+关注
波澜不惊123
暂无个人介绍
IP属地:北京
52
关注
0
粉丝
0
主题
0
勋章
主贴
热门
波澜不惊123
10-28
$金田(GFI)$
大涨,长期持有
波澜不惊123
10-27
是好消息,也是不起眼的小事
百度集团涨超6%!萝卜快跑近期落地瑞士,机构称核心估值逻辑转向AI加持
波澜不惊123
10-15
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
波澜不惊123
09-15
[微笑]
计算机行业周报:特斯拉“万亿薪酬”计划公布多项目标!INFRA预期差再讨论!
波澜不惊123
09-11
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
波澜不惊123
07-18
$Oscar Health, Inc.(OSCR)$
冲
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4202429937470602","uuid":"4202429937470602","gmtCreate":1739326762462,"gmtModify":1739344983680,"name":"波澜不惊123","pinyin":"blbj123bolanbujing123","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":52,"tweetSize":6,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.20","exceedPercentage":"93.85%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.09","exceedPercentage":"93.55%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":44,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":494024167637560,"gmtCreate":1761632103342,"gmtModify":1761632105064,"author":{"id":"4202429937470602","authorId":"4202429937470602","name":"波澜不惊123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202429937470602","authorIdStr":"4202429937470602"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GFI\">$金田(GFI)$</a> 大涨,长期持有","listText":"<a href=\"https://laohu8.com/S/GFI\">$金田(GFI)$</a> 大涨,长期持有","text":"$金田(GFI)$ 大涨,长期持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494024167637560","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493716741546744,"gmtCreate":1761557156508,"gmtModify":1761557158959,"author":{"id":"4202429937470602","authorId":"4202429937470602","name":"波澜不惊123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202429937470602","authorIdStr":"4202429937470602"},"themes":[],"htmlText":"是好消息,也是不起眼的小事","listText":"是好消息,也是不起眼的小事","text":"是好消息,也是不起眼的小事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493716741546744","repostId":"1189601788","repostType":2,"repost":{"id":"1189601788","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1761545353,"share":"https://www.laohu8.com/m/news/1189601788?lang=&edition=full","pubTime":"2025-10-27 14:09","market":"hk","language":"zh","title":"百度集团涨超6%!萝卜快跑近期落地瑞士,机构称核心估值逻辑转向AI加持","url":"https://stock-news.laohu8.com/highlight/detail?id=1189601788","media":"老虎资讯综合","summary":"10月27日,$百度集团-SW$涨近6%!$百度$近期公布,萝卜快跑与瑞士公共交通运营商——瑞士邮政旗下的邮政巴士达成战略合作,将在瑞士推出自动驾驶出行服务“AmiGo”。$交银国际$此前发布研报称,百度核心估值逻辑转向AI加持。百度全域向AI转型,估值逻辑也将逐渐转向基于AI技术加持下的长期价值重估。","content":"<html><head></head><body><p>10月27日,<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>涨超6%!萝卜快跑近期落地瑞士,机构称核心估值逻辑转向AI加持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/493c771783d4893057bba47222f630e7\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/BIDU\">百度</a>近期公布,萝卜快跑与瑞士公共交通运营商——瑞士邮政旗下的邮政巴士(PostBus)达成战略合作,将在瑞士推出自动驾驶出行服务“AmiGo”。根据规划,萝卜快跑将于今年12月在瑞士东部的圣加仑州、外阿彭策尔州和内阿彭策尔州启动初步车队测试,并计划尽快实现常规化、完全无人驾驶运营。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/03329\">交银国际</a>此前发布研报称,百度核心估值逻辑转向AI加持。考虑云及AI应用及自动驾驶行业估值区间6-10倍市销率,现价对应百度搜索业务价值仅不到1倍市盈率,对应约600亿元收入及100亿元利润。百度全域向AI转型,估值逻辑也将逐渐转向基于AI技术加持下的长期价值重估。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>百度集团涨超6%!