2026年第1周计算机行业周报：假期AI利好频出关注国内AI应用表现_老虎社区_美港股上老虎

2026年第1周计算机行业周报：假期AI利好频出关注国内AI应用表现

长江证券01-06

上周受元旦假期影响，仅三个交易日，大盘震荡上涨，上证综指周三报收3968.84 点，整体上涨0.13%，全年上涨18.41%。计算机板块持续上涨，整体上涨1.23%，在长江一级行业中排名第4 位，两市成交额占比为6.72%，全年上涨20.33%，在长江一级行业中排名第17 位，数字货币相关标的活跃。上周关键词：商业航天、数字人民币2.0、SpaceX1. 2025 年12 月31 日，中国航天发射...

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日，中国航天发射迎来年度收官。据统计，2025 年，中国航天共实施92次宇航发射，刷新年度发射次数纪录。2. 2026 年1 月1 日，数字人民币正式从“数字现金时代”迈入“数字存款货币”时代。据数字人民币运营管理中心微信公众号1 月2 日消息，数字人民币App 也焕新升级，迎来2.0.0 版本。3. 北京时间1 月2 日凌晨，马斯克旗下美国太空探索技术公司（SpaceX）宣布，将降低数千颗“星链”（Starlink）卫星的轨道高度，以降低碰撞风险。重点推荐：AI 应用假期AI 利好频出，关注国内AI 应用表现元旦假期前后，国内AI 产业利好频出。从Meta 收购Manus 到智谱、MiniMax 赴港上市，我国AI 产业端的积极变化，预示着2026 年或将成为AI 产业从技术突破向规模化落地转型的关键年份，我国AI 产业有望迎来发展机遇期。建议关注：1）国内大模型厂商；2）国内大型云厂商；3）垂类场景Agent 厂商；4）国产算力产业链。风险提示1、AI 技术发展不及预期；2、下游应用需求不及预期。","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,"isVideo":false,"video":null,"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}