整理了一份最全人工智能系列龙头股！
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">——股票本<span style="color: black;">无</span>价值，买的人多了就有了价值！</span></strong></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;"><span style="color: black;">自己</span>曾任私募分析师，在陆家嘴打拼<span style="color: black;">数年</span>，<span style="color: black;">科研</span>丰富，见解深刻，<span style="color: black;">帮忙</span>私募发展壮大，<span style="color: black;">日前</span>独立专职交易。欢迎关注我，</span></strong><strong style="color: blue;"><span style="color: black;">并保持跟踪学习，<span style="color: black;">提高</span>自己。</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">今天整理了一份最全的人工智能系列龙头股</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">先来<span style="color: black;">瞧瞧</span>市场，今日两市震荡上行，但分化<span style="color: black;">很强</span>，科创板继续一枝独秀，长阳上攻，连拉五阳！北向资金净买入48.08亿元。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">AI大时代的来临，芯片板块爆灯了！</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">英伟达前天的<span style="color: black;">研发</span>者大会<span style="color: black;">持续</span>被市场消化，AI的“iPhone”时刻来临，卖方<span style="color: black;">诠释</span><span style="color: black;">亦</span>在<span style="color: black;">持续</span>更新。<span style="color: black;">例如</span>有卖方认为：</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">大模型将是科技巨头之间的竞争，这个竞争会<span style="color: black;">好处</span>芯片送水人，芯片和数据<span style="color: black;">作为</span>制约发展的关键<span style="color: black;">原因</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">科创大涨，<span style="color: black;">重点</span><span style="color: black;">亦</span>是<span style="color: black;">由于</span>权重板块芯片主题大涨，尤其是和GPT4<span style="color: black;">相关</span>的几个龙头票，<span style="color: black;">例如</span>和微软携手共舞的领军企业，今日20CM。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">在该龙头带领下，其他<span style="color: black;">包含</span>国产AI算力芯片的核心标的，<span style="color: black;">例如</span>已在去年底完成<span style="color: black;">第1</span>代AI芯片流片的龙头<span style="color: black;">机构</span>，还有服务器产业链，今日都有表现。</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;">另一</span>插一句，今天小猫猫<span style="color: black;">亦</span>和厉害哟……股价要创5年新高了</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">昨晚我<span style="color: black;">亦</span>惊讶得<span style="color: black;">发掘</span>，好多和算力<span style="color: black;">关联</span>的票，都是北向资金和<span style="color: black;">公司</span>席位在买入，游资<span style="color: black;">近期</span>上榜的很少。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">说明一个问题，<span style="color: black;">近期</span>这波拉GPT主题的，大概率都是<span style="color: black;">公司</span>！<span style="color: black;">亦</span><span style="color: black;">便是</span>我之前说过的，场内资金大切换，从一个抱团流出，流入<span style="color: black;">另一</span>一个抱团。<span style="color: black;">日前</span>这个切换，还在进行中，<span style="color: black;">由于</span>大资金要进行切换，是需要时间的，是有过程的。</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;">包含</span>今天中特估<span style="color: black;">亦</span>有拉升动作，但风投被数字经济完全掩盖了。</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;">按照</span>上周的数据，<span style="color: black;">日前</span>偏股型公募的整体仓位在85%，基本上是到顶了，<span style="color: black;">亦</span><span style="color: black;">便是</span>说，公募加仓加不动了，既然加不动，怎么只能调仓，砍掉一个版块，新进一个新版块。</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;">例如</span>啊，我举个例子，从新能源出来，流入计算机。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">当然，<span style="color: black;">详细</span>行业看，华泰金工指出，新能源严格<span style="color: black;">道理</span>上<span style="color: black;">无</span>大幅降仓，基金经理<span style="color: black;">选取</span>了硬抗，倒是军工有明显的减仓。</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;">按照</span>测算，<span style="color: black;">日前</span>公募的<span style="color: black;">第1</span>大重仓，依然是新能源，第二大重仓是食品饮料，第三大重仓是电子（消费电子+半导体），第四大重仓是医药（大幅加仓。）</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;">下面来看重点板块分析</strong></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;"><span style="color: black;"><span style="color: black;">1、</span>芯片</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">半导体芯片方向延续强势，其中景嘉微、芯原股份双双获20CM涨停，佰维存储大涨19%、安科创新、江波龙、欧比特涨超10%，跃岭股份、兆易创新、浪潮信息、紫光国微等个股涨跌。</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_png/LLNPecQWJF5BdylGUoN6ibqgwHl3t5CjMP67JDYzUfIuQ2kzaGOW8GsE2OK24Lc0S0f8S90XIqibyA5r29EKgtcA/640?wx_fmt=png&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">上涨驱动：</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;"><span style="color: black;">1、</span><span style="color: black;">SEMI最新报告指出，<span style="color: black;">有效</span>能运算（HPC）和汽车<span style="color: black;">行业</span>对半导体<span style="color: black;">长时间</span><span style="color: black;">需要</span>仍<span style="color: black;">连续</span>看涨，预期将带动明年晶圆厂设备支出复苏。