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NasdaQ宸
NasdaQ宸
·
12-04
这个饼太大了，100万…
特斯拉(TSLA)发布片段 展示机器人Optimus跑步
金吾财讯 | 特斯拉(TSLA)在社交平台X发布片段，展示人型机器人Optimus能在实验室内顺畅跑步的能力。日前，公司在11月的股东会上表示，公司在Fremont设有相关生产线，目标在明年底生产100万部Optimus，成本保持在每部2万美元之内。公司计划在德克萨斯州设置新生产线，年产能最多1,000万部。
特斯拉(TSLA)发布片段 展示机器人Optimus跑步
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NasdaQ宸
NasdaQ宸
·
10-21
Replying to
@西流
:摊薄成本…没参考价值//
@西流
:一点没写怎么赚225%的啊！这才从最低点涨了30%了左右吧
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NasdaQ宸
NasdaQ宸
·
10-10
感觉所有股票的评级和目标价汇丰给的是最低的，唱衰大漂亮，加油👏
汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”
智通财经APP获悉，$汇丰$银行发布最新研报，将$英特尔$的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。
汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”
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NasdaQ宸
NasdaQ宸
·
09-11
牛x 反正国外好就是我们好呗，冲上4500点！
重磅利好来袭！创业板指大涨近5%，科技股掀涨停潮！机构最新研判后市机会
今日，A股三大指数全线走强，创业板指大涨近5%，突破3000点，芯片、算力、液冷服务器等板块掀起涨停潮，截至午间收盘，$海光信息$强势录得20%涨停，再创历史新高；$工业富联$涨停，录得2连板，亦创出历史新高。据美媒报道，有知情人士透露，甲骨文与OpenAI公司签署了一份合同，将在五年内向后者购买价值3000亿美元的算力，该金额远超公司目前的收入。
重磅利好来袭！创业板指大涨近5%，科技股掀涨停潮！机构最新研判后市机会
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编组 21备份 2
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NasdaQ宸
NasdaQ宸
·
07-01
$特斯拉(TSLA)$
最近对马斯克和特斯拉非常失望，可以总结为干啥啥不行！ 卖车卖车拉垮，Robotaxi规模化之路遥遥无期，为了“美丽方案”多次互撕，不得不说整个给人的影响感觉特别糟糕。不清楚马斯克的所作所为意欲何为？希望看到特斯拉真正朝向AI的路径不断前行，而不是整天成为舆论的焦点。 世界上有很多优秀的企业，出色的CEO，成为舆论的焦点并非将企业带向成功的充分条件，希望看到特斯拉修炼内功，走向成功，但目前而言短期看不到任何成功的loadmap。
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NasdaQ宸
NasdaQ宸
·
06-25
$特斯拉(TSLA)$
持仓有2年了，有时候有一种越拿越难受的感觉，上上下下无休无止，大饼吃多了有点腻了！
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NasdaQ宸
NasdaQ宸
·
2024-12-18
$iShares 0-3 Month Treasury Bond ETF(SGOV)$
第一次买这个，今天是分红吗？怎么显示涨但价格变低了？
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NasdaQ宸
NasdaQ宸
·
2024-12-11
$美国超微公司(AMD)$
忍不住想吐槽一下，为什么一只股票可以走出这样的走势，真的看不懂喔
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NasdaQ宸
NasdaQ宸
·
2021-03-16
$苹果(AAPL)$
价值投资 慢慢等待 加油！
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NasdaQ宸
NasdaQ宸
·
2021-03-14
$台积电(TSM)$
整天这熊样 接下来估计登老虎的欲望都没有了
