国产GPU第一股摩尔线程今日盘中大幅上涨，股价突破800元，总市值超4000亿元。人工智能产业链今 日走势分化，人工智能AIETF（515070）持仓股景嘉微大涨超3%，新易盛、中科新图、协创数据等个 股表现较好。 人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技术、 基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互联"地 基"。前十大权重股包括中际旭创、新易盛、寒武纪-U、中科曙光、科大讯飞、豪威集团、海康威视、 澜起科技、金山办公、紫光股份等国内科技龙头。 （文章来源：每日经济新闻） 消息方面，政策端，国家航天局近日设立商业航天司，并推动首颗"太空算力试验卫星"年内发射，旨在 缓解地面数据中心能耗与散热瓶颈，为AI超算提供太空级算力支持。产业端，12月8日，光通信板块掀 涨停潮，CPO、光芯片、光模块指数单日涨幅均超5%，市场认为AI大模型训练与推理对高速数据传输 需求激增，光通信成为突破电传输物理极限的核心方案。 中银证券指出，AI算力需求正从地面向太空延伸，商业航天与光通信形成"空天地一体"算力网络，政策 与技 ...

Core Insights - A total of 553 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more as of December 10 [1] - ST Jinglan has the longest streak of net outflows, with 23 days, followed by Aier Eye Hospital with 22 days [1] - The largest total net outflow amount is from Changcheng Military Industry, which has seen a cumulative outflow of 2.123 billion yuan over 12 days [1] Summary by Category Stocks with Longest Net Outflow Duration - ST Jinglan: 23 days of net outflow [1] - Aier Eye Hospital: 22 days of net outflow [1] - Sairisi: 7 days of net outflow [1] Stocks with Largest Net Outflow Amount - Changcheng Military Industry: 2.123 billion yuan over 12 days [1] - Aier Eye Hospital: 1.706 billion yuan over 22 days [1] - Sairisi: 1.370 billion yuan over 7 days [1] Stocks with Highest Net Outflow Proportion - *ST Zhengping: 26.44% decline over the last 5 days [1] - Aier Eye Hospital: 14.30% decline over 22 days [1] - Sairisi: 11.26% decline over 7 days [1] Additional Notable Stocks - Keda Xunfei: 1.209 billion yuan net outflow over 12 days with a 2.75% decline [1] - Dongfang Precision: 1.171 billion yuan net outflow over 7 days with a 10.92% decline [1] - Huaying Technology: 939 million yuan net outflow over 5 days with a 7.32% decline [1]

一个个革命性的 AI 产品， | | | 2025 中国 A7年 度 产 品 | | | | --- | --- | --- | --- | --- | | | > 山东喜米 | ਲ ਜ ਦ | N 纳米AI | ● 夸克 | | | Skywork | 学手问 | 文 百度文库 | ○ 可灵AI | | માંlિ MiniMax Agent | ( 腾讯元宝 | 8, Manus | Genspark | | | DingTalk | 拍我Al | ख 网易有道词典 | P Pollo Al | Lovekey | | saylo | | Meshy.ai | | fotor | 正在彻底重构世界的商业格局。 每一个革命性产品的背后，都站着一批兼具远见与实力的企业以及投资机构。 而引领企业不断突破边界的，是每一位敢于创新、充满远见的领袖人物。 产品、企业、投资、人物，共同绘制了中国 AI 的创新图景。 AI产品榜 aicpb.com 不仅被国内众多权威机构引用，还被互联网女皇、硅谷传奇投资人 Mary Meeker、全球领先的战略管理咨询公司 Roland Berger AI产品榜作为全球影响力权威榜单， ...

眼下，安徽上市公司成色如何？ 此次发布的2025安徽上市公司系列榜单从综合发展能力、总投资规模、创新能力、营运能力、ESG绩效等维度来进行排位。 | 公司名称 | 得分 | 公司名称 | 得分 | | --- | --- | --- | --- | | 科大讯飞 | 0.2712 | 龙讯股份 | 0.1519 | | 晶合集成 | 0.2532 | 三只松鼠 | 0.1504 | | 埃科 光电 | 0.2469 | 中鼎股份 | 0.1499 | | 古井贡酒 | 0.2438 | 安科生物 | 0.1481 | | ロ子響 | 0.2374 | 迎驾贡酒 | 0.1478 | | 皖通高速 | 0.2233 | 设计总院 | 0.1464 | | 香农芯创 | 0.2195 | 壹有通 | 0.1462 | | 阳光电源 | 0.2114 | 长信科技 | 0.1457 | | 国盾量子 | 0.2077 | 科大国创 | 0.1447 | | 中科美装 | 0.2047 | 伯特利 | 0.1442 | | 科威尔 | 0.1981 | 欧普康视 | 0.1427 | | 瑞纳智能 | 0.1978 ...

