盘面上，石油天然气、黄金、化工等资源周期股全线大涨，中曼石油、湖南白银等多股涨停。AI推动需求高增，光纤、CPO、PCB、MLCC等同步走强， 长飞光纤（601869）再度涨停，刷新历史新高；风华高科涨停。多家公司上调电子纱及电子布报价，玻纤概念股集体活跃，山东玻纤2分钟涨停。 玻纤概念多股大涨 山东玻纤2分钟涨停 2月24日，玻纤概念多股大涨，国际复材以20%幅度涨停，续创历史新高。山东玻纤开盘2分钟直线涨停，长海股份、中国巨石、宏和科技、中材科技等涨 幅靠前。 | | | | 买1 10.38 16.7万 | | | --- | --- | --- | --- | --- | | | | | 分时成交 ▼ | | | | | | 11:27 10.38 | 1 | | | | | 11:27 10.38 | 2 | | | | | 11:27 10.38 | 1 | | 9.44 | | | 11:27 10.38 | 7 | | | | | 11:27 10.38 | 1 | | | | | 11:27 10.38 | 43 | | | | | 11:28 10.38 | 1 | | | | | 11: ...

所以问题来了：下午我们该怎么办？ 朋友们中午好，我是帮主郑重。上午这盘面，够热闹。 三大指数涨超1%，成交额比昨天放大了3000多亿，全市场超过4200只股票在涨。单看这些数字，妥妥 的"开门红"氛围。 但你打开账户看一眼，是不是觉得哪里不对？影视院线跌了，AI应用跌了，光线传媒一度20cm跌停 ——昨天还在憧憬春节档，今天就挨了一闷棍。 这就是今天上午最真实的盘面：放量普涨，但涨的不是你手里的。 钱去哪了？去了两个方向。 第一个方向，资源周期股。石油、黄金、化工，全线大涨。导火索很清楚：特朗普关税政策引发担忧， 美伊局势一触即发。布伦特原油重回70美元上方，黄金突破5160美元。资金在干什么？避险。地缘政治 这只黑天鹅一扇翅膀，资源品就成了资金躲雨的地方。 第二个方向，算力硬件股。长飞光纤涨停创新高，天孚通信、中际旭创、新易盛集体大涨。为什么？还 是那个老逻辑——AI的"卖铲人"。SK海力士说存储芯片价格全年涨，华工科技说订单排到四季度，今 天光纤、CPO接力，说明资金在产业链里轮动，从芯片到光模块，一个一个挖。 这两个方向有个共同点：都有实锤。要么是地缘冲突带来的涨价预期，要么是产业需求带来的订单能见 度 ...

Core Viewpoint - The report titled "2026-2032 China CPU Industry Market Status Analysis and Market Trend Forecast" provides essential insights for decision-makers and investors in the CPU sector, highlighting the current market dynamics and future trends [1][11]. Group 1: Industry Overview - The CPU (Central Processing Unit) is the core of computer systems, responsible for executing program instructions and processing data, often referred to as the "brain" of the computer [6]. - The report emphasizes the significance of the CPU industry's technological advancements and market structure, which profoundly impact the global technology sector [8]. - The Chinese CPU market is projected to grow by 3.8% year-on-year by 2026, driven by policy support and technological innovation [8]. Group 2: Data Collection and Analysis Methodology - The research team employed multiple data collection methods, including annual reports from listed companies, manufacturer surveys, and expert validations, to ensure data accuracy and relevance [3]. - The report utilizes a proprietary industry analysis model developed by the research institute, allowing for a comprehensive understanding of the current market status, trends, and dynamics [3][11]. Group 3: Competitive Landscape - Key players in the Chinese CPU market, such as Feiteng, Haiguang, Longxin, and Zhaoxin, are leveraging proprietary instruction sets or compatible ecosystems to gain market share [9]. - Longxin's 3A6000 processor aims to compete with international mainstream products while adhering to a proprietary instruction set approach [9]. Group 4: Report Structure - The report consists of twelve chapters covering various aspects of the CPU industry, including definitions, business models, risk factors, and market dynamics [12]. - It provides a detailed analysis of the CPU industry's operating environment, including political, economic, social, and technological factors [14]. Group 5: Future Projections - The report forecasts supply and demand, pricing, market size, and strategic recommendations for the CPU industry from 2026 to 2032, offering a scientific and rigorous outlook [12][21]. - It highlights the expected trends in CPU performance, power efficiency, and intelligence, supporting strategic industries like AI, cloud computing, and the Internet of Things [8].

