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中信建投:首批L3试点落地,重视汽车智能化投资机会
Xin Lang Cai Jing· 2025-12-23 00:32
(来源:智通财经) 中信建投研报称,当前市场对汽车明年刺激政策及产销总量预期较弱,汽车顺周期属性弱化,目前来看 预期或已见底,科技属性下机器人及无人驾驶等成长方向仍是核心主线。工信部许可重庆、北京两家主 机厂各一款L3级自动驾驶车型产品,标志着我国L3自动驾驶迈入商业化应用关键一步,我们看好自主 乘用车智能化、高端化、强势新车周期和新能源出海头部车企。 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! ...
中信建投:首批L3试点落地 重视汽车智能化投资机会
Di Yi Cai Jing· 2025-12-23 00:04
中信建投研报称,当前市场对汽车明年刺激政策及产销总量预期较弱,汽车顺周期属性弱化,目前来看 预期或已见底,科技属性下机器人及无人驾驶等成长方向仍是核心主线。工信部许可重庆、北京两家主 机厂各一款L3级自动驾驶车型产品,标志着我国L3自动驾驶迈入商业化应用关键一步,看好自主乘用 车智能化、高端化、强势新车周期和新能源出海头部车企。 (文章来源:第一财经) ...
喜娜AI速递:昨夜今晨财经热点要闻|2025年12月23日
Xin Lang Cai Jing· 2025-12-22 22:43
金融市场犹如变幻莫测的海洋,时刻涌动着投资与经济政策的波澜,深刻影响着全球经济的走向。在 此,喜娜AI为您呈上昨夜今晨的财经热点新闻,全方位覆盖股市动态、经济数据、企业财务状况以及 政策更新等关键领域,助您精准洞察金融世界的风云变幻,把握市场脉搏。 国际金银价格齐创历史新高,四大动因推动市场火热 12月22日,国际金银价格齐创历史新高,现货黄金报4412.62美元/盎司,日内涨1.33%,白银也创新 高,年内涨幅超139%。贵金属市场火热传导至A股和港股市场,相关企业个股纷纷跟涨。专家认为黄 金再创新高有四大动因:美元处于降息周期致贬值,推动黄金价格上升;美联储降息预期使黄金投资价 值凸显;黄金保值抗通胀功能在财政收支失衡背景下更受关注;国际局势紧张增加了黄金的对冲风险需 求。详情>> 港交所四新股首挂齐潜水,多行业企业上市遇冷 12月22日,印象大红袍、华芢生物 - B、明基医院、南华期货4只新股在港交所首日挂牌均逆市破发。华 芢生物是未盈利的生物制药公司,明基医院是华东地区大型民营营利性综合医院集团,印象大红袍主要 经营文旅服务,南华期货是A股主板上市的金融服务公司。各公司均有不同程度的股价下跌,投资者账 ...
大涨!特斯拉,新纪录!
证券时报· 2025-12-22 15:47
特斯拉股价创历史新高。 当地时间12月22日, 美股三大指数集体高开,截至发稿,道指涨0.25%,纳指涨0.63%,标普500指数涨0.5%。 其中,特斯拉盘中一度涨超3.5%,股价最高至498.82美元/股,创历史新高。截至发稿,公司总市值超过1.64万亿美元。 | 498.820 | TSLA[特斯拉(TESLA)] 493.889 2.64% | | | | | | | | | | | 3.66% | 李田 | 493.960 | 41 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | | | | | | 派 | 493.880 | 78 | | 492.947 | | | | | | | | | | | | 2.44% | 现价 | | 493.960 | | | | | | | | | | | | | | | 涨幅 | | 2.65% (12.760) | | 487.073 | | | | | | | | | | ...
美股异动 | 特斯拉(TSLA.US)再创历史新高 市值突破1.6万亿美元
智通财经网· 2025-12-22 15:38
"特斯拉将于2026年在30多个城市成功推出机器人出租车,并开始大规模生产无人驾驶出租车 Cybercabs。"他写道。 不论外界有多少"噪音",艾夫斯仍然坚定地相信,马斯克的公司将赢得"无人驾驶竞赛"。他指出,在基 本预期下,特斯拉股价明年将上涨26%;而在看涨情况下,特斯拉股价将上涨68%。 智通财经APP获悉,周一,特斯拉(TSLA.US)股价再创历史新高,现涨近2%,市值突破1.6万亿美元。 消息面上,上周末,美国投行韦德布什董事总经理、知名科技分析师丹·艾夫斯(Dan Ives),公布了他对 2026年美国科技股和人工智能(AI)的"五大乐观预测"。艾夫斯一如既往地看好特斯拉,并相信这家电动 汽车领导者将在2026年扩大其自动驾驶出租车的覆盖范围。 ...
特斯拉(TSLA.US)再创历史新高 市值突破1.6万亿美元
Zhi Tong Cai Jing· 2025-12-22 15:34
"特斯拉将于2026年在30多个城市成功推出机器人出租车,并开始大规模生产无人驾驶出租车 Cybercabs。"他写道。 不论外界有多少"噪音",艾夫斯仍然坚定地相信,马斯克的公司将赢得"无人驾驶竞赛"。他指出,在基 本预期下,特斯拉股价明年将上涨26%;而在看涨情况下,特斯拉股价将上涨68%。 周一,特斯拉(TSLA.US)股价再创历史新高,现涨近2%,市值突破1.6万亿美元。消息面上,上周末, 美国投行韦德布什董事总经理、知名科技分析师丹.艾夫斯(Dan Ives),公布了他对2026年美国科技股和 人工智能(AI)的"五大乐观预测"。艾夫斯一如既往地看好特斯拉,并相信这家电动汽车领导者将在2026 年扩大其自动驾驶出租车的覆盖范围。 ...
