ÃÎÍø¿Æ¼¼£¨002123£©2025ÄêÖб¨¼òÎö£º¾»ÀûÈóͬ±ÈÔöÌí0.05% £¬Èý·ÑÕ¼±ÈÉÏÉýÏÔ×Å ÑîµÂÁú£º±¾ÂÖÅ£ÊÐÆô¶¯µÄ±³ºóÂß¼­ ЯºÅ×ªÍøµ¼ÖÂÂÒÏó£¿Ñî½ÜÒª±£»¤ÖйúÒÆ¶¯¡°µ°¸â¡± Ò»Ïß¶¼»á £¬ÎåÕÛ×â·¿ ÕýÔªµØÐÅ£º9ÔÂ3ÈÕ½«ÕÙ¿ª2025ÄêµÚÒ»´ÎÔÝʱ¹É¶«´ó»á ¶«°¢°¢½º(000423)6ÔÂ30Èչɶ«»§Êý6.55Íò»§ £¬½ÏÉÏÆÚÔöÌí1.35% Ô­´´ °ÂÑŹɷݣºÆ¸ÓÿÂÜçΪ¹«Ë¾ÄÚÉóÈÏÕæÈË ·¿µØ²úÐÐÒµÉÏÊй«Ë¾²ÆÎñ×ܼàÊӲ죺±£ÀûÉú³¤¾»ÀûÈóïÔÌ­58.6% ²ÆÎñ×ܼàÍõÒ»·òн³êµÖ´ï257ÍòÔª 9ÔÂ1ÐÐÇé½â¶Á£ºËõÁ¿ÉÏÕÇÄÑÑÚ·Ö½â£¡ÒøÐÐÆÆ¼¾Ïß¡¢°ëµ¼Ìå³ÐÑ¹ÒªÖØÊÓ ÔúÎ÷À­Ã«»ñ×¼µ£µ±ÇຣÓñÊ÷Å©ÉÌÐÐÐг¤ Âó¿ÏÎýÖÓ»Ýܰ£ºAIתÐÍÖØËܰü¹ÜÐÐÒµ £¬ÊÖÒÕÓë×éÖ¯ÄÜÁ¦ÐèЭͬÉý¼¶ Ñо¿£ºµÂÆóÒòÄÜÔ´Õþ²ß±»ÆÈÒÔ¸ü¸ß¼Û¹ºÖöí×ÔÈ»Æø ¡°ºÃΪÈËʦ¡±µÄ´´ÒµÕß¡ª¡ª×¨·Ãº£Ì©¿Æ¶­Ê³¤ËïÎÄÇ¿ ·¨¹ú×ʲúÒ»Á¬µÚ¶þÌìϵø Õþ¾Ö¶¯µ´µÄÒÉÂǸßÕÇ Ãζ«·½Á¥ÊôÄâ1300Íò¸ÛÔªÊÕ¹º¶«ÖÿعÉËùÓÐÒÑ¿¯Ðйɱ¾ »¨Æì£ºÉϵ÷åÚÏ뼯ÍÅÄ¿µÄ¼ÛÖÁ13.6¸ÛÔª ȯÉÌ8ÔÂÒÔÀ´µ÷ÑÐ162¼Ò¹«Ë¾£¡³èÎïÁúÍ·ÈËÆø×î¸ß £¬Á¢ÒìÒ©³öº£ÊܹØ×¢ ¹È¸èÒò¹ã¸æÊÖÒÕÓªÒµ·´¾ºÕùÐÐΪÔâÅ·ÃË·£¿î34.5ÒÚÃÀÔª Alphabet(GOOGL.US)½«Ïò¸¥¼ªÄáÑÇÖÝÌØÊâͶ×Ê90ÒÚÃÀÔª ¼ÓÂëÔÆÅÌËãºÍAI »ªµç20GW×é¼þ¼¯²É¾ù¼Û³¬0.7Ôª/W £¬Öйú¹â·üÐÐҵЭ»áÖØÉêÔöÇ¿ÐÐÒµ×ÔÂÉ OEXN:È˹¤ÖÇÄÜÄÜÔ´ÏûºÄΣ»ú ¹È¸èÔÙÏÝ·´Â¢¶ÏäöÎУ¡Ôâ¹ã¸æÉúÒâÆ½Ì¨PubMaticÆðËßË÷ÅâÊýÊ®ÒÚÃÀÔª ³É¶¼ÒøÐУº¿ç¾³½ðÈÚ¡°×éºÏÈ­¡±ÖúÁ¦¡°ÈØÆ·³öº£¡± ÃÀ¹ú¹ú¼ÊÉÌҵЭÒéµÄ¡°Ã÷ǹ¡±Óë¡°Àä¼ý¡± ºñÆÕ¹É·Ý£º¹«Ë¾ÊÇÇå½àÄÜÔ´×°±¸ÕûÌå½â¾ö¼Æ»®ÌṩÉÌ ³¤Ò©¿Ø¹É£¨300391£©Í¶×ÊÕßË÷Åâ°¸ÒÑÓÐʤËßѶ¶Ï £¬Í¶×ÊÕß»¹¿É¼ÌÐøÆðËß ÀíÏëÆû³µ£º2025ÄêµÚ35ÖÜÖÜÏúÁ¿0.84ÍòÁ¾ ´ó»ª¼ÌÏÔ£ºÉý½ð·ç¿Æ¼¼Ä¿µÄ¼ÛÖÁ10.8¸ÛÔª ά³Ö¡°ÂòÈ롱ÆÀ¼¶ 2025Äê»ù´¡»¯¹¤ÐÐÒµÆÊÎö£º·´ÄÚ¾íºÅÉùÏìÆð £¬Á½Î¬¶ÈÊáÀíÊ®¶þ´óDZÔÚÊÜÒæ»¯¹¤×ÓÐÐÒµ£¨¸½ÏÂÔØ£© ºàͨ¹âµçÖØ°õÀ©²úÏîÄ¿Æô¶¯ £¬½£Ö¸È«ÇòÌØÖÖ¹âÏËÖÆ¸ßµã Ó¢¹úµÂ±¾ººÄ·¼¯ÍÅÔ¤¼ÆÉϰëÄê½¹µãÓ¯Àû½«ÔöÌí ÉÏÊй«Ë¾ÇÀ×¥´óÐÍ´¢ÄÜÐèÇóÔöÌí»úÔµ »ªÔ´¿Ø¹É£ºÀۼƻعº¹«Ë¾¹É·Ý1203100¹É AMDÊ×ϯִÐйٳÆËùÓвúÆ·¾ù¿´µ½Æð¾¢ÐźŠ³ö¿ÚÏà¹ØÉóÅúÈ¡µÃÏ£Íû ÌÚѶÒôÀÖµÚ¶þ¼¾¶ÈÓªÊÕ84.4ÒÚÔª ͬ±ÈÔöÌí17.9% ¡¾ÒøºÓÒ½Ò©³ÌÅà¡¿¹«Ë¾µãÆÀØ­ÔÆÄϰ×Ò© £ºÒ½Ò©¹¤ÒµË«Î»ÊýÔöÌí £¬Ä±»®ÖÊÁ¿ÎȲ½ÌáÉý ½¨ÉèÒøÐÐСÎÒ˽¼Ò¿Í»§¹æÄ£´ï7.77ÒÚÈË ÖÎÀí½ðÈÚ×ʲúÍ»ÆÆ22.04ÍòÒÚÔª ÉÏÃÀ¹É·ÝÐû²¼ÖÐÆÚÒµ¼¨ ¹É¶«Ó¦Õ¼ÒçÀû5.24ÒÚԪͬ±ÈÔöÌí30.65% Öܺèµt̸AI£ºÏ£Íû¸÷ÈËÄܹ»¸úÎÒÒ»¿é¹²Ãã £¬¼á³Ö×ÊÔ´µÄ¼¯ÖÐ °×¹¬Ðû²¼ÃâÖ°CDCÖ÷ÈΠĪÄÉÀ×˹ÏĄ̂Òý·¢¶¯µ´ »Ý̩ҽÁÆ(688617)6ÔÂ30Èչɶ«»§Êý0.45Íò»§ £¬½ÏÉÏÆÚÔöÌí20.12% ¸Û¹É¿Æ¼¼°å¿éÌåÏÖ»ðÈÈ£¡ºãÉú¿Æ¼¼ETF£¨513130£©×îзݶî½ü435ÒÚ·Ý´´ÀúÊ·ÐÂ¸ß µÂ¹ú7Ô¶ÔÃÀ³ö¿Ú½µÖÁ2021ÄêÒÔÀ´×îµÍ ¿Æ´´50Õdz¬5% оƬ¹ÉÁìÕÇ ÂõÍþ¶û²Æ±¨Î´³¬Ô¤ÆÚ £¬AIÈȳ±ÄÑÑÚÔöÌíÆ½ÎÈ £¬¹É¼ÛÔÙ´ì11% ½¨ÐÐÖúÁ¦Ë绯¡°¹ØÒøÒ»Keyͨ¡±ÓªÒµÂ䵨 Ù©¹É£ºÁ½ÈÚÓà¶îÖØ»Ø2ÍòÒÚ £¬Õâ´Î·×ÆçÑù ´÷¶ûAIЧÀÍÆ÷ÈÈÏú¡¢²Æ±¨³¬Ô¤ÆÚ £¬¹É¼Ûȴϵø£ºÔöÌí±³ºóµÄË«ÖØÏÖʵ ±©ÕÇ670%¡¢416%¡¢1000%£¡ÕâÀà¹ÉƱ £¬¿ñì­ ÏÕ×Ê×îÐÂÖØ²Ö¹É³ö¯£¡ÕâÒ»ÐÐÒµÊÜÇàíù