Agent AI与Physical AI开启产业新周期顺网科技领跑边缘算力黄金赛道_老虎社区_美港股上老虎

Agent AI与Physical AI开启产业新周期顺网科技领跑边缘算力黄金赛道

全景网05-19 19:15

Agent AI与Physical AI开启产业新周期，顺网科技(300113)已在边缘算力与智能体领域深度布局，有望成为AI变革的核心受益标的。目前，公司正稳步推进算力云边缘机房布局建设，持续拓宽节点覆盖版图、精进算力调度效能，推动边缘算力资源扩容升级，并持续接入高性能显卡算力，充分适配各类AI及应用场景的算力需求。截至2026年第一季度末，顺网科技已建成超330个节点机房高效协同的分布式算力...

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/2636012855?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-05-19 19:15","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2636012855","market":"other","top_or_hot":-1,"title":"Agent AI与Physical AI开启产业新周期 顺网科技领跑边缘算力黄金赛道","media":"全景网","content":"<div>\n<p>Agent AI与Physical AI开启产业新周期，顺网科技(300113)已在边缘算力与智能体领域深度布局，有望成为AI变革的核心受益标的。目前，公司正稳步推进算力云边缘机房布局建设，持续拓宽节点覆盖版图、精进算力调度效能，推动边缘算力资源扩容升级，并持续接入高性能显卡算力，充分适配各类AI及应用场景的算力需求。截至2026年第一季度末，顺网科技已建成超330个节点机房高效协同的分布式算力...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/cn/2026-05-19/doc-inhymuma3133832.shtml\">网页链接</a>\n\n</div>\n","source":"sina","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>Agent AI与Physical AI开启产业新周期 顺网科技领跑边缘算力黄金赛道</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\">\nAgent AI与Physical AI开启产业新周期 顺网科技领跑边缘算力黄金赛道\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-19 19:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/relnews/cn/2026-05-19/doc-inhymuma3133832.shtml><strong>全景网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Agent AI与Physical AI开启产业新周期，顺网科技(300113)已在边缘算力与智能体领域深度布局，有望成为AI变革的核心受益标的。目前，公司正稳步推进算力云边缘机房布局建设，持续拓宽节点覆盖版图、精进算力调度效能，推动边缘算力资源扩容升级，并持续接入高性能显卡算力，充分适配各类AI及应用场景的算力需求。截至2026年第一季度末，顺网科技已建成超330个节点机房高效协同的分布式算力...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/cn/2026-05-19/doc-inhymuma3133832.shtml\">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":"GDXY","symbol_name":"YieldMax Gold Miners Option Income Strategy ETF","start_time":0,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-05-19/doc-inhymuma3133832.shtml","article_id":"2636012855","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-05-19/doc-inhymuma3133832.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2636012855","pubTimestamp":1779189300,"columns":[{"name":"黄金","id":5,"label_key":null}],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"Agent AI与Physical AI开启产业新周期，顺网科技已在边缘算力与智能体领域深度布局，有望成为AI变革的核心受益标的。当前AI产业正处在从生成式AI向Agent AI、Physical AI迭代跃迁的关键拐点，边缘算力已然成为本轮产业变革的核心刚需与底层支撑。公司深度绑定边缘计算高景气赛道，全面受益ai应用落地爆发红利，有望充分乘势Agent AI与Physical AI产业发展浪潮，迎来业绩与估值共振向上的戴维斯双击行情。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159831":"黄金","300113":"顺网科技","518880":"黄金ETF华安","GDXY":"YieldMax Gold Miners Option Income Strategy ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","AGIX":"通用人工智能 ETF-AGIX","DGP":"二倍做多黄金ETN(PowerShares)","XME":"金属与采矿指数ETF-SPDR","DZZ":"德银黄金两倍做空ETN","DUST":"二倍做空黄金矿业指数ETF-Direxion","GOAU":"U.S. Global GO GOLD and Precious Metal Miners ETF","PALL":"abrdn Physical Palladium Shares ETF","PICK":"iShares MSCI Global Metals & Mining Producers ETF","IAUM":"ISHARES GOLD TRUST MICRO","GDXU":"MicroSectors Gold Miners 3x Leveraged ETN","GBUG":"Sprott Active Gold & Silver Miners ETF","FGDL":"FRANKLIN RESPONSIBLY SOURCED GOLD ETF","BAR":"GraniteShares Gold Shares","OUNZ":"VanEck Merk黄金股票基金","GLDM":"SPDR Gold MiniShares Trust","RING":"iShares MSCI Global Gold Miners ETF","DULL":"MICROSECTORS GOLD -3X INVERSE LEVERAGED ETN","AAAU":"Goldman