159998 计算机
未开盘 01-16 09:30:00
资讯
新帖
简况
国泰海通｜计算机：GEO：AI搜索时代的流量新范式——AI搜索时代的流量新范式与计算机行业投资机会梳理
国泰君安证券研究 · 01-15 20:03
国泰海通｜计算机：GEO：AI搜索时代的流量新范式——AI搜索时代的流量新范式与计算机行业投资机会梳理
智明达最新公告：公司目前生产经营正常商业航天嵌入式计算机收入占比较小
证券之星 · 01-12
智明达最新公告：公司目前生产经营正常商业航天嵌入式计算机收入占比较小
普天科技：1月8日接受机构调研，国金证券计算机、上银基金管理有限公司等多家机构参与
证券之星 · 01-09
普天科技：1月8日接受机构调研，国金证券计算机、上银基金管理有限公司等多家机构参与
英特尔(INTC.US)Panther Lake架构计算机亮相CES 能否夺回市场份额失地？
智通财经 · 01-06
英特尔(INTC.US)Panther Lake架构计算机亮相CES 能否夺回市场份额失地？
博世将于微软合作 预计10年后软件、传感器技术、高性能计算机和网络组件销售将翻一倍| 直击CES
新浪科技 · 01-06
博世将于微软合作 预计10年后软件、传感器技术、高性能计算机和网络组件销售将翻一倍| 直击CES
国家统计局：1—11月份计算机、通信和其他电子设备制造业利润同比增长15.0%
每日经济新闻 · 2025-12-27
国家统计局：1—11月份计算机、通信和其他电子设备制造业利润同比增长15.0%
券商“抢人战”一角：国盛证券医药、计算机、传媒等多行业分析师密集被挖，分仓佣金连降
蓝鲸财经 · 2025-12-25
券商“抢人战”一角：国盛证券医药、计算机、传媒等多行业分析师密集被挖，分仓佣金连降
光华科技：公司所处行业分类为“计算机、通信和其他电子设备制造业”
证券之星 · 2025-12-24
光华科技：公司所处行业分类为“计算机、通信和其他电子设备制造业”
东兴证券：政策、技术、需求三重驱动 AI成计算机投资核心主线
智通财经 · 2025-12-24
东兴证券：政策、技术、需求三重驱动 AI成计算机投资核心主线
国泰海通｜计算机：AI大模型资本化进程加速，L3智驾准入破冰迈入新阶段
国泰君安证券研究 · 2025-12-22
国泰海通｜计算机：AI大模型资本化进程加速，L3智驾准入破冰迈入新阶段
重庆：推动研发具备多模态交互和意图理解功能的AI手机、AI计算机
格隆汇APP · 2025-12-17
重庆：推动研发具备多模态交互和意图理解功能的AI手机、AI计算机
兴业证券：寻找计算机板块结构性机会 重点关注AI与国产化兑现、前沿创新的突破
智通财经 · 2025-12-10
兴业证券：寻找计算机板块结构性机会 重点关注AI与国产化兑现、前沿创新的突破
计算机2026年策略发布！申万宏源公布AI爆发核心受益股名单
智通财经 · 2025-12-08
计算机2026年策略发布！申万宏源公布AI爆发核心受益股名单
国泰海通｜计算机：DeepSeek-V3.2系列发布：推理能力对标顶尖闭源，开源生态引领应用落地
国泰君安证券研究 · 2025-12-04
国泰海通｜计算机：DeepSeek-V3.2系列发布：推理能力对标顶尖闭源，开源生态引领应用落地
航天智装：RISC-V芯片应用于宇航控制计算机
证券之星 · 2025-12-01
航天智装：RISC-V芯片应用于宇航控制计算机
信达证券：计算机板块“牛市旗手”属性凸显 基本面与流动性共振
智通财经 · 2025-12-01
信达证券：计算机板块“牛市旗手”属性凸显 基本面与流动性共振
华星创业：公司目前暂未涉及边缘计算机产品
证券之星 · 2025-11-28
华星创业：公司目前暂未涉及边缘计算机产品
国家统计局：1-10月计算机、通信和其他电子设备制造业增长12.8%
经济观察网 · 2025-11-27
国家统计局：1-10月计算机、通信和其他电子设备制造业增长12.8%
中国移动旗下基金等入股浪潮计算机科技公司，后者注册资本增至8.4亿
新浪科技 · 2025-11-26
中国移动旗下基金等入股浪潮计算机科技公司，后者注册资本增至8.4亿
国泰海通 · 晨报1126｜固收、计算机
国泰君安证券研究 · 2025-11-25
国泰海通 · 晨报1126｜固收、计算机
加载更多
公司概况
公司名称：
--
所属市场：
上市日期：
--
主营业务：
发行价格：
--
{"stockData":{"symbol":"159998","market":"SZ","secType":"STK","nameCN":"计算机","latestPrice":1.156,"timestamp":1768525941000,"preClose":1.156,"halted":0,"volume":0,"delay":0,"changeRate":0,"floatShares":0,"shares":0,"eps":0,"marketStatus":"未开盘","change":0,"latestTime":"01-16 09:30:00","open":0,"high":0,"low":0,"amount":0,"amplitude":0,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":0,"etf":1,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1768527000000},"marketStatusCode":0,"adr":0,"adjPreClose":1.156,"symbolType":"fund","openAndCloseTimeList":[[1768527000000,1768534200000],[1768539600000,1768546800000]],"highLimit":1.272,"lowLimit":1.04,"ibTradeSell":false,"ibTradeBuySell":true,"isCdr":false,"pbRate":0,"committee":0,"marketValue":0,"turnoverRate":0,"status":2,"floatMarketCap":0},"requestUrl":"/m/hq/s/159998","defaultTab":"news","newsList":[{"id":"2603876549","title":"国泰海通｜计算机：GEO：AI搜索时代的流量新范式——AI搜索时代的流量新范式与计算机行业投资机会梳理","url":"https://stock-news.laohu8.com/highlight/detail?id=2603876549","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2603876549?lang=zh_cn&edition=full","pubTime":"2026-01-15 20:03","pubTimestamp":1768478580,"startTime":"0","endTime":"0","summary":"报告名称：GEO：AI搜索时代的流量新范式——AI搜索时代的流量新范式与计算机行业投资机会梳理；报告日期：2026.01.15 报告作者：杨林（分析师），登记编号：S0880525040027吕浦源（分析师），登记编号：S0880525050002朱瑶（分析师），登记编号：S0880526010002重要提醒本订阅号所载内容仅面向国泰海通证券研究服务签约客户。