esc0rp 发表于 2024-9-28 02:19:40

刚才，华为AI芯片重磅发布，中国人工智能产业进入新周期！（附7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;"><strong style="color: blue;"><span style="color: black;"><img src="http://mmbiz.qpic.cn/mmbiz_gif/PiauffIkhD2gIniaiaib5AwbKjIFe2S3QIUEMjxOYu6ZWyNpoDcMNNWfQPcibA9dESe1CuhUt40yXL5hhpfdypdTwcA/0?wx_fmt=gif&amp;tp=webp&amp;wxfrom=5&amp;wx_lazy=1" style="width: 50%; margin-bottom: 20px;"></span></strong></span></strong></p><span style="color: black;"><strong style="color: blue;"><span style="color: black;">股助手</span></strong><strong style="color: blue;"><span style="color: black;">，您股票投资路上的好助手</span></strong><span style="color: black;">！</span></span>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/fnwqiaOq10QUhicHjHW9dCQhP2f6LBuib40Kurc2qd9SnAHlK8SVzAWJaBvfGD4HZNUZsQosvDNiaMdVE9Zc7eicuSw/640?wx_fmt=jpeg&amp;tp=webp&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1" 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;">华为AI芯片<span style="color: black;">作为</span><span style="color: black;">近期</span>科技圈的焦点，并且A股市场<span style="color: black;">关联</span>个股都纷纷上涨，这<span style="color: black;">到底</span>是怎么回事？有<span style="color: black;">那些</span>投资机会？</span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">9月2日，华为在2017年德国柏林国际消费类电子<span style="color: black;">制品</span>展览会发布</span><strong style="color: blue;">华为首款人工智能（AI）移动计算平台——麒麟970</strong><span style="color: black;">，<span style="color: black;">据说</span>，麒麟970是业界首颗带有独立NPU（神经网络单元）的手机芯片，其相比竞争对手最大的<span style="color: black;">区别</span><span style="color: black;">便是</span>搭载了全新的NPU用于</span><strong style="color: blue;">AI运算</strong><span style="color: black;">，设计了HiAI移动计算架构，其</span><strong style="color: blue;">AI性能密度大幅优于CPU和GPU。</strong></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/BFaAf2Qia3zkEv72icxShA9boD5rW55eu8A2RTFdWzicqJAZI9oaWQ1I3wRFxpelHj1XibsdpgBaCuUD8GWURgh2Fw/640?wx_fmt=jpeg&amp;tp=webp&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1" 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;">（<span style="color: black;">照片</span><span style="color: black;">源自</span>：华为高级副总裁余承东 <span style="color: black;">博客</span>）</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;">受此<span style="color: black;">信息</span>影响，昨日起，芯片板块大涨。</span><span style="color: black;">截止</span>昨日收盘，人脸识别板块领涨全A，收涨近5%，芯片替代涨逾3%，人工智能涨近3%，<span style="color: black;">汉王科技</span>盘中一度涨停。今日盘中，芯片替代板块再涨1.28%，板块内<span style="color: black;">富满电子</span>涨停、<span style="color: black;">欧比特</span>涨8.11%，<span style="color: black;">富瀚微、北京君正、长电科技</span>等拉升。</span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="http://mmbiz.qpic.cn/mmbiz_png/NAELvAAFWGhibKjJt7krggaUGqeG6WIvzhtx3ZibKJGFaXQicxxsqtKgM39GaPibAmP1iavfPpGmmsjj1QEqeGcEg1g/640?wx_fmt=png&amp;tp=webp&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1" 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;"><strong style="color: blue;">华为AI芯片发布是华为人工智能的重要里程碑，<span style="color: black;">亦</span>是中国芯片设计行业的重要里程碑。</strong>发展人工智能是华为最高决策层的最重要战略方向之一，此次发布<span style="color: black;">针对</span>华为人工智能战略<span style="color: black;">分部</span>以及华为手机终端事业部都是一大利器。</span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">华为的AI芯片突破，再次验证<span style="color: black;">咱们</span>基于半导体随笔产业<span style="color: black;">规律</span>，行业进入科技红利的快速<span style="color: black;">提高</span>器，<strong style="color: blue;">龙头引领半导体设计行业进入百花齐放的春天</strong>！</span></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;">芯片<span style="color: black;">重点</span><span style="color: black;">关联</span>受益标的</span></strong></p><strong style="color: blue;"><span style="color: black;">序号</span></strong><strong style="color: blue;"><span style="color: black;">股票名<span style="color: black;">叫作</span></span></strong><strong style="color: blue;"><span style="color: black;"><span style="color: black;">相关</span><span style="color: black;">原由</span></span></strong><span style="color: black;">1</span><span style="color: black;">全志科技</span><span style="color: black;">国内应用处理芯片龙头、人工智能联盟核心<span style="color: black;">机构</span>。</span><span style="color: black;">2</span><span style="color: black;">中科创达</span><span style="color: black;">智能终端核心应用<span style="color: black;">机构</span>，人工智能联盟核心<span style="color: black;">机构</span>。