影视股大幅下挫，大麦娱乐跌9%，猫眼娱乐跌超7%刷新阶段新低。消息上，中金发表报告指，根据艺恩，截至2月23日10时统计，2026年春节档有效票房 期前6天（大年初一至初六、2/17至2/22）票房为50.77亿元人民币（下同），较2025年春节档前6天下降38.7%，预计档期票房或低于此前预期的65至85亿元 区间，主要因高基数下龙头影片欠缺。《飞驰人生3》票房领跑，《惊蛰无声》位居第二名。关注后续影片定档节奏和表现。展望后续，《天才游戏》《千 金不换》等国产影片，《呼啸山庄》《挽救计划》等进口影片已定档，其他储备国产影片《蛮荒禁地》《转念花开》《抓特务》《澎湖海战》等；进口影片 《奥德赛》《复仇者联盟5》。 旅游及观光板块走低，中国中免跌超8%。消息面上，据海口海关统计，春节假期前五天（2月15日至19日），海南离岛免税购物金额达13.8亿元，购物人数 17.7万人次，比去年春节假期前五天分别增长19%和24.6%。里昂发布研报称，海南免税店的消费在更强劲的促销活动及政策推动的增量需求下保持韧性， 但很大程度上已反映在中国中免的股价中。 半导体股、存储概念股逆势上涨，消息面上，2月20日，海力士在电话会上 ...

2月24日，市场早盘高开回落后震荡回升，三大指数午盘均涨超1%，创业板指半日上涨1.76%，全市场 超4200只个股飘红。在此带动下，创业板50ETF（159949）午盘收涨1.95%，报1.567元，换手率 2.81%，半日成交额6.62亿元，成交规模居同类ETF首位。 | 代码 | 名称 | 现价 | 涨跌幅 IOPV | 溢折率 | 换手率 | | 成交金额 ▼ 5日涨跌幅 60日涨跌幅 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 159949 | 创业板50ETF | 1.567 | 1.95% 1.5682 | -0.08% | 2.81% | 6.62 Z | -0.06% | 8.82% | | 159682 | SIZINESDELL 当前 | 1.520 | 1.88% 1.5161 | 0.26% | 2.88% | 1.38亿 | -0.07% | 8.96% | | 159681 | SUSOETF | 1.539 1.79% | | 1.5399 -0.06% | 3.13% | 5592.79万 | 0 ...

财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 近日，云知声 (09678.HK) 创始人兼首席执行官黄伟在与凤凰网财经《发现新势力》对话时，谈及 AI 时 代文理科的专业差异与优势问题，他表示当下 AI 研发端理科生更具优势，但未来当 AI 能替代编程 后，审美、鉴别、人文等文科能力会变得更为重要。 凤凰网财经《发现新势力》：在 AI 时代，文科理科的专业差异是不是没那么大了，还是理科生更有优 势？ 黄伟：从 AI 模型研发的角度来看，理科生会更有优势。但从结果层面来讲，如果未来编程变得不那么 重要，AI 也能完成编程工作，那么文科就会变得很重要，因为后续发展所需的审美、鉴别、人文等能 力，都属于文科的能力范畴。所以当下从技术本身看，理工科更重要，而从未来的发展结果来看，文科 可能会更重要。 ...

