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中国正造大型核动力航母?国防部回应
券商中国· 2025-03-14 09:11
责编: 刘珺宇 校对: 冉燕青 百万用户都在看 茅台,大涨!发生了什么? 突发警告!刚刚,集体跳水 突发!超1000人死亡,联合国紧急发声! 见证历史!美国,出手了 吴清谈DeepSeek! 俄罗斯、乌克兰,突发! 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 3月14日下午,国防部新闻发言人张晓刚大校就近期涉军问题发布消息。 记者:据报道,美方称中国可能正在建造大型核动力航母,与美军航母吨位相当。请问发言人对此有何评论? 张晓刚:媒体有关报道纯属猜测。需要说明的是,我们始终根据国家安全需要和装备技术发展情况综合考虑航 母建设问题。 来源:国防部发布 ...
闪存价格暴涨3倍?市场火热靠的不是AI
雷峰网· 2025-03-14 08:11
" DeepSeek的爆火,带来的只是针对大容量高端内存产品的需 求。 " 作者丨刘伊伦 编辑丨包永刚 "年前我们有一颗料 正常出货价一块六左右,现在涨到四块多了 ,这还不是用在高端产品上的。"存储产 品经销商李良对雷峰网表示,"之前有的客户预判年后会降价就没有拿货, 现在是又贵又没货,有钱也买 不到。" 存储市场正在回暖。此前,有消息称闪迪将在4月1日起提高旗下NAND闪存价格, 价格涨幅超过10% , 另外两家头部大厂三星和SK海力士同样跟进市场情绪,预计下个月将对NAND闪存价格进行调整。 雷峰网获悉,长江存储旗下的零售品牌"致态"也将于4月起上调提货价格, 涨价幅度或将超过10%。 对于市场的火热,有不少观点认为是AI爆发带来对存储产品的需求。对此,国内头部存储厂商从业者张欣 对雷峰网表示: "存储产品是一个周期性很强的产品 ,说这轮行情是AI爆火引起的, 那肯定是不对的。" 而对于存储厂商之前采用减厂的策略,江路表示:"减产有一部分原因是 厂商们要 趁着 需求少 的 时间 进行 生产设备更新,技术迁移带来了 ' 自然减产 ' ,这个阶段不可避免地会让产量减少,过了这个节点 之后,产量也就慢慢恢复了。 ...
科技+投资!机器人成券商策略会上“最靓的仔”
券商中国· 2025-03-14 01:36
3月13日,华泰证券、西南证券、华西证券均选在这一天召开春季策略会。 正如华泰证券机构业务委员会主席梁红在致辞中提到的,当前国际变局和科技进步正以前所未有的速度冲击传统秩序,中国 资产正在开启价值重估的大幕。 在此背景下,科技成为各家研究所的核心议题,不管是主会场还是分论坛,均以大篇幅多角度对科技产业逻辑进行剖析和解 读。值得一提的是,三家券商还不约而同在策略会现场安排了机器人、机器狗的表演及互动环节,生动演示了何为"科技+投 资"的深度融合。 券商策略会开卷机器人 券商扎堆召开春季策略会,宇树科技或许成为最大赢家。券商中国记者发现,3月13日在深圳、杭州、重庆三城,同步召开的 三家券商春季策略会,竟都安排了宇树科技的机器人及机器狗作为"特邀嘉宾",在现场与参会者零距离亲密互动。 华泰证券策略会会场外,参会者与机器人握手 华西证券策略会会场外,参会者观看机器狗表演 与此同时,各家券商策略会主题也基本聚焦以AI为代表的科技产业。例如,华西证券在3月13日上午的主论坛中,邀请了人工 智能相关行业的创始人,讲述AICG技术的商业应用以及AI眼镜的未来图景。 而华泰证券两天共6场分论坛中,仅科技主题论坛就有三场,分别 ...
"顶流明星在澳门输了10亿"?警方通报!
券商中国· 2025-03-14 01:36
责编: 王璐璐 据公安部网安局官微消息,3月10日以来,一则"有顶流明星在澳门输了10亿"的信息在互联网平台传播,引发 网民热议和各种猜测,相关话题频繁登上社交媒体热搜热榜。 公安网安部门查明,网民徐某强(男,36岁)为博取流量、谋取非法利益,于2025年3月10日10时,使用软 件"某书"中AI智慧生成功能,输入社会热点词制作了标题为"顶流明星被曝境外豪赌输光十亿身价引发舆论海 啸"的谣言信息,并通过互联网平台对外发布,造成谣言迅速传播扩散,引发大量网民议论,诱发相关谣言、 话题等频繁登上热搜热榜,严重扰乱公共秩序。 公安机关根据相关法律法规,对徐某强处以行政拘留8日处罚。 来源:公安部网安局 校对: 王朝全 百万用户都在看 特朗普,突传大消息! 突发警告!刚刚,集体跳水 俄罗斯、乌克兰,突发! 见证历史!美国,出手了 吴清谈DeepSeek! 突发!超1000人死亡,联合国紧急发声! 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com ...
