科技股的春天?这10只人工智能概念股业绩翻番 或将井喷?(名单
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<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">11月2日,虽然行情总体<span style="color: black;">不良</span>,但科技股仍有亮点,<span style="color: black;">截止</span>收盘,人工智能概念股龙头科大讯飞逆势拉涨近7%,中科信息、汉王科技涨逾3%,浪潮信息、中兴通讯、中科创达等个股盘中均有所表现。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">信息</span>面上,2017中国国际人工智能峰会于11月2日在上海举行。分析人士认为,2017年是各行各业拥抱人工智能之年,随着国家资金支持人工智能创新发展,产业将迎来加速发展期。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">【业绩</strong><strong style="color: blue;">增长股</strong><strong style="color: blue;">】</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">开源证券高级策略分析师认为:“从中<span style="color: black;">长时间</span>来看,国内科技股占A股市值比重过低的格局有望改变,海外科技股独享的国家牛市行情有望蔓延至A股。在产业政策红利和内需市场井喷的刺激下,A股科技股有望迎来业绩升和估值涨的戴维斯双击行情。”。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">值得</strong><strong style="color: blue;">投资</strong><strong style="color: blue;">者<span style="color: black;">重视</span>的是,人工智能板块</strong><strong style="color: blue;">三季报</strong><strong style="color: blue;">业绩表现亮眼,板块内近</strong><strong style="color: blue;">7</strong><strong style="color: blue;">成<span style="color: black;">机构</span>净利同比增幅为正。</strong><strong style="color: blue;"><span style="color: black;">按照</span>三季报数据</strong><strong style="color: blue;"><span style="color: black;">表示</span>,板块内有</strong><strong style="color: blue;">2</strong><strong style="color: blue;">4</strong><strong style="color: blue;">家</strong><strong style="color: blue;"><span style="color: black;">机构</span>业绩增长</strong><strong style="color: blue;">超过</strong><strong style="color: blue;">3</strong><strong style="color: blue;">0</strong><strong style="color: blue;">%,更有</strong><strong style="color: blue;">10家</strong><strong style="color: blue;"><span style="color: black;">机构</span>的业绩</strong><strong style="color: blue;">实现</strong><strong style="color: blue;">翻番,</strong><strong style="color: blue;">增速</strong><strong style="color: blue;">超过了</strong><strong style="color: blue;">100</strong><strong style="color: blue;">%。</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">部分人工智能概念股三季报业绩:</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://p3-sign.toutiaoimg.com/435d0000bb098ebc88ad~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1727396848&x-signature=3%2BwchvXiQmerdLD5b5xT4LaIDrg%3D" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">业绩向好的态势从年报预测业绩<span style="color: black;">亦</span>能看出端倪。从已<span style="color: black;">颁布</span>年报预测业绩的22家<span style="color: black;">机构</span>来看,中兴通讯、巨轮智能、汉王科技、江南化工等4只个股均预测年报业绩增长高达100%或以上。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">部分人工智能概念股年报预测业绩表现:</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://p3-sign.toutiaoimg.com/43590003bbf28d0d99e3~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1727396848&x-signature=5UWNQH4j3ZEW7d58wRpqXnLTqWg%3D" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">【<span style="color: black;">那些</span>人工智能</strong><strong style="color: blue;">概念股受到关注?</strong><strong style="color: blue;">】</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">从资金面来看,主力资金抢筹迹象<span style="color: black;">显著</span>,11月2日,板块内共有9只个股的大单资金净流入额超过1000万元,合计吸金达8.24亿元。<strong style="color: blue;">其中</strong><strong style="color: blue;">,科大讯飞遭</strong><strong style="color: blue;">投资者</strong><strong style="color: blue;">疯抢</strong><strong style="color: blue;">,</strong><strong style="color: blue;">大单</strong><strong style="color: blue;">资金净额</strong><strong style="color: blue;">接近7亿元</strong><strong style="color: blue;">,<span style="color: black;">另外</span>,中科创达</strong><strong style="color: blue;">(2260.06万元)</strong><strong style="color: blue;">和浪潮信息</strong><strong style="color: blue;">(2039.29万元)</strong><strong style="color: blue;">的大单资金净流入额</strong><strong style="color: blue;">均</strong><strong style="color: blue;">超过</strong><strong style="color: blue;">2000万元</strong><strong style="color: blue;">。