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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
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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
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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 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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 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","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 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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) 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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 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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 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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 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","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 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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 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