。Ellie Jiang估算，百度在昆仑芯持有的59%股份价值约为165亿美元，约占其给出的百度目标估值的30%。这一估值不再仅仅基于百度的搜索流量，而是开始计入其在AI基础设施领域的深厚积累。营收倍增预期与对标寒武纪昆仑芯的财务表现及增长潜力是支撑这一估值逻辑的核心。据麦格理预计，该芯片部门明年的收入将翻倍至约14亿美元。这一收入规模将使其与寒武纪处于同一梯队，后者作为芯片设计商，被投资者称为“中国的英伟达”，2025年股价涨幅已达110%。高盛在12月9日发布的研报中进一步拆解了昆仑芯的价值潜力。高盛团队指出，如果参考寒武纪目前的市销率（P/S）倍数，并结合昆仑芯预计在2026年外部销售额的迅速攀升，百度所持有的59%股权估值范围可能在30亿至110亿美元之间。据路透报道，昆仑芯预计2025年营收将超过35亿元人民币并实现盈亏平衡。高盛认为，即便不考虑分拆上市，昆仑芯销售增长以及百度自身业务对该芯片的使用，也将直接增厚公司业绩。国产化进程的差异化优势在半导体国产化的宏观叙事下，昆仑芯正面临独特的战略机遇。数据显示，受政策支持影响，中国半导体股票在AI热潮中的表现大多优于互联网股票。除了寒武纪，芯片代工厂华虹半导体和中芯国际今年均位列恒生科技指数表现最佳的前三名。Arete的Shawn Yang指出，昆仑芯相较于国内竞争对手拥有特定优势：一边是寒武纪面临产能瓶颈，另一边是华为面临外部限制，这为昆仑芯的市场扩张提供了有利空间。高盛分析师Lincoln Kong及其团队在周二的报告中强调，由于中国超大规模企业获取英伟达H200等高端芯片的前景依然模糊，百度云能够提供极具价格竞争力的AI模型推理甚至训练任务替代方案。昆仑芯的高推理效率使其非常契合当前市场向推理应用转移的需求。此外，昆仑芯已制定清晰的技术路线图，计划于2026年初推出M100芯片，并于2027年推出面向推理和训练的M300芯片，目标是在2030年前构建百万级芯片集群。","news_type":1,"symbols_score_info":{"BIDU":1.96,"09888":1.96}},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475510350943032,"gmtCreate":1757094816299,"gmtModify":1757094818588,"author":{"id":"3575620131083359","authorId":"3575620131083359","name":"狩猎投机","avatar":"https://static.tigerbbs.com/97bca6c411df67145992a204255a0d1e","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575620131083359","authorIdStr":"3575620131083359"},"themes":[],"htmlText":"以小博大","listText":"以小博大","text":"以小博大","images":[{"img":"https://static.tigerbbs.com/ea04db89d34540e11d6015b90834d407","width":"1130","height":"1621"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475510350943032","isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":474443885084816,"gmtCreate":1756862886886,"gmtModify":1756862887895,"author":{"id":"3575620131083359","authorId":"3575620131083359","name":"狩猎投机","avatar":"https://static.tigerbbs.com/97bca6c411df67145992a204255a0d1e","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575620131083359","authorIdStr":"3575620131083359"},"themes":[],"htmlText":"<a 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再跌到25以下的话就认了","images":[{"img":"https://static.tigerbbs.com/ccaf34e548b24cc305b44653621988e8","width":"1046","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/458280513789968","isVote":1,"tweetType":1,"viewCount":2870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":456812604780568,"gmtCreate":1752563306510,"gmtModify":1752563307561,"author":{"id":"3575620131083359","authorId":"3575620131083359","name":"狩猎投机","avatar":"https://static.tigerbbs.com/97bca6c411df67145992a204255a0d1e","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575620131083359","authorIdStr":"3575620131083359"},"themes":[],"htmlText":"人形机器人非常适合军工","listText":"人形机器人非常适合军工","text":"人形机器人非常适合军工","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456812604780568","repostId":"2551997642","repostType":2,"repost":{"id":"2551997642","kind":"news","pubTimestamp":1752468180,"share":"https://www.laohu8.com/m/news/2551997642?lang=zh_CN&edition=full","pubTime":"2025-07-14 12:43","market":"hk","language":"zh","title":"机器人重磅利好来了！宇树科技王兴兴将亮相中外记者见面会","url":"https://stock-news.laohu8.com/highlight/detail?id=2551997642","media":"券商中国","summary":"据国新网7月14日消息，国务院新闻办公室将于2025年7月15日 下午3时举行中外记者见面会，杭州宇树科技股份有限公司创始人兼首席执行官王兴兴等将参与此次见面会。近期，机器人事件持续催化。未来还有涉及机器人的利好事件可能持续发酵。近日，有报道称，智元机器人和宇树科技成功中标1.24亿元大订单。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250714124725246v201d0xpfm0x01b\"/><p>机器人重磅来了！</p><p>据国新网7月14日消息，国务院新闻办公室将于2025年7月15日（星期二）下午3时举行中外记者见面会，杭州宇树科技股份有限公司创始人兼首席执行官王兴兴等将参与此次见面会。</p><p>近期，机器人事件持续催化。智元机器人入主<a href=\"https://laohu8.com/S/688585\">上纬新材</a>，上纬新材控股股东将变更为智元机器人及其管理团队共同持股的主体，上纬新材已经连续4个20%涨停，股价实现翻倍。</p><p>另外，智元机器人和宇树科技成功中标中移（杭州）信息技术有限公司2025年至2027年人形双足机器人代工服务采购项目，该项目总标包金额高达1.24亿元。未来还有涉及机器人的利好事件可能持续发酵。</p><p><strong>重磅</strong></p><p>据国新网7月14日消息，国务院新闻办公室将于2025年7月15日(星期二)下午3时举行“新征程上的奋斗者”中外记者见面会，请民营企业家代表围绕“弘扬企业家精神，坚定做优秀中国特色社会主义事业建设者”与中外记者见面交流。</p><p>官方公布的出席人员名单包括：杭州宇树科技股份有限公司创始人兼首席执行官王兴兴，山东魏桥创业集团有限公司董事长张波，内蒙古<a href=\"https://laohu8.com/S/600295\">鄂尔多斯</a>投资控股集团有限公司总裁王臻，北京星河动力<a href=\"https://laohu8.com/S/000901\">航天科技</a>股份有限公司创始人、董事长刘百奇以及<a href=\"https://laohu8.com/S/600998\">九州通</a>医药集团股份有限公司董事长刘长云。</p><p>值得注意的是，王兴兴、浙江强脑科技有限公司创始人韩璧丞在被委任为香港特首顾问团成员后，近日首次在香港参加了特首顾问团会议。7月9日至11日，香港特区行政长官李家超一连三日与特首顾问团举行午餐会议，听取特首顾问团成员就今年《施政报告》和香港整体发展的意见。李家超今年4月23日访问浙江时，就与“杭州六小龙”的代表均有会面。</p><p><strong>机器人迎来持续催化</strong></p><p>7月初，市场传出宇树科技可能选择在科创板上市的消息后，另一家机器人独角兽智元机器人入主上纬新材，上纬新材控股股东将变更为智元机器人及其管理团队共同持股的主体，并引发市场对其“是否借壳上市”的猜想。</p><p>来自<a href=\"https://laohu8.com/S/600369\">西南证券</a>的资料显示，星动纪元完成近5亿元A轮融资，用于推动人形机器人软硬技术的研发与量产，计划2025年交付超200台产品。<a href=\"https://laohu8.com/S/02432\">越疆</a>机器人发布六足机器狗，具备高稳定性、负载、静谧性和运动性，拓展了机器人应用场景。