人工智能（AI）各板块龙头企业名单！
<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;">近期</span>，人工智能（AI）板块大涨！</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;">本文梳理一下AI板块<span style="color: black;">关联</span>的龙头企业。</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;"><span style="color: black;">这儿</span>的龙头企业，<span style="color: black;">指的是</span>这一赛道最有<span style="color: black;">表率</span>性的企业，有业绩<span style="color: black;">或</span>有故事，辨识度高。</span></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;">像光模块中的中际旭创、天孚通信业绩大增。</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;">AI大模型中的科大讯飞、昆仑万维辨识度高，企业会讲故事。</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;">龙头企业的上涨，<span style="color: black;">一般</span>能<span style="color: black;">导致</span><span style="color: black;">全部</span>板块的共振。</span></span></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;">例如：中际旭创的大涨带动<span style="color: black;">全部</span>光模块板块的上涨。</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;">人工智能产业链<span style="color: black;">关联</span>企业众多，<span style="color: black;">这儿</span>只列最有<span style="color: black;">表率</span>性的企业。</span></span></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-axegupay5k/17793792207f421da95cb2720da4bab5~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1727509769&x-signature=fcx3QKJoX%2BYCrhodTc5H1FyQnjU%3D" style="width: 50%; margin-bottom: 20px;"></div>
<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;">光模块</span></strong><span style="color: black;">：中际旭创、天孚通信、新易盛</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;">光芯片</span></strong><span style="color: black;">：源杰科技、华西股份</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;">国产AI芯片</span></strong><span style="color: black;">：海光信息、寒武纪</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;">AI服务器</span></strong><span style="color: black;">：中科曙光、浪潮信息、紫光股份、工业富联</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;">交换机</span></strong><span style="color: black;">：共进股份、菲菱科思、锐捷网络</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;">液冷设备</span></strong><span style="color: black;">：曙光数创、高澜股份、英维克</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;">数据中心</span></strong><span style="color: black;">：美利云、铜牛信息、奥飞数据</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;">华为算力</span></strong><span style="color: black;">：高新发展、软通动力、恒为科技、神州数码</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;">算力租赁</span></strong><span style="color: black;">：真视通、润建股份、并行科技</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;">存储</span></strong><span style="color: black;">：佰维存储、北京君正</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;">AI大模型</span></strong><span style="color: black;">：科大讯飞、昆仑万维、三六零</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;">数据要素</span></strong><span style="color: black;">：人民网、拓尔思、海天瑞声</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;">AIGC</span></strong><span style="color: black;">：万兴科技、昆仑万维</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;">AI游戏</span></strong><span style="color: black;">：神州泰岳、冰川网络</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;">AI传媒</span></strong><span style="color: black;">：中文在线、上海电影</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;">英伟达产业链</span></strong><span style="color: black;">：鸿博股份、胜宏股份、金百泽、博杰股份</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;">声明</span></strong><span style="color: black;">：本文只做信息分享，不<span style="color: black;">形成</span>任何投资<span style="color: black;">意见</span>，市场有<span style="color: black;">危害</span>，投资需<span style="color: black;">小心</span>。</span></span></p>
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