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CPO光模塊概念走強長飛光纖光纜(06869)漲6.91% 據報特朗普政府計劃取消拜登時代AI芯片限制

港股概念追蹤|傳美國或取消人工智能芯片限制半導體國產替代仍是主流（附概念股）

小米汽車就“排位模式”新增解鎖條件致歉：暫停推送，正開發測試新版本

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：經營範圍涉及新能源汽車

中国家电网

比亞迪即將推出的新款微型電動車成日本車企 “巨大威脅”！

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芯片巨頭崛起，逆襲中芯國際！狂賺56億！

半导体数据

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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":"港股概念追蹤|傳美國或取消人工智能芯片限制    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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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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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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":"中興通訊拓展雲電腦形態：兩款創新終端打開市場空間","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_tw&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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