智通财经APP获悉，兴业证券发布研报称，本轮计算机板块上行的核心驱动在于产业创新、政策发力、 业绩改善三者共振，影响未来趋势的主要因素是AI创新的兑现能力、业绩改善的持续性与力度、政策 深化发力的空间，寻找结构性机会将是未来一年板块投资的核心工作。该行预计将从过去一年的偏困境 反转型的中小市值风格趋于更为均衡。展望十五五，围绕着科技自立自强、新质生产力等关键词，建议 守正出奇，重点关注AI与国产化的兑现、前沿创新的突破，把握相关的投资机会。 兴业证券主要观点如下： AI应用：从1到N，闭环生态日臻完善 新科技：卡位未来，前沿创新多点开花 1)量子科技：政策扶持，中国具有一定的领先优势，量子计算、量子通信、量子测量应用提速，关注国 盾量子、神州信息。2)脑机接口：进入3.0时代，在临床应用上取得突破，前景可期，关注科大讯飞。3) 空天信息化：商业航天破局，在轨卫星数量大幅增加，"太空算力"成为AI产业新热点，关注中科星图、 航天智装、超图软件。 投资建议与核心标的 建议重点关注AI、国产化、前沿科技创新，重点推荐海光信息、同花顺、金山办公、科大讯飞、神州 数码、合合信息、新大陆、广联达、汉得信息、能科科技。 风 ...

Group 1: Smart Computing and Economic Transformation - The first smart computing application demonstration project in Feicheng has officially started operations, featuring a 100P high-performance computing center to boost the regional digital economy [1] - The project was signed within 300 hours of initial meetings, showcasing rapid development and strong attraction effects in Feicheng's recent initiatives [1] - Feicheng is transitioning from a traditional coal city to a "storage energy capital" and is focusing on strategic emerging industries and future industries to enhance economic quality and promote green transformation [1] Group 2: Sodium-Ion Battery Development - Shandong Zero One Four Advanced Materials Co., Ltd. is set to complete a 10GWh Prussian blue-based sodium-ion battery production line by 2026, with an expected annual output value of 1 billion yuan [2] - Sodium-ion batteries offer significant advantages in low-temperature performance, safety, and cost, making them particularly suitable for the energy storage market [2] - The local government has developed a comprehensive strategy for the sodium-ion battery industry, aiming to transition from breakthrough points to industry-wide aggregation [2] Group 3: Financial Support and Innovation - Feicheng provides multi-level capital tools, including angel investment and venture capital funds, to empower enterprise development [3] - A 23 million yuan technology achievement transformation loan has enabled Shandong Zero One Four to focus on research and development [3] - The dual-driven model of "capital + technology" is key to overcoming challenges related to long R&D cycles and high investment risks [3] Group 4: Energy Storage Projects - The 2×300MW salt cavern compressed air energy storage project in Feicheng is set to achieve full capacity grid connection by September next year, acting as a large "power bank" to balance electricity supply and demand [4] - Feicheng is developing a complete industrial development path for salt cavern energy storage, with a total installed capacity of 3480MW across various projects [4] - Once fully operational, these projects are expected to generate 6 billion kWh of electricity annually, reduce CO2 emissions by over 5.6 million tons, and achieve annual revenue exceeding 28.5 billion yuan [4] Group 5: Traditional Industry Optimization - The Shiheng Special Steel Group has become the only national digital leading enterprise in the steel industry in the province, implementing over 280 AI applications for full-process digital management [5] - During the 14th Five-Year Plan period, Feicheng has cultivated a total of 6 national and 20 provincial manufacturing champions, along with numerous digital transformation benchmarks [5] - The city aims to continue promoting its dominant industries, including new energy, new materials, and high-end chemicals, while building a modern industrial system characterized by intelligence, greenness, and integration [5]