近日，中国冬奥名将谷爱凌成为焦点人物，在米兰冬奥会上拿下1金2银，成为冬奥史上获得金牌和奖牌最多的自由式滑 雪运动员。 同时，商业媒体福布斯发布了本届冬奥会运动员收入排行榜，谷爱凌与奥斯顿·马修斯断层式领先。 资料显示，目前谷爱凌代言了10余个各行各业顶级品牌，包括：路易威登（LV）、蒂芙尼（Tiffany & Co.）、IWC 万国 表、TOD'S、波司登、保时捷（Porsche）、安踏、Faction Skis、奥地利红牛（Red Bull）、TCL、蒙牛、瑞幸咖啡、中国 银行、中国移动等，涵盖奢侈品、汽车、户外运动、食品饮料、金融、通信等多个领域。 其中谷爱凌以2300万美元（约合人民币1.6亿元）的收入排名第一。排名前五除了谷爱凌外，分别为奥斯顿·马修斯（冰球 运动员）2000万美元，林赛·沃恩（高山滑雪运动员）800万美元，克洛伊·金（单板滑雪运动员）400万美元，伊利亚·马 利宁（花样滑冰运动员）70万美元。 谷爱凌的形象和成绩俱佳，为冬奥会顶流运动员，因此备受各大品牌关注。同时谷爱凌真实的一面也饱受好评，在赛后 得知外婆去世的消息，泪洒新闻发布会现场。在被问及自己最爱的"滑雪"之外的爱好，谷爱凌 ...

Market Overview - On February 13, the two major indices closed lower with a trading volume of 2 trillion, a decrease of approximately 160 billion from the previous trading day[1] - The A-share market saw significant activity in the Year of the Snake, with the Shanghai Composite Index rising by 25.58%, the Shenzhen Component by 38.84%, and the ChiNext Index leading with a 58.73% increase[1] - The average daily trading volume surged to 1.89 trillion, a nearly 70% increase compared to the previous year, with trading days exceeding 2 trillion accounting for 35% of the total[2] Fund Flow - On February 13, the Shanghai index experienced a net outflow of 22.457 billion, while the Shenzhen index saw a net outflow of 11.499 billion[3] - The top three sectors for capital inflow were aerospace equipment, IT services, and consumer electronics, while the top three sectors for outflow were communication equipment, photovoltaic equipment, and electric power[3] Industry Insights - The AI-related industries are expected to maintain high growth, with TSMC and domestic wafer manufacturers reporting strong performance driven by AI demand in various component sectors[1] - The average rent for commercial properties in major cities is projected to be 24.05 yuan per square meter per day in the second half of 2025, reflecting a 0.47% decrease from the previous half-year[10] Transportation and Logistics - National railway freight volume was reported at 65.687 million tons, a decrease of 10.72% week-on-week, while highway truck traffic fell by 70.59%[4] - The logistics sector is experiencing significant declines, with postal and express delivery volumes dropping by 64.7% and 81.07% respectively[4] Robotics Market - The robot performance rental market has seen a surge, with transaction volumes increasing over 100% in January 2026 compared to the previous month, indicating high demand during the Spring Festival[11]

国金证券发布研报称，总结来看，AI回报率高、从传统领域调走产能，同时传统过去因利润率低扩产 不积极甚至退出放大了"被动"缺口，产业链变化太快、"有准备的人"不多，最终呈现传统涨价"又急又 快"，当前已到全产业链备货阶段、进一步催化价格走高，传统领域类似通货/标品，成熟的产业链（份 额稳固）倾向于价格传导（而非以价换量）。该行认为这类现象将会在春节后持续，继续看好电子新材 料涨价（电子通胀），推荐玻纤电子布、铜箔、载板链、先进封装设备等。 国金证券主要观点如下： 梳理被"AI挤占"产能的板块 8）封测与代工，CoWoS等先进封装挤占传统封测和存储产能，核心是封测厂扩产时间长、成本高。 9）电，AI数据中心算力负荷挤占工业/民用电力，核心是缺电。 AI挤占的背后是资源的争夺，资本追逐高回报率。AI挤占的发生，首要原因是有赚钱效应的AI需求在 高速扩张，吸引资本投入，AI对"资源"的消耗远大于传统行业，因此传统行业的设备/人员/资金"被大量 抽调"，形成供给缺口。第二，竞争加剧了这类产能"抽调"，企业通过升级产能来巩固技术先发优势。 AI日新月异的技术升级又带来了不确定性，产品性能、良率需要实现"又快又好"很难实现 ...

【有道云笔记】AI的催化都演绎了，节后该怎么布局？0223@kk 有道云笔记 纪要来源：【文八股调研：www.wenbagu.com】 【有道云笔记】AI的催化都演绎了，节后该怎么布局？0223@kk 有道云笔记 纪要来源：【文八股调研：www.wenbagu.com】 ...