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DeepSeek概念股

1,724.292

+38.2922.27%

涨家数：8

跌家数：3

平家数：- -

市盈率：- -

高：1,736.910

开：1,693.903

低：1,693.903

收：1,686.000

成交量：8.96亿

成交额：36.05亿

市值：4,027.88亿

流通市值：3,822.12亿

数据加载中...

总览新闻资讯

第四范式12月17日获主力加仓251.1万元

商汤发布如影营销智能体

商汤方舟全面升级助力视觉AI 2.0实现规模化落地

商汤科技SenseT...

德州仪器牵手优必选：一场重新定义智能制造的战略联姻

芯视界分享

商汤科技推出实时语音驱动数字人技术SekoTalk

商汤科技SenseT...

沐曦科创板IPO：联手中国AI领军企业共建国产AI算力生态

优必选获AI大模型公司订单，两部委优化集中式新能源市场报价 | 投研报告

中国能源网

商汤－Ｗ(00020)出现大手买入90.5万股，成交价$1.97，涉资178.285万

阿斯达克财经

【券商聚焦】华泰证券：展望2026年 AI能力跃迁驱动商业化全面提速

【西南机械】机器人行业周报（1208-1214): 七腾机器人入主胜通能源，智元第5000台机器人下线

机械行业研究

拿下德州仪器订单，优必选凭啥进入高端制造“试炼场”