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["research"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzA5MzEwMDEzNQ==&mid=2650535988&idx=5&sn=475624bfe98f2ca5c3df8e73d0d4ea90&chksm=898c8c8263ed672ef04c85ea7a9bcb9ba4d9f2b797bd395516857d2b4dc903cf26c0f89e9415&scene=0#rd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"weixin_highlight","symbols":["BK4084","BK0183","BK0276","BK4547","BK1564","BK0201","BK4516","BK4165","02611","BK0028","BK4588","159998","BK0184","BK4585","601211","BK0012","BK1147","GEO","BK0188"],"gpt_icon":0},{"id":"2602752513","title":"智明达最新公告：公司目前生产经营正常商业航天嵌入式计算机收入占比较小","url":"https://stock-news.laohu8.com/highlight/detail?id=2602752513","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602752513?lang=zh_cn&edition=full","pubTime":"2026-01-12 18:00","pubTimestamp":1768212014,"startTime":"0","endTime":"0","summary":"智明达(688636.SH)公告称，公司股票交易连续3个交易日内收盘价格涨幅偏离值累计达到30%，属于股票交易异常波动情形。经自查，公司目前生产经营情况正常，市场环境、行业政策未发生重大调整。此外，公司主营业务仍为机载嵌入式计算机、弹载嵌入式计算机，商业航天相关产品处于产业化初期阶段，相关收入和在手订单占比较小，对公司营收贡献存在不可预见性。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。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011200025660.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","159998","688636"],"gpt_icon":0},{"id":"2602378443","title":"普天科技：1月8日接受机构调研，国金证券计算机、上银基金管理有限公司等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2602378443","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602378443?lang=zh_cn&edition=full","pubTime":"2026-01-09 20:03","pubTimestamp":1767960217,"startTime":"0","endTime":"0","summary":"公司作为中电网通旗下上市平台，同时也是服务国家网信体系发展的重要力量，卫星互联网是公司核心战略方向之一。公司与氦星光联（深圳）有限公司、北京忆芯科技有限公司在之江实验室正式签署战略合作协议，并宣布成立联合企业研发中心。通过整合三方技术优势，共同参与国家卫星互联网战略建设，推动空天智算领域关键技术突破与商业化落地。该股最近90天内共有3家机构给出评级，买入评级3家。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026010900036093.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0123","BK0276","BK0167","159998","BK0103","BK0231","BK0183","BK0010","BK0028","BK0188","BK0201","BK0012","BK0090","BK0030","BK0067","600109","BK0124","002544"],"gpt_icon":0},{"id":"2601857131","title":"英特尔(INTC.US)Panther Lake架构计算机亮相CES 能否夺回市场份额失地？","url":"https://stock-news.laohu8.com/highlight/detail?id=2601857131","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601857131?lang=zh_cn&edition=full","pubTime":"2026-01-06 10:51","pubTimestamp":1767667860,"startTime":"0","endTime":"0","summary":"在拉斯维加斯国际消费电子展(CES)上，英特尔公司(INTC.US)展示了基于全新处理器设计的笔记本电脑，这是该芯片制造商重夺市场竞争力战略的关键一环。该芯片巨头周一宣布，全球主要电脑制造商 ...","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/usstock/20260106/c673772807.