Core Viewpoint - The AI computing power sector is experiencing significant growth, driven by government initiatives and increasing demand for domestic AI chips, particularly the H200 chip, which is set to be delivered to Chinese customers soon [3][4][5]. Group 1: Market Performance - On the last trading day of 2025, AI computing stocks saw a strong afternoon rally, with the cloud computing ETF (159890) rising over 1% and achieving a six-day winning streak [1]. - Notable stock performances included a rise of 11.46% for Yidian Tianxia, over 8% for Hand Information, and more than 4% for companies like Zhongke Xingtai and Wanxing Technology [1]. Group 2: Policy and Industry Developments - A key government official announced the implementation of the "AI+" initiative, which aims to create extensive application scenarios for AI computing power chips, leading to rapid growth in demand and innovation within the sector [3]. - The conditional opening of the H200 chip to China is seen as a positive development, with major tech companies like Alibaba and ByteDance planning significant purchases to enhance their AI capabilities [4]. Group 3: Domestic Chip Strategy - Domestic companies are adopting varied strategies in response to the H200 chip's availability, with Alibaba and ByteDance pursuing large-scale purchases, while Baidu focuses on self-developed Kunlun AI chips to reduce reliance on external suppliers [4]. - Tencent is exploring indirect methods to acquire advanced computing power, aiming to secure over $1.2 billion in usage rights for the latest B200/B300 chips [4]. Group 4: Growth Projections - According to IDC and Inspur, China's intelligent computing power is projected to reach 1,037.3 EFLOPS by 2025, with a compound annual growth rate of 46.2% from 2023 to 2028 [6]. - The general computing power in China is expected to grow to 85.8 EFLOPS by 2025, with a compound annual growth rate of 18.8% during the same period [6]. Group 5: Investment Opportunities - The current landscape of the AI computing market presents numerous opportunities for investment, with a focus on domestic chip development and technological innovation [5][6]. - The cloud computing ETF (159890) tracks a diverse range of companies involved in AI infrastructure and applications, indicating a comprehensive approach to the AI computing era [6].

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 002908 | 德生科 | 10.03 | 11.76 | 9.88 | 10.53 | 6.58 | | | 技 | | | | | | | 300170 | 汉得信 息 | 7.77 | 10.82 | 17.86 | 19.01 | 6.47 | | 002757 | 南兴股 份 | 10.00 | 15.15 | 18.29 | 19.47 | 6.43 | | | 掌阅科 | | | | | | | 603533 | 技 | 6.81 | 6.30 | 20.40 | 21.48 | 5.32 | | 002945 | 华林证 券 | 5.76 | 1.17 | 15.16 | 15.79 | 4.18 | | 002766 | 索菱股 | 5.82 | 5.63 | 5.61 | 5.82 | 3.72 | | | 份 | | | | ...

格隆汇12月31日｜延续昨日强势，AI智能体概念股今日继续走强，其中，蓝色光标涨超14%，雷神科技 涨超11%，宣亚国际涨超10%，南兴股份、利欧股份10CM涨停，汉得信息涨9%，视觉中国涨超6%，天 下秀、因赛集团涨超5%。 消息面上，Meta以逾20亿美元正式收购通用AI Agent产品Manus的母公司蝴 蝶效应。这笔交易是Meta成立以来的第三大收购，仅次于WhatsApp和Scale AI。 在Meta收购前，Manus 正以20亿美元估值进行新一轮融资。收购完成后，蝴蝶效应公司将保持独立运作，创始人肖弘出任 Meta副总裁。 ...

每经AI快讯，12月31日，AI应用端持续拉升，AI智能体方向领涨，万事利（301066）20%涨停，此前南 兴股份（002757）2连板，利欧股份（002131）涨停，蓝色光标（300058）、宣亚国际（300612）涨超 10%，汉得信息（300170）、酷特智能（300840）、福石控股（300071）、掌阅科技（603533）跟涨。 ...

