Ô­´´ °²É­ÃÀ°ëµ¼Ìå¼¾¶ÈÓªÊÕÏ»¬£¬ÊÜÊг¡²»È·¶¨ÐÔÓ°Ï죬µÚÈý¼¾¶ÈÀûÈóÔ¶¾°÷öµ­ ÁúºþÉϰëÄêʵÏÖı»®ÐÔÊÕÈë132.7ÒÚÔª£¬´´ÀúÊ·ÐÂ¸ß ½­ËÕÒøÐÐÔ¬¾ü̸ı»®´û¡¢ÏûºÄ´ûÌùÏ¢Õþ²ß£ºÕýÆð¾¢ÓëÖÐÑ롢ʡ²ÆÎñ²¿·ÖÏàͬÕùÈ¡Õþ²ßÖ§³Ö ¸ßÊ¢£ºÏµ÷°¢Àï°Í°Í-WδÀ´Á½ÄêÓ¯²â ά³Ö¡°ÂòÈ롱ÆÀ¼¶ ¾©¶«¼¯ÍŶþ¼¾¶ÈÊÕÈëÊÕÈë3567ÒÚÔª ͬ±ÈÔöÌí22.4% ¹úÐÅÆÚ»õ£ºÃÀÁª´¢ÖÐÐÔ̬¶ÈÑ¹ÖÆ£¬¹ó½ðÊôÈõÊÆÕûÀí ÌåÍâÕï¶Ï¹«Ë¾²ÆÎñ×ܼàPK£º°ÙÍòÄêнÒÔÉÏÕ¼±È14% ¿Æ»ªÉúÎïÂÞ·¼Äêн161ÍòÐÐÒµµÚÈý ÄþÏĽ¨²Ä(600449)8ÔÂ29Èչɶ«»§Êý3.03Íò»§£¬½ÏÉÏÆÚïÔÌ­3.12% Éç±£»ù½ð×îгֲÖÅûÂ¶ÖØ²Ö89¹É Çàíù»ù´¡»¯¹¤ÐÐÒµ ÎÈÕ¼8000ÍòÈÕ¶©µ¥£¬ÌÔ±¦Í¶³öÒ»¸öÃÀÍÅ Ò»¼ýË«µñ£¡ÌØÀÊÆÕÌáÃûMiran£¬¼È°²ÅÅÖª¼ºÓÖÍÏÑÓ»»Ë§ ÃÀÕ®ÊÕÒæÂʾ¯±¨£º½ñÍíCPI»ò³¬Ô¤ÆÚ »ª¶û½ÖѺעÃÀÁª´¢ÄêÄÚÁ½´Î½µÏ¢ ´º·çÐǺ£V9Ô½ÏíϵÁÐÉÏÊУº×ÛºÏÐøº½Àï³Ì1300km£¬½òÌùºó14.99ÍòÔªÆð ¸ßÊ¢Ô¤¼Æ2026ÄêʯÓ͹ýÊ£¹æÄ£½«ÂÔÔö ÐÐÒµ¾ÞÕð£¡800ÒÚÉí׿´«ÆæÉè¼ÆÊ¦ÀëÊÀ£¡ ÁìÒæÖÇÔ죺¹«Ë¾ÔÚ¹¤Òµ»úеÈËÁìÓòÒÑÓкã¾Ã»ýÀÛ Ê²Ã´ÇéÐΣ¿º²ÓîҩҵͻȻֱÏß20%ÕÇÍ££¡³É½»½ü47ÒÚ´´Àúʷиߣ¡ ÒøÐдæ¿î²»ÏãÁË£¿7ÔÂÕâÀà´æ¿îÐÂÔö´ó·ùÉÏÕÇ ×ʽðÕý¼ÓËÙÈëÊÐ º£ÄÏÉú³¤£º¹É¼Û¶ÌÆÚ²¨¶¯ÊܶàÖØÒòËØÓ°Ïì ²ØÔÚ´óѧÀïµÄÂÌÉ«ÃÜÂ룺´ïʵÖúÁ¦¹óÖÝÇṤְҵ´óѧ´òÔìÂÌÉ«µÍ̼ÖÇ»ÛУ԰ ÈËÍ·Âí¾ý¶Èϵ÷¹ØË°¹¥»÷Ô¤ÆÚ ¾»ÀûÈóѹÁ¦¼õÇá ±¨ÐкÏÒ»¡±Ï£¬²ÆÏÕÒµÏÔÖø¡°»ØÑª ÊÜ׬Ǯ»ØÍÂÓ°Ïì Ô½ÄϹÉÊд´ÈýÖÜÀ´×î´óµø·ù ÓñºÌÌï(300815)6ÔÂ30Èչɶ«»§Êý3.58Íò»§£¬½ÏÉÏÆÚÔöÌí70.78% ÁÖÔ°×îз¢Éù£ºÄ¿½ñA¹ÉûÓйýÈÈ£¬Í·²¿¹«Ë¾Î£º¦¸üС£¬¸Û¹ÉÒѽøÈëÅ£ÊÐ Öнð£ºÎ¬³ÖÉÏÃÀ¹É·ÝÅÜÓ®ÐÐÒµÆÀ¼¶ Éϵ÷Ä¿µÄ¼ÛÖÁ106¸ÛÔª ´óÕÇ£¬Í»ÆÆ40ÃÀÔª£¡´´14ÄêÐÂ¸ß Pure Storageì­ÉýÓâ30% Òµ¼¨³¬Ô¤ÆÚ²¢Éϵ÷½âÄêÖ¸Òý ¡¾È¯É̾۽¹¡¿¹úÌ©º£Í¨Ö¤È¯Î¬³ÖÃû´´ÓÅÆ·(09896)¡°Ôö³Ö¡±ÆÀ¼¶ Ö¸¹«Ë¾Õ½ÂÔ»úÔµÆÚÖúÁ¦Ë«»÷ Ñõ»¯ï«¼ÛÇ®ÕÇ200Ôª СĦ£º½µÄþµÂʱ´úÆÀ¼¶ÖÁ¡°ÖÐÐÔ¡± ÉýÄ¿µÄ¼ÛÖÁ415¸ÛÔª YardeniÔ¤¼ÆÃÀÁª´¢9Ô½µÏ¢¸ÅÂʽö40%£¬½Ü¿ËÑ·»ô¶ûÄê»á±«Íþ¶û½²»°³É½¹µã Ô­ÓÍ£ºÓͼÛ×ßµÍ ÃÀ¹ú¿â´æÊý¾ÝÒÔ¼°IEA±¨¸æ¼Ó¾çÆøÄÙÇéÐ÷ ST³¿Ãù£º¸´²ú×ʽðµ½Î»£¬²úÄܽṹÓë×÷·ÏST×îÐÂÏ£Íû£¡ ÓͼÛ6Á¬µø£¬ÖØÐÄÒ»Á¬×ߵͣ¬ÃÀ¶í̸ÅÐ×ßÏò³ÉΪÓͼ۽Ú×à×î´óÓ°ÏìÒòËØ »ª¹â»·ÄÜÁ¬ÊÕ4¸öÕÇÍ£°å ºèÃÉ5ÖÕ¶ËÊýÄ¿Í»ÆÆ1000Íò£¬¶à¼Ò¸Û°Ä¼°ÍâÑóͬ°é¹²ºØÉú̬ÐÂÆðµã è¤ÐÀµç×Ó£¨301107£©2025ÄêÖб¨¼òÎö£ºÓªÊÕ¾»ÀûÈóͬ±È˫˫ÔöÌí£¬¹«Ë¾Ó¦ÊÕÕË¿îÌåÁ¿½Ï´ó Í»·¢£¡9Á¬°å¡°´óÅ£¹É¡±Ã÷ÆðÍ£ÅÆºË²é ÃÀ¹É£¬´óµø£¡½ð¼Û£¬´óÕÇ£¡ ÑëÐÐ8ÔÂ1ÈÕ¿ªÕ¹1260ÒÚÔª7ÌìÄæ»Ø¹º ÀûÂÊά³Ö1.4% *ST»ªÎ¢(600360)6ÔÂ30Èչɶ«»§Êý6.1Íò»§£¬½ÏÉÏÆÚïÔÌ­9.02% ºÍ¶øÌ©£¨002402£©¹É¶«Áõ½¨Î°ÖÊѺ2048.96Íò¹É£¬Õ¼×ܹɱ¾2.2155% MSCIÖйúÖ¸Êý±êµÄµ÷½âÄÉР¹¤ÉÌÒøÐÐÐг¤Áõ¬B£º¹ú¼Ê»¯¡¢×ۺϻ¯ÊǸüºÃЧÀÍÐÂÉú³¤ÃûÌõıØÑ¡Ïî ÃÀ°£¿Æ¼¼£ºÆ¸Óù«Ë¾Ö¤È¯ÊÂÎñ´ú±í ÖØÇìÒøÐÐ2025Äê°ëÄê¶ÈÒµ¼¨ËµÃ÷»áÕÙ¿ª ¸ßÖÊÁ¿Éú³¤ÔÙÉÏÐĄ̂½× ·Ü½ø¡°ÍòÒÚ¡±ÐÂÕ÷³Ì ÊÐÖµ4¸öÔ±©ÕÇ5000ÒÚÔª£¡¹¤Òµ¸»ÁªAI¿ñ»¶±³ºó ÃÀ¹úÀäÕ½ºËµ¼µ¯¾®¹ÒÅÆ³öÊÛÒýÕùÒ飬±ê¼Û130ÍòÃÀÔª 2025ÄêÐÂÄÜÔ´³µ¼°ï®µç°å¿éÖб¨Òµ¼¨×ܽ᣺Öն˾°ÆøÖ§³Ö£¬²½ÈëÏòÉϹյ㣨¸½ÏÂÔØ£©