AI应用概念股龙头整理；2023年人工智能龙头股票（附AI概念股全名单）AI核心龙头股全名单
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">21世纪的技术革命——人工智能，<span style="color: black;">全部</span>人工智能板块或将“牛股辈出”。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">资金的炒作热情，一浪高过一浪，比尔盖茨对人工智能的理解，2023年，人工智能时代<span style="color: black;">已然</span><span style="color: black;">起始</span>。多只人工智能获国家队重仓、被<span style="color: black;">公司</span>及顶级游资爆买上亿元。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">2023年人工智能龙头股票都有<span style="color: black;">那些</span>？人工智能概念股票又有<span style="color: black;">那些</span>？</strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2023年3月29日，由量子位主办的首届中国AIGC产业峰，<span style="color: black;">颁布</span>了“中国AIGC 50”榜单，人工智能龙头股“科大讯飞、“浪潮信息”成功入选榜单。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><strong style="color: blue;">中国最值得关注的50家人工智能<span style="color: black;">机构</span>、<span style="color: black;">全世界</span>官方评选出的百强人工智能<span style="color: black;">机构</span></strong></span>可至下文查看，<span style="color: black;">这儿</span>就不做展开了：</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/BvddSH7L9mo4mKLugFjZttqk5iaMsePnVg94h29Fp19ualbicPtElZPvw98KUR0X5xpoESRycyeKJE1tCY69ySKw/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"><span style="color: black;"><span style="color: black;">AI+游戏：</span>神州泰岳<span style="color: black;">、</span>盛天网络<span style="color: black;">、</span>恺英网络<span style="color: black;">、</span>三七互娱<span style="color: black;">、</span>吉比特<span style="color: black;">、</span>
</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">完美世界</p><span style="color: black;">AI+传媒：</span>芒果超媒<span style="color: black;">、</span>光线传媒<span style="color: black;">、</span>上海电影<span style="color: black;">、</span>华策影视<span style="color: black;">、</span>奥飞娱乐<span style="color: black;">、</span>中国电影<span style="color: black;">、</span>博纳影业<span style="color: black;">、</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">万达电影</p><span style="color: black;">AI+营销：</span>易点天下<span style="color: black;">、</span>三人行<span style="color: black;">、</span>蓝色光标<span style="color: black;">、</span>分众传媒<span style="color: black;">、</span>浙文互联<span style="color: black;">、</span>利欧股份<span style="color: black;">、</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">宣亚国际</p><span style="color: black;">AI+电商：</span>青木股份<span style="color: black;">、</span>若羽臣<span style="color: black;">、</span>吉宏股份<span style="color: black;">、</span>华凯易佰<span style="color: black;">、</span>焦点科技<span style="color: black;">、</span>凯淳股份<span style="color: black;">、</span>壹网壹创<span style="color: black;">、</span>丽人丽妆<span style="color: black;">、</span>值得买<span style="color: black;">、</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">返利科技</p><span style="color: black;">AI+办公：</span>金山办公<span style="color: black;">、</span>福昕软件<span style="color: black;">、</span>彩讯股份<span style="color: black;">、</span>万兴科技<span style="color: black;">、</span>泛微网络<span style="color: black;">、</span>致远互联<span style="color: black;">、</span>用友网络<span style="color: black;">、</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">金蝶国际</p><span style="color: black;">AI+教育：</span>科大讯飞<span style="color: black;">、</span>世纪天鸿<span style="color: black;">、</span>盛通股份<span style="color: black;">、</span>传智教育<span style="color: black;">、</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">佳发教育</p><span style="color: black;">AI+工业：</span>中望软件<span style="color: black;">、</span>中控技术<span style="color: black;">、</span>赛意信息<span style="color: black;">、</span>汉得信息<span style="color: black;">、</span>能科科技<span style="color: black;">、</span>鼎捷软件<span style="color: black;">、</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">宝信软件</p><span style="color: black;">AI+医疗：</span>创业慧康<span style="color: black;">、</span>久远银海<span style="color: black;">、</span>卫宁健康<span style="color: black;">、</span>东软集团<span style="color: black;">、</span>嘉和美康<span style="color: black;">、</span>医渡科技<span style="color: black;">、</span>万达信息<span style="color: black;">、</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">山大地纬</p><span style="color: black;">AI+法律：</span>通达海<span style="color: black;">、</span>华宇软件<span style="color: black;">、</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">金桥信息</p><span style="color: black;">AI+金融：</span>同花顺<span style="color: black;">、</span>东方财富<span style="color: black;">、</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">宇信科技</p><span style="color: black;">AI+建筑：</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">广联达</p><span style="color: black;">AI+遥感：</span>航天宏图<span style="color: black;">、</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">中科星图</p><span style="color: black;">AI+</span>网络安全<span style="color: black;">：</span>安恒信息<span style="color: black;">、</span>美亚柏科<span style="color: black;">、</span>深信服
