³¤Ó¯Í¨8ÔÂ13ÈÕ²¢¹ºÖØ×éÉÏ»á ÄâÊÕ¹ºÉúÒ»Éý100%¹ÉȨ GPT-5ÖÕÓÚÐû²¼ £¬¿Æ¼¼ÐÐÒµÃûÌÃÒª¸ÄдÁËÂ𠣿 2025Ä긣½¨Ê¡µØÇøÉú²ú×ÜÖµ½«³¬6ÍòÒÚÔª ½»ÒøÊ©Â޵»ù½ð£ºÆìÏ·ǻõ»ù½üÈýÄêºÏ¿÷³¬300ÒÚ £¬ÊÕÈ¡³¬70ÒÚÔªÖÎÀí·Ñ ³¿»¯¹É·Ý£ºÉϰëÄê¹éĸ¾»ÀûÈó5221.04ÍòÔª £¬Í¬±ÈÔöÌí33.69% ¼Ò¾ÓÂô³¡µÄÖ¹¾³ÊǶþÊÖ³µÊг  ¡ £¿ InterbrandÐû²¼¡¶2025Öйú×î¼ÑÆ·ÅÆÅÅÐаñ¡·£º14¼Ò½ðÈÚ»ú¹¹Éϰñ £¬Öйúƽ°²õÒÉíǰÈý ×îÐÂÅï¸ÄÏîÄ¿£¡Éæ¼°ÀÈ·»¶«¼âËþ¡¢ÄϼâËþ¡¢É£Ô°¡¢Àîׯ£¡ Ïɺ׹ɷݰëÄêÓªÊÕ´óÕÇ30%ÖÁ60ÒÚ £¬¾»ÀûÈ´Ï»¬14% ¸ßê²HHLR¡¢¸ßÒã¡¢¾°ÁÖµÈ×ÅÃû˽ļ³Ö²Ö½ÒÏþ ¡¾È¯É̾۽¹¡¿ÖÐÓÊ֤ȯά³Ö°ÙʤÖйú(09987)¡°ÂòÈ롱ÆÀ¼¶ Ö¸²ÍÌü¾»ÀûÂÊÓÐÍûÒ»Á¬ÉÏÐРж«·½-S¸Û¹É¹«Ë¾µãÆÀ£ºÔöËÙ½øÈëÆ½ÎÈÆÚ £¬Ðû²¼ÈýÄê¹É¶«»Ø±¨ÍýÏë ¿ìÊÖ-W(01024.HK)ÖÐÆÚ¹É¶«Ó¦Õ¼ÀûÈóͬ±ÈÔö23.7%ÖÁ49.22ÒÚÔª ÅÉÌØ„eÏ¢0.46¸ÛÔª ¡¾ÃñÉúÅÌËã»ú¡¿¹ú²úAIËãÁ¦ÓëÐÅ´´ÓÐÍû¹²Ó­¹Õµã ·ÇÅ©ÏÂÐÞ+ÈËÊÂÇé»» £¬»Æ½ðÓ­½ðÈÚ¡¢Ç®±ÒÊôÐÔ¹²Õñ »ÆÉ³Ë®²úÁ´Í¨Ëĺ£ £¬ÖúÁ¦¹ãÖݸ۴òÔ캣Ñ󾭼øßÖÊÁ¿Éú³¤±ê¸Ë ¸ñÁ¦µçÆ÷¾èÔù100ÍòÔª £¬Àο¿ÍÑÆ¶Ð§¹û¡¢ÖúÁ¦ÐæÂäÕñÐË ¡°³ÔºÈ°å¿é¡±·Å×ÝÎü½ð ʱ»úÀ´ÁË £¿Ø­²Æ¾­Í·Ìõ Ê®Óà¿îÐÂÆ·ÁÁÏà ÏèÓîÒ½ÁƾÙÐаëÄ걨ҵ¼¨½»Á÷ôßÄÔ»ú½Ó¿ÚÐÂÆ·ÌåÑé»î¶¯ PCB¿´·¨ÔÙ¶È×ßÇ¿ Öи»µç·20%ÕÇÍ£ ÊÕ¹º£ºÐ¾»¯ºÍÔÆÐ¯¾ýÈ»¿Æ¼¼ÄâÊÕ¹ºÏã¸ÛÉÏÊй«Ë¾Éý»ªÀ¼µÂ £¬»ñ51%¹ÉȨ ÎÂÖݺê·á(300283)6ÔÂ30Èչɶ«»§Êý2.18Íò»§ £¬½ÏÉÏÆÚÔöÌí14.26% ÃÀ¹ú7Ô¹ØË°ÊÕÈëì­Éý µ«ÕÕ¾ÉûÄܶÂÉÏÔ½³¶Ô½´óµÄÔ¤Ëã¿ßÁþ ÂíÔÆ¡¢ÁõÇ¿¶«¡¢ÃÀÍÅÍõÐË £¬ÕûÌå³öº£ ¿ÉÕÛµþOLEDÆÁÐÂÎÅÆØ¹â Æ»¹ûÆì½¢»úµøÖÁ¹Èµ×¼Û¸Äд°®·èÊ·£¡ ¸ßÓÀƽ»ñ×¼µ£µ±³¤°²ÒøÐÐÊ×ϯÐÅÏ¢¹Ù 3800µãÁË£¡¡°Ì¤¿Õ¡±Çë×¢ÖØ £¬Õâ9¹É»¹±»µÍ¹À ÓîÊ÷¿Æ¼¼ £¬±»ÆðËߣ¡ Ó¡ÄáÑëÐÐÒâÍ⽵Ϣ ÅäºÏ¸Ã¹ú¾­¼ÃÔöÌíÄ¿µÄ ̨ÍåÈʱ¦µç×ÓͶ×Ê3ÒÚÃÀÔªÀ©´óÃÀ¹úÓªÒµ Ò×Ã÷ҽҩʵ¿ØÈ˱任ΪҦ¾¢²¨ ºãÉúµç×Ó£º¹«Ë¾Î´ÊµÑé¹É·Ý»Ø¹º ±ÒȦIPOÓÖÀ´Ò»¼Ò Ê×´´ÈËÐÖµÜÔøÓëÔú¿Ë²®¸ñ¶Ô²¾¹«Ìà AIÊÖ»ú¿´·¨ÉÏÕÇ2.77% £¬5¹ÉÖ÷Á¦×ʽð¾»Á÷È볬ÒÚÔª ÓîÐſƼ¼³öº£ÖÐÑÇ ÓëÎÚ×ȱð¿Ë˹̹½ðÈÚ»ú¹¹¹²É̿羳֧¸¶ÏàÖú VALAÐû²¼¸üÃûºóÊ׷ݰëÄ걨£ºÓªÊÕͬ±ÈÔöÌí16.4% £¬³öÐаå¿éÓëSaaSЧÀÍÊÍ·ÅÆð¾¢ÐźŠÃÀÁª´¢×ÔÁ¦ÐÔÔâÓö¿ÕǰĥÁ·£¡ÌØÀÊÆÕÃâÖ°ÀíÊ¿â¿ËÒý·¢Ö´·¨ÕùÒé ÉîÛÚÂ¥ÊÐËÉ¿ªÏÞ¹º£¡¹«»ý½ð¿ÉÓÃÓÚÊ׸¶£¡ ¹ãÈչɷݣºÖÓÏþè¤Å®Ê¿ÖÐÑ¡¹«Ë¾µÚÊ®½ì¶­Ê»áÖ°¹¤¶­Ê »ªÎªÐû²¼Ð¿îÈýÕÛµþÆÁÊÖ»úÆðÊÛ¼Û17999Ôª£¡Ö§³ÖPCÓ¦ÓÃÏÂÔØ ÊÖ»ú³§É̾ÅÔÂÕûÌåÉÏР¿Æ¼¼ÓëÈËÎÄÙÉÐÐ ÈÙÒ«ÒÔESGʵ¼ùÅþÁ¬Á¢ÒìÓëÏòÉÆ ÖØ·££¡Ò»ÉÏÊй«Ë¾²ÆÎñÔì¼Ù £¬¶þ¶­Ãؾù±»· £¿î100Íò ¹â´óͬ´´£º9ÔÂ5ÈÕ½«ÕÙ¿ª2025Äê°ëÄê¶ÈÒµ¼¨ËµÃ÷»á ÉúÒâÂß¼­´óÄæ×ª£¡»Æ½ð»¹ÄÜÔÙÕÇ £¿»¨ÆìÓÐÊý¡°¿Õ·­¶à¡± £¬ÓÐÉ«ÁúÍ·ETF£¨159876£©¾¢ÕÇ1.74% £¬×Ͻð¿óÒµÀ­Éý3% вèÒûÐÐÒµ°ëÄ걨ÅÌ»õ£º¾ºÕù¼Ó¾çÒµ¼¨·Ö½âÏÔ׊βÅÌ£ºÆ£ÈíÊý¾ÝÓëÌØÀÊÆÕ¹ØË°ÁîÃÀ¹ÉÊÜ´ì ³¤³Ç֤ȯ£¨002939£©1.15ÒÚ¹ÉÏÞÊ۹ɽ«ÓÚ8ÔÂ22ÈÕ½â½û £¬Õ¼×ܹɱ¾2.85% º£¶ûÖǼÒ8ÔÂ12ÈÕ³â×Ê1024.5ÍòÔª»Ø¹º40Íò¹ÉA¹É ¿­µÏ¹É·Ý£º9ÔÂ16ÈÕ½«ÕÙ¿ª2025Äê°ëÄê¶ÈÒµ¼¨ËµÃ÷»á ÉÏÆû°ÂµÏÁÁÏà³É¶¼³µÕ¹ £¬¼ÓËٽṹºÀ³µÊг¡