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qiughjuy
IP属地:江苏
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qiughjuy
qiughjuy
·
12-12
奇葩
何小鹏“亮剑”马斯克,若失败,负责人将在金门大桥“裸跑”
放话与特斯拉一争高下。
何小鹏“亮剑”马斯克,若失败,负责人将在金门大桥“裸跑”
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qiughjuy
qiughjuy
·
11-28
$美元/离岸人民币(USDCNH.FOREX)$
咋回事
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225
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1
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qiughjuy
qiughjuy
·
11-25
$阿里巴巴(BABA)$
啥玩意
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qiughjuy
qiughjuy
·
11-13
这脸蹭的
中兴通讯:参股0.2334%的深创投持股摩尔线程1.2246%
证券之星消息,中兴通讯(000063)11月13日在投资者关系平台上答复投资者关心的问题。投资者提问:请问中兴通讯旗下的创投公司是否投资摩尔线程?持股比例是多少中兴通讯回复:您好,感谢您的关注。公司参股0.2334%的深圳市创新投资集团有限公司(简称“深创投”)有投资摩尔线程,根据摩尔线程披露的《首次公开发行股票并在科创板上市招股说明书》,深创投对摩尔线程的持股比例为1.2246%。以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。
中兴通讯:参股0.2334%的深创投持股摩尔线程1.2246%
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qiughjuy
qiughjuy
·
10-21
真不要脸
大行评级丨大摩:调高中芯国际评级至增持,目标价大幅提升至80港元
格隆汇10月21日|摩根士丹利将中芯国际(0981.HK)评级由“与大市同步”调高至“增持”,并将目标价由40港元大幅提升至80港元。大摩报告指出,中国人工智能(AI)应用的快速普及,以及对本土人工智能GPU的政策支持,将在未来两年显著提振本土对先进制程晶圆代工的需求。鉴于国产AI芯片需求强劲,上调中国AI GPU销售收入预测,2024至2027年复合年增长率预计为62%。
大行评级丨大摩:调高中芯国际评级至增持,目标价大幅提升至80港元
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1
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qiughjuy
qiughjuy
·
10-07
$阿里巴巴(BABA)$
回到节前,真是服了
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886
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4
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qiughjuy
qiughjuy
·
09-16
$美元/离岸人民币(USDCNH.FOREX)$
无语
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qiughjuy
qiughjuy
·
09-16
$美元/离岸人民币(USDCNH.FOREX)$
涨起来
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qiughjuy
qiughjuy
·
2023-06-23
$小鹏汽车(XPEV)$
这么一点市值,真够烂
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justify;\">何小鹏认为,未来将是同一个自动驾驶系统和硬件体系的时代,人们可以直接享有L4能力的汽车。这一判断与小鹏汽车自身的技术路线选择密切相关。</p><p style=\"text-align: justify;\">在公开称赞特斯拉FSD的同时,何小鹏也不掩饰小鹏VLA与FSD当前存在的差距。他坦承:“小鹏VLA的第一个版本尚无法完全实现FSD V14.2的全部能力。” 但同时也透露,小鹏VLA 2.0将在下个季度发布。</p><p style=\"text-align: justify;\">对于追赶时间表,何小鹏在今年8月曾表示,当前智能辅助驾驶的第一梯队玩家“半斤八两”,有的依靠算力,算力不足的就通过算力加激光雷达的组合。但他预测,到2026年小鹏Robotaxi开始试运营时,小鹏Ultra车型所配置的与L4 Robotaxi同源的模型,将会“显著超越市场上其他智能辅助驾驶产品能力的数十倍甚至以上”。</p><p style=\"text-align: justify;\">在2025年的小鹏科技日上,小鹏的智驾又有了新的进度。当时,小鹏推出第二代VLA模型,与传统“视觉-语言-动作”架构不同,第二代VLA创新性地去掉了“语言转译”环节,首次实现从视觉信号到动作指令的端到端直接生成。</p><p style=\"text-align: justify;\">在这一技术的支持之下,小鹏的自动辅助驾驶可以应对各种复杂小路与园区场景。同时,小鹏还首发了“无导航自动辅助驾驶”Super LCC+人机共驾。这意味着,该功能在不依赖导航的情形下可全球范围开启。何小鹏介绍,2026年第一季度将面向小鹏Ultra车型全量推送第二代VLA。</p><p style=\"text-align: justify;\">何小鹏强调,小鹏在新一代VLA大模型上下重注,目标是让汽车在各种复杂场景下都能安全通行,包括大路、小路、高速户外甚至是北京的胡同。何小鹏认为,只有解决了这些场景的问题,才有可能实现真正的无人驾驶。</p><p style=\"text-align: justify;\">小鹏汽车在自动驾驶领域的重注基于对行业趋势的判断。何小鹏认为,未来十年内将看到L4级自动驾驶的更大规模应用。