ÐÑÐѰÉ£¬°×¾Æ¼°ÈËÉú ÃÀ¹ÙÔ±³ÆÓ¢Î°´ïºÍAMDÔÞ³ÉÏòÃÀÕþ¹óÔ¢½É15%ÊÕÈë»»³ö¿ÚÔÊÐí ²¨³¤¹âµç2025°ëÄê¶ÈÄâÅÉ578.59ÍòÔªºì°ü ȯÉÌ´Ó¡°¹æÄ£¾ºËÙ¡±Ïò¡°¹¦Ð§ÌáÉý¡±×ªÐÍ ÓÉÓÚÔöÌí·Å»ºÇÒ¹«Ë¾Ìæ»»Ê×ϯ²ÆÎñ¹Ù£¬The Trade Desk¹É¼Û±©µø38% Ò»Ñùƽ³£ÁãÊÛÐÐÒµCFOн×ÊPK£ºÖÐÑë¹ã³¡¹éĸ¾»ÀûÈóÁ¬¿÷3Äê 2024ÄêΪCFO½ð¸£Ö§¸¶³¬°ÙÍòÄêнԶ³¬ÐÐÒµ¾ùÖµ Âó¿Ë°ÂµÏ2025Äê°ëÄ걨£º¹éĸ¾»ÀûÈó9177ÍòÔª ͬ±ÈÔö18.5% º£¹Ø×ÜÊ𣺡°Ê®ËÄÎ塱ʱ´úº£¹ØÄê¾ùî¿ÏµÊÕÖ§¿Ú»õÎïÌåÁ¿È«Çò×î´ó ÌØÀÊÆÕ¼ÓËÙÃÀÁª´¢½á¹¹£ºÃ×À¼ÌáÃûÓÐÍûÔÚ9Ô¾öÒéǰÇö¨ ·£¼òµ¥Ö±£¡»ª°²²ÆÏÕ±»·£27ÍòÔª£¬È¥ÄêÔøÊÕ°ÙÍò¼¶·£µ¥ Õ侯Àî¶ÉÎâÏò¶«£ºËûÃǸæËßÎÒÒ»Ñùƽ³£Æ¡¾ÆÑз¢×î´ó¶¼Ä꣬ÎÒ»¨ÁËÈýÄê ±ÈÑǵϷ½³Ì±ªÓëÈðÐÒ¿§·È¸æ¿¢Õ½ÂÔÏàÖú ±ÈÌØ±Ò¿óÆóHIVE±¨¸æ8Ô±ÈÌØ±Ò²úÁ¿ÔöÌí22% Ê׿ª¹É·ÝÁ¬ÊÕ4¸öÕÇÍ£°å ÀÛ¼ÆÕÇ·ùÒѳ¬45% εÀ´(NIO)ÅÌǰÕǽü3% ½«¾ÙÐÐÈ«ÐÂES8²úÆ·ÊÖÒÕÐû²¼»á ±±·½Ï¡ÍÁ3ÏîЧ¹ûÈëÑ¡ÄÚÃɹſƼ¼¡°Í»Î§¡±¹¤³Ì Ò½Ò©ÉÏÊй«Ë¾¶­ÃØPK£ºÒæ·½ÉúÎï½­ÔÀºãÄêн520.65ÍòÔªÐÐÒµµÚ¶þ ÒÑÔÚ¹«Ë¾ÈÎÖ°5Äê ÖØ°õ£¡Öй²ÖÐÑë ¹úÎñÔºÓ¡·¢£º¹ØÓÚÍÆ¶¯¶¼»á¸ßÖÊÁ¿Éú³¤µÄÒâ¼û ÖÜÎåÈÈÃÅÖиŹɴó¶¼ÉÏÕÇ£¬Ì¨»ýµçÕÇ3.50%£¬°¢Àï°Í°ÍÕÇ3.57% ŦԼ»ãÊУºÃÀÔªÔÚ¾­¼ÃÊý¾ÝÐû²¼ºóά³ÖµøÊÆ G-10Ç®±ÒÆÕ±éÉÏÕÇ ÔçÅÌ£ºÃÀ¹É¼ÌÐøÏ»¬ ÄÉָϵø0.9% 9ÔÂ5ÈÕÌìÑĹɷÝÐû²¼Í¨¸æ£¬¹É¶«¼õ³Ö300Íò¹É ½ðÒøÒ»ÆëÆÆ¼Í¼£¬±¾ÔÂÉÐÓÐÁ½¸öÒªº¦Êý¾Ý½«Ó°Ïì×ßÊÆ ´úÏúй漴½«ÊµÑ飬ÒÑÓÐÒøÐÐÕùÏÈÐж¯ ÃÀ¹úÎ÷²¿½«ÔâÓö»ðÔÖ¡¢·ç±©¼°¼«¶Ë¸ßÎÂÌìÆø ¾°Íúµç×Ó£º²»±£´æÓâÆÚµ£±£ ÀûºÍÐË£º½«½øÒ»²½ÍØÕ¹GPU³§É̵ÄÏà¹ØÓªÒµ Öйúƽ°²Õǽü3% ¹É¼Û´´½ü8¸öÔÂÐÂ¸ß ¹ã·¢»ù½ð£º3800µãÅÂ×·¸ßÓÖÅÂ̤¿Õ£¿Èý¸öÒªÁìÆÆ¾Ö ÌØÀÊÆÕº°»°Ó¢ÌضûCEO£º±ØÐèÁ¬Ã¦¸æÍË ³¿±¨£üÃÀ¹ÉHDDÊг¡¾°ÆøÉÏÐÐÖÜÆÚ½«ÑÓÐø ¾»Ï¢²î½µ·ùÊÕÕ­¡¢·ÇÏ¢»ØÅ¯ ÉÏÊÐÒøÐÐÒµ¼¨¹Õµã½¥½ü ÄêÄڸ۹ɹ«Ë¾ÅäÊÛÈÚ×ʹæÄ£ºÏ¼Æ³¬2000ÒÚ¸ÛÔª ͼ½â½ðɽ°ì¹«Öб¨£ºµÚ¶þ¼¾¶Èµ¥¼¾¾»ÀûÈóͬ±ÈϽµ2.83% ×îÐÂÐÅÍй«Ë¾î¿ÏµÆÀ¼¶Ï·¢ÖÐ ÒÑÖª×îºÃÆÀ¼¶Îª2¼¶ ÎªÊ²Ã´ÌØË¹À­Èü²©¿¨³µµÄÏúÁ¿´ï²»µ½Ô¤ÆÚ ¡¾È¯É̾۽¹¡¿¹úʢ֤ȯά³ÖÅ©ÃñɽȪ(09633)¡°ÂòÈ롱ÆÀ¼¶ Ö¸°ü×°Ë®·Ý¶îÓÐÍûÒ»Á¬»Ö¸´ÌáÉý ²Æ¾­Ô籨£ºÎȹÌÊг¡Ô¤ÆÚ£¬ÀîÇ¿Ö÷³ÖÕÙ¿ª¹úÎñÔºµÚ¾Å´ÎÈ«Ìå¾Û»á£¬A¹ÉÊг¡¸ß¸èÃͽøÅÌÖÐˢжàÏî¼Í¼ °×ÒøÓÐÉ«(601212)6ÔÂ30Èչɶ«»§Êý12.99Íò»§£¬½ÏÉÏÆÚÔöÌí2.84% º®Îä¼ÍÁ½ÈÕÊÐÖµÕô·¢1000ÒÚ£¬°ÙÒÚ×ʽð´óµ÷²Ö£¬ÏµøÔµ¹ÊÔ­ÓÉÕÒµ½ÁË ÃÀ¹úÕ®ÊУº¹úծȫÏßÉÏÕÇ ÊÕÒæÂÊÇúÏßÇ÷ƽ ÃÀÁª´¢¾öÒéǰ£¬ÃÀ¹ú³¤Õ®ÊÕÒæÂÊÍ»ÆÆ5%£¬ÊÍ·ÅʲôÐźÅ£¿ A¹ÉÎçºóתΪÈõÊÆÕðµ´£¬Èý´ó¹ÉָС·ùµÍÊÕ£º°ëµ¼Ì廨µ÷£¬Á½Êгɽ»1.7ÍòÒÚÔª иߣ¡·­±¶£¡¹â·ü°å¿é³¹µ×±¬·¢£¬¹èÁÏÁúÍ·ÊÐÖµÕ¾ÎÈǧÒÚ£¡ èÅÏÂÎÑ﮿óÉêÇë²É¿óȨ֤¼°²É¿óÔÊÐí֤ϣÍû˳Ëì ¿ìÓÚÊг¡Ô¤ÆÚ ÄþµÂʱ´úÒË´ºï®¿ó¸´²úÔÚ¼´ ½«¾¡¿ìÕÙ»ØÔ±¹¤ A¹É°ËÔ¿ñ»¶ÂäÄ»£º×ÜÊÐÖµÔöÌíÓâ9ÍòÒÚÔª£¬º®Îä¼ÍµÈ14Ö»¹ÉƱ·­±¶ ÃÀÁª´¢½ðÈÚî¿Ïµ¸±Ö÷ϯ±«ÂüºôÓõÆð¾¢Óµ±§¼ÓÃÜÇ®±ÒÓëÈ˹¤ÖÇÄÜ ÍÆ¶¯¹Å°åÒøÐÐϵͳתÐÍ ¼ÓÃÜÇ®±ÒETF¼°Ïà¹Ø¿´·¨¹É×ß¸ß ²©ÑÅ»¥¶¯Õdz¬6%¼ÎʵÒÔÌ«±ÒÕdz¬5% Ä̲èµêÔÙÏÖ±¬µ¥£ºÇ°·½ÆÚ´ý300±­£¡¡°ÇïÌìµÄµÚÒ»±­Ä̲衱¿ªÇÀ£¬»ï¼Æ£ºÓÐÈËÆÆÏþ¾Íϵ¥£¬¸ÕÉϰàСƱ¾Í³¤¼¸Ã× ¾ÞÍ·¹ÙÐû£º·Öºì165.8ÒÚÔª