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新IT概念

2,530.180

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涨家数：3

跌家数：10

平家数：3

市盈率：- -

高：2,569.113

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收：2,563.261

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总览新闻资讯

CPO光模块概念走强长飞光纤光缆(06869)涨6.91% 据报特朗普政府计划取消拜登时代AI芯片限制

港股概念追踪|传美国或取消人工智能芯片限制半导体国产替代仍是主流（附概念股）

小米汽车就“排位模式”新增解锁条件致歉：暂停推送，正开发测试新版本

都2025了，AI家庭到底需要哪“四大件”？

Ofweek光电信息网

小米旗下小米景明成立新公司：经营范围涉及新能源汽车

中国家电网

比亚迪即将推出的新款微型电动车成日本车企 “巨大威胁”！

汽车产业前线观察

芯片巨头崛起，逆袭中芯国际！狂赚56亿！

半导体数据

联想发布超级智能体矩阵，杨元庆：美国关税影响反映在产品定价上，未来不确定性很大

万国数据-SW将于5月20日召开董事会会议以审批第一季度业绩

格隆汇资讯

高端化+全球化成果显著：海尔智家2025Q1业绩创新高

中兴通讯拓展云电脑形态：两款创新终端打开市场空间

房地产行业数据中心REITS分析：润泽数据中心REIT和万国数据中心REIT

广发证券股份有...

每日卖空追踪 | 金山云 05月07日卖空量成交416万股，卖空比例为3.28%

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长飞光纤光缆(06869)涨6.91% 据报特朗普政府计划取消拜登时代AI芯片限制","url":"https://stock-news.laohu8.com/highlight/detail?id=2533491938","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533491938?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 09:52","pubTimestamp":1746669153,"startTime":"0","endTime":"0","summary":"金吾财讯 | CPO光模块概念走强，长飞光纤光缆(06869)涨6.91%，中兴通讯(00763)跟涨0.73%。对应A股方面，长飞光纤(601869)涨6.25%，中兴通讯(000063)涨0.7%。据报道，特朗普政府计划取消拜登时代的人工智能芯片限制，该政策原定于5月15日生效，但目前尚未最终确定。特朗普政府认为拜登时代的限制过于复杂，阻碍美国创新，拟以更简化的规则替代，而目标仍是“巩固美国在AI领域的主导”。拜登政府此前出台的出口管制政策将国家划分为三大类，以监管英伟达公司等企业的芯片出口。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1958307","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SG9999006597.SGD","LU0307460666.USD","BK1506","06869","BK1529","BK1149","BK1526","LU0588546209.SGD","00763","BK1523","BK1607"],"gpt_icon":0},{"id":"2533089916","title":"港股概念追踪|传美国或取消人工智能芯片限制    半导体国产替代仍是主流（附概念股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2533089916","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533089916?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 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08:15","pubTimestamp":1746663300,"startTime":"0","endTime":"0","summary":"据天眼查App显示，近日，南京小米景驭科技有限公司成立，注册资本100万元，法定代表人为王振锁，其经营范围含新能源汽车整车销售、汽车销售、智能车载设备销售、充电桩销售、集中式快速充电站等。南京小米景驭科技有限公司由小米集团旗下小米景明科技有限公司全资持股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050808213394efc32e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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“巨大威胁”！","url":"https://stock-news.laohu8.com/highlight/detail?id=2533992702","media":"汽车产业前线观察","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533992702?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 07:41","pubTimestamp":1746661290,"startTime":"0","endTime":"0","summary":"比亚迪计划推出的这款新微型电动车属于轻型车范畴，作为价格低廉的选择，它极有可能对日本的汽车制造商构成 “巨大威胁”。比亚迪的新款微型电动车预计于 2026 年在日本亮相。比亚迪的微型电动车方面，去年轻型车在日本新车销量中占比约 40%，总销量约为 155 万辆。比亚迪新款微型电动车的预计起售价约为 260 万日元，折合约 1.8 万美元。上个月，比亚迪推出了新款中型智能电动 SUV 海狮 7，起售价为 495 万日元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250508080822a6d6ec31&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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22:23","pubTimestamp":1746627797,"startTime":"0","endTime":"0","summary":"北方华创凭借在技术领域的重大突破与市场版图的持续扩张，以56.21亿元的归母净利润，强势登顶2024年A股半导体行业盈利榜首，一举取代了连续多年稳坐该位置的中芯国际，成为行业瞩目的焦点。与之对比，中芯国际营收虽增27.72%至577.96亿元，但净利润同比下滑23.31%至36.99亿元，因资本开支大、折旧费用增、毛利率下滑。国金证券预测，2025年北方华创净利润将达75.82亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250507234125a4758980&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:29","pubTimestamp":1746613769,"startTime":"0","endTime":"0","summary":"在2024年年报交出创新高的营收业绩后，2025年一季度，海尔智家股份有限公司（600690，以下简称“海尔智家”）成功延续了这一态势。海尔智家2025年一季报显示，公司实现营收791.2亿元，同比增长10%；实现归母净利润54.9亿元，同比增长15%；扣非归母净利润53.64亿元，同比增长15.61%，经营质量持续稳步提升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202505073398259766.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0862451753.SGD","IE00BZ08YT58.USD","LU2778985437.USD","LU0877626530.USD","LU2279701549.SGD","LU0205439572.USD","IE00B543WZ88.USD","IE00B5MMRT66.SGD","IE00BPRC5H50.USD","LU1655091616.SGD","IE0008369823.USD","LU0890818403.SGD","IE00BMCWC346.EUR","06690","IE00BZ08YR35.GBP","IE00BZ08YS42.EUR","LU2048586759.USD","IE0034224299.USD","BK1557","BK1214","LU1119993845.HKD","LU0868486357.SGD","IE00BYV24P56.USD","IE00B29SXG58.USD","LU0431992006.USD","LU2476274308.USD","BK1607","LU0593848301.USD"],"gpt_icon":0},{"id":"2533938179","title":"中兴通讯拓展云电脑形态：两款创新终端打开市场空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2533938179","media":"一视财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533938179?lang=zh_cn&edition=fundamental","pubTime":"2025-05-07 17:13","pubTimestamp":1746609188,"startTime":"0","endTime":"0","summary":"与此同时，中兴通讯持续拓展云电脑形态，开发了不同类型的云终端产品。在近日举办的中兴通讯AI家庭主题发布会上，中兴通讯重磅发布了全球首款驭风系列二合一云笔电及扶摇系列5G自由屏，以“端云共生”理念重构智能终端生态。值得注意的是，中兴通讯与运营商在云电脑领域合作非常深入，今后有望携手不断拓展家庭市场等新市场。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250507205547a6d66234&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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发行联合体均为南方基金和南方资本，也是该组合首次参与公募REITs 发行。润泽数据中心REIT 发行后项目运营成本有所上升，其中营业税金增加较多。万国数据中心REIT 项目盈利能力稳定，整合后的非税成本下降弥补了营业税金的上升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505071706459751c1f8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1746606633,"startTime":"0","endTime":"0","summary":"金山云北京时间05月07日，跌3.25%，卖空量成交416万股%，较上一交易日增加87.9%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250507172820a6d62616&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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