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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特斯拉(TSLA)发布片段 展示机器人Optimus跑步\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2025-12-03 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)在社交平台X发布片段，展示人型机器人Optimus能在实验室内顺畅跑步的能力。日前，公司在11月的股东会上表示，公司在Fremont设有相关生产线，目标在明年底生产100万部Optimus，成本保持在每部2万美元之内。公司计划在德克萨斯州设置新生产线，年产能最多1,000万部。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4574":"无人驾驶","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4598":"佩洛西持仓","LU1674673428.USD":"HSBC GIF 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特斯拉(TSLA)在社交平台X发布片段，展示人型机器人Optimus能在实验室内顺畅跑步的能力。日前，公司在11月的股东会上表示，公司在Fremont设有相关生产线，目标在明年底生产100万部Optimus，成本保持在每部2万美元之内。公司计划在德克萨斯州设置新生产线，年产能最多1,000万部。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSYW.SI":0.6,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4181873313410422","authorId":"4181873313410422","name":"J.P.滕王阁","avatar":"https://static.tigerbbs.com/a39be702ea90cda4956a6497b3ec3d90","crmLevel":1,"crmLevelSwitch":0,"idStr":"4181873313410422","authorIdStr":"4181873313410422"},"content":"马斯克说明年是5-10万，27年才是50-100万","text":"马斯克说明年是5-10万，27年才是50-100万","html":"马斯克说明年是5-10万，27年才是50-100万"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491603962524368,"gmtCreate":1761041857613,"gmtModify":1761041860642,"author":{"id":"3482379381569257","authorId":"3482379381569257","name":"NasdaQ宸","avatar":"https://static.tigerbbs.com/9bb74188ecbca9095e141a023f994261","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482379381569257","authorIdStr":"3482379381569257"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4087442126988390\">@西流</a>:摊薄成本…没参考价值//<a href=\"https://laohu8.com/U/4087442126988390\">@西流</a>:一点没写怎么赚225%的啊！这才从最低点涨了30%了左右吧","listText":"Replying to <a href=\"https://laohu8.com/U/4087442126988390\">@西流</a>:摊薄成本…没参考价值//<a href=\"https://laohu8.com/U/4087442126988390\">@西流</a>:一点没写怎么赚225%的啊！这才从最低点涨了30%了左右吧","text":"Replying to @西流:摊薄成本…没参考价值//@西流:一点没写怎么赚225%的啊！这才从最低点涨了30%了左右吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491603962524368","isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487739949962120,"gmtCreate":1760085687978,"gmtModify":1760085690351,"author":{"id":"3482379381569257","authorId":"3482379381569257","name":"NasdaQ宸","avatar":"https://static.tigerbbs.com/9bb74188ecbca9095e141a023f994261","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482379381569257","authorIdStr":"3482379381569257"},"themes":[],"htmlText":"感觉所有股票的评级和目标价汇丰给的是最低的，唱衰大漂亮，加油👏","listText":"感觉所有股票的评级和目标价汇丰给的是最低的，唱衰大漂亮，加油👏","text":"感觉所有股票的评级和目标价汇丰给的是最低的，唱衰大漂亮，加油👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487739949962120","repostId":"2574189880","repostType":2,"repost":{"id":"2574189880","kind":"news","pubTimestamp":1759981720,"share":"https://www.laohu8.com/m/news/2574189880?lang=&edition=full","pubTime":"2025-10-09 11:48","market":"us","language":"zh","title":"汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”","url":"https://stock-news.laohu8.com/highlight/detail?id=2574189880","media":"智通财经","summary":"智通财经APP获悉，$汇丰$银行发布最新研报，将$英特尔$的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>银行发布最新研报，将<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。</p><p>具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让，但弗兰克·李强调，英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现，而当前股价重估已显过度。</p><p>值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。他特别指出，被市场视为关键突破口的<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失，主要因其已在美国投入超1000亿美元建设多个绿地项目，并将生产及建设重心转移至美国本土。</p><p>从业务层面分析，英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言，该业务是拖累公司财务表现的最大因素，且执行力持续低迷。具体技术路径上，英特尔已取消面向外部客户的18A工艺，而14A工艺因缺乏外部客户订单支持，其商业可行性亦受到质疑。在此背景下，与台积电达成技术合作虽可能重塑代工业务格局，但鉴于台积电的战略布局已深度绑定美国市场，此类合作短期内难以落地。</p></body></html>","source":"stock_zhitongcaijing","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>汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1352966.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSBC":"汇丰","INTC":"英特尔"},"source_url":"http://www.zhitongcaijing.com/content/detail/1352966.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574189880","content_text":"智通财经APP获悉，汇丰银行发布最新研报，将英特尔(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让，但弗兰克·李强调，英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现，而当前股价重估已显过度。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。他特别指出，被市场视为关键突破口的台积电(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失，主要因其已在美国投入超1000亿美元建设多个绿地项目，并将生产及建设重心转移至美国本土。从业务层面分析，英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言，该业务是拖累公司财务表现的最大因素，且执行力持续低迷。具体技术路径上，英特尔已取消面向外部客户的18A工艺，而14A工艺因缺乏外部客户订单支持，其商业可行性亦受到质疑。在此背景下，与台积电达成技术合作虽可能重塑代工业务格局，但鉴于台积电的战略布局已深度绑定美国市场，此类合作短期内难以落地。","news_type":1,"symbols_score_info":{"INTC":1.5,"HSBC":1.5}},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477442924581088,"gmtCreate":1757573094665,"gmtModify":1757573096551,"author":{"id":"3482379381569257","authorId":"3482379381569257","name":"NasdaQ宸","avatar":"https://static.tigerbbs.com/9bb74188ecbca9095e141a023f994261","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482379381569257","authorIdStr":"3482379381569257"},"themes":[],"htmlText":"牛x 反正国外好就是我们好呗，冲上4500点！","listText":"牛x 反正国外好就是我们好呗，冲上4500点！","text":"牛x 反正国外好就是我们好呗，冲上4500点！