Sachs Physical Gold ETF","SGOL":"Abrdn Gold ETF Trust","IAUI":"NEOS Gold High Income ETF","BEGS":"RAREVIEW 2X BULL CRYPTOCURRENCY & PRECIOUS METALS ETF","GDXD":"MicroSectors Gold Miners -3x Inverse Leveraged ETN","GDXJ":"小型黄金矿业ETF(Market Vectors)","GLL":"2倍做空黄金ETF-ProShares","GOLY":"Strategy Shares Gold Enhanced Yield ETF","JDST":"金矿指数二倍做空ETF","DBC":"商品指数ETF-PowerShares DB","IAU":"黄金信托ETF-iShares","AIPO":"Defiance AI and Power Infrastructure ETF","JNUG":"金矿指数二倍做多ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","GDX":"黄金矿业ETF-VanEck","UGL":"2倍做多黄金ETF-ProShares","UYM":"基础材料指数ETF-ProShares两倍做多","SHNY":"MICROSECTORS GOLD 3X LEVERAGED ETN","CEF":"Sprott Physical Gold & Silver Trust","USG":"USCF Gold Strategy Plus Income Fund","GLTR":"abrdn Physical Precious Metals Basket Shares ETF","SGDM":"Sprott Gold Miners ETF","BTGD":"STKD Bitcoin & Gold ETF","PHYS":"Sprott Physical Gold Trust"},"translate_title":"Agent AI and Physical AI open a new industry cycle, Shunwang Technology leads the golden track of edge computing power","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159831":1.5,"300113":1.5,"518880":0.6,"USG":1.5,"GLTR":1.5,"UGL":1.5,"GDXY":1.5,"PICK":1.5,"GLDM":1.5,"RING":1.5,"XME":1.5,"GOAU":1.5,"SGDM":1.5,"DBC":1.5,"DULL":1.5,"AAAU":1.5,"IAUM":1.5,"CHAT":1.5,"QOmain":1.5,"PALL":1.5,"ARTY":1.5,"BAR":1.5,"IAU":1.5,"SHNY":1.5,"AGIX":1.5,"GOLY":1.5,"CEF":1.5,"UYM":1.5,"OUNZ":1.5,"GDX":1.5,"JDST":1.5,"IAUI":1.5,"DZZ":1.5,"AIPO":1.5,"DGP":1.5,"SGOL":1.5,"BEGS":1.5,"GDXJ":1.5,"MGCmain":1.5,"GLL":1.5,"GDXU":1.5,"PHYS":1.5,"BTGD":1.5,"GCmain":1.5,"GDXD":1.5,"FGDL":1.5,"1OZmain":1.5,"GBUG":1.5,"JNUG":1.5,"DUST":1.5},"content_text":"Agent AI与Physical AI开启产业新周期，顺网科技(300113)已在边缘算力与智能体领域深度布局，有望成为AI变革的核心受益标的。目前，公司正稳步推进算力云边缘机房布局建设，持续拓宽节点覆盖版图、精进算力调度效能，推动边缘算力资源扩容升级，并持续接入高性能显卡算力，充分适配各类AI及应用场景的算力需求。截至2026年第一季度末，顺网科技已建成超330个节点机房高效协同的分布式算力网络，服务终端规模近82万台，可运营算力规模达5.3万路。公司已构建起从技术研发、算力调度到场景落地的全链条服务体系，意味着公司算力云基础设施建设已落地见效，取得阶段性重要成果。AI范式切换的背后，是边缘算力赛道的高景气爆发。无论是智能Agent的实时自主决策，还是Physical AI与物理世界的交互控制，都需要低时延、本地化的边缘算力作为支撑。Fortune Business Insights研究指出，2025年全球边缘计算市场规模为186.4亿美元，预计将从2026年的256.3亿美元增长到2034年的2674.2亿美元，预测期内复合年增长率为34.10%。顺网科技已将行业红利转化为可落地的经营业绩，2026年第一季度，公司云业务实现营业收入3305.82万元；反观2025年全年，云业务营收为5489万元，2026年单季收入已超过2025年全年的六成，增长势能充分释放。同时从公司业绩规划来看，依据2026年限制性股票激励计划，顺网科技对云业务营收设定明确考核目标：2026年营收目标值3.2亿元、触发值2.4亿元，2027年目标值6.4亿元、触发值4.8亿元。以目标值口径测算，2026年云业务营收相较2025年将大幅增长482.98%，2027年营收规模更是在2026年基础上实现翻倍增长，成长空间具备高度确定性。在夯实算力规模优势的同时，顺网科技亦持续强化核心技术卡位与行业话语权。公司于5月14日在杭州联合举办以“光算协同以智赋网”为主题的全光毫秒算网算力服务解决方案发布会，携手行业生态伙伴及运营商，共同深耕云电竞、智慧教育、家庭算力、企业服务、校园及社区等多元算网应用场景，助力算网产业生态持续丰富迭代、提质升级。会上，公司正式发布《基于“毫秒算网”的云电竞及AI云电脑解决方案白皮书》，聚焦云电竞、AI云电脑两大核心赛道，推出具备商用落地能力、可规模化复制的算网融合整体方案，为全光算力网络从技术研发、模式创新迈向产业化实景落地，构筑了完备的实践路径与行业标杆。依托深厚的边缘算力布局优势，公司顺势推出AI云电脑产品，内置DeepSeek、通义千问等主流AI基础大模型，一站式集成图像生成、视频创作、音乐制作、编程辅助、OpenClaw等热门ai应用。用户无需额外购置高端硬件、也无需复杂环境部署，即可低成本、高效率拥有云端版AI一体机，大幅降低了内容创作者与AI从业者的使用门槛及入局成本。国海证券研报指出，顺网科技核心竞争优势稳固，公司深耕电竞服务领域，已于2025年完成云业务基础建设，正式进入商业模式深化与规模加速阶段，云业务有望在2026年起逐步贡献收入增量；传统电竞及泛娱乐业务提供稳定现金流基础，公司主动削减低毛利增值业务、聚焦高毛利主业的结构调整已在2025年得到验证，且2026Q1公司毛利率继续大幅提升，收入结构持续优化。当前AI产业正处在从生成式AI向Agent AI、Physical AI迭代跃迁的关键拐点，边缘算力已然成为本轮产业变革的核心刚需与底层支撑。顺网科技前瞻布局、率先建成规模化分布式边缘算力网络，在节点覆盖、算力储备、服务终端规模上构筑起深厚行业壁垒，长期成长逻辑清晰、确定性充足。公司深度绑定边缘计算高景气赛道，全面受益ai应用落地爆发红利，有望充分乘势Agent AI与Physical AI产业发展浪潮，迎来业绩与估值共振向上的戴维斯双击行情。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}