韭研

5月9日早报:卫星/军工/机器人/压缩机/鸿蒙/算力/低空等

{"data":{"article_id": "","user_id": "","source_id": "","title":"5月9日早报:卫星\u002F军工\u002F机器人\u002F压缩机\u002F鸿蒙\u002F算力\u002F低空等","subtitle": "","image": "","cover": "","content":"\u003Cp style=\"text-indent: 0em; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgba(0, 0, 0, 0.9); color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.5440000295639038px; text-align: justify; -webkit-text-size-adjust: 100%; line-height: 1.5em; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-family: 宋体; font-size: 16px; letter-spacing: 0.578px; text-indent: 0em; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; visibility: visible; word-wrap: break-word !important;\"\u003E目录\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Csection style=\"-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; caret-color: rgba(0, 0, 0, 0.9); color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.5440000295639038px; text-align: justify; -webkit-text-size-adjust: 100%; line-height: 1.5em; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; visibility: visible; word-wrap: break-word !important;\"\u003E1、重要财经信息\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; caret-color: rgba(0, 0, 0, 0.9); color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.5440000295639038px; text-align: justify; -webkit-text-size-adjust: 100%; line-height: 1.5em; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; visibility: visible; word-wrap: break-word !important;\"\u003E2、今日热点聚焦\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; caret-color: rgba(0, 0, 0, 0.9); color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.5440000295639038px; text-align: justify; -webkit-text-size-adjust: 100%; line-height: 1.5em; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; visibility: visible; word-wrap: break-word !important;\"\u003E3、上市公司重要信息\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; caret-color: rgba(0, 0, 0, 0.9); color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.5440000295639038px; text-align: justify; -webkit-text-size-adjust: 100%; line-height: 1.5em; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; visibility: visible; word-wrap: break-word !important;\"\u003E4、昨日强势板块和个股\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; caret-color: rgba(0, 0, 0, 0.9); color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.5440000295639038px; text-align: justify; -webkit-text-size-adjust: 100%; line-height: 1.5em; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; visibility: visible; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; caret-color: rgba(0, 0, 0, 0.9); color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.5440000295639038px; text-align: justify; -webkit-text-size-adjust: 100%; line-height: 1.5em; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; visibility: visible; word-wrap: break-word !important;\"\u003E一、重要财经信息\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; caret-color: rgba(0, 0, 0, 0.9); color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.5440000295639038px; text-align: justify; -webkit-text-size-adjust: 100%; line-height: 1.5em; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E①促进“人工智能+消费”“IP+消费” 培育一批人工智能消费品牌;扩大服务消费,着力挖掘消费增量。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; caret-color: rgba(0, 0, 0, 0.9); color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.5440000295639038px; text-align: justify; -webkit-text-size-adjust: 100%; line-height: 1.5em; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E②工信部公开征集意见:强化汽车车门外把手在碰撞以及车辆起火等事故场景的安全逻辑 增加机械或者断电保护等安全冗余设计要求。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Cp style=\"-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; caret-color: rgba(0, 0, 0, 0.9); color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.5440000295639038px; text-align: justify; -webkit-text-size-adjust: 100%; line-height: 1.5em; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E③美英达成贸易协议 但细节尚待敲定。美股三大指数集体收涨。纳指涨1.07%,道指涨0.62%,标普500指数涨0.58%。大型科技股普涨,特斯拉、英特尔涨超3%。QBTS涨超51%,创2023年5月份以来最佳单日表现,并领跑一众量子计算概念股。