人工智能概念股悉数走强网易(09999)涨4.5% 机构指AI应用或迎来黄金时代

金吾财讯

Nov 24, 2025

金吾财讯 | 人工智能概念股悉数走强，截至发稿，网易(09999)涨4.5%，盛业(06069)涨4.89%，万国数据(09698)涨3.4%，百度(09888)涨2.61%，快手(01024)涨2.5%。开源证券发研报指，具备云基础设施、模型能力、用户流量优势的谷歌和阿里巴巴近期在模型和Agent 方面的进一步发力，或打造C 端AI 应用生态闭环，并将更多的垂直AI 应用整合进自身的流量入口，从而有望大幅加速AI 应用商业化，其他同样具备优势的科技巨头（如海外微软、Meta，国内腾讯、字节）相关举措也值得关注，AI 应用或迎来黄金时代。开源证券建议继续布局商业化落地较快的AI 游戏/AI广告/AI 漫剧/AI 电商等AI应用方向。（1）AI 游戏：恺英网络投资的深圳自然选择公司开发的AI 伴侣应用“EVE”已开启Taptap 等平台预约，原生AI 游戏正临近，打开游戏行业长期成长空间，供需共振下，游戏行业此轮景气向上趋势或延续，重点推荐恺英网络、巨人网络、心动公司、完美世界、腾讯控股、网易、吉比特，受益标的包括世纪华通等；（2）AI 广告：重点推荐汇量科技、引力传媒，受益标的包括蓝色光标、易点天下等；（3）AI 漫剧：重点推荐哗哩哔哩、快手、阅文集团，受益标的包括捷成股份、中文在线等；（4）AI 电商：重点推荐值得买，受益标的包括阿里巴巴；（5）AI 设计：受益标的包括美图公司等。

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href=\"https://laohu8.com/S/09999\">网易</a>、<a href=\"https://laohu8.com/S/603444\">吉比特</a>，受益标的包括<a href=\"https://laohu8.com/S/002602\">世纪华通</a>等；（2）AI 广告：重点推荐<a href=\"https://laohu8.com/S/01860\">汇量科技</a>、<a href=\"https://laohu8.com/S/603598\">引力传媒</a>，受益标的包括<a href=\"https://laohu8.com/S/300058\">蓝色光标</a>、<a href=\"https://laohu8.com/S/301171\">易点天下</a>等；（3）AI 漫剧：重点推荐哗哩哔哩、快手、<a href=\"https://laohu8.com/S/00772\">阅文集团</a>，受益标的包括<a href=\"https://laohu8.com/S/300182\">捷成股份</a>、<a href=\"https://laohu8.com/S/300364\">中文在线</a>等；（4）AI 电商：重点推荐<a href=\"https://laohu8.com/S/300785\">值得买</a>，受益标的包括<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>；（5）AI 设计：受益标的包括<a href=\"https://laohu8.com/S/01357\">美图公司</a>等。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2025-11-24 09:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 人工智能概念股悉数走强，截至发稿，<a href=\"https://laohu8.com/S/NTES\">网易</a>(09999)涨4.5%，盛业(06069)涨4.89%，<a href=\"https://laohu8.com/S/GDS\">万国数据</a>(09698)涨3.4%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>(09888)涨2.61%，<a href=\"https://laohu8.com/S/01024\">快手</a>(01024)涨2.5%。开源证券发研报指，具备云基础设施、模型能力、用户流量优势的<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>近期在模型和Agent 方面的进一步发力，或打造C 端AI 应用生态闭环，并将更多的垂直AI 应用整合进自身的流量入口，从而有望大幅加速AI 应用商业化，其他同样具备优势的科技巨头（如海外<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>，国内腾讯、字节）相关举措也值得关注，AI 应用或迎来黄金时代。开源证券建议继续布局商业化落地较快的AI 游戏/AI广告/AI 漫剧/AI 电商等AI应用方向。（1）AI 游戏：<a href=\"https://laohu8.com/S/002517\">恺英网络</a>投资的深圳自然选择公司开发的AI 伴侣应用“EVE”已开启Taptap 等平台预约，原生AI 游戏正临近，打开游戏行业长期成长空间，供需共振下，游戏行业此轮景气向上趋势或延续，重点推荐恺英网络、<a href=\"https://laohu8.com/S/002558\">巨人网络</a>、<a href=\"https://laohu8.com/S/02400\">心动公司</a>、<a href=\"https://laohu8.com/S/002624\">完美世界</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/09999\">网易</a>、<a href=\"https://laohu8.com/S/603444\">吉比特</a>，受益标的包括<a href=\"https://laohu8.com/S/002602\">世纪华通</a>等；（2）AI 广告：重点推荐<a href=\"https://laohu8.com/S/01860\">汇量科技</a>、<a href=\"https://laohu8.com/S/603598\">引力传媒</a>，受益标的包括<a href=\"https://laohu8.com/S/300058\">蓝色光标</a>、<a href=\"https://laohu8.com/S/301171\">易点天下</a>等；（3）AI 漫剧：重点推荐哗哩哔哩、快手、<a href=\"https://laohu8.com/S/00772\">阅文集团</a>，受益标的包括<a href=\"https://laohu8.com/S/300182\">捷成股份</a>、<a href=\"https://laohu8.com/S/300364\">中文在线</a>等；（4）AI 电商：重点推荐<a href=\"https://laohu8.com/S/300785\">值得买</a>，受益标的包括<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>；（5）AI 设计：受益标的包括<a href=\"https://laohu8.com/S/01357\">美图公司</a>等。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1134","symbol_name":"互联网服务与基础架构","start_time":0,"source_url":"1970162","article_id":"2585943163","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2585943163","pubTimestamp":1763948446,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 人工智能概念股悉数走强，截至发稿，网易 涨4.5%，盛业涨4.89%，万国数据涨3.4%，百度涨2.61%，快手涨2.5%。开源证券建议继续布局商业化落地较快的AI 游戏/AI广告/AI 漫剧/AI 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人工智能概念股悉数走强，截至发稿，网易(09999)涨4.5%，盛业(06069)涨4.89%，万国数据(09698)涨3.4%，百度(09888)涨2.61%，快手(01024)涨2.5%。开源证券发研报指，具备云基础设施、模型能力、用户流量优势的谷歌和阿里巴巴近期在模型和Agent 方面的进一步发力，或打造C 端AI 应用生态闭环，并将更多的垂直AI 应用整合进自身的流量入口，从而有望大幅加速AI 应用商业化，其他同样具备优势的科技巨头（如海外微软、Meta，国内腾讯、字节）相关举措也值得关注，AI 应用或迎来黄金时代。开源证券建议继续布局商业化落地较快的AI 游戏/AI广告/AI 漫剧/AI 电商等AI应用方向。（1）AI 游戏：恺英网络投资的深圳自然选择公司开发的AI 伴侣应用“EVE”已开启Taptap 等平台预约，原生AI 游戏正临近，打开游戏行业长期成长空间，供需共振下，游戏行业此轮景气向上趋势或延续，重点推荐恺英网络、巨人网络、心动公司、完美世界、腾讯控股、网易、吉比特，受益标的包括世纪华通等；（2）AI 广告：重点推荐汇量科技、引力传媒，受益标的包括蓝色光标、易点天下等；（3）AI 漫剧：重点推荐哗哩哔哩、快手、阅文集团，受益标的包括捷成股份、中文在线等；（4）AI 电商：重点推荐值得买，受益标的包括阿里巴巴；（5）AI 设计：受益标的包括美图公司等。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}