韭研

大国崛起!今日盘中发酵、信息差、段子!0508

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style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E特朗普政府拟取消拜登时代AI芯片限制,AI链有望迎修复\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E2024年,丹佛斯Turbocor在中国的数据中心相关业务增长了三倍,今年预计增速为50%左右。目前,磁悬浮压缩机在中国市场的销售约占丹佛斯Turbocor全球业务的35%。佳力图、磁谷科技\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E5月7日晚,美的集团发布人形机器人进厂打工视频。星帅尔\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E鸿蒙PC有多模态,\u003C\u002Fspan\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E鸿蒙电脑将于5月19日下午正式发布。视觉中国、华网、网达软件、金龙机电折叠马达\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E小红书与淘宝天猫签订战略合作,打造“红猫计划”。双方共同新增小红书笔记下方“广告挂链”功能。丽人丽妆\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E印称巴基斯坦继续在克什米尔实控线附近开火。中航成飞\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E华为哈勃入股具身智能机器人研发商千寻智能。电广传媒\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E腾讯混元明天开源一致性视频生成工具\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003ERokid Glasses(灵伴科技)的AI眼镜5月9日正式开售,预约抢购爆火!慈文传媒\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"text-align: left;visibility: visible;\"\u003E\u003Cspan\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"text-align: center;visibility: visible;\"\u003E\u003Cspan style=\"color: rgb(217, 33, 66);visibility: visible;\"\u003E\u003Cspan style=\"color: rgb(217, 33, 66);visibility: visible;\"\u003E\u003Cstrong style=\"visibility: visible;\"\u003E\u003Cstrong style=\"visibility: visible;\"\u003E\u003Cstrong style=\"visibility: visible;\"\u003E\u003Cspan style=\"visibility: visible;\"\u003E个股信息差\u003C\u002Fspan\u003E\u003C\u002Fstrong\u003E\u003C\u002Fstrong\u003E\u003C\u002Fstrong\u003E\u003Cspan style=\"visibility: visible;\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Ch1\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E1、\u003C\u002Fspan\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E山东章鼓:公司主要产品包括磁悬浮水压缩机、磁悬浮风机等产品,是传统罗茨产品的一种升级,且替代传统的水环真空泵等设备时,在造纸、铸造等行业理论上能够达到节能30%左右。\u003C\u002Fspan\u003E\u003C\u002Fh1\u003E\u003Ch1\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E鑫磊股份:磁悬浮水冷冷水机组是在磁悬浮鼓风机基础上发展的新型产品,与磁悬浮离心式鼓风机、压缩机技术上同源,是公司原有产业链的纵向延伸\u003C\u002Fspan\u003E\u003C\u002Fh1\u003E\u003Ch1\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E金通灵:磁悬浮式制冷压缩机\u003C\u002Fspan\u003E\u003C\u002Fh1\u003E\u003Cp\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E山科智能:磁悬浮压缩机,入股江苏讯智捷能源环保有限公司,该公司主营磁悬浮离心鼓风机、磁悬浮ORC余热发电机、磁悬浮制冷压缩机、磁悬浮空气压缩机、基于磁悬浮热泵的污泥低温干化系统\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Ch1\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E展鹏科技:控股子公司领为军融科技主营军事航空仿真系列产品的研制、生产及相关技术服务 \u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fh1\u003E\u003Ch1\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E东方中科:鸿蒙PC+小米\u003C\u002Fspan\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E玄戒芯片\u003C\u002Fspan\u003E\u003C\u002Fh1\u003E\u003Ch1\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E韵达:成飞轻量化零部件供应商,3D打印让歼-10成本只有阵风战机的60%\u003C\u002Fspan\u003E\u003C\u002Fh1\u003E\u003Ch1\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E晶品特装:参股保利科技40%,\u003C\u002Fspan\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E保利防务是中国唯一拥有武器装备综合进出口权的大型防务公司\u003C\u002Fspan\u003E\u003C\u002Fh1\u003E\u003Ch1\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E华智数媒:一致性视频生产工具+腾讯+华字辈\u003C\u002Fspan\u003E\u003C\u002Fh1\u003E\u003Ch1\u003E\u003Cspan style=\"color:rgba(0, 0, 0, 0.9);font-size:17px;font-family:"mp-quote", -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;line-height:1.6;letter-spacing:0.034em;font-style:normal;font-weight:normal;\"\u003E露笑科技:公号发文,子公司的1.6T铜缆实锤供货星际之门\u003C\u002Fspan\u003E\u003C\u002Fh1\u003E\u003Ch1\u003E\u003Cspan data-pm-slice=\"1 1 ["para",{"tagName":"h1","attributes":{"style":"visibility: visible;"},"namespaceURI":"http:\u002F\u002Fwww.w3.org\u002F1999\u002Fxhtml"}]}}

资讯解析

行业:
科技、军工、消费电子
标的:
佳力图 磁谷科技 星帅尔 视觉中国 华网 网达软件 金龙机电 丽人丽妆 中航成飞 电广传媒 慈文传媒 山东章鼓 鑫磊股份 金通灵 山科智能 展鹏科技 东方中科 韵达股份 晶品特装 露笑科技
标签:
AI芯片 磁悬浮 人形机器人 鸿蒙PC 军事航空 磁悬浮技术 鸿蒙系统 AI芯片限制取消 磁悬浮技术应用 人形机器人发展 鸿蒙PC发布 军事航空仿真 特朗普政府拟取消AI芯片限制 美的集团人形机器人 小红书与淘宝合作 军事航空仿真技术
摘要:
资讯涉及多个科技和军工领域的热点,包括AI芯片限制可能取消、磁悬浮技术应用、人形机器人发展、鸿蒙PC发布、军事航空仿真技术等。相关股票包括佳力图、磁谷科技、星帅尔、视觉中国等。
多方:
AI芯片限制取消将促进AI产业链发展,磁悬浮技术应用广泛且节能效果显著,人形机器人和鸿蒙PC的发布显示科技企业的创新能力,军事航空仿真技术的发展将提升国防实力。
空方:
AI芯片限制取消可能面临政策不确定性,磁悬浮技术应用尚处于早期阶段,人形机器人和鸿蒙PC的市场接受度有待验证,军事航空仿真技术的商业化路径尚不清晰。