极智嘉成功登陆<a href=\"https://laohu8.com/S/00388\">港交所</a>，成为全球AMR仓储机器人首家上市企业，进一步巩固其在仓储自动化领域的领先地位。此外，<a href=\"https://laohu8.com/S/002990\">盛视科技</a>竞拍法国Aldebaran SAS核心<span>资产</span>，获得Nao、Plato及Pepper系列机器人技术与品牌，助力其全球化发展。新松多可发布睿可系列人形机器人，聚焦工业柔性协作需求，具备自主定位、避障及升降充电等功能。</p><p>据华芯资本统计，2025年1月至7月，中国内地机器人行业共发生158起投融资事件，几乎每天就发生一起投融资事件，平均金额总计超300亿元人民币，远超过2024年全年金额。</p><p>另外，机器人的大订单也已经出现。近日，有报道称，智元机器人和宇树科技成功中标1.24亿元大订单。标志着国内人形机器人已实现批量订单，技术逐步成熟并探索更多应用场景。</p><p>国内方面，还有华为云城市峰会2025在无锡举行，宣布无锡和华为云共同打造的人工智能创新中心正式启动服务；三晖智能养老机器人新品发布会暨中国康复护理医疗机器人产业联盟正式启动。</p><p>海外方向，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官马斯克正式宣布推出其最新的AI模型——Grok4，标志着特斯拉在人工智能领域的一次重大飞跃。Figure创始人称决定将7—9月期间生产的人形机器人数量增加约3倍。</p><p>中航证券认为，人形机器人产业趋势明确，至2030年全球累计需求量有望达约200万台，目前进入从0到1的重要突破阶段，看好新一轮行情启动。</p><p>（文章来源：券商中国）</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\" 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#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机器人重磅利好来了！宇树科技王兴兴将亮相中外记者见面会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-14 12:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071412472895419f83&s=b><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>机器人重磅来了！据国新网7月14日消息，国务院新闻办公室将于2025年7月15日（星期二）下午3时举行中外记者见面会，杭州宇树科技股份有限公司创始人兼首席执行官王兴兴等将参与此次见面会。近期，机器人事件持续催化。智元机器人入主上纬新材，上纬新材控股股东将变更为智元机器人及其管理团队共同持股的主体，上纬新材已经连续4个20%涨停，股价实现翻倍。另外，智元机器人和宇树科技成功中标中移（杭州）信息技术...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071412472895419f83&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":{"688585":"上纬新材","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","BK1591":"就地过年概念","HMTD.SI":"Meituan HK SDR 5to1","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) 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12:10","market":"fut","language":"zh","title":"昆仑芯势头强劲！华尔街看好百度：有望复制谷歌AI逆袭之路","url":"https://stock-news.laohu8.com/highlight/detail?id=2590521433","media":"华尔街见闻","summary":"百度旗下芯片公司昆仑芯分拆上市的预期，正推动华尔街重估百度价值，估值逻辑正从传统业务转向以芯片为核心的硬科技资产。麦格理证券估算，百度在昆仑芯持有的59%股份价值约为165亿美元，约占其给出的百度目标估值的30%，昆仑芯明年的收入将翻倍至约14亿美元，与寒武纪处于同一梯队。","content":"<html><head></head><body><blockquote><p>百度旗下芯片公司昆仑芯分拆上市的预期，正推动华尔街重估百度价值，估值逻辑正从传统业务转向以芯片为核心的硬科技资产。麦格理证券估算，百度在昆仑芯持有的59%股份价值约为165亿美元，约占其给出的百度目标估值的30%，昆仑芯明年的收入将翻倍至约14亿美元，与寒武纪处于同一梯队。</p></blockquote><p>随着旗下芯片子公司昆仑芯分拆上市预期的升温，<a href=\"https://laohu8.com/S/BIDU\">百度</a>正重获华尔街青睐。