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">AI核心龙头股全名单</strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">1. <span style="color: black;">基本</span>算力: 奥飞数据，数据港，光环新网等</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2. 智能算力: 三大运营商，华为，中兴通讯，鸿博股份</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">3. 超算算力: 中科曙光，浪潮信息，华为</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">算法模型梳理: 百度，三六零、商汤-W，科大讯飞，拓尔思，汉王科技，云从科技-UW，同方股份、海天瑞声，昆仑万维等</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">数据要素梳理: 同方股份、易华录、昆仑万维、中文在线、百度、三六零等</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">应用端梳理:</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI+工业: 凌云光</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI+绘画: 万兴科技</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI+写作: 中文在线</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI+零售: 三江购物</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI+金融: 同花顺、恒生电子</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI+ 办公: 金山办公、彩讯股份</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI+游戏：汤姆猫、巨人网络、三七互娱、吉比特、恺英网络、宝通科技、盛天网络、神州泰岳、巨人网络、游族网络、完美世界</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI+营销：蓝色光标、易点天下、元隆雅图、三人行、浙文互联、天下秀</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI+电商：光云科技，返利科技、值得买、壹网壹创、青木股份、丽人丽妆、若羽臣。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI+医疗: 卫宁健康、嘉和美康、麦克奥迪、润达医疗、朗玛信息</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI+教育：科大讯飞，视源股份、盛通股份、方直科技、鸿合科技、佳发教育</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI+影视：中国电影、光线传媒、华策影视、欢瑞世纪、芒果超媒</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI+虚拟人：蓝色光标、捷成股份、天娱数科，拓尔思,、云从科技</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI+视频: 当虹科技、数码视讯、网达软件、魅视科技</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI+智能<span style="color: black;">设备</span>人: 云从科技、中科创达</span></p><span style="color: black;">瑞芯微</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">关联</span>概念：<span style="color: black;">机构</span><span style="color: black;">重点</span><span style="color: black;">供给</span>端侧、边缘侧AISoC芯片，<span style="color: black;">拥有</span>计算效率高、能效高、功耗低等特点，并与端侧、边缘侧数据所需的前后处理综合优化，进一步<span style="color: black;">加强</span>了AI应用整体流程的处理效率。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">核心技术：<span style="color: black;">机构</span>重点围绕AIoT应用<span style="color: black;">需要</span>，重点<span style="color: black;">开发</span>了人工智能处理、图像及视觉处理、智能语音、光电一体化等核心技术，<span style="color: black;">同期</span>改进优化原有的视频编解码、多屏幕<span style="color: black;">表示</span>等技术，已形成完善的高精度感知、认知、交互的整体<span style="color: black;">处理</span><span style="color: black;">方法</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/BvddSH7L9mo4mKLugFjZttqk5iaMsePnVFe0cB5bMxvRKLrNC9IUYt2XXHfOPeuP8qI0cROv5GG2vtCzvkoGllQ/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"><span style="color: black;">晶晨股份</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">关联</span>概念：<span style="color: black;">机构</span>采用12纳米先进制程已广泛应用于各类芯片并已广泛应用，<span style="color: black;">包含</span>S系列芯片、T系列芯片、AI系列芯片以及V系列芯片。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">核心技术：团队在音视频解码、模拟电路和数字电路设计、生产工艺<span style="color: black;">研发</span>等方面<span style="color: black;">持有</span>深厚的技术<span style="color: black;">累积</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/BvddSH7L9mo4mKLugFjZttqk5iaMsePnV1Pb8BX8IHibJVhPicsStwHg6lUfaDmGgFA1yTndvHSmKJk2dNX8Z4yfA/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p><span style="color: black;">复旦微电</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">关联</span>概念：<span style="color: black;">机构</span><span style="color: black;">日前</span>已<span style="color: black;">创立</span>健全安全与识别芯片、非挥发存储器、智能电表芯片、FPGA芯片和集成电路测试服务等<span style="color: black;">制品</span>线，广泛应用于金融、网络通讯、家电设备、汽车电子、数据中心、人工智能等<span style="color: black;">行业</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">核心技术：<span style="color: black;">机构</span>FPGA<span style="color: black;">持有</span>系列化超大规模异构融合可编程<span style="color: black;">规律</span>器件，率先研制成功了亿门级FPGA和异构融合可编程片上系统芯片，以及面向人工智能应用的融合现场可编程和AI的可重构芯片。