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"tonghuashun","symbols":["159998"],"gpt_icon":0},{"id":"2601366038","title":"博世将于微软合作 预计10年后软件、传感器技术、高性能计算机和网络组件销售将翻一倍| 直击CES","url":"https://stock-news.laohu8.com/highlight/detail?id=2601366038","media":"新浪科技","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601366038?lang=zh_cn&edition=full","pubTime":"2026-01-06 01:28","pubTimestamp":1767634080,"startTime":"0","endTime":"0","summary":"新浪科技讯 2026年1月5日，博世宣布将与微软携手拓展其“制造协同智能”解决方案，探索利用智能体人工智能革新生产方式的创新技术。“它让工厂流程更加智能化，”博世有限公司董事会成员Tanja Rueckert表示。此次合作旨在将博世在生产和工业软件领域的深厚工业知识与微软领先的 IT 基础设施和软件技术相结合。博世“制造协同智能”的首批客户之一是 Sick AG，该公司是全球领先的工业应用传感器和传感器解决方案制造商。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/tech/2026-01-06/doc-inhfhtti6269216.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["159998"],"gpt_icon":0},{"id":"2594211516","title":"国家统计局：1—11月份计算机、通信和其他电子设备制造业利润同比增长15.0%","url":"https://stock-news.laohu8.com/highlight/detail?id=2594211516","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594211516?lang=zh_cn&edition=full","pubTime":"2025-12-27 09:35","pubTimestamp":1766799300,"startTime":"0","endTime":"0","summary":"每经AI快讯，12月27日，国家统计局发布数据，1—11月份，主要行业利润情况如下：计算机、通信和其他电子设备制造业利润同比增长15.0%，电力、热力生产和供应业增长11.8%，有色金属冶炼和压延加工业增长11.1%，汽车制造业增长7.5%，农副食品加工业增长4.8%，通用设备制造业增长4.8%，专用设备制造业增长4.6%，电气机械和器材制造业增长4.2%，石油、煤炭及其他燃料加工业同比减亏，非金属矿物制品业下降4.6%，化学原料和化学制品制造业下降6.9%，纺织业下降8.2%，石油和天然气开采业下降13.6%，煤炭开采和洗选业下降47.3%。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2025-12-27/doc-inheexsu0298463.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2025-12-27/doc-inheexsu0298463.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["159998"],"gpt_icon":0},{"id":"2594023715","title":"券商“抢人战”一角：国盛证券医药、计算机、传媒等多行业分析师密集被挖，分仓佣金连降","url":"https://stock-news.laohu8.com/highlight/detail?id=2594023715","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594023715?lang=zh_cn&edition=full","pubTime":"2025-12-25 22:39","pubTimestamp":1766673562,"startTime":"0","endTime":"0","summary":"Wind数据显示，今年上半年，国盛证券分仓佣金收入0.95亿元，同比下滑28.35%，行业排名21。年末“离职潮”发酵记者通过中国证券业协会从业人员信息系统查询发现，12月，国盛证券研究所已有多名覆盖医药、计算机、传媒等行业的分析师处于“离职”状态。伴随卖方研究整体发展承压，国盛证券研究所佣金收入的下滑趋势较为显著。去年全年分仓佣金收入2.39亿元，较上一年度下滑25.55%，行业排名19。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1766662779815085676","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK0052","01981","159998","159938","BK0276","09939","BK1128","BK1161","002670","BK1515","BK1574"],"gpt_icon":0},{"id":"2593423042","title":"光华科技：公司所处行业分类为“计算机、通信和其他电子设备制造业”","url":"https://stock-news.laohu8.com/highlight/detail?id=2593423042","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593423042?lang=zh_cn&edition=full","pubTime":"2025-12-24 11:37","pubTimestamp":1766547456,"startTime":"0","endTime":"0","summary":"证券之星消息，光华科技(002741)12月23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：尊敬的董秘，您好。贵公司目前在上市公司中属于哪个板块？我看化学制品查不到贵公司，在固态电池板块能查到贵公司。是不是归类有误？感觉贵公司业务更集中在化学制品这块。麻烦给予解惑。光华科技回复：您好：根据中国上市公司协会的行业分类，公司所处行业分类为“计算机、通信和其他电子设备制造业”。感谢您的关注！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。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025122400014704.