DeepSeek加速AI医疗落地,建议关注相关企业投资机遇
Caixin Securities· 2025-03-13 09:04
Investment Rating - The industry investment rating is "Outperform the Market" [3][28] Core Viewpoints - The report emphasizes the potential of AI in healthcare, particularly through the DeepSeek model, which accelerates the implementation of AI in medical settings, enhancing diagnostic efficiency and resource allocation [7][23][27] - The industry is expected to transition from scale expansion to higher-level development, focusing on high-quality growth and long-term investment opportunities [28] Summary by Sections Industry Overview - The medical device sector has shown a monthly increase of 8.67%, outperforming the pharmaceutical sector and the CSI 300 index by 2.26 and 6.04 percentage points respectively [11][15] - The average PE ratio for the medical device sector is 28.93, which is a 9.74% premium over the pharmaceutical sector and a 154.06% premium over the CSI 300 index [15][21] Key Stocks - Major companies highlighted include: - Mindray Medical: EPS of 9.55 in 2023, rated "Buy" [4] - Weili Medical: EPS of 0.66 in 2023, rated "Add" [4] - New Industry: EPS of 2.10 in 2023, rated "Add" [4] - Yuyue Medical: EPS of 2.39 in 2023, rated "Add" [4] - Kefu Medical: EPS of 1.22 in 2023, rated "Add" [4] AI Medical Applications - AI in healthcare is categorized into several applications, including drug development, medical imaging, healthcare robotics, and health management, all aimed at improving service efficiency and quality [25][24] - The report suggests that AI will help address the growing medical demand and resource distribution issues in China, enhancing early disease detection and treatment [24][26] Investment Recommendations - The report recommends focusing on companies with strong innovation capabilities and international expansion potential, such as Mindray Medical, Union Medical, and Weili Medical [28] - It also highlights the importance of AI models like DeepSeek in improving medical efficiency and resource optimization, suggesting attention to companies like BGI and Shengxiang Biological [28]
4月2日起,互免签证!
券商中国· 2025-03-12 23:22
Group 1 - The agreement between the Government of the People's Republic of China and the Government of the Independent State of Samoa on mutual visa exemption will take effect on April 2, 2025 [1] - Holders of valid Chinese diplomatic, official, and ordinary passports, as well as holders of valid Samoan diplomatic, official, and ordinary passports, can enter, exit, or transit through the other party without a visa for a single stay of up to 30 days, with a cumulative stay of no more than 90 days within 180 days [1] - For stays exceeding the specified duration or for activities such as work, study, settlement, or news reporting in the other party's territory, prior approval from the relevant authorities is required [1]
杜特尔特被捕
券商中国· 2025-03-11 04:35
Group 1 - The former President Duterte of the Philippines was detained upon his return to Manila after an arrest warrant was issued by the International Criminal Court (ICC) [1][2] - The Philippines officially withdrew from the ICC in 2019, and the International Criminal Police Organization (Interpol) has issued a red notice for Duterte, prompting heightened security measures within the country [3] - The Philippine government plans to deploy at least 7,000 police officers for the arrest operation, as Duterte faces allegations of crimes against humanity related to his controversial anti-drug campaign [3] Group 2 - Reports indicate that over 6,000 drug suspects were killed during Duterte's presidency, while NGOs claim the actual number may be double that figure [4] - Duterte recently visited Hong Kong and publicly stated he is prepared for potential arrest, denying the ICC's accusations against him [4]
外交部发布重磅视频!
券商中国· 2025-03-09 10:04
违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 3月9日,"外交部"微信公众号发布视频《行大道,不信邪,不怕鬼》: 来源:外交部 责编:刘艺文 校对:苏焕文 百万用户都在看 刚刚,吴清发声! 见证历史!飙涨超200%!美国,出手了! 吴清首谈DeepSeek! 中伊俄海军将举行联合演习 赚翻了!大涨超40%,市值破千亿! 午后,突发! ...
中伊俄海军将举行联合演习
券商中国· 2025-03-09 01:54
责编:王璐璐 邮箱:bwb@stcn.com 3月上中旬,中国、伊朗、俄罗斯海军将举行"安全纽带-2025"联合演习。该演习计划位伊朗恰巴哈尔 港附近区域组织实施,主要开展打击海上目标、临检拿捕、损害管制、联合搜救等科目演练,旨在深化 各参演国家军队之间的军事互信和务实合作。中方将派出第47批护航编队驱逐舰包头舰、综合补给舰 高邮湖舰参演。 校对:苏焕文 来源:央视新闻 百万用户都在看 凌晨!美联储主席,重磅发声! 见证历史!飙涨超200%!美国,出手了! 吴清首谈DeepSeek! 赚翻了!大涨超40%,市值破千亿! 午后,突发! 违法和不良信息举报电话:0755-83514034 ...
柬埔寨警方突袭电诈园区
券商中国· 2025-03-08 11:43
邮箱:bwb@stcn.com 柬埔寨警方当地时间3月8日公布消息称,柬埔寨国家警察总署与蒙多基里省警方6日采取联合行动,突袭 了一个位于蒙多基里省的电信诈骗园区,扣留了258名外籍人员。 来源:央视新闻客户端 目前,柬埔寨警方正在对涉案人员展开调查。 校对:王朝全 百万用户都在看 凌晨!美联储主席,重磅发声! 吴清首谈DeepSeek! 赚翻了!大涨超40%,市值破千亿! 午后,突发! 违法和不良信息举报电话:0755-83514034 责编: 刘珺宇 ...