Group 1 - The establishment of the first national AI application pilot base for mobile terminals reflects a strong trend towards accelerating the industrialization of AI technology across various regions [1] - The pilot base aims to assist enterprises in achieving digital and intelligent upgrades from research and development to production [1][2] - Various local governments are actively promoting the construction of application pilot bases in key sectors such as manufacturing, healthcare, and transportation [1][2] Group 2 - The national AI application pilot bases serve as important links for technological innovation and results transformation, connecting scientific research with industrial demonstration and mass production [1][2] - Specific pilot bases have been initiated in manufacturing in Shanghai and in transportation in cities like Qingdao, Mianyang, and Xiamen, focusing on common challenges in these sectors [1][2] Group 3 - Despite advancements in AI technology, challenges remain in the deep integration of technology and industry, such as the mismatch between industry needs and available technologies [2] - The "AI+" initiative aims to create a network of pilot bases that act as connectors, accelerators, and incubators for technological results and quality applications [2] Group 4 - Listed companies are leveraging their technological and financial advantages to participate in pilot base projects, with notable contracts awarded, such as iFlytek's 428 million yuan project in healthcare [3] - The policy environment is increasingly supportive of private enterprises in building significant pilot platforms, as outlined in recent measures to promote private investment [3][4] Group 5 - The establishment of pilot bases has already shown positive results in the efficient transformation of innovative outcomes, particularly in the financial and healthcare sectors [4] - For instance, the China UnionPay is advancing its AI application pilot base in finance, focusing on building comprehensive support capabilities for industry-wide applications [4] Group 6 - The ongoing development of application pilot bases is expected to enhance resource aggregation and collaborative empowerment, providing stronger support for AI companies and research institutions [5][6] - Identifying key industries and scenarios for the implementation of "AI+" is crucial for the successful integration of new technologies into everyday applications [6]

（原标题：科大讯飞等成立科技公司，含智能机器人的研发业务） 企查查APP显示，近日，上海讯飞和光科技有限公司成立，法定代表人为徐玉林，注册资本为5015万 元，经营范围包含：农产品智能物流装备销售；智能机器人的研发；智能机器人销售；农业机械服务； 人工智能硬件销售等。企查查股权穿透显示，该公司由科大讯飞（002230）全资子公司河南讯飞人工智 能科技有限公司、河南讯飞智元信息科技有限公司等共同持股。 fund ...

在投资者交流平台频繁互动也是"9A公司"的特点之一。据统计，截至12月5日，"9A公司"在投资者交流 平台（上交所e互动和深交所互动易加总）的平均回复数为2091个，中位数为1375个。其中，京东方A 累计回复投资者18283个问题，在"9A公司"中稳居第一。按互动易上线时间2010年1月1日以及年均250 个交易日测算，公司日均回复约5个问题。其他"9A公司"的回复数在147到13000个之间，而回复过万的 公司还有科大讯飞、五粮液和比亚迪。 （文章来源：每日经济新闻） 连续9次信披评价获评A级有多难？近日，每经资本眼专栏记者收集了沪深两大交易所发布的最近9个考 核期信息披露工作评价结果的通报数据，根据上述数据统计发现，两市共有116家上市公司连续9次全部 得A（以下简称"9A公司"），仅占最新考核期（2024~2025年）5104家参评上市公司的2.27%。 ...

截至2025年12月8日 09:46，中证人工智能主题指数(930713)强势上涨1.33%，成分股复旦微电(688385)上 涨4.83%，中科星图(688568)上涨4.18%，中际旭创(300308)上涨3.68%，光迅科技(002281)，新易盛 (300502)等个股跟涨。AI人工智能ETF(512930)上涨1.15%， 冲击3连涨。最新价报2.11元。 消息面上，OpenAI计划最快在下周初发布GPT-5.2更新，旨在缩小与谷歌公司Gemini 3之间的性能差 距。Gemini 3是上个月发布后登顶了性能排行榜，并获得了OpenAI首席执行官Sam Altman和马斯克高度 评价的竞争模型。GPT-5.2已准备就绪，代表了OpenAI在AI军备竞赛中对市场竞争做出的迅速、直接的 反应。近日，Altman宣布公司进入"红色警报 (code red)"状态，以快速应对来自谷歌Gemini 3和 Anthropic等竞争对手带来的日益增长的压力。 AI人工智能ETF(512930)，场外联接(平安中证人工智能主题ETF发起式联接A：023384；平安中证人工 智能主题ETF发起式联接C：023385； ...