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477442924581088","repostId":"1100108357","repostType":2,"repost":{"id":"1100108357","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1757572105,"share":"https://www.laohu8.com/m/news/1100108357?lang=&edition=full","pubTime":"2025-09-11 14:28","market":"sh","language":"zh","title":"重磅利好来袭！创业板指大涨近5%，科技股掀涨停潮！机构最新研判后市机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1100108357","media":"券商中国","summary":"今日，A股三大指数全线走强，创业板指大涨近5%，突破3000点，芯片、算力、液冷服务器等板块掀起涨停潮，截至午间收盘，$海光信息$强势录得20%涨停，再创历史新高；$工业富联$涨停，录得2连板，亦创出历史新高。据美媒报道，有知情人士透露，甲骨文与OpenAI公司签署了一份合同，将在五年内向后者购买价值3000亿美元的算力，该金额远超公司目前的收入。","content":"<html><head></head><body><blockquote><p>科技股突然大爆发。</p></blockquote><p>今日，A股三大指数全线走强，创业板指大涨近5%，突破3000点，芯片、算力、液冷服务器等板块掀起涨停潮，截至发稿，<a href=\"https://laohu8.com/S/688041\">海光信息</a>强势录得20%涨停，再创历史新高；<a href=\"https://laohu8.com/S/601138\">工业富联</a>涨停，录得2连板，亦创出历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26b76223462e9f27d9f301d2a4759e44\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>有分析指出，美国老牌科技巨头<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>最新发布的业绩指引和高达4550亿美元的剩余履约义务，引爆市场乐观情绪，预示着全球AI基础设施需求正在爆发。有机构认为，全球AI军备竞赛加速，算力、芯片、液冷服务器等板块均有望受益AI浪潮下的基础设施需求催化。</strong></p><h2 id=\"id_4204894865\">涨停潮</h2><p>9月11日，A股科技股全线走强，算力、芯片、液冷服务器等方向集体爆发，截至午间收盘，海光信息强势录得20%涨停，再创历史新高；<a href=\"https://laohu8.com/S/688325\">赛微微电</a>、<a href=\"https://laohu8.com/S/688167\">炬光科技</a>、<a href=\"https://laohu8.com/S/301123\">奕东电子</a>亦斩获20%涨停，工业富联涨停，再创历史新高；<a href=\"https://laohu8.com/S/603019\">中科曙光</a>涨停，<a href=\"https://laohu8.com/S/688256\">寒武纪</a>、<a href=\"https://laohu8.com/S/688702\">盛科通信</a>、<a href=\"https://laohu8.com/S/688110\">东芯股份</a>、<a href=\"https://laohu8.com/S/688135\">利扬芯片</a>、<a href=\"https://laohu8.com/S/688141\">杰华特</a>、<a href=\"https://laohu8.com/S/600303\">曙光</a>数创、<a href=\"https://laohu8.com/S/300990\">同飞股份</a>、<a href=\"https://laohu8.com/S/300814\">中富电路</a>、<a href=\"https://laohu8.com/S/301248\">杰创智能</a>等大涨超10%，<a href=\"https://laohu8.com/S/688220\">翱捷科技</a>、<a href=\"https://laohu8.com/S/688981\">中芯国际</a>等涨幅靠前。</p><p>港股半导体股亦集体走强，截至午间收盘，<a href=\"https://laohu8.com/S/02577\">英诺赛科</a>大涨10.75%、<a href=\"https://laohu8.com/S/00981\">中芯国际</a>涨超6%，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/01385\">上海复旦</a>涨超5%。