萝卜快跑近期落地瑞士,机构称核心估值逻辑转向AI加持</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n百度集团涨超6%!萝卜快跑近期落地瑞士,机构称核心估值逻辑转向AI加持\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-27 14:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月27日,<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>涨超6%!萝卜快跑近期落地瑞士,机构称核心估值逻辑转向AI加持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/493c771783d4893057bba47222f630e7\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/BIDU\">百度</a>近期公布,萝卜快跑与瑞士公共交通运营商——瑞士邮政旗下的邮政巴士(PostBus)达成战略合作,将在瑞士推出自动驾驶出行服务“AmiGo”。根据规划,萝卜快跑将于今年12月在瑞士东部的圣加仑州、外阿彭策尔州和内阿彭策尔州启动初步车队测试,并计划尽快实现常规化、完全无人驾驶运营。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/03329\">交银国际</a>此前发布研报称,百度核心估值逻辑转向AI加持。考虑云及AI应用及自动驾驶行业估值区间6-10倍市销率,现价对应百度搜索业务价值仅不到1倍市盈率,对应约600亿元收入及100亿元利润。百度全域向AI转型,估值逻辑也将逐渐转向基于AI技术加持下的长期价值重估。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"89888":"百度集团-SWR","BIDU":"百度","09888":"百度集团-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189601788","content_text":"10月27日,百度集团-SW涨超6%!萝卜快跑近期落地瑞士,机构称核心估值逻辑转向AI加持。百度近期公布,萝卜快跑与瑞士公共交通运营商——瑞士邮政旗下的邮政巴士(PostBus)达成战略合作,将在瑞士推出自动驾驶出行服务“AmiGo”。根据规划,萝卜快跑将于今年12月在瑞士东部的圣加仑州、外阿彭策尔州和内阿彭策尔州启动初步车队测试,并计划尽快实现常规化、完全无人驾驶运营。交银国际此前发布研报称,百度核心估值逻辑转向AI加持。考虑云及AI应用及自动驾驶行业估值区间6-10倍市销率,现价对应百度搜索业务价值仅不到1倍市盈率,对应约600亿元收入及100亿元利润。百度全域向AI转型,估值逻辑也将逐渐转向基于AI技术加持下的长期价值重估。","news_type":1,"symbols_score_info":{"89888":0.6,"09888":1.5,"BIDU":1.5}},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489192397414456,"gmtCreate":1760459100135,"gmtModify":1760459359881,"author":{"id":"4202429937470602","authorId":"4202429937470602","name":"波澜不惊123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202429937470602","authorIdStr":"4202429937470602"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a><v-v data-views=\"1\"></v-v> ","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489192397414456","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":478696338944544,"gmtCreate":1757900620259,"gmtModify":1757900900997,"author":{"id":"4202429937470602","authorId":"4202429937470602","name":"波澜不惊123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202429937470602","authorIdStr":"4202429937470602"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478696338944544","repostId":"2567181493","repostType":2,"repost":{"id":"2567181493","kind":"news","pubTimestamp":1757753108,"share":"https://www.laohu8.com/m/news/2567181493?lang=&edition=full","pubTime":"2025-09-13 16:45","market":"us","language":"zh","title":"计算机行业周报:特斯拉“万亿薪酬”计划公布多项目标!INFRA预期差再讨论!","url":"https://stock-news.laohu8.com/highlight/detail?id=2567181493","media":"上海申银万国证...","summary":"本期投资提示:本周周报要点:1)特斯拉 “万亿薪酬”计划,AI+机器人愿景与落地;2)AI Infra 的预期差探讨;3)重要公司更新:浪潮信息、道通科技、德赛西威、均胜电子、出门问问。特斯拉发布“万亿薪酬计划”,结合此前宏图4.0 押注AI 与机器人,Optimus 与Robotaxi 商业化提速。Robotaxi 从奥斯汀扩张,2025 年底计划覆盖美国半数人口,2026 年量产Cybertruck 专用车型,目标部署数十万辆。AI Infra 预期差1:市场可能尚未充分消化AI Infra 的定义复杂性。","content":"<html><body><article><p>本期投资提示:</p><p>本周周报要点:1)<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> “万亿薪酬”计划,AI+机器人愿景与落地;2)AI Infra 的预期差探讨;3)重要公司更新:<a href=\"https://laohu8.com/S/000977\">浪潮信息</a>(AI 服务器核心,芯片适配多元化)、<a href=\"https://laohu8.com/S/688208\">道通科技</a>(新一代智能充电网络,AI+能源里程碑)、<a href=\"https://laohu8.com/S/002920\">德赛西威</a>(AI 无人物流新品牌,开辟第二曲线)、<a href=\"https://laohu8.com/S/600699\">均胜电子</a>(阿里云AI 全面合作,机器人业务重大进展)、<a href=\"https://laohu8.com/S/02438\">出门问问</a>(端侧AI 原生硬件黑马,TicNote 破圈)。