57¼ÒÖÊÁϼ°¿ó²úÆóÒµH1Òµ¼¨³ö¯£ºï®ÈõîÜÇ¿ £¬Õý¸º¼«/µç½âÒº/¸ôĤ¸÷ÓгÁ¸¡ ¡¾È¯É̾۽¹¡¿½»Òø¹ú¼Êά³ÖÖйú̫ƽ(00966)ÂòÈëÆÀ¼¶ ָǷծ¶ËÌåÏÖÍ»³ö Æ»¹ûÄâΪSiri¿ª·¢AIÍøÂçËÑË÷¹¤¾ß ¿¹ºâOpenAI ½ðÁúÓðÉϰëÄêÔöÊÕ²»ÔöÀû £¬Ä±»®ÏÖ½ðÁ÷¡°Ê§Ñª¡± ½ð¼ÛÔÂÄÚ±©Õǽü5% £¬Êг¡ÇéÐ÷תÏòºÎ·½ £¿ÏÂÖÜÕâЩÊý¾Ý¶¨Ç¬À¤£¡ ÊÕ·ÏÆ·¶¼ÊÕ²»¹ý±ðÈË£¡Å·ÖÞÂÁ·ÏÎï½ÓÄÉÒµÏÝÈëΣ»ú ÃÀÔªÖ¸ÊýС·ù»ØÂä £¬Ó¢°÷ÊØÎÈ1.3500 ¼¾½ÚÐÔϵø £¿È«Çò³¤Õ®Ó­À´¡°ºÚ¾ÅÔ¡± ÊÓÆµ½Ì³ÌÈý£º»ù½ð´ÓÒµÖ°Ô±×ʸñ×¢²áÐÅÏ¢¼°Í¶×ÊÕßÅÌÎÊ´ÓÒµÖ°Ô±ÐÅÏ¢Ö¸ÄÏ ¹ã¶«ºë´ó(002683)8ÔÂ8Èչɶ«»§Êý3.31Íò»§ £¬½ÏÉÏÆÚïÔÌ­2.82% Í·²¿ÐÂÄÜÔ´ÆóÒµÊý×Ö»¯¸³ÄÜ£¡ Íò´ïÐÅÏ¢´ó×ÚÉúÒâ³É½»5406.23ÍòÔª £¬ÉúÒâË«·½¾ùΪ»ú¹¹×¨ÓÃϯλ ÇàµºÒøÐÐÁªºÏÉϺ£ÕûÀíËùÐû²¼º£Ñó¾­¼ÃծȯָÊý ÔË·¢¶¯×ªÐÐ×öīˮÄêÈë2ÒÚ £¬IPOǰØòÀë±»·Ö×ß6400ÍòÉí¼Ò ²¨Òô»ñµÃ3.15ÒÚÃÀÔªÕ½»úάÐÞÌõÔ¼ ÉúÒâÔ±ÒÔΪÃÀÁª´¢ÓнµÏ¢50¸ö»ùµãµÄ¿ÉÄÜÐÔ Lululemon AthleticaÒ»Á¬µÚ¶þ´Îϵ÷½âÄêÒµ¼¨Ö¸Òý Å̺ó¹É¼ÛÒ»¶È±©µø³¬15% ÌÚѶ¶þ¼¾±¨×î´óÁÁµãÊÇʲô £¿¸ßÊ¢£ºAIµÄ¸³ÄÜDZÁ¦ºÍ¹ã¸æµÄÔöÌí¿Õ¼ä ºã°î¹É·Ý(002237)8ÔÂ8Èչɶ«»§Êý4.91Íò»§ £¬½ÏÉÏÆÚïÔÌ­0.2% ʲôÊÇÍÁµØÏÐÖ÷Ñ £¿ Ê¢´ï×ÊÔ´£º×èÖ¹2025Äê8ÔÂ8ÈÕ £¬¹«Ë¾¹É¶«ÈËÊýΪ31162»§ º½Ô˿ڰ¶ÐÐÒµCFOн³ê°ñ£ºÖÐÔ¶º£·¢ºúº£±ø313ÍòµÇ¶¥ ³ÉÒµÄÚΨһÄêн³¬300ÍòCFO ¸£½¨Ê¡Î¯Êé¼Ç¡¢ÖÐʯ»¯¶­Ê³¤µÈÅäºÏ½ÒÅÆ £¬¸£½¨Öа¢Á¶ÓÍ»¯¹¤ÓÐÏÞ¹«Ë¾½¨Éè ÀÖÐÅÐû²¼Q2²Æ±¨ £¬ÓªÊÕ35.9ÒÚ»·±ÈÔö15.6% £¬ÀûÈóÒ»Á¬5¸ö¼¾¶È»·±ÈÉÏÉý £¬³¡¾°ÉúÒâ´ó·ùÔöÌíÌáÕñÏûºÄ ¹ãÐſƼ¼ÉÏÊÐȱ·¦Á½¸öÔÂõÒÉí±±½»Ëù¡°10±¶¹É¡±ÐÐÁÐ Êг¡¿´ÖÐËüʲô £¿ A¹É¡°°ÙÔª¹É¡±ÊýĿͬ±ÈÔöÈý±¶ °ëµ¼Ì幫˾¶à´ï30¼Ò ÐÂÔì³µ8ÔÂЧ¹ûµ¥£ºÁãÅܼÌÐøÁìÅÜ ¡¾È¯É̾۽¹¡¿½»Òø¹ú¼Êά³ÖÃû´´ÓÅÆ·(09896)ÂòÈëÆÀ¼¶ Ö¸2¼¾¶ÈÒµ¼¨ºÃÓÚÔ¤ÆÚ Ó¡¶ÈInfosys¹«Ë¾½«ÒÔ1.53ÒÚÃÀÔªÊÕ¹º°ÄÖÞµçÐÅ×Ó¹«Ë¾75%µÄ¹É·Ý »ªÈóÖõØÐû²¼ÖÐÆÚÒµ¼¨ ¹É¶«Ó¦Õ¼ÒçÀû118.8ÒÚԪͬ±ÈÔöÌí16.21% ÓͼÛÉÏÕÇÖÁÒ»Öܸߵã ÊÜÃÀÁª´¢½µÏ¢Ô¤ÆÚ¼°ÃÀ¶í̸ÅÐÓ°Ïì Ħ»ù±¾½ð³â×Ê2470ÍòÔª ×Ô¹ºÆìÏÂÖÐÖ¤A500Ö¸ÊýÔöÇ¿»ù½ð ³¤Ñô¿Æ¼¼£¨688299£©2025ÄêÖб¨¼òÎö£º¾»ÀûÈóͬ±ÈϽµ150.11% £¬Èý·ÑÕ¼±ÈÉÏÉýÏÔ×Å ¼ÓÁ¿Ðø×÷£¡ÑëÐн«¿ªÕ¹6000ÒÚMLF Ò»Á¬×¢ÈëÖÐÆÚÁ÷¶¯ÐÔ ÃÀ¹úÓÖ³öºÝÕÐ Ìá³ö¡°GAIN AI¡±·¨°¸£ºÄâÖÜÈ«ÏÞÖÆ¸ß¶ËAIоƬ³ö¿Ú ÃÀ¹úÀͶ¯Á¦Êг¡5ÔºÍ6Ô±¨¸æ·ºÆð ¡°Áè¼ÝÕý³£Ë®Æ½¡± µÄÏòÏÂÐÞÕý ͬÇìÂ¥£º9ÔÂ9ÈÕ½«ÕÙ¿ª2025Äê°ëÄê¶ÈÒµ¼¨ËµÃ÷»á µÂÁÖº£2025°ëÄê¶È·ÖÅÉÔ¤°¸£ºÄâ10ÅÉ2Ôª ÈéÖÆÆ·ÐÐÒµÉÏÊй«Ë¾²ÆÎñ×ܼàÊӲ죺ÒÁÀû¹É·Ý²ÆÎñ×ܼàÕÔ³Éϼн³êµÖ´ï390.13ÍòÔª Åŵڶþ MetaÑ¡ÔñPimcoºÍBlue Owl¼ÓÈë290ÒÚÃÀÔªÊý¾ÝÖÐÐÄÉúÒâ 7ÔÂÒÔÀ´¹ÉÊÐÌåÏÖ½ÏÇ¿ £¬Õ®ÊÐÊܵ½¶ÌÆÚÈŶ¯ ¡¾È¯É̾۽¹¡¿½¨Òø¹ú¼Êά³ÖÖйúƽ°²(02318)¡°ÅÜÓ®´óÊС±ÆÀ¼¶ ¿´ºÃ´æ¿îÌæ»»Ð§Ó¦ºÍÒ½ÁƱ£½¡²úÆ·ÐèÇóµÄÔöÌí 7¼ÒÉÏÊÐÒøÐÐÊ×´ÎÐû²¼ÖÐÆÚ·Öºì ÉîË®º£ÄÉ£º¹«Ë¾ÓÐרҵÊý×Ö»¯Èí¼þÍÅ¶Ó ¹úÎñÔº¹ú×Êί£ºÓÐÁ¦ÓÐÐòÓÐÓÃÍÆ½ø ÑÅÏÂË®µç¹¤³ÌµÈÖØ´óÏîÄ¿½¨Éè ÍþÅɸñ£¨603956£©¹É¶«Àî¼ÍçôÖÊѺ2070Íò¹É £¬Õ¼×ܹɱ¾3.63% ÖйúÐÞ½¨8ÔÂ18ÈÕ´ó×ÚÉúÒâ³É½»199.44ÍòÔª 5¸öÔÂÕdz¬670%£¡CPOÁúÍ··­Êý±¶ºó £¬ÏÂһֻţ¹ÉÔõÑù²¶»ñ £¿ ÖкËîѰף¨002145£©Ë÷Åâ°¸¼þÒѶà´ÎµÝ½»Á¢°¸ £¬ÊÜËð¹ÉÃñÈԿɹҺÅË÷Åâ ÓÎÏ·ÉÏÊй«Ë¾·×·×·¢Á¦AIÔËÓü°¡°³öº£¡±