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早就想在公司要你了总裁 - 畅谈你吃我也吃三片日剧中的那些人情冷暖

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辽阳市(弓长岭区、太子河区、灯塔市、宏伟区、文圣区、白塔区、辽阳县)








电话:2025 鹰潭市(贵溪市、余江区、月湖区)
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广西壮族自治区
楚雄彝族自治州(大姚县、禄丰市、楚雄市、元谋县、姚安县、牟定县、永仁县、双柏县、南华县、武定县)








忻州市(五台县、岢岚县、繁峙县、五寨县、代县、忻府区、保德县、神池县、河曲县、宁武县、偏关县、静乐县、定襄县、原平市)
昆明市(宜良县、寻甸回族彝族自治县、五华区、晋宁区、东川区、盘龙区、富民县、官渡区、呈贡区、嵩明县、禄劝彝族苗族自治县、石林彝族自治县、安宁市、西山区)
内江市(市中区、东兴区、隆昌市、资中县、威远县)
宁夏回族自治区
梅州市(兴宁市、蕉岭县、五华县、丰顺县、梅江区、平远县、大埔县、梅县区)
重庆市(涪陵区、沙坪坝区、大足区、渝北区、江北区、垫江县、大渡口区、酉阳土家族苗族自治县、永川区、巴南区、忠县、长寿区、黔江区、奉节县、彭水苗族土家族自治县、梁平区、巫溪县、铜梁区、合川区、南川区、武隆区、云阳县、荣昌区、九龙坡区、璧山区、丰都县、江津区、巫山县、潼南区、渝中区、城口县、石柱土家族自治县、綦江区、开州区、秀山土家族苗族自治县、北碚区、万州区、南岸区)
黄山市(休宁县、屯溪区、徽州区、黟县、歙县、黄山区、祁门县)
达州市(达川区、通川区、宣汉县、大竹县、开江县、渠县、万源市)
三门峡市(渑池县、湖滨区、义马市、陕州区、卢氏县、灵宝市)

  21日早盘,算力方向回暖明显,AI硬件、AI软件均有上涨,创业板人工智能指数涨逾1%冲击三连阳。截至发稿,博创科技、新易盛、奥飞数据、中际旭创、天孚通信等多股涨超2%。

  热门ETF方面,全市场首只的创业板人工智能ETF华宝(159363)早盘走高,现场内价格涨超1%,冲击日线三连阳,实时成交额突破4500万元。

  国盛证券指出,近期市场情绪持续受关税不确定性扰动,避险情绪上升造成算力板块出现较大波动,但AI行业的创新却悄然进入迅速迭代阶段。从需求侧看国内大模型军备竞赛仍在持续中,云厂商Capex仍侧重AI,算力内需并不会因为关税减弱。同台积电业绩说明会中发布指引与1月设定的目标完全一致,再次验证AI叙事并未发生改变,算力刚性需求仍存在。

  该机构表示,目前光模块等行业估值已充分包含关税相关风险,关税落地后风险有望释放。叠加接下来各光模块与其他算力产业链相关企业财报落地,绩优股有望率先获得资金青睐。光模块等行业需求高增情况下,有望出现龙头领衔修复估值、二三线企业紧随其后的情况,继续看好国产算力产业链。

  把握AI修复机会,建议重点关注全市场首只创业板人工智能ETF华宝(159363)及场外联接(A类023407、C类023408)。资料显示,创业板人工智能ETF华宝(159363)被动跟踪创业板人工智能指数,一键布局算力硬件+算力软件+AI应用三件套,高效地捕捉AI主题行情,“光模块”龙头含量高,充分享受全球AI产业链红利。

  数据来源:沪深交易所等。注:“全市场首只”是指首只跟踪创业板人工智能指数的ETF。

  风险提示:创业板人工智能ETF华宝被动跟踪创业板人工智能指数,该指数基日为2018.12.28,发布日期为2024.7.11。创业板人工智能指数2020-2024年年度涨跌幅分别为:20.1%、17.57%、-34.52%、47.83%、38.44%,指数成份股构成根据该指数编制规则适时调整,其回测历史业绩不预示指数未来表现。文中指数成份股仅作展示,个股描述不作为任何形式的投资建议,也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估的本基金风险等级为R4-中高风险,适宜积极型(C4)及以上的投资者,适当性匹配意见请以销售机构为准。任何在本文出现的信息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,投资人须对任何自主决定的投资行为负责。另,本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议,亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险,基金的过往业绩并不代表其未来表现,基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证,基金投资须谨慎。

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