【公告全知道】CPO+商业航天+6G+芯片+算力+数据中心!公司参与低轨星座星载天线相关工作
财联社· 2025-12-22 15:31
Group 1 - The article highlights significant announcements in the stock market, including "suspensions and resumption of trading, share buybacks, investment wins, acquisitions, performance reports, unlocks, and high transfers" [1] - Important announcements are marked in red to assist investors in identifying investment hotspots and preventing various black swan events [1] - Companies involved in key sectors such as CPO, commercial aerospace, 6G, chips, computing power, and data centers are mentioned, indicating their participation in low-orbit satellite antenna work and possession of optical module products [1] Group 2 - A company in the Hainan Free Trade Zone plans to issue 1.6 billion yuan in convertible bonds for data center projects, indicating a focus on data infrastructure [1] - Another company is investing 1 billion yuan in the construction of a high-performance HDI printed circuit board project, emphasizing advancements in autonomous driving and computing power [1]
氪星晚报 |日本将对电动车加征新税:车越重,税越高;减重版司美格鲁肽心血管适应症获批上市;Uber将与百度合作,在英国开展无人驾驶出租车试点项目
3 6 Ke· 2025-12-22 12:07
Group 1: Pharmaceutical and Health Sector - The weight-loss version of semaglutide injection (brand name: Nuoheying) has received approval from the National Medical Products Administration (NMPA) in China for cardiovascular indications, aimed at reducing the risk of major cardiovascular adverse events in adults with diagnosed cardiovascular disease and BMI ≥ 27 kg/m², making it the first GLP-1 weight-loss drug approved for cardiovascular indications in the country [1] - Zhiyuan Robotics expects to achieve sales revenue exceeding 1 billion yuan this year, with a projected shipment of 5,000 robots, and anticipates maintaining several-fold growth in both shipment volume and sales revenue in the coming years [1] Group 2: Technology and Automotive Sector - Uber has announced a collaboration with Baidu to launch a pilot project for autonomous taxis in the UK, following similar tests initiated by Waymo in London [1] - Changan Automobile has received the first official license plate for L3-level autonomous driving, marking a significant milestone in the development of autonomous vehicle technology in China [5] Group 3: Investment and Financing - ZhiYuan Pharmaceutical has completed nearly 300 million yuan in Pre-IPO financing, led by Innovation Works, with participation from other institutions [6] Group 4: Consumer Electronics and AI - Chasing Technology has launched the world's first AI health glasses, which monitor health indicators such as heart rate, blood oxygen, and body temperature, and generate personalized health plans using a self-developed health model [7] - Alibaba has introduced the Qwen-Image-Layered image generation model, which allows images to be "decomposed" into multiple layers for independent manipulation without affecting other content [8] Group 5: Robotics and Rental Services - The first open robot rental platform, "Qingtian Rental," has been launched in Shanghai, covering over 50 core cities and more than 600 service providers, with rental prices ranging from 200 yuan to over 10,000 yuan [9]
金价,爆了;半导体股多数上涨;优步将与百度联手在英国伦敦开展无人驾驶出租车试运行;美星链卫星异常或威胁其他卫星【美股盘前】
Mei Ri Jing Ji Xin Wen· 2025-12-22 10:46
Group 1 - The Dow futures rose by 0.08%, S&P 500 futures increased by 0.27%, and Nasdaq futures gained 0.44% [1] - Spot gold surpassed $4,400 per ounce for the first time, rising over 1.5% to $4,407 per ounce, marking a nearly 68% increase year-to-date [1] - Gold mining stocks saw significant pre-market gains, with Sibanye Stillwater up 3.5%, AngloGold Ashanti up 4.2%, and Newmont Mining up 2.5% [1] Group 2 - Semiconductor stocks mostly rose in pre-market trading, with Micron Technology up about 3%, and AMD, Nvidia, TSMC, and Intel each up around 1% [2] - Uber announced a partnership with Baidu to conduct trials of autonomous taxis in London, with plans to launch a pilot project using Baidu's Apollo Go RT6 by mid-2026 [2] - Italy's competition authority fined Apple nearly €98.6 million for abusing its market dominance related to its "App Tracking Transparency" policy [2] Group 3 - Medtronic's diabetes business, MiniMed, filed for an IPO to raise up to $100 million [3] - GlaxoSmithKline's new drug was approved in China for the treatment of chronic obstructive pulmonary disease (COPD) in adults [3] - A Starlink satellite from SpaceX experienced an anomaly, descending 4,000 meters in orbit, potentially threatening other satellites [3] Group 4 - Cleveland Fed President Beth Hammack indicated that the Federal Reserve does not need to change the current benchmark interest rate range of 3.5% to 3.75% before spring 2026 [4]
地铁设计:公司参与了广州APM线、深圳地铁二十号线等无人驾驶系统工程建设,提供勘察设计等工程咨询服务
Mei Ri Jing Ji Xin Wen· 2025-12-22 10:18
(记者 王晓波) 地铁设计(003013.SZ)12月22日在投资者互动平台表示,公司拥有工程设计综合甲级、工程勘察综合 甲级等高等级、多专业的业务资质,掌握智慧城市轨道交通关键技术,业务涵盖了轨道交通、市政、建 筑等领域的规划咨询、勘察设计和工程总承包等业务。公司参与了广州APM线、深圳地铁二十号线等 无人驾驶系统工程建设,为上述工程提供勘察设计等工程咨询服务。 每经AI快讯,有投资者在投资者互动平台提问:有没有自动驾驶业务? ...