[Table_Report] 中泰期货公众号 交易咨询资格号： 证监许可[2012]112 晨会纪要 2026 年 3 月 13 日 联系人：王竣冬 期货从业资格：F3024685 交易咨询从业证书号：Z0013759 研究咨询电话： 0531-68808794 客服电话： 400-618-6767 公司网址： www.ztqh.com [Table_QuotePic] 中泰微投研小程序 | 趋势空头 | 農荡偏空 | 農荡 | 農荡偏多 | 趋势多头 | | --- | --- | --- | --- | --- | | | 碳酸锂 | 合成橡胶 | 燃油 | | | | 生猪 | 尿素 | 沥青 | | | | 甲醇 | 多晶硅 | 苹果 | | | | 铝 | 白糖 | PVC | | | | 锌 | 橡胶 | 塑料 | | | | | 20号胶 | 对二甲苯 | | | | | 工业硅 | 短纤 | | | | | 原木 | PTA | | | | | 中证1000指数期货 | 乙二醇 | | | | | 胶版印刷纸 | 瓶片 | | | | | 烧碱 | 原油 | | | | | 棉花 | 液化石油 ...

执业证书：S0600520090004 zhujieyu@dwzq.com.cn 证券分析师 易申申 证券研究报告·北交所报告·北交所定期报告 北交所定期报告 20260312 霍尔木兹海峡局势恶化，北证 50 下跌 1.12% 2026 年 03 月 12 日 证券分析师 朱洁羽 执业证书：S0600522100003 yishsh@dwzq.com.cn 证券分析师 余慧勇 执业证书：S0600524080003 yuhy@dwzq.com.cn 研究助理 武阿兰 执业证书：S0600124070018 wual@dwzq.com.cn 研究助理 陈哲晓 执业证书：S0600124080015 sh_chenzhx@dwzq.com.cn 相关研究 《OpenClaw 热度不减，北证 50 上涨 0.4%》 2026-03-11 《AI 电力需求驱动燃气轮机景气上 行，建议关注北交所燃气轮机相关标 的》 2026-03-11 东吴证券研究所 1 / 8 请务必阅读正文之后的免责声明部分 [Table_Tag] [Table_Summary] ◼ 资本市场新闻：1）霍尔木兹海峡安全形势急剧恶化，伊朗警告美国 ...

Core Viewpoint - The article emphasizes the rapid development of artificial intelligence (AI) technology, highlighting the opportunities it presents in various sectors, particularly in the context of AI concept stocks and market trends [3]. Group 1: Regulatory and Risk Insights - Multiple trust companies have received regulatory warnings regarding potential risks associated with AI entities, specifically referencing the OpenClaw (formerly known as Clawdbot and Moltbot) and urging companies to assess related security risks [5]. Group 2: Innovations and Product Launches - Baidu launched the world's first mobile application for "shrimp farming," named "Red Hand Operator," which quickly gained popularity, leading to resource shortages in the backend system. Baidu's intelligent cloud is working to expand resources to ensure user experience [6]. Group 3: Government and Defense Developments - The Pentagon has established exceptions allowing continued use of Anthropic's AI tools if deemed critical to national security, with waivers granted in rare and special circumstances for key mission activities lacking viable alternatives [8]. Group 4: Major Corporate Initiatives - Elon Musk announced a joint project between Tesla and his AI startup xAI, named 'Macrohard' or Digital Optimus, which aims to simulate functionalities of various software companies using xAI's Grok language model combined with Tesla's AI systems [10]. - NVIDIA introduced the Nemotron 3 Super, an open-source model with 120 billion parameters, claiming a fivefold increase in throughput for agentic AI systems compared to its predecessor, addressing issues of high costs due to long thinking and context explosion [11]. - Meta Platforms Inc. plans to deploy four new self-developed AI chips by the end of 2027 to support its expanding AI workloads, part of a strategy to diversify hardware sources and reduce reliance on external manufacturers [12]. - NVIDIA announced a significant investment of $26 billion (approximately 178.8 billion RMB) over the next five years to advance open-source AI large model development, marking a strategic shift from a chip manufacturer to a full-stack AI laboratory [13].