ÃÀµÄÂ¥Óî¿Æ¼¼½«³öϯ2025Äê¶¼»á¹ìµÀ½»Í¨ÂÌÉ«µÍ̼Éú³¤½»Á÷´ó»á 0813ÈÈÃÅ×·×Ù£ºÒ»Ò¹±©ÕÇ6%£¡²ËÓÍ»ð¼ýʽÉÏÕDZ³ºó £¬ÀúÊ·»áÖØÑÝÂ𣿠ĵϽ«¾«Éñº½¿ÕÐÅÓÃÆÀ¼¶½øÒ»²½Ïµ÷ÖÁÀ¬»ø¼¶ ½ðÇÅÐÅÏ¢Ò»Á¬¿÷ËðÈ´ÍÆ6.3ÒÚ¶¨Ôö ÕËÃæ¡°²»²îÇ®¡±Êµ¿ØÈ¨±»´ó·ùÏ¡ÊÍ Å·ÖÞ¶à·½£ºÎÚ¿ËÀ¼»ñµÃÇå¾²°ü¹Ü²Å»ªÊµÏÖ³¤ÆÚÇå¾² ¡°·´Õ©Àϳ¡±´ò¼Ù138Ôª2Æ¿µÄÎåÐÇę́¾Æ £¬¹óÖÝę́»ØÓ¦ ÓÐÒâ˼£¡Ìì·ç֤ȯËïäìÑÅÈ¥µ÷Ñж¼²»¸Ò·¢¹«Ë¾´óÃÅÁË¡­ Å£ÊÐË«ÆìÍ·Òý±¬ £¬³¬4600¹ÉÉÏÕÇ£¡½ðÈڿƼ¼ETF£¨159851£©¹¥»÷7%ÌìÁ¿Ð¸ß £¬È¯ÉÌETF£¨512000£©±¬Á¿Éϳå5.7% ÈýÆß»¥Ó飺¹«Ë¾½üÈý¸ö»á¼ÆÄê¶ÈÀÛ¼ÆÏÖ½ð·Öºì½ð¶î´ï57.78ÒÚÔª ½ÜÈð¹É·Ý£ºÉϰëÄê¹éĸ¾»ÀûÈó12.41ÒÚÔª £¬Í¬±ÈÔöÌí14.04% ÁÉÄþÅ©ÉÌÒøÐÐÊ×ÈÎÐг¤Ñî¼Ãʱ»ñ×¼³öÈζ­Ê³¤ Ô­´´ 8ÔÂ3ÈÕÔö¼õ³Ö»ã×Ü£ºÔÝÎÞÔö³Ö ½ð°²¹ú¼ÍµÈ13¹É¼õ³Ö£¨±í£© Ò×öÎÈëÑ¡¡°2025 AI EraÆóÒµÁ¢Òì´ó½±TOP55¡± £¬ÕÃÏÔAIÇý¶¯½ðÈڿƼ¼ÁìÏÈְλ Æðµ×¼ÙԺʿÈîÉÙÆ½¹¤ÒµÁ´£ºÍ¨¹ýÑݽ²°ü×°Éí·Ý £¬¹¤Òµ½á¹¹ÖÐÒ½Ò©Óë¾Æ ÖйúÒÆ¶¯Æô¶¯·çÀäÐÍ»ú·¿×¨ÓÿÕÕÙ¼¯²É ·ÇÅ©Äê¶ÈÏÂÐÞ·ù¶È¾ªÈË£¡Åí²©Ê×ϯ¾­¼Ãѧ¼Ò£ºÕâÈ·ÈÏÃÀ¹ú¾­¼Ã´ÓÈ¥Äê4Ô¾ÍË¥ÍËÁË ÂõÍþ£¨ÉϺ££©ÉúÎï¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾-BÏò¸Û½»ËùµÝ½»ÉÏÊÐÉêÇë 9Ô½µÏ¢Ô¶·Ç¡°°åÉ϶¤¶¤¡±£¿ÓйÙÔ±·¢Éù×èµ²£ºÍ¨ÕÍÈÔÌ«¸ß£¡ çêÀ³ÑŸ°¸ÛÉÏÊУºÏúÊÛÓöÈÕ¼ÓªÊյıÈÀý¿¿½ü50%Ô¶¸ßÓÚÐÐҵƽ¾ùˮƽ Òµ¼¨ÔöËÙ·Å»º¡¡ÖÎÀí²ã´ó»»Ñª ¡°15ÍòÔª £¬ÄÃÏÂÕÇÍ£°å¡±£¡ÓÎ×ʳ´×÷LOF £¬¡°ÍÏí³»ú¡±Ì×ÀûÆØ¹â ÉÂÎ÷ÎâÆð»ã·¢´åÕòÒøÐб»·£20ÍòÔª£ºÎ¥·´·´Ï´Ç®ÖÎÀí»®¶¨ ÊÕÆÀ£º´´Ö¸ÊÕÕdz¬2% ÓÐÉ«°å¿éÁìÕÇÁ½ÊÐ Ì칤¹ú¼ÊÁ¥Êô³â×Ê300ÍòÔªÈϹºÉϺ£¸ÇÔóµÄ29.44Íò¹ÉÐÂ¹É