</p><p>分析师认为，这一半导体业务的崛起不仅有助于释放<a href=\"https://laohu8.com/S/09888\">百度</a>潜在价值，更使这家中国互联网搜索领军企业有望通过芯片战略，复刻Alphabet在人工智能领域的逆袭路径。</p><p>资本市场对此反应积极。据彭博12月12日报道，<a href=\"https://laohu8.com/S/GS\">高盛</a>与麦格理证券上周均表示，昆仑芯潜在的IPO是百度“解锁价值”的关键一步。自8月底以来，百度港股的平均目标价已上调约60%，涨幅在恒生科技指数成分股中位列同期第三。此前，受昆仑芯获得国有巨头<a href=\"https://laohu8.com/S/CHL\">中国移动</a>订单及分拆上市消息的提振，百度股价已累计上涨45%。</p><p>市场观点正在发生根本性转变。麦格理分析师Ellie Jiang在12月5日的报告中指出，投资者此前在很大程度上忽视了百度从芯片、云架构到模型及应用层面的垂直整合进展，而最新的渠道调研显示，得益于应用层推理需求的爆发，国内芯片市场正迎来激增。<strong>尽管广告业务仍面临宏观经济放缓的压力，但日益增长的AI相关业务贡献正促使投资者重新审视百度的估值逻辑。</strong></p><p>这一转变发生在AI竞争加剧的背景下。随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>顶级处理器获取渠道的不确定性持续存在，百度凭借昆仑芯的高效推理能力，不仅在云端提供了具有竞争力的替代方案，也正在重塑其在科技自立浪潮中的市场地位。</p><h2 id=\"id_4057724249\">估值重构：非广告业务成主导因素</h2><p>华尔街分析师普遍认为，百度的估值体系正在从单一的互联网广告模式向硬科技资产切换。</p><p>Arete Research Asia Ltd.分析师Shawn Yang指出，包括芯片和自动驾驶在内的非广告业务，有望成为决定百度估值水平的“主导因素”。他认为<strong>，尽管传统的广告业务短期难以看到反转迹象，但这些新的增长引擎将有效抵消传统业务的疲软。</strong></p><p>麦格理证券在此观点上更为量化。Ellie Jiang估算，百度在昆仑芯持有的59%股份价值约为165亿美元，约占其给出的百度目标估值的30%。这一估值不再仅仅基于百度的搜索流量，而是开始计入其在AI基础设施领域的深厚积累。</p><h2 id=\"id_526001084\">营收倍增预期与对标<a href=\"https://laohu8.com/S/688256\">寒武纪</a></h2><p><strong>昆仑芯的财务表现及增长潜力是支撑这一估值逻辑的核心</strong>。据麦格理预计，该芯片部门明年的收入将翻倍至约14亿美元。这一收入规模将使其与寒武纪处于同一梯队，后者作为芯片设计商，被投资者称为“中国的英伟达”，2025年股价涨幅已达110%。</p><p>高盛在12月9日发布的研报中进一步拆解了昆仑芯的价值潜力。高盛团队指出，如果参考寒武纪目前的市销率（P/S）倍数，并结合昆仑芯预计在2026年外部销售额的迅速攀升，百度所持有的59%股权估值范围可能在30亿至110亿美元之间。</p><p>据路透报道，昆仑芯预计2025年营收将超过35亿元人民币并实现盈亏平衡。高盛认为，<strong>即便不考虑分拆上市，昆仑芯销售增长以及百度自身业务对该芯片的使用，也将直接增厚公司业绩。</strong></p><h2 id=\"id_1492676972\">国产化进程的差异化优势</h2><p>在半导体国产化的宏观叙事下，昆仑芯正面临独特的战略机遇。</p><p>数据显示，<strong>受政策支持影响，中国半导体股票在AI热潮中的表现大多优于互联网股票。</strong>除了寒武纪，芯片代工厂<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>和<a href=\"https://laohu8.com/S/688981\">中芯国际</a>今年均位列恒生科技指数表现最佳的前三名。</p><p>Arete的Shawn Yang指出，昆仑芯相较于国内竞争对手拥有特定优势：<strong>一边是寒武纪面临产能瓶颈，另一边是华为面临外部限制，这为昆仑芯的市场扩张提供了有利空间。</strong></p><p>高盛分析师Lincoln Kong及其团队在周二的报告中强调，由于中国超大规模企业获取英伟达H200等高端芯片的前景依然模糊，百度云能够提供极具价格竞争力的AI模型推理甚至训练任务替代方案。</p><p>昆仑芯的高推理效率使其非常契合当前市场向推理应用转移的需求。此外，昆仑芯已制定清晰的技术路线图，计划于2026年初推出M100芯片，并于2027年推出面向推理和训练的M300芯片，目标是在2030年前构建百万级芯片集群。</p></body></html>","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>昆仑芯势头强劲！华尔街看好百度：有望复制谷歌AI逆袭之路</title>\n<style 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href=\"https://wallstreetcn.com/articles/3761249\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/620fa6b7643be76ed489cf4a9bb97db7","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"source_url":"https://wallstreetcn.com/articles/3761249","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2590521433","content_text":"百度旗下芯片公司昆仑芯分拆上市的预期，正推动华尔街重估百度价值，估值逻辑正从传统业务转向以芯片为核心的硬科技资产。麦格理证券估算，百度在昆仑芯持有的59%股份价值约为165亿美元，约占其给出的百度目标估值的30%，昆仑芯明年的收入将翻倍至约14亿美元，与寒武纪处于同一梯队。随着旗下芯片子公司昆仑芯分拆上市预期的升温，百度正重获华尔街青睐。分析师认为，这一半导体业务的崛起不仅有助于释放百度潜在价值，更使这家中国互联网搜索领军企业有望通过芯片战略，复刻Alphabet在人工智能领域的逆袭路径。资本市场对此反应积极。据彭博12月12日报道，高盛与麦格理证券上周均表示，昆仑芯潜在的IPO是百度“解锁价值”的关键一步。自8月底以来，百度港股的平均目标价已上调约60%，涨幅在恒生科技指数成分股中位列同期第三。此前，受昆仑芯获得国有巨头中国移动订单及分拆上市消息的提振，百度股价已累计上涨45%。市场观点正在发生根本性转变。麦格理分析师Ellie Jiang在12月5日的报告中指出，投资者此前在很大程度上忽视了百度从芯片、云架构到模型及应用层面的垂直整合进展，而最新的渠道调研显示，得益于应用层推理需求的爆发，国内芯片市场正迎来激增。尽管广告业务仍面临宏观经济放缓的压力，但日益增长的AI相关业务贡献正促使投资者重新审视百度的估值逻辑。这一转变发生在AI竞争加剧的背景下。随着英伟达顶级处理器获取渠道的不确定性持续存在，百度凭借昆仑芯的高效推理能力，不仅在云端提供了具有竞争力的替代方案，也正在重塑其在科技自立浪潮中的市场地位。估值重构：非广告业务成主导因素华尔街分析师普遍认为，百度的估值体系正在从单一的互联网广告模式向硬科技资产切换。Arete Research Asia Ltd.分析师Shawn Yang指出，包括芯片和自动驾驶在内的非广告业务，有望成为决定百度估值水平的“主导因素”。他认为，尽管传统的广告业务短期难以看到反转迹象，但这些新的增长引擎将有效抵消传统业务的疲软。麦格理证券在此观点上更为量化。Ellie Jiang估算，百度在昆仑芯持有的59%股份价值约为165亿美元，约占其给出的百度目标估值的30%。这一估值不再仅仅基于百度的搜索流量，而是开始计入其在AI基础设施领域的深厚积累。营收倍增预期与对标寒武纪昆仑芯的财务表现及增长潜力是支撑这一估值逻辑的核心。据麦格理预计，该芯片部门明年的收入将翻倍至约14亿美元。这一收入规模将使其与寒武纪处于同一梯队，后者作为芯片设计商，被投资者称为“中国的英伟达”，2025年股价涨幅已达110%。高盛在12月9日发布的研报中进一步拆解了昆仑芯的价值潜力。高盛团队指出，如果参考寒武纪目前的市销率（P/S）倍数，并结合昆仑芯预计在2026年外部销售额的迅速攀升，百度所持有的59%股权估值范围可能在30亿至110亿美元之间。据路透报道，昆仑芯预计2025年营收将超过35亿元人民币并实现盈亏平衡。高盛认为，即便不考虑分拆上市，昆仑芯销售增长以及百度自身业务对该芯片的使用，也将直接增厚公司业绩。国产化进程的差异化优势在半导体国产化的宏观叙事下，昆仑芯正面临独特的战略机遇。数据显示，受政策支持影响，中国半导体股票在AI热潮中的表现大多优于互联网股票。除了寒武纪，芯片代工厂华虹半导体和中芯国际今年均位列恒生科技指数表现最佳的前三名。Arete的Shawn Yang指出，昆仑芯相较于国内竞争对手拥有特定优势：一边是寒武纪面临产能瓶颈，另一边是华为面临外部限制，这为昆仑芯的市场扩张提供了有利空间。高盛分析师Lincoln Kong及其团队在周二的报告中强调，由于中国超大规模企业获取英伟达H200等高端芯片的前景依然模糊，百度云能够提供极具价格竞争力的AI模型推理甚至训练任务替代方案。昆仑芯的高推理效率使其非常契合当前市场向推理应用转移的需求。