业 及 产 业 2025 年 07 月 13 日 行 业 研 究 / 行 业 点 评 相关研究 证 券 研 究 报 告 证券分析师 杨海晏 A0230518070003 yanghy@swsresearch.com 李天奇 A0230522080001 litq@swsresearch.com 袁航 A0230521100002 yuanhang@swsresearch.com 研究支持 陈俊兆 A0230124100001 chenjz@swsresearch.com 杨紫璇 A0230524070005 yangzx@swsresearch.com 联系人 陈俊兆 (8621)23297818× chenjz@swsresearch.com AI 算力高景气持续向上 看好 ——25 年 6 月暨 2 季度台股电子板块景气跟踪 图 1：台股电子半导体制造板块 2025-06 营收情况 本期投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 中庚基金 使用。1 行 电子 - ⚫ AI 领域：持续高景气，信骅、台光电、纬创等多个环节供应商月营收创历史新高。25 年 6 月信骅营收 ...

智元、宇树中标中国移动旗下公司1.2亿元人形机器人采购订单 近日，智元机器人和宇树科技在中移（杭州）信息技术有限公司2025年至2027年人形双足机器人代工服务采购项目中 中标。中移（杭州）信息技术有限公司由中国移动通信有限公司100%持股。根据此前该项目的比选公告，中移（杭 州）信息技术有限公司本次采购的项目总预算为1.2405亿元（含税）。采购包1为全尺寸人形双足机器人，预算为7800 万元（含税），最终中选人为智元机器人；采购包2为小尺寸人形双足机器人、算力背包、五指灵巧手，预算为4605万 元（含税），中标人为宇树科技。 7月11日，记者走访北京奶茶店发现，随着美团加码"0元购"，一家沪上阿姨门店陷入"爆单"混乱，中午12点左右就已 闭店不再接单。一位外卖员表示，只要是"0元购"多的奶茶店都开始爆单了。 点评：相比此前各平台比拼红包补贴，美团有了转变打法的味道，主打"神枪手"等优惠频道的用户心智。各平台的"打 法"正在出现分野。相比闪击战，淘宝更愿意发起周度、月度的常态化作战，试图覆盖用户的更多消费场景。京东则将 补贴对准了高客单价商品。 智元获上市公司上纬新材实际控制权 7月8日晚间，上纬新材（68 ...

Once a drone kill is logged, identified and confirmed, it wins a number of points depending on the military value of the item destroyed. We explain how gamification is playing a role in the war between Russia and Ukraine https://t.co/sGXQSVSQeS ...

Air and land drones dominate the battlefield in Ukraine—laying mines, delivering ammunition and medication, even evacuating casualties https://t.co/7VNdjYW2zr ...

New drugs take too long to get to market because of clinical trial bottlenecks. Two cancer doctors built AI-enabled tech to speed up the process. https://t.co/XO01YCVQ41 https://t.co/XO01YCVQ41 ...

Group 1: Low Altitude Market Overview - The low altitude market presents significant opportunities within the defense industry and vehicle manufacturing sectors [1][2] - Morgan Stanley estimates the low altitude market could reach a value of $9 trillion by 2050, driven primarily by electric vertical takeoff and landing (eVTOL) aircraft and drones [4] Group 2: Key Companies in the Low Altitude Market - Archer Aviation and Joby Aviation are prominent players in the eVTOL market, while Tesla may benefit from advancements in low altitude aircraft due to its battery technology [5] - Palantir Technologies is highlighted as a key stock in Cathie Wood's Ark Invest portfolio, with strong ties to the defense sector and partnerships with drone companies [9][10] Group 3: Palantir's Position and Potential - Palantir is well-positioned to leverage its software platforms in both commercial and government sectors as low altitude services become more digitized [13] - The company has established strategic relationships that enhance its role in the defense contracting space, particularly in relation to drone technology [9][10]

90-year-old friend experiences Tesla's Full Self-Driving.The only thing more entertaining than your car driving you around.. is sharing the experience with someone who's never tried it! https://t.co/aJixchMpua ...

没打进 Pump 的兄弟们可以转手理财了，我在 Bybit 不知道打没打进去 😂 ，剩下的钱我就直接稳定币理财了Bybit 的 Megadrop 是我一直存的去处之一。之前行情差的时候 Megadrop 的年化算下来 12-15% 左右（叠加稳定币利率），行情好的时候好项目的年化能有 20-80% 波动，算是一个比较稳定舒服挖矿的地方，年化高还是低主要就看行情和项目质量模式就是存 14 天或者 30 天的定期，每天刷一笔现货交易就可以分新项目的币。本来想续一下 30 天的定期刚看了眼已经完全存满了，整体来说还是对大资金用户比较友好的，有下限但偶尔也会有暴击这次的项目是 TON 生态的项目 TAC，有朋友之前应该打过这个项目的 SBT，感兴趣的可以参与一下，现在大陆身份证也可以注册 Bybit传送门：https://t.co/MFkzGZvfwR ...

RT Frank Braun (@thefrankbraun)Why I changed my mind on t-addresses in Zcashhttps://t.co/dlJuUpM2Aw#Zcash $ZEC 🛡️ ...

There's no company quite like Alphabet (GOOG 1.47%) (GOOGL 1.46%). The tech giant has long dominated online search, soaking up a huge chunk of digital ad spending as businesses vie for clicks. YouTube is also a big moneymaker, accounting for nearly 10% of all U.S. TV viewership. And let's not forget about Android, which powers the majority of the world's smartphones and helps fuel the company's other businesses. There's also Google Cloud, which is now profitable and at an annual revenue run rate of nearly $ ...