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新IT概念

2,469.002

-94.259-3.68%

涨家数：- -

跌家数：15

平家数：1

市盈率：- -

高：2,569.113

开：2,567.825

低：2,458.038

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

中芯国际盘中异动快速下跌3.03%报44.800港元

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

据报联想旗下基金等入股智能机器人公司星海图

阿斯达克财经

联想(00992.HK)发布个人超级智能体-“天禧个人超级智能体”

阿斯达克财经

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

不想只做硬件商的联想，推出超级智能体

高端化+全球化成果显著：海尔智家2025Q1业绩创新高

Agent 元年行将过半，联想“超级智能体”已经交卷

南向资金今日大幅净卖出78.66亿元。港股通（沪）方面，腾讯控股、小米集团-W分别获净卖出25.43亿港元、16.86亿

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%

金蝶国际05月07日主力净流出1751.6万元散户资金买入

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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":"2533694986","title":"中芯国际盘中异动 快速下跌3.03%报44.800港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533694986","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533694986?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 09:46","pubTimestamp":1746668814,"startTime":"0","endTime":"0","summary":"2025年05月08日早盘09时46分，中芯国际股票出现波动，股价大幅下挫3.03%。中芯国际股票所在的半导体行业中，整体跌幅为0.62%。其相关个股中，美佳音控股、英诺赛科、宏光半导体涨幅较大，振幅较大的相关个股有英诺赛科、中芯国际、芯智控股，振幅分别为3.55%、3.46%、2.29%。该信息摘要如下：$中芯国际 $ 将于5月8日发布最新季度财报。中芯国际表示，为保障公司正常生产经营和未来发展需要，公司2025年仍将维持较大规模的资本支出。","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=nesSN2025050809465494efda0c&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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09:21","pubTimestamp":1746667260,"startTime":"0","endTime":"0","summary":"新浪科技讯 5月8日上午消息，小米汽车昨日就此前推送的更新版本中新增“排位模式”功能解锁条件进行道歉称，“给部分用户带来了困扰，对此我们深表歉意”。\n　　小米汽车表示，“收到大家反馈后，我们高度重视，已暂停了这次推送。”对于已升级的少量用户，小米汽车将会在下个版本更新中解决。\n　　“我们已开始推进新版本的开发和测试，预计用时4-8周，具体时间以小米官方通知为准。”小米汽车表示，“我们设计的初衷是为了更好的保障驾驶安全，但没有充分征询大家意见，也没有做好相关功能的沟通说明，我们的工作确实存在不妥的地方。”（文猛）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨赐","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":"https://finance.sina.com.cn/tech/2025-05-08/doc-inevvhch0413867.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0348827113.USD","BK1618","LU0588546209.SGD","LU0235996351.USD","LU0417516738.SGD","LU2476274720.SGD","IE0034224299.USD","LU0359202008.SGD","LU0797268264.HKD","LU0561508036.HKD","LU0456846285.SGD","LU0039217434.USD","LU0456827905.SGD","LU2087589342.USD","LU1323998911.USD","LU0823397285.USD","LU1868838027.USD","LU0918141887.USD","81810","LU1880383440.USD","BK1607","LU1105468828.SGD","LU2226246903.HKD","LU0611395673.USD","LU0918141705.HKD","LU0345775950.USD","LU0307460666.USD","LU2097828474.EUR","LU1794554557.SGD","LU2476274308.USD","LU2097828631.EUR","LU1868837565.USD","BK1506","LU0823397103.USD","LU0314109678.HKD","LU2097828557.USD","LU0871576103.HKD","LU0499858438.USD","LU0634319403.HKD","LU0593848301.USD","HXXD.SI","LU0823039010.USD","XIACY","LU0052750758.USD","LU1023057109.AUD","BK1589","LU0143863784.USD","LU0143863198.USD","LU1880383366.USD","01810"],"gpt_icon":0},{"id":"2533891572","title":"都2025了，AI家庭到底需要哪“四大件”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2533891572","media":"Ofweek光电信息网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533891572?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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07:48","pubTimestamp":1746661680,"startTime":"0","endTime":"0","summary":"据《证券时报》引述企查查资料信息显示，星海图(北京)人工智能科技有限公司近日新增联想中小企业发展创业投资基金(天津)合伙企业(有限合伙)及厦门和合美美产业投资合伙企业(有限合伙)为股东，同时注册资本由约100.7万元人民币增至约102.7万元人民币。资料显示，星海图为一家专注于打造“一脑多形”具身智能机器人的人工智能公司，成立于2023年9月，法定代表人为高继扬，经营范围涵盖智能机器人销售及研发及服务消费机器人人制造等。(ta/w) AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250220132922169_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250220132922169_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1438451&catg=4&source=AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["HK0000320223.HKD","BK1526","IE00B0JY6N72.USD","LU0052756011.USD","IE0034224299.USD","LU0128525689.USD","LU1235295612.USD","IE0032431581.USD","LU1366334578.USD","HK0000306701.USD","00992","LU1046422090.SGD","LU1366334651.USD","LU0572940350.SGD","BK1193","LU0049112450.USD","HK0000320264.USD","LU2242644610.SGD","HK0000306685.HKD","LNVGY","BK1607","LU0572939691.SGD","LU0791590937.USD","LU0791591158.USD","LU1267930227.SGD","LU0264606111.USD","LU0310800965.SGD","80992"],"gpt_icon":0},{"id":"2533199729","title":"联想(00992.HK)发布个人超级智能体-“天禧个人超级智能体”","url":"https://stock-news.laohu8.com/highlight/detail?id=2533199729","media":"阿斯达克财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533199729?