°¢Àï°Í°Í£º2026²ÆÄêµÚÒ»²Æ¼¾ÓªÊÕ2477ÒÚÔª ¾­µ÷¾»ÀûÈó335ÒÚÔª ӰʯÁ¢Òì2025ÄêÉϰëÄêÓªÊÕ´ï36.71ÒÚÔª ͬ±ÈÔöÌí51.17% ÒøÐаå¿éÕðµ´µ÷½â  £¬Å©ÒµÒøÐеȹɵø³¬2% ¹úÐÅ֤ȯ±£¼öÈËÌø²ÛÇ©×ÖµêÖ÷  £¬ËûÃǸı䲻ÁËÉÏÊй«Ë¾ Íò¹ú»Æ½ð¼¯ÍÅ»ñÊ×´´ÈË¡¢Ö´Ðж­Ê¸ßÃ÷Çå¼°¸ß½ðÖéÔö³Ö¹«Ë¾¹É·Ý ÁªºÏÐÐҵͷ²¿  £¬ÖÇÓÑÑÅÈð¿Æ´´Æ½Ì¨½¨Éè¡°¾ßÉíÖÇÄܹ¤ÒµÐ­Í¬Á¢ÒìÖÐÐÄ¡± ·ÉëÍÈ»ªÎªÈÙÒ«¶à¿îÊÊÓôóÈÝÁ¿µç³ØÏÞʱ´ÙÏú ¼ªÐÇÐÂÄÜÔ´ÄâÒç¼ÛÔ¼3.81%¿¯ÐÐÔ¼777.59Íò¹É¹É·Ý ¾»³ïÔ¼328.78Íò¸ÛÔª ÖйúʯÓÍÀ¥ÂØ×ÊÔ´Õ½ÂÔͶ×ÊÀÖéٿƼ¼ ¹úÁ¦¹É·Ý£¨688103£©2025ÄêÖб¨¼òÎö£ºÓªÊÕ¾»ÀûÈóͬ±È˫˫ÔöÌí  £¬Ó¦ÊÕÕË¿îÉÏÉý Ê¥Ñô¹É·Ý×îгïÂëÇ÷ÓÚ¼¯ÖÐ Öнð£ºÎ¬³ÖͳһÆóÒµÖйúÅÜÓ®ÐÐÒµÆÀ¼¶ Ä¿µÄ¼Û11.5¸ÛÔª ¾°Íúµç×Ó£ºÆ¸ÓÃ֤ȯÊÂÎñ´ú±í ¡°·¿¶«Ë°¡±ÒªÀ´ÁË£¿¶àµØ¹Ù·½·¢Éù£º±ð±»´ø½Ú×࣡ ±±¾©¾¿¾¹ÓÐË­ÔÚ£¿Á¿×ӿƼ¼ÁÁÏà·þó»á£¡ ÌØÀÊÆÕÇ©ÊðÏÂÁî ÔöÇ¿´ºÁª°î²¦¿îµÄÕÆ¿Ø ÉÏÊÐÏÕÆó°ëÄ걨ÊӲ죺ÇþµÀתÐ;ºËÙ  £¬¸öÏÕ¡°¾«¸û¡±²úÄÜÌáÉý  £¬Òø±£¡°¿ìÅÜ¡±¼ÛÖµáÈÆð Ͷ×ÊÕß½¨ÒéÔöÌíÖÐÆÚ·ÖºìºÍ»Ø¹º¹ÉƱÎȹ̹ɼÛ  £¬ÎåÁ¸Òº£º»áÆð¾¢Ë¼Á¿ Ó¡¶Èµô±ÛÃÀ¹ú×èµ² 9Ô´ӶíÂÞ˹ʯÓÍÈë¿ÚÁ¿Ô¤¼Æ½«ÉÏÉý ¡¶Çຣʡδ³ÉÄêÈ˱ £»¤ÌõÀý¡·×Ô8ÔÂ1ÈÕÆðÊ©ÐÐ ¶Ô»°Öйúƽ°²×Ü˾ÀíлÓÀÁÖ£º¡°·´ÄÚ¾í¡±Òª×öºÃ²î±ð»¯Ð§ÀÍ  £¬¼á¶¨¿´ºÃÒø±£ÇþµÀ STÓ¢·ÉÍØÐû²¼ËßËÏͨ¸æ ¹ÉÃñË÷ÅâÒ»Á¬Íƽø 2025Äê·ÖÖÚ´«Ã½Ñо¿±¨¸æ£º¡°ÅöÒ»Åö¡±ÓªÒµÖúÁ¦·ÖÖÚ¹ã¸æ¾ÞͷʵÏÖЧ¹û¹ã¸æ´óתÐÍ£¨¸½ÏÂÔØ£© ½­ËÕÒøÐУº¸±Ðг¤Ñî´óÍþ¡¢×ÜÉó¼ÆÊ¦Ê±ÎÄç²ÈÎÖ°×ʸñ»ñÅú Öйú¹¤ÉÌÒøÐÐÓëпª·¢ÒøÐоÙÐÐÊÂÇé̸ÅÐ STÓ¢·ÉÍØÐû²¼ËßËÏͨ¸æ ¹ÉÃñË÷ÅâÒ»Á¬Íƽø °ëµ¼Ìå¡°ÂòÂòÂò¡±£¡½ü10¼ÒоƬÆóÒµ÷缯²¢¹º ºèÌÚϸÃÜÎçǰÕdz¬10% Ӣΰ´ïGB200ϵÁвúÆ·ÒÑʵÏÖÁ¿²úÅÀÆÂ ÎÒ¹úÄÜÔ´ÉÏÊй«Ë¾×ÜÊÐÖµ³¬14ÍòÒÚ£¡ \"º®Íõ\"ÕùÒ飺º®Îä¼ÍÊÐÖµ³¬6600ÒÚ  £¬ÊǼÛÖµÖØ¹ÀÕÕ¾ÉÅÝÄ­£¿ ¹É¼Ûµ¥ÈÕ±©ÕÇ34.41%£¡´´Î¬IFAÐû²¼µÄÐÂÆ·¾¿¾¹ÓкÎħÁ¦£¿ A¹ÉÖÐÆÚ·Öºì³¬6400ÒÚÁ¢Òì¸ß£¡×ʽð÷缯¼Ó²ÖÓ¯ÀûETF(510880)ÖúÍÆ»ù½ð·Ý¶îÓë¹æÄ£Ò»Á¬ÈýÖÜ¡¢Á½ÖÜʵÏÖÖܶȾ»ÔöÌí 9ÔÂ5ÈÕ½£ÇſƼ¼Ðû²¼Í¨¸æ  £¬¹É¶«¼õ³Ö232.68Íò¹É ̨»ýµçÁ½ÄêÄÚ½«Öð²½ïÔÌ­6Ó¢´ç¾§Ô²Éú²ú ÄÔ»ú½Ó¿Ú¿´·¨¹ÉÅ̳õ×ßµÍ  £¬Á¢ÒìÒ½ÁƵøÍ£ Å·Åå¿Ë + Ô޳ɴó·ùÔö²ú Å·Åå¿ËÔ±¨£ºOPEC+¹ú¼Ò7ÔÂÔö²ú30.8ÍòͰ/ÈÕ Æ½°²ÒøÐУºÔÞ±¾Ç®ÐÐÓë¶­Ê¡¢¼àÊ¡¢¸ß¼¶ÖÎÀíÖ°Ô±¼°ÆäÏà¹Ø¹ØÁª·½¿ªÕ¹¹ØÁªÉúÒâ ºÍÔ¶ÆøÌåÅû¶73±Ê¶ÔÍâµ£±£  £¬±»µ£±£¹«Ë¾19¼Ò ¡¾²Æ¾­¡¿¾øÔµÆáÆóÒµÉϰëÄêÓªÊÕ´óÔö40%  £¬¾»ÀûÈó±©Ôö883% ´Ó¡°ÕðÉ塱µ½¡°ÇåÍË¡± ½ñÄêÒÔÀ´23¼Ò¹«Ë¾Íê³ÉÍËÊÐ 9Ô½µÏ¢Ô¶·Ç¡°°åÉ϶¤¶¤¡±£¿ÓйÙÔ±·¢Éù×èµ²£ºÍ¨ÕÍÈÔÌ«¸ß£¡ ¶«É½Ï¸Ãܿعɹɶ«Ô¬ÓÀ·å¡¢Ô¬ÓÀ¸ÕºÏ¼ÆÖÊѺ1100Íò¹É Ô¬ÓÀ·å½âÖÊѺ2100Íò¹É PCB¿´·¨¹ÉÕðµ´À­Éý ¶«É½Ï¸ÃÜÎçºóÕÇÍ£ 8ÔÂ21ÈÕ²ÙÅ̱ضÁ£ºÓ°Ïì¹ÉÊÐÀûºÃ»òÀû¿ÕÐÂÎÅ È«Çò¾§Ô²´ú¹¤Êг¡¹æÄ£ÓÐÍûÔÚ½ñÄêÁè¼Ý1600ÒÚÃÀÔª 2nmÔ¤¼ÆÕ¼1% ÆÖÁÖ³Éɽ£ºÌ©¹úÂÖÌ¥Éú²ú»ùµØ¸´²ú ÊÕÅÌ£ºÃÀ¹ÉÖÜÎåÊÕµø Èý´ó¹ÉÖ¸±¾Ô¾ù¼µÃÕÇ·ù »ÍÉÏ»Í2025°ëÄ걨£º¿Û·Ç¾»ÀûÄæÊÆ¸ßÔö40%  £¬¶³¸ÉÈüµÀ²¢¹ºÔÙÌíÔöÌíÐÂÒýÇæ ÖðÈÕ»¥¶¯È«ÐÂÉý¼¶AITA³¬µÈÓªÏúÖúÊÖ  £¬ÖúÁ¦Æ·ÅÆÓªÏúÊýÖÇ»¯