1月科技的重点方向_老虎社区_美港股上老虎

1月科技的重点方向

红刊投服平台2025-12-30

点击↑红刊投服平台关注我设星标助力大盘请点最下方：点赞、分享、喜欢、留言作者 | 袁月量能连续三天维持在2万亿之上，在两个信号出来前仍将是指数震荡板块轮动的格局，稳健的等信号出现跟随。关键是港股与A股共振、沪指与创业板共振更合理。盘面继续快节奏轮动，板块内绝对龙头资金辨识度更高。如液冷、pcb、电源、半导体设备、人形等。这是科技分支中短期资金力度相对强的，也是1月份的重点。人形机器人午后再次表现...

网页链接

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。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2595794241?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-30 17:56","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2595794241","market":"us","top_or_hot":-1,"title":"1月科技的重点方向","media":"红刊投服平台","content":"<div>\n<p>点击↑红刊投服平台关注我 设星标助力大盘请点最下方：点赞、分享、喜欢、留言作者 | 袁月量能连续三天维持在2万亿之上，在两个信号出来前仍将是指数震荡板块轮动的格局，稳健的等信号出现跟随。关键是港股与A股共振、沪指与创业板共振更合理。盘面继续快节奏轮动，板块内绝对龙头资金辨识度更高。如液冷、pcb、电源、半导体设备、人形等。这是科技分支中短期资金力度相对强的，也是1月份的重点。人形机器人午后再次表现...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230194055a48a33f3&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>1月科技的重点方向</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\">\n1月科技的重点方向\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-30 17:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230194055a48a33f3&s=b><strong>红刊投服平台</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>点击↑红刊投服平台关注我 设星标助力大盘请点最下方：点赞、分享、喜欢、留言作者 | 袁月量能连续三天维持在2万亿之上，在两个信号出来前仍将是指数震荡板块轮动的格局，稳健的等信号出现跟随。关键是港股与A股共振、沪指与创业板共振更合理。盘面继续快节奏轮动，板块内绝对龙头资金辨识度更高。如液冷、pcb、电源、半导体设备、人形等。这是科技分支中短期资金力度相对强的，也是1月份的重点。人形机器人午后再次表现...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230194055a48a33f3&s=b\">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":"LU0689472784.USD","symbol_name":"安联收益及增长基金Cl AM AT Acc","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230194055a48a33f3&s=b","article_id":"2595794241","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230194055a48a33f3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2595794241","pubTimestamp":1767088568,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"在12月初“滚雪球”文章中分析的龙头均有表现，部分创出历史新高，龙头还是最稳的。据报道，Meta正式宣布收购AI智能体公司Manus，此次收购金额或高达数十亿美元。此消息刺激AI智能体等方向有所表现，短期当做轮动看待。据报道，英伟达已经同意以约200亿美元的现金，收购AI芯片新创公司Groq的核心资产。英伟达此前主导训练端市场，而Groq专长于AI推理端。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","SOC":"Sable Offshore Corp.","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","NVDU":"2倍做多NVDA ETF-Direxion","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","NVDS.UK":"LS -1X NVIDIA","NVIW.SI":"NVDA 3xLongSG261006","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","3NVD.UK":"LS 3X NVIDIA","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","NVDA":"英伟达","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","NVD3.UK":"LS 3X NVIDIA","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","NVD2.UK":"2X NVIDIA ETP","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","META":"Meta Platforms, Inc.","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H"},"translate_title":"Key directions of science and technology in January","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS":0.6,"NVD3.UK":0.6,"META":0.9,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDS.UK":0.6,"NVD":0.6,"SOC":1,"NVDA":0.76,"2NVD.UK":0.6,"NVIW.SI":0.6,"NVDD":0.6,"NVDU":0.6,"NVDY":0.6,"3NVD.UK":0.6},"content_text":"点击↑红刊投服平台关注我 设星标助力大盘请点最下方：点赞、分享、喜欢、留言作者 | 袁月量能连续三天维持在2万亿之上，在两个信号出来前仍将是指数震荡板块轮动的格局，稳健的等信号出现跟随。关键是港股与A股共振、沪指与创业板共振更合理。盘面继续快节奏轮动，板块内绝对龙头资金辨识度更高。如液冷、pcb、电源、半导体设备、人形等。这是科技分支中短期资金力度相对强的，也是1月份的重点。人形机器人午后再次表现。符合上周说的：接下来，海外主要盯住特斯拉，其量产进程与技术路线迭代仍是核心主线。国内则以宇树等厂商为核心。作为产业趋势确定、巨头动作不断地方向，留给资金发挥的契机一定不会少，只是要等一个合适的契机。在12月初“滚雪球”文章中分析的龙头均有表现，部分创出历史新高，龙头还是最稳的。据报道，Meta正式宣布收购AI智能体公司Manus，此次收购金额或高达数十亿美元。此消息刺激AI智能体等方向有所表现，短期当做轮动看待。接下来，海外大厂仍是全球Agent生态中最为核心，国内有突破也会成为催化。此外，另一家巨头英伟达也有动作。据报道，英伟达已经同意以约200亿美元的现金，收购AI芯片新创公司Groq的核心资产。英伟达此前主导训练端市场，而Groq专长于AI推理端。此举既补强自身短板，又防止核心资源落入竞争对手手中，一举两得。短期走势看情绪，更多还是说明中期产业趋势。还是之前反复说的：过去三年市场聚焦训练端，诞生了“易中天”等，在训练堆料到一定水平后，对于推理端的关注度会逐渐提升，也许一下个三年甚至五年，就是AI推理时代的天下。对AI推理产业链，市场首先炒作的方向是AI推理芯片，如果情绪提升或者板块有催化，还会向EDA、IP授权、边缘计算、智能终端（SOC）等方向扩散。提前祝大家元旦快乐！","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}