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0155","159998","002741","BK0201","BK0229"],"gpt_icon":0},{"id":"2593642857","title":"东兴证券：政策、技术、需求三重驱动 AI成计算机投资核心主线","url":"https://stock-news.laohu8.com/highlight/detail?id=2593642857","media":"智通财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593642857?lang=zh_cn&edition=full","pubTime":"2025-12-24 10:04","pubTimestamp":1766541881,"startTime":"0","endTime":"0","summary":"行业展望：AI政策、技术、需求三维共振，构筑2026投资主线计算机行业投资应围绕“基本面、性价比、吸引力”三维框架展开。其中，人工智能仍是科技周期的核心主线，在政策支持、技术演进与需求释放三重驱动下，形成“多维共振”。同时当前机构持仓仍处低位，叠加2026年AI应用成熟度提升，预计资金将逐步向应用侧倾斜，交易拥挤度适中，减仓风险较低。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1385296.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0012","BK0276","BK0028","601198","BK0009","BK0183","159998"],"gpt_icon":0},{"id":"2593343497","title":"国泰海通｜计算机：AI大模型资本化进程加速，L3智驾准入破冰迈入新阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2593343497","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593343497?lang=zh_cn&edition=full","pubTime":"2025-12-22 21:55","pubTimestamp":1766411700,"startTime":"0","endTime":"0","summary":"报告导读：豆包引领AI大模型技术迭代，智谱AI与MiniMax共同推动大模型资本化进程；L3级自动驾驶获准入许可，进入有条件商业化新阶段；国产GPU企业掀起上市融资热潮。投资建议：近期科技领域动态显示，火山引擎发布豆包大模型1.8实现技术突破，智谱AI、MiniMax冲刺港股IPO推动大模型资本化，自动驾驶获L3级准入许可迈入有条件商业化，天数智芯等国产GPU企业密集上市募资。国内AI大模型产业正同步经历技术产品化加速与资本化进程深化的关键阶段。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["research"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzA5MzEwMDEzNQ==&mid=2650535523&idx=6&sn=a20ad4bdace65cb11627db280cfca339&chksm=89734467d3dc16496f003fad44f8564fc7278e969c5b34a161b38c96dbe1e717fd57d625ad62&scene=0#rd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"weixin_highlight","symbols":["BK1147","159998","BK0028","BK0183","BK0276","BK0188","BK1564","BK0012","BK0184","02611","BK0201","601211"],"gpt_icon":0},{"id":"2592596508","title":"重庆：推动研发具备多模态交互和意图理解功能的AI手机、AI计算机","url":"https://stock-news.laohu8.com/highlight/detail?id=2592596508","media":"格隆汇APP","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592596508?lang=zh_cn&edition=full","pubTime":"2025-12-17 13:29","pubTimestamp":1765949340,"startTime":"0","endTime":"0","summary":"格隆汇12月17日｜重庆发布《重庆市推动“人工智能+”行动方案》提到，培育智能消费新产品新业态。鼓励探索AI全新商业模式，发展智能原生技术、产品和服务体系，催生智能原生新业态。推动研发具备多模态交互和意图理解功能的AI手机、AI计算机。推动开发智能冰箱、智能洗护等AI家电，打造全屋智能家电生态。围绕配送、导购等场景推出具身智能机器人解决方案，创新具身智能产品形态和服务模式。推动研发AI眼镜、手表、AR/VR设备等智能穿戴产品。 \n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/bxjj/2025-12-17/doc-inhcavhf2272760.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["159998"],"gpt_icon":0},{"id":"2590372650","title":"兴业证券：寻找计算机板块结构性机会 重点关注AI与国产化兑现、前沿创新的突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2590372650","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590372650?lang=zh_cn&edition=full","pubTime":"2025-12-10 11:19","pubTimestamp":1765336741,"startTime":"0","endTime":"0","summary":"展望十五五，围绕着科技自立自强、新质生产力等关键词，建议守正出奇，重点关注AI与国产化的兑现、前沿创新的突破，把握相关的投资机会。投资建议与核心标的建议重点关注AI、国产化、前沿科技创新，重点推荐海光信息、同花顺、金山办公、科大讯飞、神州数码、合合信息、新大陆、广联达、汉得信息、能科科技。