\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Csection style=\"-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; caret-color: rgba(0, 0, 0, 0.9); color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.5440000295639038px; text-align: justify; -webkit-text-size-adjust: 100%; line-height: 1.5em; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; visibility: visible; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; caret-color: rgba(0, 0, 0, 0.9); color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.5440000295639038px; text-align: justify; -webkit-text-size-adjust: 100%; line-height: 1.5em; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; visibility: visible; word-wrap: break-word !important;\"\u003E二、今日热点聚焦\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; visibility: visible; word-wrap: break-word !important;\"\u003E久祺股份\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E:国内领先的自行车产品出口商,深耕行业二十余年;产品销售网遍布全球,海外收入占比高,主要集中在欧洲及美洲地区;旗下品牌如“joystar”“hiland”等在海外电商平台销售表现优异,彰显了强大的品牌影响力\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; visibility: visible; word-wrap: break-word !important;\"\u003E中航\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; visibility: visible; word-wrap: break-word !important;\"\u003E成\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; visibility: visible; word-wrap: break-word !important;\"\u003E飞\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; visibility: visible; word-wrap: break-word !important;\"\u003E:新订单奠定发展新动能:公司25Q1末合同负债242.38亿,较24Q4末增加177.9亿元;定增收购航空工业成飞,成飞集团主营业务为航空装备整机及部附件研制生产。其中,军机方面,公司研制生产了歼5、歼7、枭龙、歼10等系列飞机数千架,在民机方面,成飞集团与成飞民机公司一道承担了大型客机C919、新支线客机ARJ21、大型水陆两栖飞机AG600机头的研制生产等\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; word-wrap: break-word !important;\"\u003E豪能股份\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E:汽车+航空航天双主业;布局机器人减速机等相关领域\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; word-wrap: break-word !important;\"\u003E联德股份\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E:国内领先的精密机械制造企业,核心客户均为全球温控系统的核心厂商,其压缩机零部件产品被广泛应用于数据中心领域\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; font-weight: bold; color: rgb(250, 83, 89); word-wrap: break-word !important;\"\u003EAI+卫星\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E印度向SpaceX颁发意向书,允许其在印度提供星链卫星通信服务。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; font-weight: bold; word-wrap: break-word !important;\"\u003E(普天科技、臻镭科技、盟升电子、上海瀚讯、陕西华达)\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; word-wrap: break-word !important;\"\u003E军工\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E①巴印冲突。巴基斯坦称击落超25架印度无人机;印度称摧毁巴基斯坦第二大城市拉合尔防空系统。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E②5月中下旬,中柬两军在柬举行“金龙-2025”联合演习,以联合反恐和人道主义救援行动为课题,区分海空、陆空方向组织,并开展文体交流、舰艇开放等活动。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E③机构:军工上游信息化、新材料等上游领域的部分标的在需求、订单甚至业绩层面已出现明显好转迹象,或表明军工板块基本面已进入反弹阶段。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E(中航成飞、航天长峰、成飞集成、晨曦航空、洪都航空、雷电微力)\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; word-wrap: break-word !important;\"\u003E机器人\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E①华为哈勃入股具身智能机器人研发商千寻智能\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E②世界人形机器人运动会今年8月在北京“双奥场馆”举行。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E③清华、星动纪元开源首个 AIGC 机器人大模型。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E(中超控股、春光科技、豪能股份、冀东装备、华翔股份、肇民科技、斯菱股份、爱柯迪)\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; word-wrap: break-word !important;\"\u003E压缩机\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E丹佛斯磁悬浮压缩机业务总裁表示,“未来三年,中国数据中心对磁悬浮压缩机的需求至少翻倍。”2024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。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E(磁谷科技、山东章鼓、联合精密、金通灵、汉钟精机、开山股份、冰轮环境、开勒股份)\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; word-wrap: break-word !important;\"\u003ECPO\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E美国商务部发言表示,特朗普总统计划取消拜登时代对先进人工智能(AI)芯片出口的限制。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003ECPO:剑桥科技、新易盛、中际旭创、天孚通信、联特科技\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E铜缆高速连接:沃尔核材、长飞光纤、神宇股份、鑫科材料\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; color: rgb(250, 83, 89); word-wrap: break-word !important;\"\u003E5G-A \u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E我国运营商已在国内31个省份部署 5G-A 测试网络,有望实现低成本千亿物联。