多家“航天”热门股公告不涉及商业航天；AMD苏姿丰到访中国｜数智早参_老虎社区_美港股上老虎

多家“航天”热门股公告不涉及商业航天；AMD苏姿丰到访中国｜数智早参

每日经济新闻2025-12-17

丨2025年12月17日星期三丨　　NO.1 多家“航天”热门股公告不涉及商业航天　　受新型火箭首飞及政策明确等利好刺激，商业航天板块近日热度不减、多股连板。与此同时，部分带有“航天”字眼的热门股接连发布股价异动公告，称不涉及商业航天相关业务。12月16日，航天信息、航天工程、航天长峰等均表示，公司业务、产品不涉及商业航天。　　点评：多家上市公司紧急澄清业务范围，这种现象背后，反映了个别投资者追逐...

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多家“航天”热门股公告不涉及商业航天　　受新型火箭首飞及政策明确等利好刺激，商业航天板块近日热度不减、多股连板。与此同时，部分带有“航天”字眼的热门股接连发布股价异动公告，称不涉及商业航天相关业务。12月16日，航天信息、航天工程、航天长峰等均表示，公司业务、产品不涉及商业航天。　　点评：多家上市公司紧急澄清业务范围，这种现象背后，反映了个别投资者追逐短期热点、忽视基本面的心态，也暴露了市场信息传递与消化过程中的噪声与失真。从行业角度看，商业航天作为技术密集、资本密集型前沿产业，具备高壁垒与长周期特性，并非名称中带“航天”的企业都能实质受益。　　NO.2AMD苏姿丰到访中国　　12月16日，美国超威半导体公司（AMD）董事会主席兼首席执行官苏姿丰率高管团队到访联想集团位于北京的全球总部。在联想集团多位高管陪同下，AMD一行参观了包括人形机器人在内的多项联想最新产品与技术成果。　　点评：此次访问释放出多重信号。从产业层面看，这凸显了中国市场在AMD全球战略中不可替代的重要性，尤其是AI（人工智能）计算与个人电脑生态融合的巨大潜力。联想作为龙头企业，是AMD核心产品的重要出海口，双方在AI PC（个人计算机）及新兴硬件领域的协同创新值得期待。此行也反映了全球科技巨头在技术管制背景下，依然努力维持与维护在华商业合作与技术对话的务实姿态。　　NO.3报告：10月AI相关内容用户渗透率增长　　日前，QuestMobile发布了《2025年新媒体生态盘点》报告。数据显示，2025年10月AI相关内容用户渗透率同比增长9.9%，且深度兴趣用户呈年轻化特征。报告披露，2025年10月抖音、微博、快手平台AI插件月活跃用户规模均已超三千万。在用户黏性指标上，微博用户App（应用程序）端AI应用插件的人均单日使用次数达8.1次。　　点评：这份报告数据勾勒出AI技术在中国互联网生态中，正从一个“生产工具”加速转变为“内容本身”和“交互界面”，其应用落地进入大众化、高频化的关键阶段。用户渗透率的显著提升，尤其是年轻人群的高参与度，预示着AI驱动的交互与内容形式正塑造下一代数字生活的主流习惯，这无疑将深刻影响内容创作、社交互动乃至电子商务的商业模式。从行业角度看，各大平台积极内嵌AI插件，旨在抢占用户入口、构建生态壁垒。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}