此外，昆仑芯已制定清晰的技术路线图，计划于2026年初推出M100芯片，并于2027年推出面向推理和训练的M300芯片，目标是在2030年前构建百万级芯片集群。","news_type":1,"symbols_score_info":{"BIDU":1.96,"09888":1.96}},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444325001155312,"gmtCreate":1749498915633,"gmtModify":1749498917546,"author":{"id":"3575620131083359","authorId":"3575620131083359","name":"狩猎投机","avatar":"https://static.tigerbbs.com/97bca6c411df67145992a204255a0d1e","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575620131083359","authorIdStr":"3575620131083359"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 计划交易，交易计划","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 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12:43","market":"hk","language":"zh","title":"机器人重磅利好来了！宇树科技王兴兴将亮相中外记者见面会","url":"https://stock-news.laohu8.com/highlight/detail?id=2551997642","media":"券商中国","summary":"据国新网7月14日消息，国务院新闻办公室将于2025年7月15日 下午3时举行中外记者见面会，杭州宇树科技股份有限公司创始人兼首席执行官王兴兴等将参与此次见面会。近期，机器人事件持续催化。未来还有涉及机器人的利好事件可能持续发酵。近日，有报道称，智元机器人和宇树科技成功中标1.24亿元大订单。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250714124725246v201d0xpfm0x01b\"/><p>机器人重磅来了！</p><p>据国新网7月14日消息，国务院新闻办公室将于2025年7月15日（星期二）下午3时举行中外记者见面会，杭州宇树科技股份有限公司创始人兼首席执行官王兴兴等将参与此次见面会。</p><p>近期，机器人事件持续催化。智元机器人入主<a href=\"https://laohu8.com/S/688585\">上纬新材</a>，上纬新材控股股东将变更为智元机器人及其管理团队共同持股的主体，上纬新材已经连续4个20%涨停，股价实现翻倍。</p><p>另外，智元机器人和宇树科技成功中标中移（杭州）信息技术有限公司2025年至2027年人形双足机器人代工服务采购项目，该项目总标包金额高达1.24亿元。未来还有涉及机器人的利好事件可能持续发酵。</p><p><strong>重磅</strong></p><p>据国新网7月14日消息，国务院新闻办公室将于2025年7月15日(星期二)下午3时举行“新征程上的奋斗者”中外记者见面会，请民营企业家代表围绕“弘扬企业家精神，坚定做优秀中国特色社会主义事业建设者”与中外记者见面交流。</p><p>官方公布的出席人员名单包括：杭州宇树科技股份有限公司创始人兼首席执行官王兴兴，山东魏桥创业集团有限公司董事长张波，内蒙古<a href=\"https://laohu8.com/S/600295\">鄂尔多斯</a>投资控股集团有限公司总裁王臻，北京星河动力<a href=\"https://laohu8.com/S/000901\">航天科技</a>股份有限公司创始人、董事长刘百奇以及<a href=\"https://laohu8.com/S/600998\">九州通</a>医药集团股份有限公司董事长刘长云。</p><p>值得注意的是，王兴兴、浙江强脑科技有限公司创始人韩璧丞在被委任为香港特首顾问团成员后，近日首次在香港参加了特首顾问团会议。7月9日至11日，香港特区行政长官李家超一连三日与特首顾问团举行午餐会议，听取特首顾问团成员就今年《施政报告》和香港整体发展的意见。李家超今年4月23日访问浙江时，就与“杭州六小龙”的代表均有会面。</p><p><strong>机器人迎来持续催化</strong></p><p>7月初，市场传出宇树科技可能选择在科创板上市的消息后，另一家机器人独角兽智元机器人入主上纬新材，上纬新材控股股东将变更为智元机器人及其管理团队共同持股的主体，并引发市场对其“是否借壳上市”的猜想。</p><p>来自<a href=\"https://laohu8.com/S/600369\">西南证券</a>的资料显示，星动纪元完成近5亿元A轮融资，用于推动人形机器人软硬技术的研发与量产，计划2025年交付超200台产品。<a href=\"https://laohu8.com/S/02432\">越疆</a>机器人发布六足机器狗，具备高稳定性、负载、静谧性和运动性，拓展了机器人应用场景。极智嘉成功登陆<a href=\"https://laohu8.com/S/00388\">港交所</a>，成为全球AMR仓储机器人首家上市企业，进一步巩固其在仓储自动化领域的领先地位。此外，<a href=\"https://laohu8.com/S/002990\">盛视科技</a>竞拍法国Aldebaran SAS核心<span>资产</span>，获得Nao、Plato及Pepper系列机器人技术与品牌，助力其全球化发展。新松多可发布睿可系列人形机器人，聚焦工业柔性协作需求，具备自主定位、避障及升降充电等功能。