周末消息面，SD 持续发酵，官媒自媒吹捧中国 AI 科技。DeepSeek 成最快突破 3000 万日活 APP，其 API 服务调整价格，工信部称三大运营商全面接入，众多行业纷纷接入，多家券商将相关公司列为概念股。特朗普称其不威胁美国。法国举行人工智能行动峰会，美国四大科技巨头承诺投资 3200 亿美元。比亚迪官宣天神之眼开创全民智驾时代，微软 CEO 官宣 GitHub Copilot 全面 All-in 智能体，我国智能机器人产业企业超 45 万家。同时列举了两组最热题材相关个股，包括云计算和人形机器人方面。还指出量化波动需注意避免风险。
- 股票名称 ["拓维信息","神州数码","常山北明","软通动力","润和软件","云赛智联","蜂助手","易点天下","奇安信","依米康","恒信东方","长盛轴承","拓尔思","荣联科技","中国长城","太极股份","高新兴","长亮科技","宝信软件","麒麟信安","东华软件","浪潮信息","用友网络","科大讯飞","恒生电子","南威软件","卫宁健康","杭钢股份","新开普","千方科技","光","美利云","亚康股份","平治信息","南兴股份","荣晟环保","卧龙电驱","鸣志","绿的谐波","中大力德","石头科技","拓斯达","富临精工","兆威机电","科力尔","东方精工","奥比中光","麦格米特","九号公司","拓普集团","均胜电子","三花智控","旭升集团","雷柏科技","科沃斯","雷赛智能","神州泰岳","长盈精密","水晶光电","闻泰科技","赛微电子","深南电路","华天科技","欣旺达","嵘泰股份","锋龙股份","克来机电","伊之密","德赛西威","中鼎股份","保隆科技","华金资本","奥飞娱乐","康力电梯","景嘉微","格灵深瞳","神思电子","立昂技术","联创电子","欧菲光","四维图新","华中数控","汇川技术","机器人","中飞股份","博实股份","航天科技","佳电股份","钱江摩托","万丰奥威","利欧股份","苏泊尔","佳都科技","英威腾","弘讯科技","禾川科技","赛为智能","埃斯顿","音飞储存","诺力股份","华鹏飞","今天国际","捷昌驱动","双环传动","智云股份","田中精机","科顼技术"]
- 板块名称 ["云计算","人形机器人"]
- AI智能、DeepSeek、人形机器人
- 看多看空 消息面显示AI智能新一周仍将火爆，众多公司纷纷接入相关服务，且在人工智能行动峰会等因素推动下看多。
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风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保证和承诺。