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1379740.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["159998","BK0276","BK0183","BK0028","601377","BK0012","BK0188"],"gpt_icon":0},{"id":"2589105387","title":"计算机2026年策略发布！申万宏源公布AI爆发核心受益股名单","url":"https://stock-news.laohu8.com/highlight/detail?id=2589105387","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589105387?lang=zh_cn&edition=full","pubTime":"2025-12-08 15:25","pubTimestamp":1765178710,"startTime":"0","endTime":"0","summary":"wind数据显示，2025年初至今，计算机板块涨幅为 18%，全行业排名第 12。智通财经APP获悉，申万宏源黄忠煌团队发布计算机2026年策略，总体认为，算力聚沙成塔，应用乘风而起。2020 年，计算机行业 PE高点为 90x，2023 年为 70x。预计 2026 年，计算机行业估值将得到业绩的消化、市值进一步提升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1378731.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0051755006.USD","HK0000306685.HKD","BK1147","BK0276","LU0052756011.USD","LU1235295612.USD","BK1526","LU1366334578.USD","00354","HK0000306701.USD","BK1613","06806","IE0034224299.USD","BK1164","159998","000166","00992","00268","LU0049112450.USD","LNVGY","BK1126","HK0000320223.HKD","LU0791590937.USD","IE00BZ08YR35.GBP","LU0572940350.SGD","IE00B0JY6N72.USD","LU0128525689.USD","BK1155","LU0310800965.SGD","BK0188","HK0000320264.USD","IE0032431581.USD","LU0072462343.USD","LU2242644610.SGD","BK0028","BK1607","BK1586","BK1193","BK1109","00696","LU0572939691.SGD","LU1048588211.SGD","IE00BZ08YS42.EUR","BK1564","LU0791591158.USD","LU0264606111.USD","80992","BK1517","BK1589","LU1366334651.USD"],"gpt_icon":0},{"id":"2589839213","title":"国泰海通｜计算机：DeepSeek-V3.2系列发布：推理能力对标顶尖闭源，开源生态引领应用落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2589839213","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589839213?lang=zh_cn&edition=full","pubTime":"2025-12-04 20:44","pubTimestamp":1764852240,"startTime":"0","endTime":"0","summary":"报告导读：深度求索正式发布DeepSeek-V3.2及其长思考增强版V3.2-Speciale，在推理能力、工具调用与开源生态等方面实现全面突破，推动大模型开源与开发者生态繁荣。DeepSeek-V3.2系列模型在核心推理能力上实现跨越式突破，Speciale版本在多项国际顶级竞赛中达到人类顶尖水平。正式发布的DeepSeek-V3.2以平衡性能与效率为目标，在公开推理基准测试中表现已对标GPT-5，并显著优于部分专注长上下文的开源模型。从生态层面看，DeepSeek-V3.2全面的开源与API服务升级将加速技术渗透，推动产业应用范式变革。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning","research"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzA5MzEwMDEzNQ==&mid=2650534958&idx=6&sn=54ce789bdb00a69fd0c248a96c22dbbd&chksm=895e97100db6c16758cca360d9d0161da533b335d77dadb652613b148cec4d21c2586a495e3a&scene=0#rd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"weixin_highlight","symbols":["02611","159998","601211"],"gpt_icon":0},{"id":"2588966728","title":"航天智装：RISC-V芯片应用于宇航控制计算机","url":"https://stock-news.laohu8.com/highlight/detail?id=2588966728","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588966728?lang=zh_cn&edition=full","pubTime":"2025-12-01 17:03","pubTimestamp":1764579787,"startTime":"0","endTime":"0","summary":"证券之星消息，航天智装(300455)12月01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：2025年10月24轩宇空间专利“一种基于RISC-V处理器芯片的封装结构”正式进入专利的公布阶段。公司能否具体介绍专利特点和应用场景？航天智装回复：尊敬的投资者您好！感谢您的关注！