</p><p>据华芯资本统计，2025年1月至7月，中国内地机器人行业共发生158起投融资事件，几乎每天就发生一起投融资事件，平均金额总计超300亿元人民币，远超过2024年全年金额。</p><p>另外，机器人的大订单也已经出现。近日，有报道称，智元机器人和宇树科技成功中标1.24亿元大订单。标志着国内人形机器人已实现批量订单，技术逐步成熟并探索更多应用场景。</p><p>国内方面，还有华为云城市峰会2025在无锡举行，宣布无锡和华为云共同打造的人工智能创新中心正式启动服务；三晖智能养老机器人新品发布会暨中国康复护理医疗机器人产业联盟正式启动。</p><p>海外方向，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官马斯克正式宣布推出其最新的AI模型——Grok4，标志着特斯拉在人工智能领域的一次重大飞跃。Figure创始人称决定将7—9月期间生产的人形机器人数量增加约3倍。</p><p>中航证券认为，人形机器人产业趋势明确，至2030年全球累计需求量有望达约200万台，目前进入从0到1的重要突破阶段，看好新一轮行情启动。</p><p>（文章来源：券商中国）</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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071412472895419f83&s=b><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>机器人重磅来了！据国新网7月14日消息，国务院新闻办公室将于2025年7月15日（星期二）下午3时举行中外记者见面会，杭州宇树科技股份有限公司创始人兼首席执行官王兴兴等将参与此次见面会。近期，机器人事件持续催化。智元机器人入主上纬新材，上纬新材控股股东将变更为智元机器人及其管理团队共同持股的主体，上纬新材已经连续4个20%涨停，股价实现翻倍。另外，智元机器人和宇树科技成功中标中移（杭州）信息技术...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071412472895419f83&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":{"688585":"上纬新材","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","BK1591":"就地过年概念","HMTD.SI":"Meituan HK SDR 5to1","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071412472895419f83&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2551997642","content_text":"机器人重磅来了！据国新网7月14日消息，国务院新闻办公室将于2025年7月15日（星期二）下午3时举行中外记者见面会，杭州宇树科技股份有限公司创始人兼首席执行官王兴兴等将参与此次见面会。近期，机器人事件持续催化。智元机器人入主上纬新材，上纬新材控股股东将变更为智元机器人及其管理团队共同持股的主体，上纬新材已经连续4个20%涨停，股价实现翻倍。另外，智元机器人和宇树科技成功中标中移（杭州）信息技术有限公司2025年至2027年人形双足机器人代工服务采购项目，该项目总标包金额高达1.24亿元。未来还有涉及机器人的利好事件可能持续发酵。重磅据国新网7月14日消息，国务院新闻办公室将于2025年7月15日(星期二)下午3时举行“新征程上的奋斗者”中外记者见面会，请民营企业家代表围绕“弘扬企业家精神，坚定做优秀中国特色社会主义事业建设者”与中外记者见面交流。官方公布的出席人员名单包括：杭州宇树科技股份有限公司创始人兼首席执行官王兴兴，山东魏桥创业集团有限公司董事长张波，内蒙古鄂尔多斯投资控股集团有限公司总裁王臻，北京星河动力航天科技股份有限公司创始人、董事长刘百奇以及九州通医药集团股份有限公司董事长刘长云。值得注意的是，王兴兴、浙江强脑科技有限公司创始人韩璧丞在被委任为香港特首顾问团成员后，近日首次在香港参加了特首顾问团会议。7月9日至11日，香港特区行政长官李家超一连三日与特首顾问团举行午餐会议，听取特首顾问团成员就今年《施政报告》和香港整体发展的意见。李家超今年4月23日访问浙江时，就与“杭州六小龙”的代表均有会面。机器人迎来持续催化7月初，市场传出宇树科技可能选择在科创板上市的消息后，另一家机器人独角兽智元机器人入主上纬新材，上纬新材控股股东将变更为智元机器人及其管理团队共同持股的主体，并引发市场对其“是否借壳上市”的猜想。来自西南证券的资料显示，星动纪元完成近5亿元A轮融资，用于推动人形机器人软硬技术的研发与量产，计划2025年交付超200台产品。越疆机器人发布六足机器狗，具备高稳定性、负载、静谧性和运动性，拓展了机器人应用场景。极智嘉成功登陆港交所，成为全球AMR仓储机器人首家上市企业，进一步巩固其在仓储自动化领域的领先地位。此外，盛视科技竞拍法国Aldebaran SAS核心资产，获得Nao、Plato及Pepper系列机器人技术与品牌，助力其全球化发展。