</p><p>特斯拉发布“万亿薪酬计划”,结合此前<a href=\"https://laohu8.com/S/600122\">宏图</a>4.0 押注AI 与机器人,Optimus 与Robotaxi 商业化提速。特斯拉宏图4.0 将80%价值锚定Optimus 机器人,战略重心转向AI 与机器人。Robotaxi 从奥斯汀扩张,2025 年底计划覆盖美国半数人口,2026 年量产Cybertruck 专用车型,目标部署数十万辆。Optimus3 原型曝光,手部自由度22 个,采用PEEK 材料减重,集成FSD 技术,2025 年工厂部署5000 台,2026 年推出3 万美元内消费机型,四年目标年量产100 万台,加速从硬件迭代向智能化量产转型。</p><p>AI Infra 预期差1:市场可能尚未充分消化AI Infra 的定义复杂性。1)简单理解为,弥合算力与应用的断层,降低模型“悬浮”风险,承担“桥梁”角色;2)通常类比云时代的PaaS 层,抽象底层硬件复杂性,上层开发者专注业务逻辑创新,但AI Infra 含义更广,复合技术栈不等同agent 调度与交互平台;3)算力管理、模型管理、应用管理三层能力,数据准备、模型训练、模型推理与部署、AI 应用支撑四项流程,预计增长机会层出不穷。</p><p>AI Infra 预期差2:市场可能认为AI Infra 工具链价值有限。1)市场偏好通过算力季度间变化验证AI 产业趋势,或者直接关注有无爆款应用出现,但不同于云时代IaaSPaaS-SaaS 的类线性发展,AI2.0 通过泛化能力提供规模复制能力,AI Infra 层有较大可能呈现和算力、应用层交叉引领趋势。2)大厂不必一切亲历亲为。类似汽车行业Tier1,通过专业分工,大模型企业不必重复造轮子,只需整合AI Infra 供应商资源,就能快速搭建自己模型构架,降低成本。3)海外AI Infra 正在爆发,产品商业化进展顺利。</p><p>4)国内“人工智能+”2027 年新一代智能终端、智能体等应用普及率目标超70%,基本锚定下游AI 应用的高增长,AI Infra 增长具有高确定性。</p><p>重要公司更新:<a href=\"https://laohu8.com/S/300454\">深信服</a>(Q2 单季度扭亏,经营拐点信号)。</p><p>标的1)AIGC:<a href=\"https://laohu8.com/S/688111\">金山办公</a>、<a href=\"https://laohu8.com/S/300378\">鼎捷数智</a>、<a href=\"https://laohu8.com/S/603171\">税友股份</a>、<a href=\"https://laohu8.com/S/688088\">虹软科技</a>、<a href=\"https://laohu8.com/S/688590\">新致软件</a>、<a href=\"https://laohu8.com/S/603108\">润达医疗</a>(医药+计算机)、<a href=\"https://laohu8.com/S/688095\">福昕软件</a>、<a href=\"https://laohu8.com/S/688475\">萤石网络</a>、<a href=\"https://laohu8.com/S/300170\">汉得信息</a>、<a href=\"https://laohu8.com/S/300624\">万兴科技</a>、道通科技。</p><p>标的2)数字经济领军:<a href=\"https://laohu8.com/S/002415\">海康威视</a>、金山办公、<a href=\"https://laohu8.com/S/600570\">恒生电子</a>、<a href=\"https://laohu8.com/S/688777\">中控技术</a>、德赛西威、<a href=\"https://laohu8.com/S/002439\">启明星辰</a>、<a href=\"https://laohu8.com/S/002230\">科大讯飞</a>、<a href=\"https://laohu8.com/S/301269\">华大九天</a>、<a href=\"https://laohu8.com/S/300033\">同花顺</a>、<a href=\"https://laohu8.com/S/00268\">金蝶国际</a>、<a href=\"https://laohu8.com/S/002236\">大华股份</a>、<a href=\"https://laohu8.com/S/000997\">新大陆</a>。</p><p>标的3)信创&数据:<a href=\"https://laohu8.com/S/688041\">海光信息</a>、<a href=\"https://laohu8.com/S/301236\">软通动力</a>、<a href=\"https://laohu8.com/S/688692\">达梦数据</a>、<a href=\"https://laohu8.com/S/688507\">索辰科技</a>、<a href=\"https://laohu8.com/S/300525\">博思软件</a>、<a href=\"https://laohu8.com/S/603859\">能科科技</a>、<a href=\"https://laohu8.com/S/002180\">纳思达</a>、<a href=\"https://laohu8.com/S/002368\">太极股份</a>、<a href=\"https://laohu8.com/S/00354\">中国软件国际</a>。</p><p>标的4)AIGC 算力:浪潮信息、海光信息、<a href=\"https://laohu8.com/S/000034\">神州数码</a>、<a href=\"https://laohu8.com/S/603019\">中科曙光</a>等。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>计算机行业周报:特斯拉“万亿薪酬”计划公布多项目标!INFRA预期差再讨论!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n计算机行业周报:特斯拉“万亿薪酬”计划公布多项目标!INFRA预期差再讨论!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-13 16:45 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250913164511952ab1cb&s=b><strong>上海申银万国证...