ÇéÐÎÖÎÀíÐÐÒµ¶­ÃØÊӲ죺°¬²¼Â³ÒóÃ÷À¤75ËêΪÐÐÒµÄÚ×îÄ곤 ÄêнΪ48ÍòÔª½ÏǰһÄêÏ»¬15ÍòÔª Öйú8Ô´ó×ÚÉÌÆ·Èë¿Ú¼¾½ÚÐÔËÕÐÑ¡¢Ô­ÓÍÌú¿óʯͭÖÜÈ«»ØÉý £¬Ï¡ÍÁÁ¿¼õ¼ÛÔö £¬³ö¿Ú¼ÛÖµ»·±ÈÉÏÕÇ51% ÉϰëÄêÓªÊÕ1169ÒÚÔª £¬±£ÀûÉú³¤ÖþÀÎÒµ¼¨»ù±¾ Ãνà¹É·Ý£ºÊµ¿ØÈËÓÉÀî¹ú¸»±ä»»ÎªÎÞʵ¿ØÈËÇÒÎ޿عɹɶ« »ÕÉÌÖ®ÐÇʵÅÌ´óÈü°ä½±Ê¢µäÂäÄ» רҵʵÁ¦ÒýÁìÑÜÉúÆ·ÉúÒâÐÂÉú̬ ÉϺ£ÏÈÐÐÊԵ㣡Õâ¼Ò´óÐÐÐÅÓÿ¨ÓâÆÚËßËϷѽ«¼ÆÈëÕ˵¥ Óà³Ð¶«Ð»Ð»ÑîÃݶ¦Á¦´ó¾ÙÖ§³Ö£ºÒ»Ö±¶¼ÔÚÓûªÎªÊÖ»ú Õðµ´ÊÐÇå¾²±ß¼Ê͹ÏÔ Ó¯Àû×ʲú³É×ʽðÉèÖý¹µã ͼ½â²¬¿ÆÐ²ÄÖб¨£ºµÚ¶þ¼¾¶Èµ¥¼¾¾»ÀûÈóͬ±ÈÔöÌí3.37% »¥ÁªÍø½ðÈÚ°å¿éÕðµ´×ßÇ¿ £¬Í¬»¨Ë³Õdz¬5% Òµ½ç×î´óµ¥ÅÌÈÝÁ¿£º»ªÎªÐû²¼Èý¿î AI SSD ÐÂÆ· £¬×î¸ß 122/245 TB Íõº­ £º ÃÀ¹úÖÆÔìÒµ½ü°¶»¯£¿¡ª¡ª´ÓÊý¾Ý¿´Ï£Íû Åô¶¦¿Ø¹É(002938)6ÔÂ30Èչɶ«»§Êý6.15Íò»§ £¬½ÏÉÏÆÚÔöÌí30.88% ¹¹½¨ËãÁ¦ÐÂÉú̬ ÔËÓªÉÌÕâÑù½á¹¹ º«¹úÄ⽫Ã÷ÄêÉÌÒµÓ¦¶Ô²½·¥Ô¤ËãÔöÖÁ2.1ÍòÒÚº«Ôª £¬±È½ñÄêÔöÌí½ü70±¶ »¥ÁªÍøµçÉÌÐÐÒµCFOн×ÊPK£ºÈüάʱ´úëÀûÂÊ/¾»ÀûÂÊ/ROEϽµ CFOÁÖÎļÑÄêнȴÕÇÖÁ370Íò¡¢ÈÕн1.5Íò 9ÔÂ5ÈÕËÄ´ó֤ȯ±¨Í·°æÍ·ÌõÄÚÈÝÓ¢»ªÕªÒª º½ÂÃ×ݺáɱÈë»úƱֱÏúÊг¡ Ãñº½°æ¡°12306¡±ÄÜ·ñº³¶¯OTA½­ºþ£¿ ¡°ÒþÓ¿ªÔ´ÉçÇøÀ©ÈÝ £¬½«ÈÚºÏÁù´óÊÖÒÕõè¾¶ÍÆ¶¯¹¤ÒµÓ¦Óà ÃÀÁª´¢×î°®µÄͨÕÍÖ¸±ê»òÈýÁ¬Éý £¬9Ô½µÏ¢Ô¤ÆÚÈÔ²»¶¯Ò¡£¿ ȯÉ̶þ¼¾¶È¼ÓÂ뻯¹¤°å¿é£¡ÖÆÀä¼Á¼ÛÇ®ì­Éý £¬µÍ¹ÀÖµ°å¿éÓ­À´½á¹¹Ê±»ú£¿ ÁúÔ´µçÁ¦ÐÂÄÜÔ´ÏîÄ¿»ñÏ£Íû åÇÀ´¶¯µ´Ò»Ö±µÄ¸Û°ÄÒøÐÐȦ £¬ÓëÎôÈÕ½ðÈÚ´óÀÐÃǵĽ­ºþéóÊ 7 Ô·ÇÅ©¾ÍÒµÈËÊýÔ¶µÍÓÚÔ¤ÆÚ £¬´ËǰÊý¾ÝÔâ´ó·ùÏÂÐÞ ²©Ê±¸»Ô´´¿Õ®Õ®È¯»ù½ð˾ÀíºÎƽÒòСÎÒ˽¼ÒÔµ¹ÊÔ­ÓÉÀëÈÎ ÎÈÁË£¿¸Û¹ÉͨÁ¢ÒìÒ©ETF£¨520880£©ÃÍÀ­2.5% £¬ÐÅ´ïÉúÎïÁìÕÇ6% £¬»ú¹¹£ºÁ¢ÒìÒ©ÈÔÊÇÅ£Êн¹µãÈüµÀ ±¦¸Ö¹É·Ý½¨Éèй«Ë¾ Îå´óÉÏÊÐÏÕÆó2024Äê·Öºì´´¼Í¼£º½üǧÒÚ"ÏÖ½ðºì°ü"ÕÃÏÔÐÐÒµÈÍÐÔ »ªÎªVisionÖÇ»ÛÆÁ4 86Ó¢´çNewÌìèÓŻݼÛ5694Ôª Ô­ÓÍ£ºÓͼÛС·ùÉÏÕÇ ÃÀ¹ú½µÏ¢Ô¶¾°µÖÏûÁËÆøÄٵũӦԤÆÚ AIÍÌÊÉÈí¼þÓÖÒ»°¸Àý£¿¹È¸èNano Banana×ߺì £¬ÃÀͼ¹É¼ÛÖØ´ì ½Ü¿ËÑ·»ô¶û¿ªÄ»£º±«Íþ¶û½²»°ÔÚ¼´ £¬µØÇøÁª´¢Ö÷ϯæ´ò¡°Ô¤·ÀÕ롱£¿ ÊÕÆÀ|º£ÄÚÆÚ»õÖ÷Á¦ºÏÔ¼µø¶àÕÇÉÙ ²ËÆÉµø³¬3% ¸»°²´ïÏûºÄÖ÷Ìâ»ìÏý»ù½ð˾ÀíÀîÊØ·åÀëÈÎ »ªÎªÔÙËß´«ÒôÇÖȨ £¬´«Òô¿Ø¹É»ØÓ¦³Æ½«Æð¾¢Ó¦¶Ô Ö£ÖÝÒøÐÐ2025Äê°ëÄ걨£º¹æÄ£Ôö¡¢Ð§ÒæÓÅ¡¢Î£º¦ÎÈ¡¢×ªÐ;¢ £¬È«Á¦Ð§À͵ط½¾­¼Ã¸ßÖÊÁ¿Éú³¤ лª°ü¹Ü¼¨ºóÕǽü7% ÖÐÆÚ´¿Àûͬ±ÈÔöÌí33.5%ÖÁ147.99ÒÚÔª ÌØÀÊÆÕ £¬Í»·¢£¡ÃÀ¹ÉÈ«Ï߯®ÂÌ £¬»Æ½ðÖ±À­£¡ µÚһ̫ƽÐû²¼ÖÐÆÚÒµ¼¨ £¬¹É¶«Ó¦Õ¼ÒçÀû3.91ÒÚÃÀԪͬ±ÈÔöÌí40.82% °²Äݹɷݣ¨002235£©Í¶×ÊÕßË÷Åâ°¸ÔÙÌá½»·¨ÔºÁ¢°¸ £¬Ê±Ð§µ¹¼ÆÊ±Á½¸öÔ Á½²¿·ÖÄâÐÞ¶©ÒøÐмäÍâ»ãÊг¡ÖÎÀí»®¶¨ £¬¹¹½¨È«Á´ÌõÊг¡î¿ÏµÖÆ¶È °®Ê©µÂ(002416)6ÔÂ30Èչɶ«»§Êý8.57Íò»§ £¬½ÏÉÏÆÚÔöÌí2.87% ³µÕ¹ËÙµÝ | ³¬°ëÊýÓû§Ñ¡ÔñÈ«ÐÂP7ÈëÃŰæ £¬ºÎСÅôÇ¿µ÷¡°ËãÁ¦¡±½«³É¹º³µÒªº¦ Ó¡¶ÈÓ¡æÚɪ˹¹«Ë¾ÄâÉóÒé¹ÉƱ»Ø¹º¼Æ»® º½Ìì²Êºç£º2025Äê°ëÄê¶È¾»ÀûÈóÔ¼-49ÍòÔª ±¦îѹɷݣº¿Ø¹É¹É¶«ÒÑÔö³Ö1.004% »ãÁ¿¿Æ¼¼ÅÌÖÐÕǽü8% »ú¹¹¿´ºÃ³ÌÐò»¯¹ã¸æÈÔ¼á³Ö½Ï¸ßÔöÌí Ò½ÁÆ×°±¸¹«Ë¾²ÆÎñ×ܼàPK£ºÄêн50ÍòÒÔÏÂÕ¼±È31% ÓãÔ¾Ò½ÁÆÁõÀö»ªÄêн430ÍòÐÐÒµµÚ¶þ ÌØÀÊÆÕÔÚ×·ÇóÌî²¹ÃÀÁª´¢¿ÕÈ±Ê±ÃæÁÙÑ¡Ôñ 8ÔÂ8ÈÕ £¬ÑŽ­Ë®µç¿´·¨¹ÉÄæÊÆ´óÕÇ £¬³´¹ÉÓÃʲôAPP£¿²Æ¾­¸ß¾»ÖµÈËȺ¶¼ÔÚÓÃÐÂÀ˲ƾ­APP