公司的RISC-V芯片可以应用在宇航控制计算机、综合电子及部组件等产品上。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。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120100020509.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["159998","159813","BK0214","300455"],"gpt_icon":0},{"id":"2588771054","title":"信达证券：计算机板块“牛市旗手”属性凸显 基本面与流动性共振","url":"https://stock-news.laohu8.com/highlight/detail?id=2588771054","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588771054?lang=zh_cn&edition=full","pubTime":"2025-12-01 10:55","pubTimestamp":1764557732,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，信达证券发布研报称，回顾计算机板块全年至今走势，受到924行情延续、DeepSeek等现象级催化、基本面结构性改善等影响，总体呈现“年初蓄势、二月冲高、年中调整、九月突破”四阶段。信达证券主要观点如下：AI+CodingAICoding已在全球规模化使用，未来市场规模增长潜力较大。根据IDC预测，预计到2028年，中国安全智能体相关应用市场的规模将达到16亿美元，年复合增长率将超过230%，安全能力融入AI也将是大势所趋。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1375811.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["601059","159998","BK0276"],"gpt_icon":0},{"id":"2586277026","title":"华星创业：公司目前暂未涉及边缘计算机产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2586277026","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586277026?lang=zh_cn&edition=full","pubTime":"2025-11-28 11:37","pubTimestamp":1764301046,"startTime":"0","endTime":"0","summary":"证券之星消息，华星创业(300025)11月27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：高性能域控制器（Domain Controller）和边缘计算服务器在人形机器人中承担着核心的智能处理与运动控制任务，二者通过协同工作实现机器人的实时决策与精准执行。公司边缘计算机产品能不能加大业务布局？华星创业回复：感谢您的关注！公司目前暂未涉及边缘计算机产品。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。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025112800012517.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","300025","BK0102","BK0090","BK0167","159998","BK0123"],"gpt_icon":0},{"id":"2586529705","title":"国家统计局：1-10月计算机、通信和其他电子设备制造业增长12.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586529705","media":"经济观察网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586529705?lang=zh_cn&edition=full","pubTime":"2025-11-27 09:47","pubTimestamp":1764208020,"startTime":"0","endTime":"0","summary":"经济观察网国家统计局公布数据显示，1-10月份，全国规模以上工业企业实现利润总额59502.9亿元，同比增长1.9%。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2025-11-27/doc-infyvakn9535623.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2025-11-27/doc-infyvakn9535623.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["159998"],"gpt_icon":0},{"id":"2586384272","title":"中国移动旗下基金等入股浪潮计算机科技公司，后者注册资本增至8.4亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2586384272","media":"新浪科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586384272?lang=zh_cn&edition=full","pubTime":"2025-11-26 13:52","pubTimestamp":1764136320,"startTime":"0","endTime":"0","summary":"据天眼查App显示，近日，浪潮计算机科技有限公司发生工商变更，新增中国移动旗下上海中移数字转型产业私募基金合伙企业（有限合伙）、山东出版传媒股份有限公司等为股东。同时，注册资本由6亿人民币增至8.4亿人民币，增幅40%。\n 据了解，浪潮计算机科技有限公司 （曾用名：浪潮 （山东） 计算机科技有限公司） 成立于2021年6月，法定代表人为公维锋，经营范围包括计算机软硬件及外围设备制造、计算器设备销售、电子产品销售等。股东信息显示，该公司现由浪潮集团有限公司、山东浪潮集成电子科技有限公司及上述新增股东等共同持股。