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本期投资提示:本周周报要点:1)特斯拉 “万亿薪酬”计划,AI+机器人愿景与落地;2)AI Infra 的预期差探讨;3)重要公司更新:浪潮信息(AI 服务器核心,芯片适配多元化)、道通科技(新一代智能充电网络,AI+能源里程碑)、德赛西威(AI 无人物流新品牌,开辟第二曲线)、均胜电子(阿里云AI 全面合作,机器人业务重大进展)、出门问问(端侧AI 原生硬件黑马,TicNote 破圈)。特斯拉...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250913164511952ab1cb&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","TSYW.SI":"TESLA 3xLongSG261006","LU0082616367.USD":"摩根大通美国科技A(dist)","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4588":"碎股","TSLA":"特斯拉","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4551":"寇图资本持仓","KGDEY":"金蝶国际ADR","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4604":"机器人概念","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4581":"高盛持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4543":"AI","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4527":"明星科技股","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4099":"汽车制造商","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4534":"瑞士信贷持仓","LU0823414478.USD":"法巴经典能源转换基金","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","BK4612":"AI芯片"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250913164511952ab1cb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2567181493","content_text":"本期投资提示:本周周报要点:1)特斯拉 “万亿薪酬”计划,AI+机器人愿景与落地;2)AI Infra 的预期差探讨;3)重要公司更新:浪潮信息(AI 服务器核心,芯片适配多元化)、道通科技(新一代智能充电网络,AI+能源里程碑)、德赛西威(AI 无人物流新品牌,开辟第二曲线)、均胜电子(阿里云AI 全面合作,机器人业务重大进展)、出门问问(端侧AI 原生硬件黑马,TicNote 破圈)。特斯拉发布“万亿薪酬计划”,结合此前宏图4.0 押注AI 与机器人,Optimus 与Robotaxi 商业化提速。特斯拉宏图4.0 将80%价值锚定Optimus 机器人,战略重心转向AI 与机器人。Robotaxi 从奥斯汀扩张,2025 年底计划覆盖美国半数人口,2026 年量产Cybertruck 专用车型,目标部署数十万辆。Optimus3 原型曝光,手部自由度22 个,采用PEEK 材料减重,集成FSD 技术,2025 年工厂部署5000 台,2026 年推出3 万美元内消费机型,四年目标年量产100 万台,加速从硬件迭代向智能化量产转型。AI Infra 预期差1:市场可能尚未充分消化AI Infra 的定义复杂性。1)简单理解为,弥合算力与应用的断层,降低模型“悬浮”风险,承担“桥梁”角色;2)通常类比云时代的PaaS 层,抽象底层硬件复杂性,上层开发者专注业务逻辑创新,但AI Infra 含义更广,复合技术栈不等同agent 调度与交互平台;3)算力管理、模型管理、应用管理三层能力,数据准备、模型训练、模型推理与部署、AI 应用支撑四项流程,预计增长机会层出不穷。AI Infra 预期差2:市场可能认为AI Infra 工具链价值有限。1)市场偏好通过算力季度间变化验证AI 产业趋势,或者直接关注有无爆款应用出现,但不同于云时代IaaSPaaS-SaaS 的类线性发展,AI2.0 通过泛化能力提供规模复制能力,AI Infra 层有较大可能呈现和算力、应用层交叉引领趋势。2)大厂不必一切亲历亲为。类似汽车行业Tier1,通过专业分工,大模型企业不必重复造轮子,只需整合AI Infra 供应商资源,就能快速搭建自己模型构架,降低成本。3)海外AI Infra 正在爆发,产品商业化进展顺利。4)国内“人工智能+”2027 年新一代智能终端、智能体等应用普及率目标超70%,基本锚定下游AI 应用的高增长,AI Infra 增长具有高确定性。重要公司更新:深信服(Q2 单季度扭亏,经营拐点信号)。标的1)AIGC:金山办公、鼎捷数智、税友股份、虹软科技、新致软件、润达医疗(医药+计算机)、福昕软件、萤石网络、汉得信息、万兴科技、道通科技。标的2)数字经济领军:海康威视、金山办公、恒生电子、中控技术、德赛西威、启明星辰、科大讯飞、华大九天、同花顺、金蝶国际、大华股份、新大陆。标的3)信创&数据:海光信息、软通动力、达梦数据、索辰科技、博思软件、能科科技、纳思达、太极股份、中国软件国际。标的4)AIGC 算力:浪潮信息、海光信息、神州数码、中科曙光等。","news_type":1,"symbols_score_info":{"KGDEY":0.9,"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":477554582130840,"gmtCreate":1757600122342,"gmtModify":1757601798917,"author":{"id":"4202429937470602","authorId":"4202429937470602","name":"波澜不惊123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202429937470602","authorIdStr":"4202429937470602"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a><v-v data-views=\"0\"></v-v> ","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477554582130840","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457888940240952,"gmtCreate":1752826379452,"gmtModify":1752827664578,"author":{"id":"4202429937470602","authorId":"4202429937470602","name":"波澜不惊123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202429937470602","authorIdStr":"4202429937470602"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OSCR\">$Oscar Health, Inc.