</span></span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2、ChatGPT运行的三个<span style="color: black;">要求</span><span style="color: black;">包含</span>训练数据、模型算法和高算力，高算力的底层<span style="color: black;">基本</span><span style="color: black;">设备</span>是完成对海量数据处理、训练的<span style="color: black;">基本</span>，而最底层的的<span style="color: black;">需要</span>便是大算力芯片与内存芯片。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">3、8天内已有5家半导体企业被大基金减持，随着大基金一期减持<span style="color: black;">关联</span>企业，大基金二期的投资可能加速，尤其是在半导体材料和设备端。</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;"><span style="color: black;"><span style="color: black;">2、</span>人工智能</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">人工智能延续逼空行情，其中ChatGPT概念、算力、AI方向<span style="color: black;">连续</span>走高。其中科大讯飞、浪潮信息、景嘉微、鸿博股份、世纪华通等个股涨停，青云科技、中际旭创、拓尔思、云从科技等个股再度涨幅居前。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/LLNPecQWJF5BdylGUoN6ibqgwHl3t5CjMcMBrRvRBLpl0hJYtdvWhWNVjZrI54aShFAnl0JjlHh9BicgmL8Bn5gQ/640?wx_fmt=png&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">上涨驱动：</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;">1</span><span style="color: black;">、3月22日，腾讯在业绩会上透露，生成式AI<span style="color: black;">能够</span>用来<span style="color: black;">提高</span>腾讯旗下旗舰<span style="color: black;">制品</span>的用户体验，<span style="color: black;">将来</span>可能每一个用户都会有人工智能助理。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2、3月23日<span style="color: black;">信息</span>，阿里达摩院已在AI模型社区“魔搭”ModelScope上线了“文本生成视频大模型”。</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;">从近期的资金流向来看，绝大<span style="color: black;">都数</span>的人气股的<span style="color: black;">背面</span>都<span style="color: black;">显现</span>了<span style="color: black;">公司</span>资金的身影，由此本轮人工智能行情，是<span style="color: black;">公司</span>资金与短线游资形成共振所推动的。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">今日观点：芯片爆灯！科创无双！</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;">最后，梳理了一份最全人工智能系列龙头股，</strong><strong style="color: blue;">（供参考！）</strong></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;">1，人工智能语音龙头：</strong><span style="color: black;"><strong style="color: blue;">科大讯飞、汉王科技</strong></span></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;">2，人工智能服务器龙头：</strong><span style="color: black;"><strong style="color: blue;">浪潮信息、中科曙光、紫光股份、中国长城</strong></span></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;">3，人工智能安全龙头：</strong><span style="color: black;"><strong style="color: blue;">三六零、雄帝科技、启明信息、常山北明、</strong></span></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;"> 电科网安</strong></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;">4，人工智能金融科技龙头：</strong><span style="color: black;"><strong style="color: blue;">中科金财、金财互联、京北方、南天信息</strong></span></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;">5，人工智能芯片龙头：</strong><span style="color: black;"><strong style="color: blue;">瑞芯微、<span style="color: black;">百姓</span>技术、寒武纪、北京君正、</strong></span></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;"> 全志科技、四维图新</strong></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;">6，人工智能算法龙头：</strong><strong style="color: blue;">云从科技、中科信息、神州信息、拓维信息</strong></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;">7，人工智能图像龙头：</strong><span style="color: black;"><strong style="color: blue;">初灵信息、海康威视、大华股份、捷顺科技、</strong></span></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;"> 英飞拓，鸿博股份</strong></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;">8，人工智能<span style="color: black;">设备</span>人龙头：</strong><strong style="color: blue;">科大智能、哈工智能、石头科技</strong></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;">……</strong></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;"><span style="color: black;"><span style="color: black;">每日</span><span style="color: black;">保持</span>分享好股给<span style="color: black;">大众</span>实属<span style="color: black;">很难</span>，看完记得点个</span><span style="color: black;">“再看”！</span><span style="color: black;">支持</span></strong></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;"><span style="color: black;"> 点下方击名片关注公众号</span></strong></span></p><img src="https://mmbiz.qpic.cn/mmbiz_gif/Ljib4So7yuWiaMAxDGoEUHGn8mNQxxkWiasqv4TUNRyZYYafx0NibwXCyFICnAhibnhv18QuqCCvYvEibR1Q6E2lNRiaA/640?wx_fmt=gif&tp=webp&wxfrom=5&wx_lazy=1" style="width: 50%; margin-bottom: 20px;">
<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;">声明</strong>：</span><span style="color: black;">内容仅供参考！点赞、在看，“厂告”支持。关注我，获取最新价值股！<span style="color: black;">祝你股市长红！</span></span></span></p>
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