三、机构解读 一、行情 1月28日，云计算概念大涨，美利云一字涨停，网宿科技、欧陆通等涨超10%，首都在线等跟涨。 | 股票名称 | 最新价= | 涨跌幅 = | 换手落 | | --- | --- | --- | --- | | 美利云 000815.SZ 扭亏 | | 首板 | | | | 14.28 | +10.02% | 7.80' | | 公司数据中心业务涵盖机架出租、网络接入及机架运行维护等服务 | | 09:44 涨停 | | | 网宿科技 300017.SZ 减持 | | | | | IT基础平台服务提供商;公司提供DC和液冷节能解决方案,子公司绿色云图自主研发的 | | | | | 液冷技术,能够为企业提供更节能、高效的液冷数据中心建设及改造方案,包括微型液冷 | | | | | 数据中心解决方案、中大型数据中心解决方案及集装箱数据中心解决方案;另外,提供托 | 16.04 | +18.46% | 26.14 | | 管空间租用、托管带宽租用、数据中心托管服务及企业级互联网通信整体解决方案;子公 | | | | | 司爱捷云瞄定算力云定位,以统一架构为客户提供从轻量超融合云到大规模全栈企业云 ...

| 代码 | 名称 | 现价 | 涨跌幅 ▼ | | --- | --- | --- | --- | | 300017 网宿科技 | | 15.81 | 16.77% | | 300870 | 欧陆通 | 258.59 | 13.45% | | 000815 | 美利云 | 14.28 | 10.02% | | 002757 | 南兴股份 | 22.72 | 10.02% | | 300846 | 首都在线 | 29.02 | 7.92% | | 600602 | 云塞智联 | 23.21 | 4.69% | | 300383 | 光环新网 | 15.78 | 4.09% | | 688316 | 青云科技-U | 85.30 | 4.06% | | 600845 | 宝信软件 | 24.18 | 2.85% | | 300308 | 中际旭创 | 631.00 | 2.50% | | 002123 | 梦网科技 | 12.73 | 2.17% | 据证券时报，谷歌正式宣布将于2026年5月1日对CDN Interconnect、Direct Peering、Carrier Peering等方 式进行数据传输 ...

28日早盘，算力方面继续领涨，创业板人工智能再涨逾1%冲击前高！IDC数据中心概念股冲锋，网宿科技再度封板，3天斩获2个20CM涨停， 首都在线大涨超12%！CPO光模块同样拉升，太辰光、金信诺等多股涨超5%。热门ETF方面，同类规模最大、流动性突出的创业板人工智能 ETF（159363）场内上扬逾1%冲击前高！ | 多日 1分 5分 15分 30分 7 | F9 盘前盘后 查加 九转 画线 工具 © 2 | 创业板人工智能ETF华宝 | 159363 | 159363[创业板人工智能ETF华宝] 10:35 价 1.128 涨跌 0.011(0.98%) 均价 1.135 成 ... | 1.1 | +0.011 +0.98% | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 通 融 / @ + | SZSE CNY 10:35:57 交易中 | A Mar ...

Group 1 - Naxing Co., Ltd. (南兴股份) reached a limit-up, while Wangsu Science & Technology (网宿科技) increased by 16%, Oulu Tong (欧陆通) rose by 13%, and Capital Online (首都在线) gained nearly 8% [2] - Other companies such as Yunzhai Zhili (云寨智联), Guanghuan Xinwang (光环新网), and Qingyun Technology (青云科技) also experienced increases [2] - The stock price changes for notable companies include: Wangsu Science & Technology at 15.81 with a rise of 16.77%, Oulu Tong at 258.59 with a rise of 13.45%, and Naxing Co., Ltd. at 22.72 with a rise of 10.02% [3] Group 2 - Google announced a price adjustment for data transmission methods such as CDN Interconnect, Direct Peering, and Carrier Peering, effective May 1, 2026, with prices in North America doubling [4]

开源证券表示，全球AI发展如火如荼，AWS作为亚马逊核心的公有云平台，此次涨价一方面再次确认 了全球AI算力需求端的高景气度，另外一方面从供给角度来看，AI云产业链资源稀缺性或日益凸显。 28日早盘，算力方面继续领涨，创业板人工智能再涨逾1%冲击前高！IDC数据中心概念股冲锋，网宿 科技再度封板，3天斩获2个20CM涨停，首都在线大涨超12%！CPO光模块同样拉升，太辰光、金信诺 等多股涨超5%。热门ETF方面，同类规模最大、流动性突出的创业板人工智能ETF（159363）场内上 扬逾1%冲击前高！ | | | 分时 多日 1分 5分 15分 30分 · | | | | | F9 盘前盘后 露加 九转 图线 工具 @ (2) > | | | 创业板人工智能ETF华宝 | 159363 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 159363[创业板人工智能ETF华宝] 10:35 价 1.128 法珠 0.011(0.98%) 均价 1.135 股.. | | | | | | | | ...