(OSCR)$</a> 冲","listText":"<a href=\"https://laohu8.com/S/OSCR\">$Oscar Health, Inc.(OSCR)$</a> 冲","text":"$Oscar Health, Inc.(OSCR)$ 冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457888940240952","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":494024167637560,"gmtCreate":1761632103342,"gmtModify":1761632105064,"author":{"id":"4202429937470602","authorId":"4202429937470602","name":"波澜不惊123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202429937470602","authorIdStr":"4202429937470602"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GFI\">$金田(GFI)$</a> 大涨,长期持有","listText":"<a href=\"https://laohu8.com/S/GFI\">$金田(GFI)$</a> 大涨,长期持有","text":"$金田(GFI)$ 大涨,长期持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494024167637560","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493716741546744,"gmtCreate":1761557156508,"gmtModify":1761557158959,"author":{"id":"4202429937470602","authorId":"4202429937470602","name":"波澜不惊123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202429937470602","authorIdStr":"4202429937470602"},"themes":[],"htmlText":"是好消息,也是不起眼的小事","listText":"是好消息,也是不起眼的小事","text":"是好消息,也是不起眼的小事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493716741546744","repostId":"1189601788","repostType":2,"repost":{"id":"1189601788","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1761545353,"share":"https://www.laohu8.com/m/news/1189601788?lang=&edition=full","pubTime":"2025-10-27 14:09","market":"hk","language":"zh","title":"百度集团涨超6%!萝卜快跑近期落地瑞士,机构称核心估值逻辑转向AI加持","url":"https://stock-news.laohu8.com/highlight/detail?id=1189601788","media":"老虎资讯综合","summary":"10月27日,$百度集团-SW$涨近6%!$百度$近期公布,萝卜快跑与瑞士公共交通运营商——瑞士邮政旗下的邮政巴士达成战略合作,将在瑞士推出自动驾驶出行服务“AmiGo”。$交银国际$此前发布研报称,百度核心估值逻辑转向AI加持。百度全域向AI转型,估值逻辑也将逐渐转向基于AI技术加持下的长期价值重估。","content":"<html><head></head><body><p>10月27日,<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>涨超6%!萝卜快跑近期落地瑞士,机构称核心估值逻辑转向AI加持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/493c771783d4893057bba47222f630e7\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/BIDU\">百度</a>近期公布,萝卜快跑与瑞士公共交通运营商——瑞士邮政旗下的邮政巴士(PostBus)达成战略合作,将在瑞士推出自动驾驶出行服务“AmiGo”。根据规划,萝卜快跑将于今年12月在瑞士东部的圣加仑州、外阿彭策尔州和内阿彭策尔州启动初步车队测试,并计划尽快实现常规化、完全无人驾驶运营。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/03329\">交银国际</a>此前发布研报称,百度核心估值逻辑转向AI加持。考虑云及AI应用及自动驾驶行业估值区间6-10倍市销率,现价对应百度搜索业务价值仅不到1倍市盈率,对应约600亿元收入及100亿元利润。百度全域向AI转型,估值逻辑也将逐渐转向基于AI技术加持下的长期价值重估。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>百度集团涨超6%!萝卜快跑近期落地瑞士,机构称核心估值逻辑转向AI加持</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n百度集团涨超6%!萝卜快跑近期落地瑞士,机构称核心估值逻辑转向AI加持\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-27 14:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月27日,<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>涨超6%!萝卜快跑近期落地瑞士,机构称核心估值逻辑转向AI加持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/493c771783d4893057bba47222f630e7\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/BIDU\">百度</a>近期公布,萝卜快跑与瑞士公共交通运营商——瑞士邮政旗下的邮政巴士(PostBus)达成战略合作,将在瑞士推出自动驾驶出行服务“AmiGo”。