ÓͼÛС·ùÊոߣºÊг¡¼ÌÐøÆÀ¹À¹©ÐèÔ¶¾° Ö£ÖÝÒøÐÐ2025ÄêÉϰëÄê¹æÄ£ÖÊЧ˫ÌáÉý ÖúÁ¦µØ·½¾­¼Ã¸ßÖÊÁ¿Éú³¤ ÀíÎÄ»¯¹¤(00746)ÖÐÆÚÒçÀûͬ±ÈÔöÌí36.05% ÄâÅÉÖÐÆÚ¹ÉϢÿ¹É19.5¸ÛÏÉ Î¢ÂöIPO£ºÊг¡·Ý¶î½ö0.71%ÐÐÒµÁúͷʵÖÊÊÇÎÄ×ÖÓÎÏ·£¿Á¬ÄêÏ÷¼õÓöÈÈÔδŤ¿÷º¬¡°¿Æ¡±Á¿»òȱ·¦ °¢Àï²Æ±¨»á£º°¢ÀïÔÆAIÊÕÈëÕ¼±ÈÒѳ¬20% ÖпØñÒ½¡£ºÏ£ÍûTPT2×ÊÖúÆóÒµÒÔ¸üµÍ±¾Ç®¡¢¸ü¸ßÖÊÁ¿¼ÓÈëÊг¡¾ºÕù Ö¥¼Ó¸çÁª´¢Ðг¤³ÆÏ£Íû¿´µ½¸ü¶àͨÕÍѹÁ¦¼õ»ºµÄ¼£Ïó ʹØÔì³µ£¡Õâ¼ÒA¹É¹«Ë¾ £¬Ç£ÊÖÌìè Öйú½ðÉϰëÄêÏúÊÛÈëΧÐÐҵʮǿ £¬ÈÚ×ʱ¾Ç®Ò»Á¬Ï½µ ʹضíÎÚ̸ÅÐ £¬ÆÕ¾©£ºÒªº¦ÊÇÒª¸ù³ý³åÍ»µÄȪԴ£¡ÔóÁ¬Ë¹»ù£ºÎÒÃÇ×¼±¸ºÃËæÊ±...... Ô­ÓÍ£ºWTIÁ½Á¬µø ÉúÒâÔ±×¼±¸Ó­½ÓOPEC+ÔÙ´ÎÔö²ú È«ÇòÑëÐÐÄê»áÔÚ¼´ Êг¡½ô¶¢½µÏ¢ÐźŠԭ´´ ȯÉÌCFOÅÌ»õ£ºÉ½Î÷֤ȯ²ÆÎñÈÏÕæÈËÌÀ½¨ÐÛÄêн75Íò £¬Î»¾ÓÐÐÒµµ¹ÊýµÚÈý £¬±¾¿ÆÑ§ÀúÔÚȯÉÌCFOȺÌåÖд¦Ïà¶ÔÁÓÊÆ ÖÐÑëÕþÖξ־ۻáÊ״ηºÆðÕâ4Ïî±íÊö £¬ÓкÎÉîÒ⣿ º£ÌìÈðÉù±¬·¢´ó×ÚÉúÒ⠳ɽ»ÕÛ¼ÛÂÊ13.37% ³ÇÂ¥Íø|2025Äê1-7ÔÂÌìÏÂн¨ÉÌÆ··¿ÏúÊÛÃæ»ýͬ±ÈϽµ4.0% ºÚÂíÑëÆó±£ÀûÖÃÒµ £¬½ÓÁ¬ÆÆ¼Í¼£¡ ÖÇÑÐ×ÉѯÐû²¼£º2025°æÍ¿½ºÏÔÓ°×°±¸Éú³¤Àú³Ì¡¢Êг¡¸Å¿ö¼°Î´À´Ô¶¾°Ñо¿±¨¸æ ±êÆÕ±¨¸æÌåÏÖ¶ÔÖйú¾­¼ÃÏòºÃÔ¶¾°ÐÅÐÄ Íâ×Ê»ú¹¹ÒÔÕæ½ð°×ÒøÎªÖйú×ʲú¡°Í¶Æ±¡± Á¢ÒìÒ©¿´·¨Õðµ´·´µ¯ £¬°ºÀû¿µµÈ¶à¹ÉÕÇÍ£ ¼ÓÃÜ¿óÆó½ÓÁ¬ÏòAIËãÁ¦¾üÆ÷ÉÌתÐÍ Ë­»áÊÇÏÂÒ»¸öCoreWeave£¿ СÃ×¹¦²»¿Éû£¡ÖÇÄÜÑÛ¾µÉϰëÄêÏúÁ¿·­±¶ £¬MRΪºÎÄæÊÆ´óµø£¿ °¢Àï°Í°ÍÃÀ¹É´óÕÇ12% ³µÁ¾Ê¹ʱ³ºóµÄ¡°Ï·¾«¡±£¨°ü¹Ü°æ£© ÓÐÈËÄêн°ÙÍò¡¢ÓÐÈ˲ÍÌü¡°³´É¢¡± £¬ÐøÇ©ÂÊ54%µÄÏã¸Û¡°¸ß²Åͨ¡±ÔõÑùÓÅ»¯£¿ ±´À³µÂÔÚÀîÄþµÄ³Ö¹É±ÈÀýÓÚ9ÔÂ2ÈÕ´Ó4.67%ÉýÖÁ5.27% ˼ÅÉ¿µ½¡¼¨ºóÕÇÓâ5% ÖÐÆÚÕûÌå×ÜëÀû1.76ÒÚԪëÀûÂÊ14.4%