</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">11月2日人工智能概念股大单资金净额:</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://p3-sign.toutiaoimg.com/435d0000bb085b3ddeba~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1727396848&x-signature=1LxIf%2F0imcKDVm3%2B0yfNOAAB3wo%3D" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">从<span style="color: black;">公司</span>评级来看,近30天共有15只个股<span style="color: black;">得到</span>了5家以上<span style="color: black;">公司</span>的看好,给予了<span style="color: black;">机构</span>“买入”<span style="color: black;">或</span>“增持”的积极评级。<strong style="color: blue;">其中</strong><strong style="color: blue;">,科大讯飞(18家)、中兴通讯</strong><strong style="color: blue;">(</strong><strong style="color: blue;">17家</strong><strong style="color: blue;">)</strong><strong style="color: blue;">、</strong><strong style="color: blue;">四维图新</strong><strong style="color: blue;">(17家)、</strong><strong style="color: blue;">昆仑万维(</strong><strong style="color: blue;">12家</strong><strong style="color: blue;">)</strong><strong style="color: blue;">、</strong><strong style="color: blue;">高新兴(</strong><strong style="color: blue;">10家</strong><strong style="color: blue;">)</strong><strong style="color: blue;">和</strong><strong style="color: blue;">中科曙光(</strong><strong style="color: blue;">10家</strong><strong style="color: blue;">)</strong><strong style="color: blue;">等6只</strong><strong style="color: blue;">个股</strong><strong style="color: blue;"><span style="color: black;">更加是</span></strong><strong style="color: blue;"><span style="color: black;">得到</span></strong><strong style="color: blue;">10家或</strong><strong style="color: blue;">以上的</strong><strong style="color: blue;"><span style="color: black;">公司</span>扎堆</strong><strong style="color: blue;">看好。</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">得到</span>5家或以上的<span style="color: black;">公司</span>看好的人工智能概念股:</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://p3-sign.toutiaoimg.com/435a0003413d6069fdcc~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1727396848&x-signature=qthUVIrGXDef6XYU5JxHS4ClOjA%3D" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">随着行业的发展,行业景气<span style="color: black;">连续</span>向好,<span style="color: black;">关联</span><span style="color: black;">机构</span>的业绩<span style="color: black;">亦</span>会得到提振,在当下价值投资理念盛行的市场中,<span style="color: black;">机构</span>的业绩自然<span style="color: black;">亦</span><span style="color: black;">作为</span>投资者的重要<span style="color: black;">思虑</span><span style="color: black;">原因</span>。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">值得一提的是,人工智能龙头股科大讯飞虽然业绩表现并不算优异,<strong style="color: blue;">但</strong><strong style="color: blue;"><span style="color: black;">因为</span></strong><strong style="color: blue;">人工</strong><strong style="color: blue;">智能产业</strong><strong style="color: blue;">尚</strong><strong style="color: blue;">在发展</strong><strong style="color: blue;"><span style="color: black;">周期</span>,</strong><strong style="color: blue;">除了</strong><strong style="color: blue;">业绩,</strong><strong style="color: blue;">投资者<span style="color: black;">亦</span></strong><strong style="color: blue;"><span style="color: black;">非常</span>看重<span style="color: black;">机构</span>的<span style="color: black;">研究</span>实力,是</strong><strong style="color: blue;">否</strong><strong style="color: blue;">有着比较高的技术壁垒,能够</strong><strong style="color: blue;">在</strong><strong style="color: blue;">某一方面<span style="color: black;">作为</span>龙头,引领潮流。</strong>而<span style="color: black;">近期</span>,科大讯飞在国际自动驾驶<span style="color: black;">行业</span>权威评测集Cityscapes<span style="color: black;">得到</span>平均81.4%的精度,取得了该项评测的<span style="color: black;">第1</span>名,并刷新了世界记录。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">(以上分析仅供参考,不<span style="color: black;">形成</span>操作<span style="color: black;">意见</span>。如<span style="color: black;">自动</span>操作,<span style="color: black;">重视</span>仓位<span style="color: black;">掌控</span>和<span style="color: black;">危害</span>自负。)</p>
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