根据规划,萝卜快跑将于今年12月在瑞士东部的圣加仑州、外阿彭策尔州和内阿彭策尔州启动初步车队测试,并计划尽快实现常规化、完全无人驾驶运营。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/03329\">交银国际</a>此前发布研报称,百度核心估值逻辑转向AI加持。考虑云及AI应用及自动驾驶行业估值区间6-10倍市销率,现价对应百度搜索业务价值仅不到1倍市盈率,对应约600亿元收入及100亿元利润。百度全域向AI转型,估值逻辑也将逐渐转向基于AI技术加持下的长期价值重估。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"89888":"百度集团-SWR","BIDU":"百度","09888":"百度集团-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189601788","content_text":"10月27日,百度集团-SW涨超6%!萝卜快跑近期落地瑞士,机构称核心估值逻辑转向AI加持。百度近期公布,萝卜快跑与瑞士公共交通运营商——瑞士邮政旗下的邮政巴士(PostBus)达成战略合作,将在瑞士推出自动驾驶出行服务“AmiGo”。根据规划,萝卜快跑将于今年12月在瑞士东部的圣加仑州、外阿彭策尔州和内阿彭策尔州启动初步车队测试,并计划尽快实现常规化、完全无人驾驶运营。交银国际此前发布研报称,百度核心估值逻辑转向AI加持。考虑云及AI应用及自动驾驶行业估值区间6-10倍市销率,现价对应百度搜索业务价值仅不到1倍市盈率,对应约600亿元收入及100亿元利润。百度全域向AI转型,估值逻辑也将逐渐转向基于AI技术加持下的长期价值重估。","news_type":1,"symbols_score_info":{"89888":0.6,"09888":1.5,"BIDU":1.5}},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489192397414456,"gmtCreate":1760459100135,"gmtModify":1760459359881,"author":{"id":"4202429937470602","authorId":"4202429937470602","name":"波澜不惊123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202429937470602","authorIdStr":"4202429937470602"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a><v-v data-views=\"1\"></v-v> ","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489192397414456","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":478696338944544,"gmtCreate":1757900620259,"gmtModify":1757900900997,"author":{"id":"4202429937470602","authorId":"4202429937470602","name":"波澜不惊123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202429937470602","authorIdStr":"4202429937470602"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478696338944544","repostId":"2567181493","repostType":2,"repost":{"id":"2567181493","kind":"news","pubTimestamp":1757753108,"share":"https://www.laohu8.com/m/news/2567181493?lang=&edition=full","pubTime":"2025-09-13 16:45","market":"us","language":"zh","title":"计算机行业周报:特斯拉“万亿薪酬”计划公布多项目标!INFRA预期差再讨论!","url":"https://stock-news.laohu8.com/highlight/detail?id=2567181493","media":"上海申银万国证...","summary":"本期投资提示:本周周报要点:1)特斯拉 “万亿薪酬”计划,AI+机器人愿景与落地;2)AI Infra 的预期差探讨;3)重要公司更新:浪潮信息、道通科技、德赛西威、均胜电子、出门问问。特斯拉发布“万亿薪酬计划”,结合此前宏图4.0 押注AI 与机器人,Optimus 与Robotaxi 商业化提速。Robotaxi 从奥斯汀扩张,2025 年底计划覆盖美国半数人口,2026 年量产Cybertruck 专用车型,目标部署数十万辆。AI Infra 预期差1:市场可能尚未充分消化AI Infra 的定义复杂性。","content":"<html><body><article><p>本期投资提示:</p><p>本周周报要点:1)<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> “万亿薪酬”计划,AI+机器人愿景与落地;2)AI Infra 的预期差探讨;3)重要公司更新:<a href=\"https://laohu8.com/S/000977\">浪潮信息</a>(AI 服务器核心,芯片适配多元化)、<a href=\"https://laohu8.com/S/688208\">道通科技</a>(新一代智能充电网络,AI+能源里程碑)、<a href=\"https://laohu8.com/S/002920\">德赛西威</a>(AI 无人物流新品牌,开辟第二曲线)、<a href=\"https://laohu8.com/S/600699\">均胜电子</a>(阿里云AI 全面合作,机器人业务重大进展)、<a href=\"https://laohu8.com/S/02438\">出门问问</a>(端侧AI 原生硬件黑马,TicNote 破圈)。</p><p>特斯拉发布“万亿薪酬计划”,结合此前<a href=\"https://laohu8.com/S/600122\">宏图</a>4.0 押注AI 与机器人,Optimus 与Robotaxi 商业化提速。特斯拉宏图4.0 将80%价值锚定Optimus 机器人,战略重心转向AI 与机器人。Robotaxi 从奥斯汀扩张,2025 年底计划覆盖美国半数人口,2026 年量产Cybertruck 专用车型,目标部署数十万辆。Optimus3 原型曝光,手部自由度22 个,采用PEEK 材料减重,集成FSD 技术,2025 年工厂部署5000 台,2026 年推出3 万美元内消费机型,四年目标年量产100 万台,加速从硬件迭代向智能化量产转型。