他指出,未来汽车将是“具身智能的汽车”,汽车产业和人形机器人产业将相辅相成、互相促进。</p><p style=\"text-align: justify;\">在硬件芯片方面,今年8月,何小鹏宣布从2025年三季度上市的小鹏G7和P7开始,旗下各车型的Ultra版本将全面升级智能硬件,搭载三颗自研图灵AI芯片,有效算力高达2250TOPS。</p><p style=\"text-align: justify;\">与此同时,在今年的科技日上,小鹏的Robotaxi也有了新的进展。何小鹏透露,小鹏将在2026年推出三款Robotaxi车型,并启动试运营。与特斯拉不同,小鹏将专注于Robotaxi产品研发,不涉及运营环节。当前,高德成为小鹏Robotaxi首个全球生态合作伙伴。</p><p style=\"text-align: justify;\">在研发投入方面,何小鹏预计,未来汽车公司的年研发投入将达500亿元,其中300亿元将用于AI领域。对于小鹏而言,每年投入数十亿元建设算力中心已成为常态。</p><p style=\"text-align: justify;\">这场赌局背后,是中国智能汽车企业在自动驾驶核心技术领域挑战全球领先者的缩影。随着第二代VLA的发布和Robotaxi项目有了新进展,小鹏汽车正在自动驾驶赛道上加速追赶。</p><p style=\"text-align: justify;\">从AEB能力提升,到VLA模型革新,小鹏试图通过全栈自研构建壁垒。但特斯拉的迭代速度提示,智驾的竞争不仅是算法之争,更是数据、算力与工程化能力的综合较量。</p><p style=\"text-align: justify;\">赌局终点,是中国风味食堂在金门大桥对岸的硅谷落地,还是自动驾驶负责人在金门大桥上的“裸跑”,就看是小鹏的智驾系统能否达到特斯拉的水平,成为名副其实的“中国特斯拉”。届时,小鹏或将迎来新一轮的被重估。</p></body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2025-12-12 20:04 北京时间 <a href=https://wallstreetcn.com/articles/3761278><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 王小娟今年还未过去,汽车行业就智能辅助驾驶的领先已经开始预约明年的“战火”了。12月11日, 小鹏汽车 董事长何小鹏在社交媒体上立下一则“赌约”:若到明年8月30日,小鹏VLA技术在国内达到特斯拉FSD V14.2在硅谷的整体水平,他将在硅谷筹建中国风味食堂;若失败,自动驾驶负责人Head Xianming(刘先明)将在金门大桥“裸跑”。何小鹏立下这个赌约,放话与特斯拉一争高下,也因为对...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761278\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/429cf9337e59567edb66a7535c469fb1","relate_stocks":{"XPEV":"小鹏汽车","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3761278","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152111177","content_text":"作者 | 王小娟今年还未过去,汽车行业就智能辅助驾驶的领先已经开始预约明年的“战火”了。12月11日, 小鹏汽车 董事长何小鹏在社交媒体上立下一则“赌约”:若到明年8月30日,小鹏VLA技术在国内达到特斯拉FSD V14.2在硅谷的整体水平,他将在硅谷筹建中国风味食堂;若失败,自动驾驶负责人Head Xianming(刘先明)将在金门大桥“裸跑”。何小鹏立下这个赌约,放话与特斯拉一争高下,也因为对 特斯拉 FSD系统长期的体验与观察。近期在硅谷试驾最新的FSD V14.2版本和Robotaxi后,何小鹏表示,FSD已经从一年前L2高阶辅助驾驶的“丝滑体验”,进步到现在的“准L4的安心阶段”。在约5小时的试驾中,他发现标准车辆和Robotaxi使用同一模型表现一致,虽然仍存在瑕疵,但已“大幅度超过去年的水准”。他对特斯拉自动驾驶技术的进步给予了肯定。何小鹏认为,未来将是同一个自动驾驶系统和硬件体系的时代,人们可以直接享有L4能力的汽车。这一判断与小鹏汽车自身的技术路线选择密切相关。在公开称赞特斯拉FSD的同时,何小鹏也不掩饰小鹏VLA与FSD当前存在的差距。他坦承:“小鹏VLA的第一个版本尚无法完全实现FSD V14.2的全部能力。” 但同时也透露,小鹏VLA 2.0将在下个季度发布。对于追赶时间表,何小鹏在今年8月曾表示,当前智能辅助驾驶的第一梯队玩家“半斤八两”,有的依靠算力,算力不足的就通过算力加激光雷达的组合。但他预测,到2026年小鹏Robotaxi开始试运营时,小鹏Ultra车型所配置的与L4 Robotaxi同源的模型,将会“显著超越市场上其他智能辅助驾驶产品能力的数十倍甚至以上”。在2025年的小鹏科技日上,小鹏的智驾又有了新的进度。当时,小鹏推出第二代VLA模型,与传统“视觉-语言-动作”架构不同,第二代VLA创新性地去掉了“语言转译”环节,首次实现从视觉信号到动作指令的端到端直接生成。在这一技术的支持之下,小鹏的自动辅助驾驶可以应对各种复杂小路与园区场景。同时,小鹏还首发了“无导航自动辅助驾驶”Super LCC+人机共驾。这意味着,该功能在不依赖导航的情形下可全球范围开启。何小鹏介绍,2026年第一季度将面向小鹏Ultra车型全量推送第二代VLA。何小鹏强调,小鹏在新一代VLA大模型上下重注,目标是让汽车在各种复杂场景下都能安全通行,包括大路、小路、高速户外甚至是北京的胡同。何小鹏认为,只有解决了这些场景的问题,才有可能实现真正的无人驾驶。小鹏汽车在自动驾驶领域的重注基于对行业趋势的判断。何小鹏认为,未来十年内将看到L4级自动驾驶的更大规模应用。他指出,未来汽车将是“具身智能的汽车”,汽车产业和人形机器人产业将相辅相成、互相促进。在硬件芯片方面,今年8月,何小鹏宣布从2025年三季度上市的小鹏G7和P7开始,旗下各车型的Ultra版本将全面升级智能硬件,搭载三颗自研图灵AI芯片,有效算力高达2250TOPS。与此同时,在今年的科技日上,小鹏的Robotaxi也有了新的进展。何小鹏透露,小鹏将在2026年推出三款Robotaxi车型,并启动试运营。与特斯拉不同,小鹏将专注于Robotaxi产品研发,不涉及运营环节。当前,高德成为小鹏Robotaxi首个全球生态合作伙伴。