</p><p><strong>有分析指出，甲骨文发布了一份轰动华尔街的业绩指引，引发了市场对全球AI机遇的热议，预示着全球AI需求增长仍异常强劲。</strong></p><p>甲骨文在最新的财报电话会上，披露其剩余履约义务（RPO）飙升至4550亿美元，同比暴增359%。这一爆炸性增长主要源于甲骨文与OpenAI、xAI、<a href=\"https://laohu8.com/S/META\">Meta</a>等一系列AI巨头签订了大规模云合同，使其成为AI模型训练的关键基础设施提供商。</p><p>受此影响，甲骨文美股周三盘中一度暴涨超42%，最终收涨35.91%，报328.33美元/股，创下自1992年以来最大单日涨幅。</p><p>据美媒报道，有知情人士透露，甲骨文与OpenAI公司签署了一份合同，将在五年内向后者购买价值3000亿美元的算力，该金额远超公司目前的收入。</p><p>另外，AI芯片巨头<a href=\"https://laohu8.com/S/AVGO\">博通</a>在2025财年第三财季实现营收159.6亿美元，同比增长22%，超出市场预期。<a href=\"https://laohu8.com/S/600455\">博通</a>CEO表示，公司营收创下第三财季历史新高，这得益于定制AI加速器、网络基础设施的不断增强以及VMware的增长。博通还大幅上调了其关键的远期增长预测，预示其本已火热的AI业务将进一步加速。</p><p>此外，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在AI大会（AIInfraSummit）上宣布推出“RubinCPX”GPU，这是一款专门为海量上下文处理设计的新一代GPU。</p><p>在此之前，OpenAI宣布了一个新项目：星际之门（Stargate Project），计划在未来四年内投资5000亿美元，在美国为OpenAI建设新的AI基础设施，在今年投入首笔1000亿美元。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>今年计划在基础设施方面投资1000亿美元，高于2024年的770亿美元，是前一年480亿美元的两倍多，绝大部分资金将用于亚马逊网络服务的数据中心和服务器。</p><h2 id=\"id_3696245952\">AI基础设施需求爆发</h2><p>机构认为，全球AI军备竞赛加速，算力、芯片、液冷服务器等板块均有望受益AI浪潮下的基础设施需求催化。</p><p style=\"text-align: justify;\">中邮证券在研报中指出，从中长期看，算力基础设施供需缺口持续扩大，既因AI大模型需求爆发，也源于千行百业智能化转型。AI Infra（人工智能基础设施）作为连接算力硬件与AI应用的枢纽，需适配硬件迭代、响应应用需求，受双重驱动呈高景气。这形成算力层硬件升级、AI Infra层技术突破、应用层场景落地的多层次投资机遇，云计算价值也将在AI渗透中重估，迎来新增长。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/002673\">西部证券</a>认为，在生成式AI模型快速发展，应用加速落地的背景下，AI算力基础设施持续迭代，并有望加速建设，与客户存在较强商业绑定关系的行业头部企业有望获得弹性较大、确定性较高的增长。</p><p>国盛证券指出，近期光通信板块经历了显著波动。然而，海外AI算力领域的大额订单与强劲需求表明，光模块行业的基本面依然稳固，AI驱动的算力扩张周期仍未结束。</p><p>国投证券研报认为，随着AI技术的迅猛发展，算力作为AI基础设施的重要组成部分，国产算力已经实现从模型—芯片—代工等多个核心环节的突破性进展。展望未来，国内大模型应用将加快落地，带动推理需求持续增长，同时，互联网巨头、国企、地方政府等持续加大AI投入，为国产芯片提供了广阔市场。</p><p>另外，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在最新发布的报告中表示，在全球数据中心领域，预计到2030年，全球数据中心容量每年将增长23%，其中美国贡献60%的增长，阿联酋和沙特的容量也将快速扩张(6—7倍)。在四个超大规模云服务提供商的带领下，美国大型科技公司的AI资本支出激增，2024—2029年复合年增长率预计达19%。</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>重磅利好来袭！创业板指大涨近5%，科技股掀涨停潮！机构最新研判后市机会</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重磅利好来袭！创业板指大涨近5%，科技股掀涨停潮！机构最新研判后市机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2025-09-11 14:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>科技股突然大爆发。