</p><p>AI Infra 预期差1:市场可能尚未充分消化AI Infra 的定义复杂性。1)简单理解为,弥合算力与应用的断层,降低模型“悬浮”风险,承担“桥梁”角色;2)通常类比云时代的PaaS 层,抽象底层硬件复杂性,上层开发者专注业务逻辑创新,但AI Infra 含义更广,复合技术栈不等同agent 调度与交互平台;3)算力管理、模型管理、应用管理三层能力,数据准备、模型训练、模型推理与部署、AI 应用支撑四项流程,预计增长机会层出不穷。</p><p>AI Infra 预期差2:市场可能认为AI Infra 工具链价值有限。1)市场偏好通过算力季度间变化验证AI 产业趋势,或者直接关注有无爆款应用出现,但不同于云时代IaaSPaaS-SaaS 的类线性发展,AI2.0 通过泛化能力提供规模复制能力,AI Infra 层有较大可能呈现和算力、应用层交叉引领趋势。2)大厂不必一切亲历亲为。类似汽车行业Tier1,通过专业分工,大模型企业不必重复造轮子,只需整合AI Infra 供应商资源,就能快速搭建自己模型构架,降低成本。3)海外AI Infra 正在爆发,产品商业化进展顺利。</p><p>4)国内“人工智能+”2027 年新一代智能终端、智能体等应用普及率目标超70%,基本锚定下游AI 应用的高增长,AI Infra 增长具有高确定性。</p><p>重要公司更新:<a href=\"https://laohu8.com/S/300454\">深信服</a>(Q2 单季度扭亏,经营拐点信号)。</p><p>标的1)AIGC:<a href=\"https://laohu8.com/S/688111\">金山办公</a>、<a href=\"https://laohu8.com/S/300378\">鼎捷数智</a>、<a href=\"https://laohu8.com/S/603171\">税友股份</a>、<a href=\"https://laohu8.com/S/688088\">虹软科技</a>、<a href=\"https://laohu8.com/S/688590\">新致软件</a>、<a href=\"https://laohu8.com/S/603108\">润达医疗</a>(医药+计算机)、<a href=\"https://laohu8.com/S/688095\">福昕软件</a>、<a href=\"https://laohu8.com/S/688475\">萤石网络</a>、<a href=\"https://laohu8.com/S/300170\">汉得信息</a>、<a href=\"https://laohu8.com/S/300624\">万兴科技</a>、道通科技。</p><p>标的2)数字经济领军:<a href=\"https://laohu8.com/S/002415\">海康威视</a>、金山办公、<a href=\"https://laohu8.com/S/600570\">恒生电子</a>、<a href=\"https://laohu8.com/S/688777\">中控技术</a>、德赛西威、<a href=\"https://laohu8.com/S/002439\">启明星辰</a>、<a href=\"https://laohu8.com/S/002230\">科大讯飞</a>、<a href=\"https://laohu8.com/S/301269\">华大九天</a>、<a href=\"https://laohu8.com/S/300033\">同花顺</a>、<a href=\"https://laohu8.com/S/00268\">金蝶国际</a>、<a href=\"https://laohu8.com/S/002236\">大华股份</a>、<a href=\"https://laohu8.com/S/000997\">新大陆</a>。</p><p>标的3)信创&数据:<a href=\"https://laohu8.com/S/688041\">海光信息</a>、<a href=\"https://laohu8.com/S/301236\">软通动力</a>、<a href=\"https://laohu8.com/S/688692\">达梦数据</a>、<a href=\"https://laohu8.com/S/688507\">索辰科技</a>、<a href=\"https://laohu8.com/S/300525\">博思软件</a>、<a href=\"https://laohu8.com/S/603859\">能科科技</a>、<a href=\"https://laohu8.com/S/002180\">纳思达</a>、<a href=\"https://laohu8.com/S/002368\">太极股份</a>、<a href=\"https://laohu8.com/S/00354\">中国软件国际</a>。</p><p>标的4)AIGC 算力:浪潮信息、海光信息、<a href=\"https://laohu8.com/S/000034\">神州数码</a>、<a href=\"https://laohu8.com/S/603019\">中科曙光</a>等。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>计算机行业周报:特斯拉“万亿薪酬”计划公布多项目标!INFRA预期差再讨论!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n计算机行业周报:特斯拉“万亿薪酬”计划公布多项目标!INFRA预期差再讨论!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-13 16:45 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250913164511952ab1cb&s=b><strong>上海申银万国证...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本期投资提示:本周周报要点:1)特斯拉 “万亿薪酬”计划,AI+机器人愿景与落地;2)AI Infra 的预期差探讨;3)重要公司更新:浪潮信息(AI 服务器核心,芯片适配多元化)、道通科技(新一代智能充电网络,AI+能源里程碑)、德赛西威(AI 无人物流新品牌,开辟第二曲线)、均胜电子(阿里云AI 全面合作,机器人业务重大进展)、出门问问(端侧AI 原生硬件黑马,TicNote 破圈)。特斯拉...