在研发投入方面,何小鹏预计,未来汽车公司的年研发投入将达500亿元,其中300亿元将用于AI领域。对于小鹏而言,每年投入数十亿元建设算力中心已成为常态。这场赌局背后,是中国智能汽车企业在自动驾驶核心技术领域挑战全球领先者的缩影。随着第二代VLA的发布和Robotaxi项目有了新进展,小鹏汽车正在自动驾驶赛道上加速追赶。从AEB能力提升,到VLA模型革新,小鹏试图通过全栈自研构建壁垒。但特斯拉的迭代速度提示,智驾的竞争不仅是算法之争,更是数据、算力与工程化能力的综合较量。赌局终点,是中国风味食堂在金门大桥对岸的硅谷落地,还是自动驾驶负责人在金门大桥上的“裸跑”,就看是小鹏的智驾系统能否达到特斯拉的水平,成为名副其实的“中国特斯拉”。届时,小鹏或将迎来新一轮的被重估。","news_type":1,"symbols_score_info":{"XPEV":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505125110797024,"gmtCreate":1764340570361,"gmtModify":1764340572314,"author":{"id":"3492908061027932","authorId":"3492908061027932","name":"qiughjuy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492908061027932","idStr":"3492908061027932"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$ </a> 咋回事","listText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$ </a> 咋回事","text":"$美元/离岸人民币(USDCNH.FOREX)$ 咋回事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505125110797024","isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504013386060000,"gmtCreate":1764084189052,"gmtModify":1764086351297,"author":{"id":"3492908061027932","authorId":"3492908061027932","name":"qiughjuy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492908061027932","idStr":"3492908061027932"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 啥玩意","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 啥玩意","text":"$阿里巴巴(BABA)$ 啥玩意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504013386060000","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499759799927488,"gmtCreate":1763036626274,"gmtModify":1763036628567,"author":{"id":"3492908061027932","authorId":"3492908061027932","name":"qiughjuy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492908061027932","idStr":"3492908061027932"},"themes":[],"title":"","htmlText":"这脸蹭的","listText":"这脸蹭的","text":"这脸蹭的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499759799927488","repostId":"2583568708","repostType":2,"repost":{"id":"2583568708","kind":"highlight","weMediaInfo":{"introduction":"证券之星始创于1996年,是国内领先的金融信息及综合服务平台。关注证券之星,即时获取有价值的财经资讯。","home_visible":1,"media_name":"证券之星","id":"1082532455","head_image":"https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f"},"pubTimestamp":1763027287,"share":"https://www.laohu8.com/m/news/2583568708?lang=zh_CN&edition=full","pubTime":"2025-11-13 17:48","market":"sh","language":"zh","title":"中兴通讯:参股0.2334%的深创投持股摩尔线程1.2246%","url":"https://stock-news.laohu8.com/highlight/detail?id=2583568708","media":"证券之星","summary":"证券之星消息,中兴通讯(000063)11月13日在投资者关系平台上答复投资者关心的问题。投资者提问:请问中兴通讯旗下的创投公司是否投资摩尔线程?持股比例是多少中兴通讯回复:您好,感谢您的关注。公司参股0.2334%的深圳市创新投资集团有限公司(简称“深创投”)有投资摩尔线程,根据摩尔线程披露的《首次公开发行股票并在科创板上市招股说明书》,深创投对摩尔线程的持股比例为1.2246%。以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","content":"<html><body><p>证券之星消息,<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>(000063)11月13日在投资者关系平台上答复投资者关心的问题。