【快讯】今日市场热点聚焦改革、泛AI、农业、自主可控、国产算力、澳门回归、量子科技及脑机接口等领域。中Y农村工作会议召开，农业板块受关注；豆包发布视觉理解模型，泛AI概念股活跃；深圳发放“算力券”降低AI研发成本，国产算力板块迎利好。鸿蒙系统方面，2025年或成鸿蒙信创元年，鸿蒙PC及产业终端鸿蒙化备受期待。字节AI终端布局加速，豆包DAU接近900万，推动AI终端变革。市场关注云厂商及端侧硬件合作伙伴，AI产业2025年有望迎来新叙事。
- 股票名称 ["中粮科工","大唐电信","上海三毛","中材节能","中国海诚","中国海防","卓翼科技","法本信息","博瑞传播","粤传媒","润欣科技","星宸科技","神农种业","天源迪科","华英农业","智慧农业","天虹股份","国民技术","台基股份","瑞斯康达","大港股份","佳力图","网宿科技","紫天科技","亚康股份","寒武纪","世纪鼎利","华金资本","新华锦","恒基达鑫","复日复华","达华智能","格尔软件","海能达","星光股份","神州信息","爱朋医疗","创新医疗","盈趣科技","麒盛科技","南京熊猫","诚益通","软通动力","亚信安全","福昕软件","诚迈科技","东方中科","中国软件国际","智微智能","拓维信息","寒武纪","工业富联","华勤技术","沃尔核材","精达股份","神宇股份","博创科技","兆龙互联","生益电子","沪电股份","胜宏科技","深南电路","英维克","高澜股份","麦格米特","欧陆通","泰嘉股份","小米集团","漫步者","亿道信息","国光","歌尔股份","天键股份","佳禾智能","乐鑫科技","星宸科技","富瀚微","全志科技","兆易创新","普冉股份","博士眼镜","明月镜片"]
- 板块名称 ["央企上市公司","泛AI","农业/乡村振兴","自主可控/国产芯片","国产算力","澳门回归25周年","量子科技","脑机接口","鸿蒙","字节AI终端"]
- 关键词 鸿蒙、豆包、AI终端
- 看多看空 ["市场热点包括改革、泛AI、农业/乡村振兴等，鸿蒙PC从0到1的发展，以及字节AI终端的布局，均显示出市场潜力和增长机会。"]
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