11月工业机器人产量增长超20%

国家统计局

【山西证券】研究早观点（20251217）

山西证券研究所

智通港股通持股解析|12月17日

智通财经网

AI根本性转向：从数字世界闯入物理世界，25万亿美元机器人革命启幕

6000万or1亿？机器人公司重金砸春晚：秀给资本看

金蝶国际(00268.HK)获富国基金增持2183.1万股

【产业观察】43家人形机器人产业链上市企业布局梳理

机器人全球资讯

人形机器人“抢镜”春晚：营销热潮下，商业化之路仍漫漫

ITBEAR科技资讯

金山云(KC)盘前涨超1% 通过AI云Web应用防火墙能力评估

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13:52","pubTimestamp":1765950720,"startTime":"0","endTime":"0","summary":"商汤科技凭借在生成式AI与多模态交互领域的深厚积累，推出了实时语音驱动数字人技术——SekoTalk。同时，SekoTalk还能支持多人、多语言的口型精准匹配，和超长时的稳定生成。这一技术显著提升了蒸馏模型生成的动态效果和多样性，使SekoTalk推理开销在降低25倍的情况下，仍保持教师模型良好的肢体运动效果和情绪表现力。SekoTalk提出混合参考图注入等方案，有效平衡动作多样性与画面稳定性。","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=nesSN20251217135808a6ac8ad0&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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12:13","pubTimestamp":1765944839,"startTime":"0","endTime":"0","summary":"强强联合沐曦，商汤科技引领国产AI算力生态这种“高性能+高适配”的特性，为商汤与沐曦的合作奠定了坚实的基础。对商汤科技来说，引入沐曦GPU集群后，商汤大装置的算力供给更加多元，有效应对了高端芯片供应风险。未来，随着合作的不断深入与拓展，商汤与沐曦有望携手更多行业伙伴，共同构建一个开放、协同、共赢的国产AI算力生态体系。","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=nesSN20251217121920a6ac40ce&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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11:07","pubTimestamp":1765940837,"startTime":"0","endTime":"0","summary":"以下为研究报告摘要：投资要点优必选斩获AI大模型公司超0.5亿人形机器人订单：近日，优必选科技与国内领先的AI大模型公司签订人形机器人销售合同，总金额超过0.5亿元人民币，产品以全球首款自主换电的工业人形机器人WalkerS2为主，将在今年内完成交付。两部委：优化集中式新能源市场报价：12月11日，国家发改委、国家能源局发布《关于优化集中式新能源发电企业市场报价的通知（试行）》。市场执行订单逐步减少，新签订单能见度有限。","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=nesSN20251217120051a6ac301f&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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10:15","pubTimestamp":1765937700,"startTime":"0","endTime":"0","summary":"[大手成交]商汤－Ｗ(00020)在上午10:15出现大手买入，成交量为90.5万，成交价为港币$1.97，涉资178.285万。至目前为止，股价跌1.5%，今日最高价为$2.0，而最低价为$1.95，总成交量为1.602亿股，总成交金额港币$3.162亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180815142908460_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180815142908460_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/news/aamm-content/AAV2512174146/aamm-all-category","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":["BK1613","BK1109","80020","00020","BK1615"],"gpt_icon":0},{"id":"2592954412","title":"【券商聚焦】华泰证券：展望2026年 AI能力跃迁驱动商业化全面提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2592954412","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592954412?lang=zh_cn&edition=fundamental","pubTime":"2025-12-17 09:38","pubTimestamp":1765935488,"startTime":"0","endTime":"0","summary":"模型端，中美两国的头部厂商仍将主导全球大模型格局，美国依托算力与后训练优势持续保持领先，国内厂商则在架构优化、注意力加速等方向形成差异化突破，Scaling Law 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09:02","pubTimestamp":1765933372,"startTime":"0","endTime":"0","summary":"截至当前，其Walker系列全年订单总额突破8亿元，领跑全球人形机器人商业化进程。该合同成为截至目前全球人形机器人领域金额最大的单一订单。德州仪器不仅采购了面向智能制造场景的Walker S2，还计划在其生产线上进行部署与应用调试，标志着优必选产品获得国际高端制造客户的认可。在2025年下半年工业人形机器人订单爆发前，优必选已依托长期技术积累，在多个赛道实现产品多元化与场景落地。","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=nesSN20251217091503a6ab8a9e&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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08:52","pubTimestamp":1765932753,"startTime":"0","endTime":"0","summary":"近日，国家统计局新闻发布会介绍，11月全国工业机器人产量达7.02万套，同比增长20.6%，连续三个月保持20%以上高增，1—11月累计产量67.4万套，同比增幅29.2%，全年有望突破70万套，再创历史纪录。国家统计局指出，高端装备与高技术制造业增加值分别快于规上工业2.9和3.6个百分点，机器人作为智能制造的核心执行单元，其高速增长既反映新质生产力加快形成，也为全年规上工业利润改善提供关键支撑，预示2026年行业仍将维持两位数高景气。","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=nesSN20251217085812a6ab7a96&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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07:05","pubTimestamp":1765926306,"startTime":"0","endTime":"0","summary":"来源：智能制造IMS本文将对我国市场43家人形机器人产业链相关的上市公司布局及其2025中报进行了系统梳理，以供参考。财报指出，公司将持续投入人形机器人无框力矩电机、关节模组伺服驱动器等项目，进一步巩固人形机器人核心部件领先地位。","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=nesSN20251217071826a6ab294b&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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02:33","pubTimestamp":1765910032,"startTime":"0","endTime":"0","summary":"尽管智元方面否认了这一说法，宇树科技尚未公开回应，但这一话题仍激起公众对人形机器人行业营销策略的热烈讨论。去年蛇年春晚，宇树科技的机器人凭借精彩表演登上热搜榜，这种宣传效果远非普通商业推广所能比拟。当前，人形机器人行业正经历前所未有的发展热潮。全国已有超过150家人形机器人企业，其中半数以上为初创或跨界进入者。虽然近年来人形机器人在技术上取得显著进步，从简单动作到复杂自主行为，但商业应用仍面临挑战。","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=nesSN20251217025630a6aa96da&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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+”产业生态大会上，中国信通院公布了可信安全最新评估结果，金山云Web应用防火墙凭借综合实力成功通过“AI云Web应用防火墙能力评估”。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/ZjY1NDI1NzQxNDM1Mw==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZjY1NDI1NzQxNDM1Mw==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"295428","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1517","BK4608","BK1607","BK4607","BK1518","BK4563","BK1134","BK1526","BK1586","BK1531","LU0348767384.USD","03888","BK1589","BK4116","BK1104","03896","LU0348766576.USD","BK1613","KC","BK4526"],"gpt_icon":0}],"pageSize":20,"totalPage":16,"pageCount":6,"totalSize":302,"code":"91000000","status":"200"}]}}