早盘，AI智能体板块表现活跃。蓝色光标涨超12%，雷神科技涨超10%，宣亚国际涨超7%，视觉中 国、酷特智能涨超6%，汉得信息涨超5%，世纪天鸿涨超4%，天下秀、翠微股份、利欧股份、荣信文 化、因赛集团涨超3%。 消息面上，Meta宣布收购AI智能体公司Manus以加速人工智能创新，该收购为Meta成立以来第三大并 购，金额达数十亿美元。Manus作为通用AIAgent平台，截至12月初已处理超147万亿Token，创建超 8000万台虚拟计算机。 早在今年3月，AI领域初创公司蝴蝶效应（BUTTERFLY EFFECT）发布Manus的早期预览版，不仅可以 主动筛选简历，还能为用户规划旅行线路并形成旅游手册，还可以帮助老师制作视频来解释复杂的物理 概念。 蝴蝶效应之前凭借着浏览器AI插件Monica切入AI领域，并凭借产品的优良表现获得用户的青睐。日前 公司宣布2025年经常性收入（ARR）已经突破1亿美元，随后便被Meta收购。 此外，12月30日晚 "罗永浩的十字路口" 年度科技分享会上，罗永浩与豆包围绕 "锤子手机是否好用" 展 开约4分钟的情绪式辩论，豆包现场提及ZEALER评测、连说7个 "OK" ...

（文章来源：每日经济新闻） 每经AI快讯，智谱AI概念板块震荡上涨，德生科技封板涨停，蓝色光标涨超10%，汉得信息、视觉中 国、易点天下等多股涨超4%。 ...

周二（12月30日），创业板人工智能指数反弹1%，成份股大面积飘红。AI应用涨幅居前，蓝色光标领 涨7%，易点天下、汉得信息涨超3%。算力方面，协创数据涨超5%，光模块CPO龙头中际旭创涨超 2%，润泽科技、北京君正、锐捷网络等多股涨超1%。 热门ETF方面，流动性突出的创业板人工智能ETF（159363）场内收涨1.12%，收盘价达0.993元创历史 新高，全天成交超5亿元，资金单日净申购3600万份。 2025年复盘看，光模块CPO、AI应用接连发力，双线布局算力+AI应用的创业板人工智能指数持续领 跑。截至12月30日，创业板人工智能指数年内涨幅高达107.21%，已翻倍增长有余，大幅领跑人工智 能、CS人工智、科创AI等同类AI主题类指数！ | 序号 | 证券代码 | 证券简称 | 区间涨跌幅 | 年化波动率 | | | --- | --- | --- | --- | --- | --- | | | | | 【区间景日】 文年刊 [[×同居日] 2025-12-30 | [起始交易日期] 本年初 [截止交易日期] 2025-12-30 | | | | | | [車位] %1 | [周期] 周 | | ...

Group 1 - The company has officially submitted an application for the issuance and listing of overseas shares (H-shares) to the Hong Kong Stock Exchange, marking the initiation of its "A+H" dual capital platform layout [1][4] - Since its listing on the Shenzhen Stock Exchange's Growth Enterprise Market in 2011, the company has established a global service network with subsidiaries in nine countries, including Japan, Singapore, and the United States, demonstrating its mature global service delivery capabilities [4] - The company's board of directors approved the authorization for management to initiate preparatory work for the H-share issuance, indicating that the application aims to meet business development needs and enhance the company's strategic layout and international capital operation platform [4]

MACD金叉信号形成，这些股涨势不错！ | | | | Al智能体板块个股 | | | | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 300840 | 酷特智能 复 | 16.63 | 45.62亿 | -4.58 | | 2 | 002757 | 南兴股份 | 10.01 | 52.30亿 | 16.06 | | ന | 603123 | 翠微股份 1 | 9.98 | 141亿 | 119.01 | | 4 | 301330 | 糖泉科技 * | 7.76 | 75.15亿 | 44.83 | | 5 | 603171 | 税友股份 | 5.50 | 218亿 | 77.11 | | 6 | 002657 | 中科金财 海 | 5.15 | 101亿 | 62.77 | | 7 | 300058 | 1 蓝色光标 | 4.68 | 337亿 | 41.76 | | 8 | 300170 | 汉得信息 1 | 3.57 | 181亿 | 43.14 | | 9 | 300674 | 宇 ...

| | | | | Al智能体板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 300840 | 酷特智能 | 演 | 16.63 | 45.62亿 | -4.58 | | 2 | 002757 | 南兴股份 | | 10.01 | 52.30亿 | 16.06 | | 3 603123 | | 翠微股份 1 | | 9.98 | 141亿 | 119.01 | | ব | 301330 | 滴基科技 * | | 7.76 | 75.15亿 | 44.83 | | 5 | 603171 | 税友股份 | | 5.50 | 218亿 | 77.11 | | 6 | 002657 | 中科金财 | 海 | 5.15 | 101亿 | 62.77 | | 7 | 300058 | 蓝色光标 | 中 | 4.68 | 337亿 | 41.76 | | 8 | 300170 | 汉得信息 1 | | 3.57 | 181亿 | 43.14 | | 9 | 3006 ...