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李昂","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/chanjing/gsnews/2025-11-26/doc-infytctm0369994.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1589","BK1536","LU1497734951.SGD","BK1506","LU0516423091.SGD","LU1522347837.USD","LU1226288253.USD","LU0871576103.HKD","LU0164880469.USD","LU1497733557.USD","LU1226288170.HKD","LU1226287792.SGD","LU1481107354.HKD","LU0164865239.USD","LU2148510915.USD","LU0516422366.SGD","LU1951186391.HKD","LU0880133367.SGD","SG9999002463.SGD","159998","LU1152091754.HKD","CHL","00941","LU0516423174.USD","LU1226287529.USD","SGXZ49509284.SGD","HK0000500386.USD","LU0149721374.USD","BK1610","LU0531971595.HKD","BK1152","LU1008478684.HKD","LU1634259391.SGD","LU1226287875.USD","600941","80883","LU1328615791.USD","BK1521","LU1064130708.USD","LU1497733631.SGD","LU1064131003.USD","LU0039217434.USD","LU1152091168.USD","LU0516422440.USD","LU1634259557.SGD","SGXZ81163826.USD","LU0067412154.USD","HK0000252160.HKD","LU0516422952.EUR","HK0000252152.HKD"],"gpt_icon":0},{"id":"2586853403","title":"国泰海通 · 晨报1126｜固收、计算机","url":"https://stock-news.laohu8.com/highlight/detail?id=2586853403","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586853403?lang=zh_cn&edition=full","pubTime":"2025-11-25 21:01","pubTimestamp":1764075660,"startTime":"0","endTime":"0","summary":"从日度K线图来看，截至到11月21日，国债期货TL合约与沪深300指数之间的10日相关性已经显著攀升至2025年7月以来的历史高位。大模型技术发展和迭代不及预期，AI应用落地不及预期，政策与合规风险。报告精粹1、计算机：应用场景打开，AI助推金融机构内部效率与外部价值双升近期重要活动次世代新能源沙龙——上海站报告来源以上内容节选自国泰海通证券已发布的证券研究报告。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["research"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzA5MzEwMDEzNQ==&mid=2650534818&idx=1&sn=5811f759613eca4c43d8d559b4c980b4&chksm=89985f51d19c23199b7972b2f85a325dea5af3ae0a314d573ed3e7493e72cb5f7eadd43d82eb&scene=0#rd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"weixin_highlight","symbols":["BK0183","02611","BK1147","BK0028","BK0188","BK1564","601211","BK0012","BK0276","159998","BK0184","BK0201"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1768525972286,"stockEarnings":[{"period":"1week","weight":0.0999},{"period":"1month","weight":0.2168},{"period":"3month","weight":0.1234},{"period":"6month","weight":0.2484},{"period":"1year","weight":0.3961},{"period":"ytd","weight":0.1572}],"compareEarnings":[{"period":"1week","weight":0.0073},{"period":"1month","weight":0.0752},{"period":"3month","weight":0.0711},{"period":"6month","weight":0.1636},{"period":"1year","weight":0.2744},{"period":"ytd","weight":0.0362}],"compareStock":{"symbol":"000001.SH","name":"上证指数"}},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"计算机(159998)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供计算机(159998)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"计算机,159998,计算机股票,计算机股票老虎,计算机股票老虎国际,计算机行情,计算机股票行情,计算机股价,计算机股市,计算机股票价格,计算机股票交易,计算机股票购买,计算机股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"计算机(159998)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供计算机(159998)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}