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新IT概念

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中興通訊發力AI應用

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中興通訊2024年政企業務同比增36% “連接+算力”轉型初見成效

港股DeepSeek概念股持續走強，金蝶國際大漲逾20%

老虎资讯综合

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金山軟件盤中異動早盤股價大漲5.10%報44.300港元

雷軍、馮興亞、何小鵬、張興海等代表、委員共話汽車業：競爭趨於良性，反內捲成共識

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阿斯达克财经

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聯想控股(03396)漲4.82% 2024年有望轉賺3億人民幣機構料今年AI PC份額將增長至30%

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11:05","pubTimestamp":1741230348,"startTime":"0","endTime":"0","summary":"3月6日，港股DeepSeek概念股全线上涨，$美图公司(01357)$涨近7%，$金蝶国际(00268)$、$优必选(09880)$涨超6%，$金山云(KC)$涨近6%，$万国数据(GDS)$、$第四范式(06682)$涨超4%。","market":"hk","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"27c2d91c727a811a741bd24d7effe69a","theme_name":"🔥熱榜No.1 · 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11:01","pubTimestamp":1741230060,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　金山云（03896）早盘一度涨超8%，截至发稿，股价上涨6.74%，现报9.34港元，成交额9.96亿港元。\n　　里昂发布研报称，金山云的GenAI收入将在今年增长60%至约20亿元人民币，增量收入主要来自小米在自动驾驶方面的培训需求，约4至5亿元，以及来自AILLM创业公司的扩大需求，约1至2亿元。值得注意的是，金山云将于3月19日举行董事会会议以审批第四季度业绩。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","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":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-03-06/doc-inensrzt1041489.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1104","BK4116","KC","BK4608","BK1518","BK1586","BK1607","BK1134","03896","03888","BK1589","BK1517","BK1531","BK4563","BK4607","BK1613","BK1526","BK4526"],"gpt_icon":0},{"id":"2517906605","title":"金山軟件盤中異動 早盤股價大漲5.10%報44.300港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2517906605","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517906605?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 11:00","pubTimestamp":1741230031,"startTime":"0","endTime":"0","summary":"2025年03月06日早盘11时00分，金山软件股票出现异动，股价快速拉升5.10%。金山软件股票所在的应用软件行业中，整体涨幅为1.34%。消息层面，截至11时00分，《野村：维持金山软件“买入”评级 升目标价至51港元》资讯为影响金山软件的重要信息。该信息摘要如下：野村发布研报称，维持金山软件“买入”评级，基于SOTP估值，将集团目标价由35港元上调46%至51港元，下调金山软件2024-2025年盈利0.9-3.5%，调高2026年盈利3.2%。","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=nesSN20250306110031a261aa08&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, 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10:52","pubTimestamp":1741229520,"startTime":"0","endTime":"0","summary":"　　汽车行业“内卷”、恶性竞争问题逐渐向好。其中指出，加快建立健全基础制度规则，破除地方保护和市场分割，打通市场准入退出、要素配置等方面制约经济循环的卡点堵点，综合整治“内卷式”竞争。　　全国人大代表，广汽集团党委书记、董事长、总经理冯兴亚表示，目前，汽车行业的竞争正逐渐趋于良性，这在汽车行业从上到下已经形成共识，行业自身也在进行调整，且对汽车行业“内卷”、恶性竞争问题的逐渐向好充满了期待。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2025-03-06/doc-inensrzp6912991.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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10:35","pubTimestamp":1741228500,"startTime":"0","endTime":"0","summary":"[大手成交]小米集团－Ｗ(01810)在上午10:35出现大手卖出，成交量为26.88万，成交价为港币$54.15，涉资1.456千万。