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长城汽车携手宇树科技发力机器人等领域;Meta回应Llama 4“刷分”质疑|数智早参
Mei Ri Jing Ji Xin Wen· 2025-04-08 23:59
每经记者 杨煜 每经编辑 魏官红 丨 2025年4月9日 星期三 丨 NO.3 工信部:2025年加快构建算力基础设施标准体系 工业和信息化部办公厅印发2025年工业和信息化标准工作要点,其中包括:加强制造业网络化协同标准 建设。加快构建算力基础设施标准体系,强化算力互联互通、算力资源池、算力平台等标准建设。推进 5G+工业互联网、移动物联网、IPv6/IPv6+、网络管理智能体、面向应用的端到端网络质量评测等标准 研制。开展高速传输、全光一体交换、接入升级的光通信网络标准制修订。 点评:政策加码算力标准顶层设计,将推动算力资源高效协同与产业智能化升级。标准体系完善或降低 行业重复建设成本,但企业需应对技术适配与改造压力。投资者可关注通信设备、云计算等赛道,但需 警惕标准落地滞后风险。 免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自 担。 长城汽车公告称,公司与杭州宇树科技有限公司签署战略合作协议,双方将在机器人技术、智能制造等 领域开展合作,包括但不限于人形机器人技术、四足机器人技术、机器人本体软硬件开发、智能控制系 统及智能空间等业务领域。 点评:此次合作标志着传统车企加 ...
每日复盘:2025 年 4 月 8 日 A 股尾盘走强,农业股涨幅居前-20250408
Guoyuan Securities· 2025-04-08 13:49
Market Performance - On April 8, 2025, the A-share market strengthened at the close, with the Shanghai Composite Index rising by 1.58%, the Shenzhen Component Index by 0.64%, and the ChiNext Index by 1.83%[15] - The total market turnover reached 16,252.86 billion yuan, an increase of 382.06 billion yuan compared to the previous trading day[15] - A total of 3,344 stocks rose while 2,075 stocks fell across the market[15] Sector and Style Analysis - The top-performing sectors included Agriculture, Forestry, Animal Husbandry, and Fishery with a rise of 7.72%, Consumer Services at 3.51%, and Food and Beverage at 3.39%[20] - The sectors that lagged included Comprehensive (-1.56%), Electronics (-1.46%), and Automotive (-1.40%)[20] - In terms of investment style, the ranking was Stability > Consumption > Finance > Cyclical > 0 > Growth[20] Capital Flow - On April 8, 2025, the net outflow of main funds was 732.07 billion yuan, with large orders seeing a net outflow of 403.84 billion yuan and small orders continuing to see a net inflow of 720.48 billion yuan[24] - Southbound funds recorded a net inflow of 236.38 billion HKD, with the Shanghai-Hong Kong Stock Connect seeing a net inflow of 138.00 billion HKD and the Shenzhen-Hong Kong Stock Connect 98.38 billion HKD[26] ETF Trading Activity - Major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw changes in trading volume, with the Huaxia SSE 50 ETF at 92.31 billion yuan, down by 3.15 billion yuan, while the Southern CSI 500 ETF increased by 135.18 billion yuan to 160.18 billion yuan[29]