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250913164511952ab1cb&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","TSYW.SI":"TESLA 3xLongSG261006","LU0082616367.USD":"摩根大通美国科技A(dist)","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4588":"碎股","TSLA":"特斯拉","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4551":"寇图资本持仓","KGDEY":"金蝶国际ADR","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4604":"机器人概念","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4581":"高盛持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4543":"AI","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4527":"明星科技股","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4099":"汽车制造商","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4534":"瑞士信贷持仓","LU0823414478.USD":"法巴经典能源转换基金","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","BK4612":"AI芯片"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250913164511952ab1cb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2567181493","content_text":"本期投资提示:本周周报要点:1)特斯拉 “万亿薪酬”计划,AI+机器人愿景与落地;2)AI Infra 的预期差探讨;3)重要公司更新:浪潮信息(AI 服务器核心,芯片适配多元化)、道通科技(新一代智能充电网络,AI+能源里程碑)、德赛西威(AI 无人物流新品牌,开辟第二曲线)、均胜电子(阿里云AI 全面合作,机器人业务重大进展)、出门问问(端侧AI 原生硬件黑马,TicNote 破圈)。特斯拉发布“万亿薪酬计划”,结合此前宏图4.0 押注AI 与机器人,Optimus 与Robotaxi 商业化提速。特斯拉宏图4.0 将80%价值锚定Optimus 机器人,战略重心转向AI 与机器人。Robotaxi 从奥斯汀扩张,2025 年底计划覆盖美国半数人口,2026 年量产Cybertruck 专用车型,目标部署数十万辆。Optimus3 原型曝光,手部自由度22 个,采用PEEK 材料减重,集成FSD 技术,2025 年工厂部署5000 台,2026 年推出3 万美元内消费机型,四年目标年量产100 万台,加速从硬件迭代向智能化量产转型。AI Infra 预期差1:市场可能尚未充分消化AI Infra 的定义复杂性。1)简单理解为,弥合算力与应用的断层,降低模型“悬浮”风险,承担“桥梁”角色;2)通常类比云时代的PaaS 层,抽象底层硬件复杂性,上层开发者专注业务逻辑创新,但AI Infra 含义更广,复合技术栈不等同agent 调度与交互平台;3)算力管理、模型管理、应用管理三层能力,数据准备、模型训练、模型推理与部署、AI 应用支撑四项流程,预计增长机会层出不穷。AI Infra 预期差2:市场可能认为AI Infra 工具链价值有限。1)市场偏好通过算力季度间变化验证AI 产业趋势,或者直接关注有无爆款应用出现,但不同于云时代IaaSPaaS-SaaS 的类线性发展,AI2.0 通过泛化能力提供规模复制能力,AI Infra 层有较大可能呈现和算力、应用层交叉引领趋势。2)大厂不必一切亲历亲为。类似汽车行业Tier1,通过专业分工,大模型企业不必重复造轮子,只需整合AI Infra 供应商资源,就能快速搭建自己模型构架,降低成本。3)海外AI Infra 正在爆发,产品商业化进展顺利。4)国内“人工智能+”2027 年新一代智能终端、智能体等应用普及率目标超70%,基本锚定下游AI 应用的高增长,AI Infra 增长具有高确定性。重要公司更新:深信服(Q2 单季度扭亏,经营拐点信号)。标的1)AIGC:金山办公、鼎捷数智、税友股份、虹软科技、新致软件、润达医疗(医药+计算机)、福昕软件、萤石网络、汉得信息、万兴科技、道通科技。标的2)数字经济领军:海康威视、金山办公、恒生电子、中控技术、德赛西威、启明星辰、科大讯飞、华大九天、同花顺、金蝶国际、大华股份、新大陆。标的3)信创&数据:海光信息、软通动力、达梦数据、索辰科技、博思软件、能科科技、纳思达、太极股份、中国软件国际。标的4)AIGC 算力:浪潮信息、海光信息、神州数码、中科曙光等。","news_type":1,"symbols_score_info":{"KGDEY":0.9,"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":477554582130840,"gmtCreate":1757600122342,"gmtModify":1757601798917,"author":{"id":"4202429937470602","authorId":"4202429937470602","name":"波澜不惊123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202429937470602","authorIdStr":"4202429937470602"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a><v-v data-views=\"0\"></v-v> ","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477554582130840","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457888940240952,"gmtCreate":1752826379452,"gmtModify":1752827664578,"author":{"id":"4202429937470602","authorId":"4202429937470602","name":"波澜不惊123","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202429937470602","authorIdStr":"4202429937470602"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OSCR\">$Oscar Health, Inc.(OSCR)$</a> 冲","listText":"<a href=\"https://laohu8.com/S/OSCR\">$Oscar Health, Inc.(OSCR)$</a> 冲","text":"$Oscar Health, Inc.(OSCR)$ 冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457888940240952","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}