ÃÀÁª´¢½µÏ¢Ô¤ÆÚÉýΠ£¬Å·¹ÉÕûÌå¸ß¿ª £¬±êÆÕ500ÆÚÖ¸Õdz¬0.5% £¬ÏÖ»õ»Æ½ðáÝáå3350ÃÀÔªÉÏ·½ Ææ°²ÐÅЯÊÖ»ªÎªöïÅô £¬¹ú²úоƬÖúÁ¦½çÏßÇ徲ʵÏÖ¡°¼«ÖºÃÓá± ¾»ÀûÈ󱩵ø7³É £¬Ç¡Ç¡¹Ï×Ó¡°²»Ï㡱ÁË£¿ ÃÀ¹úÒøÐÐÕ½ÂÔʦHartnett£º¹ÉÊÐÒò×ʽðÍâÁ÷¶øÊܵ½¹¥»÷ ÆÕ±é»ØÉý£¡»ù½ðÒµ×îÐÂЧ¹ûµ¥³ö¯£¡ »¯Ñ§ÖÆÆ·ÐÐÒµ¶­ÃØÐ½³êÊӲ죺Èð·áÐ²Ķ­ÃØÉÐÇì´ºÄêн404.9ÍòÔª´óÕÇ33.68%ÐÐÒµµÇ¶¥ Ô¼ÊÇÙÉÐÐÆ½¾ùн³êµÄ5.7±¶ ÒýÁ¦´«Ã½£ºÉϰëÄêÓªÊÕͬ±È´óÔö53.84% ÓªÒµÖÜÈ«Éú³¤È«Çò»¯Àú³ÌÌáËÙ ÅÌǰ£ºµÀÖ¸ÆÚ»õµø0.1% ÌØÀÊÆÕÓÖ¶ÔÃÀÁª´¢ÍÑÊÖ ¼¾½ÚÐÔϵø£¿È«Çò³¤Õ®Ó­À´¡°ºÚ¾ÅÔ¡± ¾ÓÈ»ÖǼÒÐÂÈΡ°ÕƶæÈË¡±¶¨ÁË £¬53ËêÍõÄþÖÐÑ¡¶­Ê³¤²¢¼æÈÎCEO TMTÍâ×Ê¿´·¨: AIºÏ¼¯ - CoWoS, ¹âͨѶ, GB200, HBMµÈ ÑëÐÐQ2Ç®±ÒÕþ²ßÖ´Ðб¨¸æ½â¶Á βÅÌ·´µ¯£¡ÐÂÒ×Ê¢Ç¿ÊÆ·­ºì £¬159363ÀÖ³ÉÊÕÕÇ£¡ÍâÑóAIËãÁ¦»ù½¨ÂõÏò¡°ÊÕ»ñÆÚ¡± £¬¹âÄ£¿éÓÐÍûÉî¶ÈÊÜÒæ Ô¶¶«ºêÐÅÐû²¼ÖÐÆÚÒµ¼¨ ¹É¶«Ó¦Õ¼ÆÚÄÚÒçÀû21.64ÒÚԪͬ±ÈÔöÌí3.77% ÊÕÆÀ£º¸Û¹ÉºãÖ¸ÕÇ0.93% ¿ÆÖ¸ÕÇ2.71% Æû³µ¹É×ßÇ¿ °ëµ¼Ìå°å¿é´óÕÇ »ªºç°ëµ¼ÌåÕdz¬17% Öнð£ºÎ¬³ÖÈýÒ»¹ú¼ÊÅÜÓ®ÐÐÒµÆÀ¼¶ Éϵ÷Ä¿µÄÖÁ8.5¸ÛÔª »ú¹¹ÖصãÇÀ³ï14¹É£¡Ò»ÖÜÅ£¹É°ñ³ö¯ Òæ·áÒ©·¿£º2025ÖйúÒ©Æ·ÁãÊÛ×ۺϾºÕùÁ¦°ÙÇ¿°ñÊ× £¬Íâ×Ê58ÒÚÖØ²ÖÄ¿µÄ¼Û36.62Ôª ¼ÓÃÜÇ®±Ò¹«Ë¾BullishIPOÊ×ÈչɼÛÏÕЩ·­±¶ ·ÉÔÄÂ¥µÚ192ÆÚØ­Ñ§Çø·¿Éí¼ÛÀ­¿ª ¶«ºþ¸ßÐÂÁõÑó£ºÍƶ¯Ô°ÇøÔËÓª´Ó¡°·¿¶«¡±Ïò¡°¹É¶«¡±×ªÐÍ »ªÎª Mate XTs ÈýÕÛµþÊÖ»ú·Ç·²Ó°ÏñÉý¼¶ ¶«ÓªÒøÐÐÔ¼2.88%¹ÉȨÔâ˾·¨ÅÄÂô ÊîÆÚµµÓ°Ï·Æ±·¿ÒÑÆÆ100ÒÚÔª ×ÜÆ±·¿ÓÐÍûÌáǰÓâԽȥÄê STÄþ¿Æ(600165)8ÔÂ8Èչɶ«»§Êý1.78Íò»§ £¬½ÏÉÏÆÚÔöÌí1.46% Ô¶¶«ºêÐŽ«ÓÚ9ÔÂ24ÈÕÅÉ·¢ÖÐÆÚ¹ÉϢÿ¹É0.25¸ÛÔª ±»Ó¢Î°´ïÊÕ¹º£¿Áª·¢¿Æ±ÙÒ¥ ÖØÁ¿¼¶²úÆ·¹ÙÐû¸üÃûΪ¡°A500ETF»ªÌ©°ØÈ𡱠£¬7ÔÂ3ÈÕÆðÕýʽÉúЧ лÄÈ£ºµ­ÂíÎý¿Ø¹É¶ÔÐÂ¼ÓÆÂ¾­¼ÃµÄ×÷Óãü¾­¼ÃÊÓ²ì Ô­´´ ±±º£µÀÒ²²»ÔÙÁ¹Ë¬ 40¡æ¸ßμӾçÈÕ±¾´óÃ×ͨÕÍ *STÇåÑУºÍ¨º£ÄøÒµÒÑʵÏÖ703ÍòÔªÊÕÈë ¶¤¶¤ÁªºÏͨÒåÍÆ³öFun-ASRÓïÒôʶ±ð´óÄ£×Ó Õë¿×ÉãÏñÍ·Âô¼Ò¼Ù½è¿ÆÆÕÒýÁ÷Âô»õ ¹èÁϹÉÔçÅÌÉÏÑï ÐÂÌØÄÜÔ´ÕÇÓâ4%ЭöοƼ¼ÕÇÓâ3% ÖÊÁÏÒ©ÉÏÊй«Ë¾¶­ÃØPK£º°ÂÈñÌØÀî·¼·¼ÄêнÄêн117.6Íò ÒÑÔÚ¹«Ë¾ÈÎÖ°8Äê ÐéÄâÇ®±Ò³É²»·¨¼¯×Ê¡¢½ðÈÚթƭлÏ×Ó£¿ÕâЩ¿ÓÍòÍò±ð²È£¡ ÆôÃ÷ÐÅÏ¢£¨002232£©2025ÄêÖб¨¼òÎö£ºÓªÊÕ¾»ÀûÈóͬ±È˫˫ÔöÌí £¬Ó¯ÀûÄÜÁ¦ÉÏÉý ·¿µØ²ú°å¿éÒ춯À­Éý £¬É³ºÓ¹É·Ý¡¢ÍòͨÉú³¤ÕÇÍ£ ÌØÀÊÆÕÊ·Ê«¼¶¸ÉԤϠ£¬ÃÀÁª´¢ÉÐÓÐÒ»¸öÔöÇ¿×ÔÁ¦ÐÔµÄÒªÁì ½»ÐÐÊ×Åú»ñÆÀ»ùÓÚÓªÒµ¼ÛÖµµÄ½ðÈÚÒµÊý×Ö»¯×ªÐÍÄÜÁ¦ÆÀ¹ÀÄ£×Ó±ê×¼×î¸ßÆ·¼¶ÈÏÖ¤ ÕÐÉ̸߶¨ÐòÁÐ ÉϺ£ÀϾ²°²µÄ¿µ¶¨Ò¼Ê°¾ÁÊ×ÈÕÈϹº132×é ÐÂÀ˲ƾ­APPÁìÅÜ2025£ºÎå´ó³´¹ÉAPPºáÆÀ £¬ÎªºÎËüÈÔÊÇͶ×ÊÕßÊ×Ñ¡£¿ ÌØÀÊÆÕÕþ¸®Í»È»À©´ó¸ÖÂÁ¹ØË° ¹æÄ£Ö®¹ã¡¢Ö´ÐÐÖ®¼±ÁîÈË´ëÊÖȱ·¦ Ô­´´ ³ËÁú¿¨³µ £¬Á¬×Å4Ìì¡°ÄÚÔÚ¡±ÀíÏë ÉϺ£µçÆøÓëÖйúÒ»ÖØÍ¬Ä±¸ß¶Ë×°±¸ÖÆÔìЭͬÁ¢Òì PMIΪºÎ»ØÉý£¿ ÓÖÓÐÒ»Ïß¶¼»áÂ䵨¡°ÉÌת¹«¡± £¬¹ãÖݳÆ×î¿ìÒ»ÔÂÄÚ°ì½á 2025ÄêÖйúÕý±û´¼ÐÐÒµ¹¤ÒµÁ´Í¼Æ×¡¢¹¤ÒµÏÖ×´¡¢¾ºÕùÃûÌü°Î´À´Ç÷ÊÆ£ºÏÂÓÎÐèÇóì­Éý £¬ÐÐÒµ¹©ÐèÌ¬ÊÆÒ»Ö±ÊÕ½ô[ͼ] ʹضíÃÀÔªÊ×»áÎî £¬ÌØÀÊÆÕ×îÐÂÁÁÏ࣡ÃÀÁª´¢¸ß²ã½«Ó­À´°×¹¬ÈËÑ¡£¡Ó¢¹úÑëÐнµÏ¢ £¬»Æ½ð¼ÛÇ®»áÒ»Á¬×߸ߣ¿ ¡¾818Ͷ½Ì½Ú¡¿ÄÏÄÏÈÈÏߨ­Í¶×Ê»ù½ðÊÕ˰Âð£¿