</p></blockquote><p>今日，A股三大指数全线走强，创业板指大涨近5%，突破3000点，芯片、算力、液冷服务器等板块掀起涨停潮，截至发稿，<a href=\"https://laohu8.com/S/688041\">海光信息</a>强势录得20%涨停，再创历史新高；<a href=\"https://laohu8.com/S/601138\">工业富联</a>涨停，录得2连板，亦创出历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26b76223462e9f27d9f301d2a4759e44\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>有分析指出，美国老牌科技巨头<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>最新发布的业绩指引和高达4550亿美元的剩余履约义务，引爆市场乐观情绪，预示着全球AI基础设施需求正在爆发。有机构认为，全球AI军备竞赛加速，算力、芯片、液冷服务器等板块均有望受益AI浪潮下的基础设施需求催化。</strong></p><h2 id=\"id_4204894865\">涨停潮</h2><p>9月11日，A股科技股全线走强，算力、芯片、液冷服务器等方向集体爆发，截至午间收盘，海光信息强势录得20%涨停，再创历史新高；<a href=\"https://laohu8.com/S/688325\">赛微微电</a>、<a href=\"https://laohu8.com/S/688167\">炬光科技</a>、<a href=\"https://laohu8.com/S/301123\">奕东电子</a>亦斩获20%涨停，工业富联涨停，再创历史新高；<a href=\"https://laohu8.com/S/603019\">中科曙光</a>涨停，<a href=\"https://laohu8.com/S/688256\">寒武纪</a>、<a href=\"https://laohu8.com/S/688702\">盛科通信</a>、<a href=\"https://laohu8.com/S/688110\">东芯股份</a>、<a href=\"https://laohu8.com/S/688135\">利扬芯片</a>、<a href=\"https://laohu8.com/S/688141\">杰华特</a>、<a href=\"https://laohu8.com/S/600303\">曙光</a>数创、<a href=\"https://laohu8.com/S/300990\">同飞股份</a>、<a href=\"https://laohu8.com/S/300814\">中富电路</a>、<a href=\"https://laohu8.com/S/301248\">杰创智能</a>等大涨超10%，<a href=\"https://laohu8.com/S/688220\">翱捷科技</a>、<a href=\"https://laohu8.com/S/688981\">中芯国际</a>等涨幅靠前。</p><p>港股半导体股亦集体走强，截至午间收盘，<a href=\"https://laohu8.com/S/02577\">英诺赛科</a>大涨10.75%、<a href=\"https://laohu8.com/S/00981\">中芯国际</a>涨超6%，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/01385\">上海复旦</a>涨超5%。</p><p><strong>有分析指出，甲骨文发布了一份轰动华尔街的业绩指引，引发了市场对全球AI机遇的热议，预示着全球AI需求增长仍异常强劲。</strong></p><p>甲骨文在最新的财报电话会上，披露其剩余履约义务（RPO）飙升至4550亿美元，同比暴增359%。这一爆炸性增长主要源于甲骨文与OpenAI、xAI、<a href=\"https://laohu8.com/S/META\">Meta</a>等一系列AI巨头签订了大规模云合同，使其成为AI模型训练的关键基础设施提供商。</p><p>受此影响，甲骨文美股周三盘中一度暴涨超42%，最终收涨35.91%，报328.33美元/股，创下自1992年以来最大单日涨幅。</p><p>据美媒报道，有知情人士透露，甲骨文与OpenAI公司签署了一份合同，将在五年内向后者购买价值3000亿美元的算力，该金额远超公司目前的收入。</p><p>另外，AI芯片巨头<a href=\"https://laohu8.com/S/AVGO\">博通</a>在2025财年第三财季实现营收159.6亿美元，同比增长22%，超出市场预期。<a href=\"https://laohu8.com/S/600455\">博通</a>CEO表示，公司营收创下第三财季历史新高，这得益于定制AI加速器、网络基础设施的不断增强以及VMware的增长。博通还大幅上调了其关键的远期增长预测，预示其本已火热的AI业务将进一步加速。</p><p>此外，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在AI大会（AIInfraSummit）上宣布推出“RubinCPX”GPU，这是一款专门为海量上下文处理设计的新一代GPU。</p><p>在此之前，OpenAI宣布了一个新项目：星际之门（Stargate Project），计划在未来四年内投资5000亿美元，在美国为OpenAI建设新的AI基础设施，在今年投入首笔1000亿美元。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>今年计划在基础设施方面投资1000亿美元，高于2024年的770亿美元，是前一年480亿美元的两倍多，绝大部分资金将用于亚马逊网络服务的数据中心和服务器。