</span></p><span style="color: black;">紫光国微</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">关联</span>概念：<span style="color: black;">机构</span>的参股子<span style="color: black;">机构</span>紫光同创从事FPGA业务，为国内AI芯片<span style="color: black;">行业</span>的龙头企业。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">核心技术：<span style="color: black;">机构</span><span style="color: black;">把握</span>智能安全芯片<span style="color: black;">关联</span>的近场通信、安全算法、安全攻防、高<span style="color: black;">靠谱</span>等核心技术，<span style="color: black;">持有</span>多项核心专利,搭建了设计、测试、质量<span style="color: black;">保证</span>和工艺外协等技术平台，可<span style="color: black;">保证</span>多种工艺节点的<span style="color: black;">开发</span>、制造、测试及应用<span style="color: black;">研发</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/BvddSH7L9mo4mKLugFjZttqk5iaMsePnVsjBqx9hOSsUvjdQI1WdIic54fib35mRZvXqSdNXZnyFPl5sDyzcZpqWw/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"><span style="color: black;">TCL科技</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">关联</span>概念：<span style="color: black;">机构</span>旗下摩迅半导体AI芯片<span style="color: black;">开发</span>项目将致力于智能连接、感知，AI语音交互，AI视觉交互、以及AI图像处理等集成电路芯片设计。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">核心技术：子<span style="color: black;">机构</span>华星独家<span style="color: black;">开发</span>高色饱和度CPLP+IEST节能+低蓝光技术，下一代全柔性AMOLED生产线已量产，引领折叠和卷曲<span style="color: black;">制品</span>的广阔应用前景。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/BvddSH7L9mo4mKLugFjZttqk5iaMsePnViaFp0vFq1S1xm82MyCqLb39clP80Wh6X6JcDAianlgM4YyM7fiapUibPwQ/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"><span style="color: black;">澜起科技</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">关联</span>概念：<span style="color: black;">机构</span><span style="color: black;">第1</span>代AI芯片已于2022年底前完成工程样片的流片，后续还将开展一系列测试、验证、送样等工作。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">核心技术：<span style="color: black;">机构</span>发明了DDR4全缓冲“1+9”架构，<span style="color: black;">最后</span>被JEDEC国际标准采纳，该架构将在DDR5世代演化为“1+10”框架，在DDR5世代，<span style="color: black;">机构</span>牵头制定DDR5<span style="color: black;">第1</span>子代、第二子代、第三子代内存接口芯片国际标准，巩固了<span style="color: black;">机构</span>在该<span style="color: black;">行业</span>的技术领先地位。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/BvddSH7L9mo4mKLugFjZttqk5iaMsePnVZ18A4ialyIBFbdfzrr39Egb6sDSExt5durGgCc2TOhCZepp0jeBXuZw/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"><span style="color: black;">寒武纪</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">关联</span>概念：<span style="color: black;">机构</span>推出的思元370是训推一体人工智能芯片，是寒武纪首款采用chiplet技术的AI芯片，采用7nm制程工艺，最大算力高达256TOPS，是寒武纪第二代<span style="color: black;">制品</span>思元270算力的2倍。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">核心技术：<span style="color: black;">机构</span><span style="color: black;">把握</span>的智能处理器指令集和智能处理器微架构、智能芯片编程语言、智能芯片数学库等核心技术，<span style="color: black;">拥有</span>壁垒高、<span style="color: black;">开发</span>难、应用广等特点，对集成电路行业与人工智能产业<span style="color: black;">拥有</span>重要的技术价值、经济价值和生态价值。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/BvddSH7L9mo4mKLugFjZttqk5iaMsePnVBnXJIbVGo8VwWgVcd73hIsYniapLw9TUA4TUgcFo1Ixbkibia6RI4SNOQ/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"><span style="color: black;">景嘉微</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">关联</span>概念：<span style="color: black;">机构</span>始终专注于GPU<span style="color: black;">行业</span>的<span style="color: black;">开发</span>，<span style="color: black;">经过</span><span style="color: black;">连续</span>的<span style="color: black;">开发</span>投入<span style="color: black;">提高</span>图形人工智能算法性能<span style="color: black;">提高</span>和技术迭代。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">核心技术：<span style="color: black;">机构</span>在图形处理芯片与图形显控<span style="color: black;">行业</span>，经<span style="color: black;">太多</span>年的技术<span style="color: black;">累积</span>，成功<span style="color: black;">开发</span>多款<span style="color: black;">拥有</span>自主知识产权的图形处理芯片，并成功<span style="color: black;">开发</span>以自主图形处理芯片为核心的图形显控模块<span style="color: black;">制品</span>，实现规模化应用</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/BvddSH7L9mo4mKLugFjZttqk5iaMsePnVHVibibLnmf55fT0wmEpKTWjwZibDXYPv4pdqxzcib77laYsbLBvhypXn2w/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"><span style="color: black;">所<span style="color: black;">触及</span>标的不作<span style="color: black;">举荐</span>，据此买卖，<span style="color: black;">危害</span>自负。</span></p>
你说得对，我们一起加油，未来可期。
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