海光信息(688041)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

688041 海光信息

已收盘 07-15 15:00:00

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专家：热潮下更需理性评估","url":"https://stock-news.laohu8.com/highlight/detail?id=2551774941","media":"中国经营报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2551774941?lang=zh_cn&edition=full","pubTime":"2025-07-13 19:57","pubTimestamp":1752407843,"startTime":"0","endTime":"0","summary":"根据Wind数据，截至2025年7月11日，按照首次披露日期计算，2020—2025年，半导体产业并购重组案例接近270起，其中，2024年多达60余起，数量创2020年以来新高；2025年以来共有35起，涉及近30家公司。半导体产业的并购整合风起，Wind数据显示，2024年，首次公布的半导体并购事件共达31起，其中超过半数是“并购六条”发布之后披露的。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250713200137a447d3d7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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2025H2或继续弱平衡趋势；从成长性角度看，面对海外管制，国产化动力充足，长期发展机遇较大。我国半导体产业发展关系到长期核心科技进步的速度，特别是在AI时代快速发展的同时，我们遭受到了全球的管制，客观来讲我们在上游核心产业链环节与海外存在较大差距，国产化程度还有较大发展空间。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250709140650953bc661&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:00","pubTimestamp":1751817600,"startTime":"0","endTime":"0","summary":"随着入局者不断增加，AI智能眼镜新品迎来密集发布。AI眼镜正逐步从“炫技”走向“实用”，翻译、拍照、AI语音助手等功能逐步成为日常高频使用场景，尤其是在运动、通勤、翻译等场景下，相比手机具备潜在的替代性。当前除了传统XR智能硬件厂商，包括互联网企业和消费电子品牌也纷纷入局AI智能眼镜领域。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707112246979c8a0a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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