新松多可发布睿可系列人形机器人，聚焦工业柔性协作需求，具备自主定位、避障及升降充电等功能。据华芯资本统计，2025年1月至7月，中国内地机器人行业共发生158起投融资事件，几乎每天就发生一起投融资事件，平均金额总计超300亿元人民币，远超过2024年全年金额。另外，机器人的大订单也已经出现。近日，有报道称，智元机器人和宇树科技成功中标1.24亿元大订单。标志着国内人形机器人已实现批量订单，技术逐步成熟并探索更多应用场景。国内方面，还有华为云城市峰会2025在无锡举行，宣布无锡和华为云共同打造的人工智能创新中心正式启动服务；三晖智能养老机器人新品发布会暨中国康复护理医疗机器人产业联盟正式启动。海外方向，特斯拉首席执行官马斯克正式宣布推出其最新的AI模型——Grok4，标志着特斯拉在人工智能领域的一次重大飞跃。Figure创始人称决定将7—9月期间生产的人形机器人数量增加约3倍。中航证券认为，人形机器人产业趋势明确，至2030年全球累计需求量有望达约200万台，目前进入从0到1的重要突破阶段，看好新一轮行情启动。（文章来源：券商中国）","news_type":1,"symbols_score_info":{"688585":0.9,"HMTD.SI":0.6,"METmain":0.6,"02590":0.9}},"isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455596384178392,"gmtCreate":1752266642701,"gmtModify":1752266654791,"author":{"id":"3575620131083359","authorId":"3575620131083359","name":"狩猎投机","avatar":"https://static.tigerbbs.com/97bca6c411df67145992a204255a0d1e","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575620131083359","authorIdStr":"3575620131083359"},"themes":[],"htmlText":"大A不辜负任何对他抱有希望的人","listText":"大A不辜负任何对他抱有希望的人","text":"大A不辜负任何对他抱有希望的人","images":[{"img":"https://static.tigerbbs.com/59bfdc0fcca079b8dca77ac689d13bd5","width":"1130","height":"1701"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455596384178392","isVote":1,"tweetType":1,"viewCount":1296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":451656361640288,"gmtCreate":1751293527129,"gmtModify":1751293528948,"author":{"id":"3575620131083359","authorId":"3575620131083359","name":"狩猎投机","avatar":"https://static.tigerbbs.com/97bca6c411df67145992a204255a0d1e","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575620131083359","authorIdStr":"3575620131083359"},"themes":[],"htmlText":"今天操作做空借不到券，你自己想","listText":"今天操作做空借不到券，你自己想","text":"今天操作做空借不到券，你自己想","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451656361640288","isVote":1,"tweetType":1,"viewCount":1767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435459101729472,"gmtCreate":1747322252053,"gmtModify":1747322310772,"author":{"id":"3575620131083359","authorId":"3575620131083359","name":"狩猎投机","avatar":"https://static.tigerbbs.com/97bca6c411df67145992a204255a0d1e","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575620131083359","authorIdStr":"3575620131083359"},"themes":[],"htmlText":"<a 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