ÄÔ»¢¿Æ¼¼ÅíÀ×̸¡°ÅµÀ¼¡±Ö±²¥´ø»õ£º²»¹ÜÊÇÕý·²ÈËÕÕ¾ÉÄÔ»ú½Ó¿ÚÈË£¬×îºóµÄÉÌÒµ¹éËÞ¶¼Êǵ±Íøºì Éç±£»ù½ðÒ»Á¬³ÖÓÐ37¹É ×ÒѳÖÓÐ51¸ö¼¾¶È ÔÆÄÏ200MW/400MWh¼¯Öй²Ïí´¢ÄܵçÕ¾×°±¸²É¹º ÐÂÒ»ÅúQDII¶î¶È¿ªÕ¢£º82¼Ò»ú¹¹Åó·Ö30.8ÒÚÃÀÔª£¬¸÷·½¹Ø×¢ÍùÄÄͶ Ïȵ¼ÖÇÄÜ£ºÀÖ³ÉÊä³öÁ¿²ú¼¶¹Ì̬µç³ØÕûÏ߼ƻ® ²úÆ·Â½Ðø»ñ¶©µ¥ ¹É¼Û±©ÕÇ70%ºó£¬¶­Ê³¤¡¢¶­ÃغͲÆÎñ×ܼàÕûÌåÐû²¼¼õ³Ö£¡ÈýÈË´ËǰÒÑÌ×ÏÖ³¬1.5ÒÚÔª ÈéÖÆÆ·ÐÐÒµÉÏÊй«Ë¾¶­ÃØÊӲ죺5Ãû¶­ÃØÄêн¹ý100Íò ÑàÌÁÈéÒµ¶­ÃØÀî´º·æÐ½³ê122.99ÍòÔª ÉÛÓÃÀ¹ú½µÏ¢ÓÐÖúÓÚÉÌÒµºÍ¾­¼ÃÔöÌí 46000ÒÚ¸Û¹ÉͨÂòÄÄЩ¹ÉƱ£¿ Í»·¢Í¨¸æ£¬Í¯¶÷ÎÄÊÅÊÀ AIЧÀÍÆ÷¿´·¨¹ÉÔçÅÌ×ß¸ß ºèÌÚϸÃÜÕǽü9%±ÈÑǵϵç×ÓÕǽü6% ÃÀ¹úPCE½«³ÉÒªº¦×ªÕÛ »Æ½ðÔËÆøÐüÓÚÒ»Ïß Ô­´´ ¼ªÏéÆû³µ7ÔÂÆû³µ×ÜÏúÁ¿Îª23.77Íò²¿ ͬ±ÈÔöÌíÔ¼58% ÒüÎýÔÃÁôϵÄÕâ̯ÊÂÖÕÓÚ±»Æ½ÁË AdyenÉϰëÄêÿ¹ÉÊÕÒæ15.22Å·Ôª ¶àµØ±ÙÒ¥¡°·¿¶«Ë°¡± ר¼Ò£º²»Ó¦½«×â·¿ÌõÔ¼±¸°¸ÓëÕ÷˰»®µÈºÅ ÖÐ½é³ÆÏÖʵÖкÜÉÙ½»ÄÉ Õ侯Àî¶ÉÔ¤¼ÆÊÕÈëͬ±È×î¶à½µ41.9% ¹É¼Û·´Õǽü8% ÊÕÆÀ£º´´Òµ°åÖ¸ÕÇ3.82% °ëµ¼ÌåоƬ¡¢CPO¿´·¨Ò»Á¬×ßÇ¿ ÖÐÑλ¯¹¤£ºÀۼƻعº¹«Ë¾¹É·Ý903.657Íò¹É Ͷ×ÊÈË×ÔÊö£ºÎÒΪʲô´Ó¿ñÈÈ×·Åõµ½ÌÓÀëµÍ¿ÕÈüµÀ£¿ ÓªÊÕ¡¢±£·Ñ¡¢ÀûÈó¡¢ÐÂÓªÒµ¼ÛÖµ¾ùÁ½Î»ÊýÔöÌí£¬Ð»ª°ü¹Ü2025ÄêÉϰëÄêЧ¹ûµ¥ÁÁÑÛ 2ÏîÊý×Ö»¯Á¢ÒìЧ¹ûÐû²¼£¡2025°ëDZ´¬¸ß¶Ë¿Í»§Íƽé»áÀֳɾÙÐÐ °¬Îªµç×Ó(688798)6ÔÂ30Èչɶ«»§Êý1.29Íò»§£¬½ÏÉÏÆÚÔöÌí19.13% Ö±»÷ÖйúÈËÊÙÒµ¼¨»á£ºÔõÑùÄõ½¡°º¬½ðÁ¿¡±Ð§¹ûµ¥£¿Ô¤¶¨ÀûÂÊϵ÷ÓкÎÓ°Ïì£¿È¨ÒæÍ¶×ÊÔõÑù½á¹¹£¿ »ªÎªÏµ×î¹óºÀ³µ£¡Óà³Ð¶«Ðû²¼×ð½çS800ÉÏÊÐ67Ìì´ó¶¨ÆÆ10000̨ Datadog½«È¡´úJuniper Networks³ÉΪ±êÆÕ500Ö¸ÊýÒòËØ¹É ÃÀµÃÖÝÖݳ¤Ç©ÊðÖ´·¨ È·¶¨¸ÃÖÝÖØ»®¹ú»áÑ¡ÇøÍ¼ ¡°ÓîÖæÐС±Õùȡս£ºÅ©ÒµÒøÐÐÓ빤ÉÌÒøÐеÄÏÖʵÓëÔ¤ÆÚ ¾§¿ÆÄÜÔ´£ºÎÞÓâÆÚ¶ÔÍâµ£±£ ²Æ²úÔçÖªµÀØ­ÑëÐУºÏ½׶νðÈÚÕþ²ß½«×ÅÖØ´Ó¹©Ó¦²à·¢Á¦ ÒÔ¸ßÖÊÁ¿¹©Ó¦´´Á¢ÓÐÓÃÐèÇó ¹Ù·½Êý¾ÝÐÞÕý£ºÃÀ¹ú¾ÍÒµÊг¡Ô¤¹Àϵ÷91.1ÍòÈË ·ðÀÊ˹¹É·Ý(02499)ÖÐÆÚÀûÈó¼°ÖÜÈ«ÊÕÒæ×ܶîͬ±ÈÔöÌí19.17% Àï°º£ºÁÏÖйúÒÆ¶¯Ìá¸ßÕûÄêÅÉÏ¢±ÈÂÊ Î¬³Ö¡°ÅÜÓ®´óÊС±ÆÀ¼¶ ÒºÀ䣺AIËãÁ¦ÐÂÒ»¼«/Q2Ç®±ÒÕþ²ßÖ´Ðб¨¸æ½â¶Á¡ª³¿Ìýº£Ö®Éù0818 »ù¿µÊÖÒÕ2025Äê°ëÄ걨£º¹éĸ¾»ÀûÈó3234ÍòÔª ͬ±ÈÔöÌí14.3% 8¼ÒÉÏÊÐϵ֧¸¶»ú¹¹ÉϰëÄêÓªÊÕ³¬90ÒÚÔª£¡³öº£ÈüµÀ½¥Óµ¼· ¼«Ðǽ«ÔÚÅ·ÖÞÉú²úпÐÍ ²¨Òô·ÀÎñ²¿·ÖÓëЪ¹¤»ú¹¤×è̸ֹÅÐ ÐǰͿËϵø1.4%£¬´ËǰÐû²¼ÃÀ¹ú¿§·È¹¤³§¼õ²ú CircleЯÊÖÇø¿éÁ´»ù´¡ÉèÊ©ÌṩÉÌPaxos²âÊÔÐÂÊÖÒÕ ÒÔÑéÖ¤¼ÓÃÜÖ§¸¶ ÍõÕßÈÙÒ«°ëÄêÎü½ð10ÒÚÃÀÔª£¬ÌÚѶ»ò½«·¢Á¦3AÈüµÀ Ħ¸ù´óͨ´÷ÃÉ£º·ÇÅ©¾ÍÒµÊý¾Ý´´¼Í¼ÏÂÐÞÅú×¢¾­¼ÃÔÚ×ßÈõ ·çµç×°±¸°å¿é×ßÇ¿£¬¼ªöοƼ¼ÕÇÍ£ ÃÀÕ®ÇúÏ߽ṹÐÎËÆÁãÀûÂÊʱ´ú£¡Êг¡ÕæÐÅÁËÌØÀÊÆÕ¡°½µÏ¢ÖÁ1%¡±¿ÚºÅ£¿ ¹ó½ðÊôÐÐÒµCFOн×ÊPK:³à·å»Æ½ðCFO»ÆÑ§±óÄêнÕÇ88.63%ÖÁ340.46Íò¡¢ÈÕ׬1.4ÍòÒµÄÚ¾ÓÊ× ¼ÓÄôóÑëÐÐÐг¤£ºÍ¨ÕÍÄ¿µÄ½«Î¬³ÖÔÚ2% ´óº«º½¿Õ¶©¹º103¼Ü²¨Òô·É»ú ¼ÛÖµ362ÒÚÃÀÔª ÖйúµçÊÓ7Ô³ö»õÁ¿±©µø28% °Ë´óÆ·ÅÆÎÞÒ»ÉÏÕÇ ´ºÁ¢Ò½ÁƳö×Ê5000ÍòÔª²ÎͶҽÁÆ¿µ½¡¹¤Òµ»ù½ð É¹¤Òµ½á¹¹ 7ÔÂÍâ×Ê»ù½ð¾»Á÷Èë½øÒ»²½¼ÓËÙ Íâ×ʶÔÖйú×ʲúÐËȤÉýÖÁ½üÄê¸ßµã