</p><h2 id=\"id_3696245952\">AI基础设施需求爆发</h2><p>机构认为，全球AI军备竞赛加速，算力、芯片、液冷服务器等板块均有望受益AI浪潮下的基础设施需求催化。</p><p style=\"text-align: justify;\">中邮证券在研报中指出，从中长期看，算力基础设施供需缺口持续扩大，既因AI大模型需求爆发，也源于千行百业智能化转型。AI Infra（人工智能基础设施）作为连接算力硬件与AI应用的枢纽，需适配硬件迭代、响应应用需求，受双重驱动呈高景气。这形成算力层硬件升级、AI Infra层技术突破、应用层场景落地的多层次投资机遇，云计算价值也将在AI渗透中重估，迎来新增长。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/002673\">西部证券</a>认为，在生成式AI模型快速发展，应用加速落地的背景下，AI算力基础设施持续迭代，并有望加速建设，与客户存在较强商业绑定关系的行业头部企业有望获得弹性较大、确定性较高的增长。</p><p>国盛证券指出，近期光通信板块经历了显著波动。然而，海外AI算力领域的大额订单与强劲需求表明，光模块行业的基本面依然稳固，AI驱动的算力扩张周期仍未结束。</p><p>国投证券研报认为，随着AI技术的迅猛发展，算力作为AI基础设施的重要组成部分，国产算力已经实现从模型—芯片—代工等多个核心环节的突破性进展。展望未来，国内大模型应用将加快落地，带动推理需求持续增长，同时，互联网巨头、国企、地方政府等持续加大AI投入，为国产芯片提供了广阔市场。</p><p>另外，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在最新发布的报告中表示，在全球数据中心领域，预计到2030年，全球数据中心容量每年将增长23%，其中美国贡献60%的增长，阿联酋和沙特的容量也将快速扩张(6—7倍)。在四个超大规模云服务提供商的带领下，美国大型科技公司的AI资本支出激增，2024—2029年复合年增长率预计达19%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100108357","content_text":"科技股突然大爆发。今日，A股三大指数全线走强，创业板指大涨近5%，突破3000点，芯片、算力、液冷服务器等板块掀起涨停潮，截至发稿，海光信息强势录得20%涨停，再创历史新高；工业富联涨停，录得2连板，亦创出历史新高。有分析指出，美国老牌科技巨头甲骨文最新发布的业绩指引和高达4550亿美元的剩余履约义务，引爆市场乐观情绪，预示着全球AI基础设施需求正在爆发。有机构认为，全球AI军备竞赛加速，算力、芯片、液冷服务器等板块均有望受益AI浪潮下的基础设施需求催化。涨停潮9月11日，A股科技股全线走强，算力、芯片、液冷服务器等方向集体爆发，截至午间收盘，海光信息强势录得20%涨停，再创历史新高；赛微微电、炬光科技、奕东电子亦斩获20%涨停，工业富联涨停，再创历史新高；中科曙光涨停，寒武纪、盛科通信、东芯股份、利扬芯片、杰华特、曙光数创、同飞股份、中富电路、杰创智能等大涨超10%，翱捷科技、中芯国际等涨幅靠前。港股半导体股亦集体走强，截至午间收盘，英诺赛科大涨10.75%、中芯国际涨超6%，华虹半导体、上海复旦涨超5%。有分析指出，甲骨文发布了一份轰动华尔街的业绩指引，引发了市场对全球AI机遇的热议，预示着全球AI需求增长仍异常强劲。甲骨文在最新的财报电话会上，披露其剩余履约义务（RPO）飙升至4550亿美元，同比暴增359%。这一爆炸性增长主要源于甲骨文与OpenAI、xAI、Meta等一系列AI巨头签订了大规模云合同，使其成为AI模型训练的关键基础设施提供商。受此影响，甲骨文美股周三盘中一度暴涨超42%，最终收涨35.91%，报328.33美元/股，创下自1992年以来最大单日涨幅。据美媒报道，有知情人士透露，甲骨文与OpenAI公司签署了一份合同，将在五年内向后者购买价值3000亿美元的算力，该金额远超公司目前的收入。另外，AI芯片巨头博通在2025财年第三财季实现营收159.6亿美元，同比增长22%，超出市场预期。博通CEO表示，公司营收创下第三财季历史新高，这得益于定制AI加速器、网络基础设施的不断增强以及VMware的增长。博通还大幅上调了其关键的远期增长预测，预示其本已火热的AI业务将进一步加速。此外，英伟达在AI大会（AIInfraSummit）上宣布推出“RubinCPX”GPU，这是一款专门为海量上下文处理设计的新一代GPU。在此之前，OpenAI宣布了一个新项目：星际之门（Stargate Project），计划在未来四年内投资5000亿美元，在美国为OpenAI建设新的AI基础设施，在今年投入首笔1000亿美元。亚马逊今年计划在基础设施方面投资1000亿美元，高于2024年的770亿美元，是前一年480亿美元的两倍多，绝大部分资金将用于亚马逊网络服务的数据中心和服务器。AI基础设施需求爆发机构认为，全球AI军备竞赛加速，算力、芯片、液冷服务器等板块均有望受益AI浪潮下的基础设施需求催化。中邮证券在研报中指出，从中长期看，算力基础设施供需缺口持续扩大，既因AI大模型需求爆发，也源于千行百业智能化转型。AI Infra（人工智能基础设施）作为连接算力硬件与AI应用的枢纽，需适配硬件迭代、响应应用需求，受双重驱动呈高景气。这形成算力层硬件升级、AI 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