Group 1 - The company has completed the core technology adaptation and product definition for the integrated delivery solution of "hardware + software + model" in collaboration with Zhiyu, supporting dynamic scheduling of GPU heterogeneous resources [1] - The integrated machine solution is now open for application to B-end customers in government, finance, and industry, and is advancing benchmark scenario implementation and commercial scale promotion [1] - A comprehensive strategic partnership with Zhiyu has been established since 2024, focusing on collaboration in integrated machines, intelligent computing cluster construction, large model commercialization, domestic GPU adaptation, and local intelligent computing center development [1] Group 2 - The company is a core computing power supplier for Zhiyu, constructing large-scale high-performance GPU computing clusters in multiple locations to support the stable operation of Zhiyu's GLM series model training and inference [2] - The company has built a MaaS service platform to facilitate the comprehensive access of Zhiyu's GLM-Z1 series inference models, promoting their application penetration in industries such as gaming, audio-video, and e-commerce [2] - The company has obtained "diverse computing power adaptation rights" from Zhiyu, becoming a core partner for domestic computing power adaptation, focusing on optimization with domestic GPUs like Ascend and Suiruan [2]

Core Viewpoint - Capital Online (300846.SZ) has launched an integrated machine product in collaboration with Huawei, marking a significant milestone in their partnership within the artificial intelligence computing infrastructure sector [1] Group 1: Product Launch - The product, named "Capital Online & Ascend DeepSeek Integrated Machine," was officially unveiled at the "Huawei China Partner Conference 2025" [1] - The integrated machine features the Ascend AI processor and the company's global cloud network resources, emphasizing three core characteristics: "plug-and-play, elastic expansion, and secure trustworthiness" [1] Group 2: Technical Collaboration - The collaboration between Capital Online and Huawei is not merely a combination of software and hardware but involves a comprehensive technical reconstruction across the entire chain, from chip adaptation to algorithm optimization and model deployment [1] - The partnership aligns with the company's "one body, two wings" intelligent computing strategy, utilizing core technologies such as "one cloud, multiple chips" heterogeneous computing pooling, "one cloud, multiple pools" global resource scheduling, and "one cloud, multiple models" intelligent matching of AI workloads [1]

证券日报网讯 1月27日，首都在线在互动平台回答投资者提问时表示，目前公司已完成Qwen系列开源 模型适配，包括Qwen3大语言模型、CosyVoice语音合成、Wan2.2视频生成、Qwen-VL视觉模型等，并 成功运行在Nvidia、昇腾等异构算力，可通过Maas服务平台提供模型调用、模型部署、弹性扩缩容能 力，加速企业及开发者AI应用落地效率。同时，公司的产品及解决方案服务众多中国互联网百强企 业，与多家互联网细分领域头部企业有合作。涉及客户合作等业务敏感信息，不便对具体情况做出回 复，还望谅解。 （编辑 姚尧） ...

Group 1 - The A-share market saw a strong performance in DeepSeek concept stocks, with notable gains from companies such as Kaipu Cloud, which rose nearly 13%, and Huapei Power, which hit the daily limit with a 10% increase [1][2] - DeepSeek released a new model called DeepSeek-OCR 2, utilizing the innovative DeepEncoder V2 method, allowing AI to dynamically rearrange image components based on their meaning rather than scanning mechanically from left to right [1] - The new model outperformed traditional visual-language models in processing complex layouts, such as documents or charts, demonstrating enhanced intelligence and causal reasoning capabilities in visual understanding [1] Group 2 - Kaipu Cloud's market capitalization reached 18.4 billion, with a year-to-date increase of 39.76% [2] - Huapei Power's market capitalization is 8.186 billion, with a year-to-date increase of 14.27% [2] - Chipong Micro's market capitalization stands at 9.257 billion, with a year-to-date increase of 15.76% [2]

Group 1 - The A-share market saw a strong performance in DeepSeek concept stocks, with notable gains from companies such as Kaipu Cloud, Huapei Power, and Chipeng Micro [1][2] - Kaipu Cloud's stock increased by approximately 12.92%, with a total market capitalization of 18.4 billion [2] - Huapei Power reached a 10% increase, hitting the daily limit, with a market value of 8.186 billion [2] - Chipeng Micro's stock rose over 6%, with a market capitalization of 9.257 billion [2] Group 2 - DeepSeek released a new model called DeepSeek-OCR 2, which utilizes an innovative DeepEncoder V2 method to enhance AI's ability to dynamically rearrange image components based on their meaning [1] - This model outperforms traditional visual-language models in processing complex layouts, such as documents or charts, demonstrating superior intelligent and causal reasoning capabilities [1]