</p><p>投资者提问:请问<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>旗下的创投公司是否投资摩尔线程?持股比例是多少</p><p>中兴通讯回复:您好,感谢您的关注。公司参股0.2334%的深圳市创新投资集团有限公司(简称“深创投”)有投资摩尔线程,根据摩尔线程披露的《首次公开发行股票并在科创板上市招股说明书》,深创投对摩尔线程的持股比例为1.2246%。</p><p>以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。</p></body></html>","source":"stockstar","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>中兴通讯:参股0.2334%的深创投持股摩尔线程1.2246%</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{ 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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中兴通讯:参股0.2334%的深创投持股摩尔线程1.2246%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1082532455\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">证券之星 </p>\n<p class=\"h-time\">2025-11-13 17:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>证券之星消息,<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>(000063)11月13日在投资者关系平台上答复投资者关心的问题。</p><p>投资者提问:请问<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>旗下的创投公司是否投资摩尔线程?持股比例是多少</p><p>中兴通讯回复:您好,感谢您的关注。公司参股0.2334%的深圳市创新投资集团有限公司(简称“深创投”)有投资摩尔线程,根据摩尔线程披露的《首次公开发行股票并在科创板上市招股说明书》,深创投对摩尔线程的持股比例为1.2246%。</p><p>以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK0196":"行业龙头","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","BK1607":"新IT概念","BK0000":"一带一路","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) 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11:56","market":"hk","language":"zh","title":"大行评级丨大摩:调高中芯国际评级至增持,目标价大幅提升至80港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2577812427","media":"格隆汇","summary":"格隆汇10月21日|摩根士丹利将中芯国际(0981.HK)评级由“与大市同步”调高至“增持”,并将目标价由40港元大幅提升至80港元。大摩报告指出,中国人工智能(AI)应用的快速普及,以及对本土人工智能GPU的政策支持,将在未来两年显著提振本土对先进制程晶圆代工的需求。鉴于国产AI芯片需求强劲,上调中国AI GPU销售收入预测,2024至2027年复合年增长率预计为62%。","content":"<html><body><article><p>格隆汇10月21日|<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>将<a href=\"https://laohu8.com/S/688981\">中芯国际</a>(0981.HK)评级由“与大市同步”调高至“增持”,并将目标价由40港元大幅提升至80港元。大摩报告指出,中国人工智能(AI)应用的快速普及,以及对本土人工智能GPU的政策支持,将在未来两年显著提振本土对先进制程晶圆代工的需求。鉴于国产AI芯片需求强劲,上调中国AI GPU销售收入预测,2024至2027年复合年增长率预计为62%。</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 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021115813a6c503db&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇10月21日|摩根士丹利将中芯国际(0981.HK)评级由“与大市同步”调高至“增持”,并将目标价由40港元大幅提升至80港元。大摩报告指出,中国人工智能(AI)应用的快速普及,以及对本土人工智能GPU的政策支持,将在未来两年显著提振本土对先进制程晶圆代工的需求。鉴于国产AI芯片需求强劲,上调中国AI GPU销售收入预测,2024至2027年复合年增长率预计为62%。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021115813a6c503db&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00981":"中芯国际"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021115813a6c503db&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2577812427","content_text":"格隆汇10月21日|摩根士丹利将中芯国际(0981.HK)评级由“与大市同步”调高至“增持”,并将目标价由40港元大幅提升至80港元。大摩报告指出,中国人工智能(AI)应用的快速普及,以及对本土人工智能GPU的政策支持,将在未来两年显著提振本土对先进制程晶圆代工的需求。鉴于国产AI芯片需求强劲,上调中国AI 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