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E(通宇通讯、信维通信、盛路通信、武汉凡谷)\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; color: rgb(250, 83, 89); word-wrap: break-word !important;\"\u003EAI眼镜\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003EAI翻译眼镜海外爆火,订单已排到今年8月。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E(比依股份、亿道信息、博士眼镜、明月镜片)\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; word-wrap: break-word !important;\"\u003EAI应用\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E从阿里到字节跳动,再到百度、腾讯均在加码AI,字节跳动上线测试Coze扣子空间,百度推出“心响”App,阿里云开源Qwen模型,智谱清言新增AutoGLM沉思网页版,小米开源推理大模型Xiaomi MiMo,大厂们均在智能体Agent赛道竞争。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E(视觉中国、万兴科技、博彦科技)\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; word-wrap: break-word !important;\"\u003E鸿蒙\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E鸿蒙电脑技术与生态沟通会上,首款鸿蒙电脑正式亮相,而华为智慧办公将升级为鸿蒙办公。在鸿蒙电脑应用适配方面,头部150个应用已经启动开发,预计到年底将支持超过2000个应用。鸿蒙电脑将于5月19日下午正式发布。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E(东华软件、东方中科、网达软件、思特奇)\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; word-wrap: break-word !important;\"\u003E跨境电商\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E金融监管总局表示,要求突出重点领域金融支持,督促机构做好跨境电商、海外仓等重点领域金融服务,支持发展专属保险,引导银行推出综合性、一站式服务,支持外贸新业态发展。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E(久祺股份、上海凤凰、跨境通、华纺股份)\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; word-wrap: break-word !important;\"\u003E脑机接口\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E①5月9日-11日,第七届神经科技国际创新论坛在上海举办,此次论坛聚焦神经调控前沿技术,将探讨自适应脑刺激技术等前沿突破,该技术为癫痫、帕金森病等复杂脑疾病提供了全新治疗手段。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E②“杭州六小龙”之一的强脑科技借助公司研发的智能仿生手,让残障人士重新拥有了写字、弹琴的能力。整个穿戴过程仅需30秒,借助Type-C、充电宝就能充电。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E(麒盛科技、荣泰健康、爱朋医疗、三博脑科)\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; word-wrap: break-word !important;\"\u003E电力\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E①夏季用电高峰临近。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E②机构:当前电力板块已进入业绩兑现与改革红利共振阶段,低估值属性叠加市值管理深化,行业配置价值显著提升。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E(华电辽能、华银电力、华电能源、京能电力)\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; word-wrap: break-word !important;\"\u003E零售\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E二十五届中国零售业博览会于5月8日至10日在深圳举办。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E(东百集团、广百股份、国芳集团、百大集团)\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; word-wrap: break-word !important;\"\u003E光伏\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E1-3月我国光伏新增装机达59.71GW,同比上升30.5%,其中3月单月光伏新增装机达20.24GW,同比大增。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E(高测股份、海优新材、星帅尔、锦浪科技)\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; word-wrap: break-word !important;\"\u003E化工\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E近期包括双季戊四醇在内的多个化工品价格涨价。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E(联合化学、七彩化学、红墙股份)\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; word-wrap: break-word !important;\"\u003E三、上市公司重要信息\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E宁波华翔\u003C\u002Fspan\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E:与象山工投、上海智元合作 拟在机器人等领域加强合作\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003Cspan style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E众生药业\u003C\u002Fspan\u003E:控股子公司RAY1225项目核心专利获日本授权 RAY1225注射液是一款具有GLP-1受体和GIP受体双重激动活性的多肽药物\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003Cspan