ETF进化论 见证历史！段永平看好这个大模型 原创 阅读全文 ...

作者 | 深鹏 数据支持 | 勾股大数 据（www.gogudata.com） A股三大股指高开后震荡走低，尾盘上涨修复。 沪指涨0.04%，收报3861.87点；深证成指涨0.45%，收报13063.97点；创业板指涨0.68%，收报3087.04点。 大科技今天集体爆发。 盘面上，行业板块多数收涨，电机、汽车零部件、房地产服务、物流行业、计算机设备、多元金融、消费电子、纺织服装板块涨幅居前，保 险、小金属板块跌幅居前。 今日机器人概念股 午后全线爆发，带动全市场唯一规模超百亿的 机器人ETF( 5 625 0 0) 放量大涨3.75%，年内涨38.69%，净值创历史新 高。 马斯克在访谈中表示Optimus即将定型，并强调了灵巧手的核心难度，指向"缺乏供应链，市场高度关注相关供应链潜在受益者，讨论从核心 零部件（减速器、丝杠、传感器）延伸至新材料（腱绳、电子皮肤）和新技术（轴向磁通电机）。 产业进展再度引起市场躁动，会带来一波新的行情吗？ 01 具体来看，国产算力方向回暖，中科曙光、海光信息股价双双创历史新高；GPU概念股大涨，龙芯中科涨超14%。 新催化 从年初阿里宣布未来三年投入3800亿元建设云和A ...

特斯拉FSD、Waymo的Robotaxi、百度Apollo的城市NOA……这些高频出现的行业名词， 背后是技术迭代加速与商业边界拓展。 我们正经历交通出行领域堪比"智能手机替代功能机"的范式转移，当下正是从"辅助驾 驶"向"完全无人化"跨越的关键拐点。 谁能率先突破L4级自动驾驶大规模商用瓶颈，谁就有 望握住未来十年全球科技与出行产业的话语权。 01 技术路线之争：两条路径的较量与进化 如今试驾主流新能源车，L2+级辅助驾驶已不新鲜：自动跟车、车道保持、高速领航，部分 车型甚至能实现城市道路自主变道。 2023年起，城市NOA快速落地，标志着自动驾驶从"简单高速场景"迈向"复杂城市环境"， 但这只是行业序幕。 按国际汽车工程师学会（SAE）标准，自动驾驶分L0至L5六级。目前量产车型多处于L2向 L3过渡阶段，真正的"无人驾驶"（L4/L5）仍局限于特定场景——如Waymo在旧金山的全 无人出租车、封闭园区的自动驾驶物流车。 即便头部企业有局部突破，L4级大规模落地仍面临技术可靠性、法规适配性与成本控制三重 考验，而行业在技术路线选择上已形成两大阵营： 若说过去十年是移动互联网重塑生活的黄金期，未来十年，自 ...

今年8月以来，A股市场指数呈现出强劲的攀升态势，不仅接连打破年内高点，在上周更是迎来突破性行情——一根放量中阳线强势拉升后，9 月12日（周五）指数再度刷新纪录，市场做多热情持续升温。 深入拆解此轮指数上涨的动力源可见，以算力、光模块为核心的科技板块无疑是绝对主角。其中，寒武纪、中际旭创等龙头企业表现尤为突 出，在8月短短半个月内股价便实现翻倍；而新易胜的涨幅更堪称"疯狂"，仅一个半月时间股价就暴涨三倍，成为科技板块行情的"标杆式"标 的。 在科技股估值已处于相对高位的当下，谁能成为下一个具备爆发性增长潜力的行业板块？ 从当前市场环境与产业趋势来看，有色金属板块正逐渐进入视野，其潜在的投资价值值得深入探讨。 那么， 在有色 金属板块内部， 哪些细分赛道具备更强的增长逻辑，又是否会诞生下一个"寒武纪""新易胜"级别的标的呢？ 重点关注三大具有需求与涨价预期品种的有色！ 1，金九银十是有色金属行业的传统消费旺季，叠加当前宽松的宏观环境，铜价的上涨逻辑 具备较 强的确定性。 供给端的收缩态势则进一步强化了铜价的上涨动力，需求端则也呈现出积极回暖的态势，随着国内经济持续复苏，终端消费领域对铜的需求稳 步回升，电力、家 ...