</span><span style="color: black;">3</span><span style="color: black;">兆易创新</span><span style="color: black;">存储器芯片龙头、人工智能生态联盟核心<span style="color: black;">机构</span>、受益于AI芯片带来的数据<span style="color: black;">海量</span><span style="color: black;">提高</span>；</span><span style="color: black;">4</span><span style="color: black;">景嘉微</span><span style="color: black;">国内<span style="color: black;">独一</span>的GPU芯片设计<span style="color: black;">机构</span>，人工智能应用核心芯片；</span><span style="color: black;">5</span><span style="color: black;">富瀚微</span><span style="color: black;">国内安防视频监控芯片主力供应商；</span><span style="color: black;">6</span><span style="color: black;">中颖电子</span><span style="color: black;">随 AI <span style="color: black;">发展</span>，IOT 智能化趋势加快，需要更高规格的 MCU，<span style="color: black;">机构</span> &nbsp; MCU <span style="color: black;">重点</span>应用于加点、变频和电机 <span style="color: black;">掌控</span>，锂电池电源管理及物联网和可穿戴应用，<span style="color: black;">机构</span>加强 32 位 mcu 的<span style="color: black;">研发</span>。</span><span style="color: black;">7</span><span style="color: black;">北京君正</span><span style="color: black;"><span style="color: black;">机构</span>32位嵌入式CPU和低功耗技术<span style="color: black;">提高</span>，面向物联网、智能家居市场的中高端应用。</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;">另外</span>，重点关注安防人工智能龙头<span style="color: black;">海康威视、大华股份</span>；传感器受益股：<span style="color: black;">歌尔股份、欧菲光、水晶光电、福晶科技</span>；软件人工智能龙头<span style="color: black;">科大讯飞、中科曙光</span>等。</span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">（资料<span style="color: black;">源自</span>：中泰证券、彩贝财经、全景财经）</span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="http://mmbiz.qpic.cn/mmbiz_png/ZTWktcyPjQcXcYaONx2ndvL85UEIZykEpibSUE6IgKianMic13TiayJnfuIZQTv5wOA2QvgtuWTa78TlZIIyr2BAicA/640?wx_fmt=png&amp;tp=webp&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1" 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;">获取每日<strong style="color: blue;"><span style="color: black;">最新财经热点<span style="color: black;">诠释</span>、题材/个股机会挖掘、实用投资干货</span>，<span style="color: black;"><strong style="color: blue;">关注</strong></span><span style="color: black;">&nbsp;<strong style="color: blue;">股助手</strong></span>&nbsp;公众号。</strong></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;">关注后对话框</span><strong style="color: blue;">回复“投资名著”</strong><span style="color: black;">，</span><span style="color: black;">可获取</span><strong style="color: blue;">31本股民必读经典投资名著电子书、笔记</strong><span style="color: black;">&nbsp;。</span></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;">文中观点仅仅供参考，不<span style="color: black;">形成</span>投资<span style="color: black;">意见</span>，据此操作，<span style="color: black;">危害</span>自负。</span></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;"><span style="color: black;">【<span style="color: black;">举荐</span>阅读</span>】</strong></span><span style="color: black;">点击加横线标题可直接阅读</span></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;">☞ &nbsp; &nbsp;</span></strong><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><a style="color: black;">9月最新投资日历<span style="color: black;">揭发</span>，这些投资机会千万别<span style="color: black;">错失</span>！（附股）</a></span></strong></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">☞ &nbsp;&nbsp;</strong><span style="color: black;"><strong style="color: blue;"><a style="color: black;"><span style="color: black;">小心</span>！9月将迎解禁高峰，这11股解禁比例超50%！（名单）</a></strong></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">☞ &nbsp;&nbsp;</strong><span style="color: black;"><strong style="color: blue;"><a style="color: black;">创业板9月还会更好吗？3个理由告诉你答案！（附9股）</a></strong></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="http://mmbiz.qpic.cn/mmbiz_png/ZTWktcyPjQeINWibOA3Wcy4YaBz1dxQZI1d3xz3xRkQ4eiaqeyAlTx6PLx6s8lmeumnM4mXRHCffzk3U4SgfX2rg/640?wx_fmt=png&amp;tp=webp&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1" 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;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">[ &nbsp;公众号商务合作联系QQ</span></strong><span style="color: black;">：</span><strong style="color: blue;"><span style="color: black;">1027083926</span></strong></span><strong style="color: blue;"><span style="color: black;">&nbsp;]</span></strong></span></p>




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