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 07:46","pubTimestamp":1746661560,"startTime":"0","endTime":"0","summary":"联想(00992.HK) 在“联想创新科技大会”正式发布业内首个个人超级智能体“天禧个人超级智能体”。同时推出“联想乐享企业超级智能体”、“联想城市超级智能体”及新一代联想推理加速引擎，意味着端侧AI开始规模化落地。联想集团执行副总裁兼中国区总裁刘军发表《领跑AI普惠新时代》主题演讲时表示，未来每一个人都会有一个超级智能体。天禧个人超级智能体将带来全新的人机交互体验，使用户学习更出色、娱乐生活更精彩。(ta/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-07 16:25。)AASTOCKS新闻","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250220132932107_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250220132932107_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1438461&catg=4&source=AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["IE00B0JY6N72.USD","BK1193","LU0572939691.SGD","LU1366334578.USD","LU1366334651.USD","BK1607","IE0034224299.USD","HK0000320223.HKD","LNVGY","IE0032431581.USD","LU1235295612.USD","LU0128525689.USD","LU2242644610.SGD","00992","HK0000306685.HKD","LU0264606111.USD","LU0572940350.SGD","LU0791591158.USD","LU1267930227.SGD","80992","BK1526","LU0791590937.USD","LU0310800965.SGD","LU1046422090.SGD","HK0000306701.USD","HK0000320264.USD","LU0049112450.USD","LU0052756011.USD"],"gpt_icon":0},{"id":"2533992702","title":"比亚迪即将推出的新款微型电动车成日本车企 “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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21:38","pubTimestamp":1746625131,"startTime":"0","endTime":"0","summary":"联想也强调，数据安全和隐私保护是贯穿这三大功能的基座。联想集团是一家全球化经营的公司，被问及美国关税对公司经营的影响，杨元庆表示，关税的影响会反映在产品定价上，目前基于半导体产品彼此都有豁免，但未来不确定性非常大。杨元庆表示，世界发生了很多变化，关税对大多数企业都是挑战，但并不会因为这样，全球化就会逆转，全球化不会发生根本性改变。联想集团的业务覆盖全球180个市场，目前在各个区域市场都保持均衡增长。","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=nesSN20250507214149a4757113&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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PC和智能体“小天”后，5月7日的创新科技大会上，联想正式发布了超级智能体矩阵，包括联想天禧个人超级智能体、联想乐享企业超级智能体、联想城市超级智能体及新一代联想推理加速引擎。此外，现有联想AI智能终端用户只需设备符合特定硬件要求，也可以升级并搭载天禧个人超级智能体。杨元庆还在现场聘请了首位“硅基员工”，搭载联想乐享超级智能体的 “联想乐享壹号”机器人。","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=nesSN20250507190239a6d641bf&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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元年行将过半，联想“超级智能体”已经交卷","url":"https://stock-news.laohu8.com/highlight/detail?id=2533531938","media":"爱范儿","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533531938?lang=zh_cn&edition=fundamental","pubTime":"2025-05-07 17:59","pubTimestamp":1746611945,"startTime":"0","endTime":"0","summary":"超级智能体是目前广泛流行的 Agent 理念的最新验证，也是联想在 Agent 技术和产品体验上交出的最新答卷。常规的 Agent 能够代替用户执行一些复杂的操作，完成琐碎的任务；而联想的超级智能体已经不再是被动执行指令的工具，而是具备自主认知和决策能力，并且能够不断自我学习、演进、升级的全新产物。在刚刚开幕的 2025 联想创新科技大会上，该公司发布了消费端超级智能体产品，以及面向企业的超级智能体行业解决方案。","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":"https://tech.ifeng.com/c/8jAK20hdSgI","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU1366334651.USD","LU2242644610.SGD","00992","IE0032431581.USD","HK0000320223.HKD","LU0052756011.USD","80992","IE00B0JY6N72.USD","LU0049112450.USD","HK0000320264.USD","BK1193","LU0791590937.USD","IE0034224299.USD","LU1366334578.USD","LU0264606111.USD","LU0310800965.SGD","LU0791591158.USD","LU0128525689.USD","LU0572940350.SGD","HK0000306685.HKD","LU1046422090.SGD","BK1607","LNVGY","HK0000306701.USD","BK1526","LU0572939691.SGD","LU1267930227.SGD","LU1235295612.USD"],"gpt_icon":0},{"id":"2533608162","title":"南向资金今日大幅净卖出78.66亿元。港股通（沪）方面，腾讯控股、小米集团-W分别获净卖出25.43亿港元、16.86亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2533608162","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533608162?lang=zh_cn&edition=fundamental","pubTime":"2025-05-07 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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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