Core Viewpoint - The article discusses the upcoming IPO of a chip supplier for New Yisheng, highlighting the participation of China Mobile and its origin from Xiamen, Fujian [1] Group 1: Company Overview - New Yisheng is preparing for an IPO, indicating growth and expansion in the semiconductor sector [1] - The involvement of China Mobile as an investor suggests confidence in the company's potential and market position [1] Group 2: Industry Context - The semiconductor industry is experiencing increased interest from major telecommunications companies, reflecting a trend towards vertical integration and strategic partnerships [1] - The location of the company in Xiamen, Fujian, points to the region's growing significance in the tech and semiconductor landscape in China [1]

周一早盘，宁德时代一枝独秀，A股一度涨超14%，超越2021年历史高点，港股也大涨近9%。 在其带动下，锂电池、储能电池、固态电池概念尽数拉升， 电池ETF(561910 .SH ) 大涨2.05%。 经过四年的蛰伏，"宁王"终于回归。 在基本面修复+新技术新应用题材的加持下，锂电板块近期走势同样亮眼，行业供需调整拐点到来的呼声已折射在市场表现之中。 宁王回归 01 作者 | 弗雷迪 数据支持 | 勾股大数 据（www.gogudata.com） A股三大指数今日涨跌不一，截止收盘，沪指跌0.26%，深证成指涨0.63%，创业板指涨1.52%。沪深两市成交额接近2.3万亿，较上一交易 日缩量逾2000亿。 先看盘面，行业板块涨少跌多，游戏、农牧饲渔、汽车整车、电源设备、汽车零部件板块涨幅居前，贵金属、珠宝首饰、小金属、电子化学 品、航天航空板块跌幅居前。 | 全国AIG | EXEBIR | 上海主板 | 22276 | 11/20 | $1,0000 | 印 20-28 | 行业医院 | B | | | | | | | | | | | | | | | | | | | | | | --- | --- | -- ...

ETF进化论 大洗牌！这三只ETF爆了 原创 阅读全文 ...

ETF进化论 散户，真跑步入场了？ 原创 阅读全文 ...

Group 1 - The core viewpoint of the article is the analysis of the IPO of Jinfang Pharmaceutical-B, highlighting its potential in the market and the factors influencing investor interest [1] Group 2 - Jinfang Pharmaceutical-B is currently in the process of its IPO, which is attracting attention due to its innovative product pipeline and growth prospects in the pharmaceutical industry [1] - The article discusses the competitive landscape of the pharmaceutical sector, emphasizing the importance of R&D and regulatory approvals in determining a company's success [1] - Financial metrics such as revenue growth and profit margins are analyzed, indicating a positive trend that may appeal to potential investors [1]

Core Viewpoint - The article highlights the strong performance of the A-share market, particularly in the technology and non-ferrous metal sectors, with a focus on the significant growth of Luoyang Molybdenum Co., Ltd. (洛阳钼业) and its strategic acquisitions that have bolstered its production capacity and profitability [2][11]. Company Performance - Luoyang Molybdenum's stock has surged over 100% this year, with a market capitalization exceeding 280 billion yuan, ranking just below Zijin Mining in the non-ferrous metal sector [3]. - The company has transitioned from a primarily domestic focus with annual revenues of about 6 billion yuan before 2013 to a global player through strategic acquisitions of various mining assets, significantly increasing its resource base [5]. - By 2024, Luoyang Molybdenum's copper and cobalt production is expected to reach 650,000 tons and 114,000 tons, respectively, marking year-on-year increases of 65% and 106% [5]. Financial Growth - From 2020 to 2024, Luoyang Molybdenum's revenue and net profit have shown compound annual growth rates of 17.2% and 55%, respectively, driven by the growth in its mining operations and rising copper prices [6]. - The average copper price has increased from $4,371 per ton in 2020 to $10,064.5 per ton, contributing to a significant rise in the company's profitability, with gross profit margins increasing from 7.47% to 21% [6]. - In the first half of 2025, the company reported revenues of 94.77 billion yuan, a year-on-year decline of 7.83%, but net profit surged by 60% to 8.67 billion yuan, attributed to increased production and favorable pricing [8]. Market Trends - The article discusses the broader market context, noting that the A-share index has rebounded significantly since early 2024, with financial and technology sectors leading the gains [16]. - The banking sector has seen substantial growth, driven by market preferences and state-backed investments, while the technology sector has experienced a dramatic rise in valuations, leading to concerns about potential bubbles [21][22]. - The article suggests that the next phase of market direction may favor cyclical and consumer sectors, which currently have lower valuation levels compared to the technology sector [23][24]. Future Outlook - Luoyang Molybdenum is expected to maintain strong growth in the coming years, with projected copper and cobalt production reaching 800,000 tons and over 150,000 tons by 2028, respectively [12]. - The anticipated copper price stability, influenced by macroeconomic factors and supply-demand dynamics, is expected to support the company's performance [12]. - Despite the positive outlook, there are warnings about potential market corrections and external economic risks that could impact copper prices and, consequently, Luoyang Molybdenum's profitability [27].