style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E中信银行\u003C\u002Fspan\u003E:拟100亿元设立全资子公司信银金融资产投资有限公司\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E金诚信\u003C\u002Fspan\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E:拟投资2.31亿美元建设Alacran铜金银矿项目\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E四川长虹\u003C\u002Fspan\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E:拟2.5亿元-5亿元回购公司股份用于股权激励\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E平高电气\u003C\u002Fspan\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E:中标国家电网17.51亿元项目,占2024年营收的14.12%\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E一汽富维\u003C\u002Fspan\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E:获得自主豪华品牌客户座椅项目定点,预计2026年开始批量供货,项目生命周期总销售金额预计为13.9亿元\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E东方铁塔\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E:公司及全资子公司中标约1亿元国家电网项目,占2024年营收的2.39%\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E交建股份\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E:联合体中标7.04亿元工程总承包项目,占2024年营收的8.43%\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E国网信通\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E:中标4.77亿元国家电网项目\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E金智科技\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E:近期累计中标9073.46万元国家电网输变电、配网相关项目,占2024年营收的5.12%\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E万达电影\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E:旗下时光网与泡泡玛特等头部IP合作(互动)\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E金河生物\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E:已提高美国市场终端售价(互动)\u003C\u002Fspan\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E航天智装\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E:为神舟二十号飞船提供自主知识产权宇航级芯片(互动)\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E远东股份\u003C\u002Fspan\u003E:公司线缆已在优必选人形机器人上面批量应用(互动)\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003C\u002Fsection\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(250, 83, 89); font-weight: bold; word-wrap: break-word !important;\"\u003E四、昨日强势板块和个股\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: transparent; margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan textstyle=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-weight: bold; word-wrap: break-word !important;\"\u003E军工、机器人、压缩机、跨境电商、脑机接口、鸿蒙、CPO、AI应用\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; font-family: 宋体; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E等,详细的强势个股可回看昨日复盘笔记。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003C\u002Fsection\u003E\u003Csection style=\"-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px 0px 8px; padding: 0px; outline: 0px; max-width: 100%; caret-color: rgba(0, 0, 0, 0.9); color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.5440000295639038px; text-align: justify; -webkit-text-size-adjust: 100%; line-height: 1.5em; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003Cbr style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Cp\u003E\u003Cstrong style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003Cspan style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-family: SimSun, STSong; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E本文仅为个人复盘笔记,内容不构成投资建议。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fstrong\u003E\u003C\u002Fp\u003E\u003Cp\u003E\u003Cstrong style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E\u003Cspan style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 0.578px; word-wrap: break-word !important;\"\u003E\u003Cspan style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-family: SimSun, STSong; letter-spacing: 0.578px; text-indent: 0em; caret-color: var(--weui-BRAND); word-wrap: break-word !important;\"\u003E\u003Cspan leaf=\"\" style=\"-webkit-tap-highlight-color: transparent; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; word-wrap: break-word !important;\"\u003E股市有风险,投资需谨慎!\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fstrong\u003E\u003C\u002Fp\u003E\u003Cp\u003E\u003Cstrong style=\"-webkit-tap-highlight-color: transparent; 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资讯解析

行业:
科技、军工、机器人、通信、电力、化工、零售、光伏
标的:
中航成飞 肇民科技 斯菱股份 宁波华翔 久祺股份
标签:
卫星 军工 机器人 压缩机 鸿蒙 算力 低空 AI 跨境电商 脑机接口 电力 零售 光伏 化工 低空等 AI+卫星 CPO 5G-A AI眼镜 AI应用 卫星通信 军工装备 机器人技术 数据中心需求 AI翻译眼镜 鸿蒙电脑 跨境电商政策 脑机接口技术 电力需求增长 零售博览会 光伏装机增长 化工品涨价
摘要:
5月9日早报聚焦多个热点领域,包括卫星通信、军工装备、机器人技术、数据中心需求、AI翻译眼镜、鸿蒙电脑、跨境电商政策、脑机接口技术、电力需求增长、零售博览会、光伏装机增长、化工品涨价等。
多方:
军工上游信息化、新材料等领域已出现明显好转迹象,军工板块基本面进入反弹阶段;AI翻译眼镜海外爆火,订单排到今年8月;鸿蒙电脑将于5月19日发布,预计年底支持超过2000个应用;光伏新增装机同比大增,显示行业增长潜力。
空方:
部分领域如化工品涨价可能受原材料成本上升影响,需关注企业盈利能力;AI芯片出口限制取消可能加剧市场竞争;军工板块受地缘政治影响较大,需警惕波动风险。