至目前为止，股价升0.092%，今日最高价为$56.3，而最低价为$53.85，总成交量为1.869亿股，总成交金额港币$102.955亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png"],"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/AAT2503067509/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":["LU0572944931.SGD","LU0708995583.HKD","LU1282648689.USD","HXXD.SI","LU0348814723.USD","LU2097828714.EUR","01810","LU0359202008.SGD","LU2778985437.USD","LU0307460666.USD","LU0918141887.USD","LU0164880469.USD","81810","LU0417516902.SGD","BK1607","LU0823038988.USD","LU0211977185.USD","LU0499858438.USD","LU1880383440.USD","LU0918141705.HKD","LU0348827113.USD","LU2097828631.EUR","BK1589","BK1575","LU1770036033.HKD","LU1719994722.HKD","LU1956131251.USD","XIACY","LU1808992512.USD","LU0359201885.HKD","LU1981816686.USD","LU0345776255.USD","LU0314109678.HKD","LU1481107354.HKD","LU0823397103.USD","LU0417516738.SGD","LU2039709279.SGD","LU0823413587.USD","LU0348816934.USD","LU0634319403.HKD","LU0052750758.USD","LU1770034418.SGD","BK1521","LU2097828805.USD","LU1251922891.USD","LU1880383366.USD","LU1794554557.SGD","LU0823413660.USD","LU0051755006.USD","LU0823426480.USD"],"gpt_icon":0},{"id":"2517905316","title":"雷軍：我反對內卷！","url":"https://stock-news.laohu8.com/highlight/detail?id=2517905316","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517905316?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 10:32","pubTimestamp":1741228320,"startTime":"0","endTime":"0","summary":"专题：中国经济前景广阔、大有可为——2025全国两会财经特别报道\n\n\n　　3月4日，全国人大代表雷军接受央视专访。谈到行业同质化竞争加剧带来的内卷现象，他呼吁产业发展要强调科技创新、强调个性化和高端化发展，以差异化创新破局内卷；同时，也要反对不公平竞争，诋毁同行等行为，维持良好的市场秩序。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨赐","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/china/2025-03-06/doc-inensrzp6912275.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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預期2024年度權益持有人利潤較2023年度改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2517908441","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517908441?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 10:22","pubTimestamp":1741227720,"startTime":"0","endTime":"0","summary":"　　联想控股早盘上涨5.05%，现报9.37港元，成交额2336.13万港元。　　近日，联想控股发布公告，集团预期截至2024年12月31日止年度归属于本公司权益持有人的净亏损/利润介于亏损约人民币8亿元至盈利约人民币3亿元。　　公告称，本年度业绩较2023年度改善主要由于：本公司产业运营板块的附属公司联想集团有限公司业绩同比大幅增长；及受益市场环境回暖，本公司产业孵化与投资板块的投资业务亏损同比减少。","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":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-03-06/doc-inensrzp6901953.shtml","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":"sina","symbols":["03396","BK1193","BK1607"],"gpt_icon":0},{"id":"2517390381","title":"中芯國際(00981)出現大手買入18.15萬股，成交價$57.95，涉資1.052千萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2517390381","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517390381?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 10:20","pubTimestamp":1741227600,"startTime":"0","endTime":"0","summary":"[大手成交]中芯国际(00981)在上午10:20出现大手买入，成交量为18.15万，成交价为港币$57.95，涉资1.052千万。至目前为止，股价升5.369%，今日最高价为$58.1，而最低价为$56.0，总成交量为6.038千万股，总成交金额港币$34.582亿。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_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/AAT2503066698/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":["BK1163","LU1064131003.USD","BK1607","SGXZ49509284.SGD","SGXZ81163826.USD","LU2148510915.USD","LU1064130708.USD","00981","BK0214","688981","BK1526","BK1610"],"gpt_icon":0},{"id":"2517055609","title":"適度放寬科技企業併購貸款政策試點啓動，港股科技30ETF漲超4%，明源雲漲超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2517055609","media":"21世纪经济报道","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517055609?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 10:13","pubTimestamp":1741227218,"startTime":"0","endTime":"0","summary":"港股科技30ETF紧密跟踪恒生港股通中国科技指数。消息面上，3月5日，国家金融监督管理总局发布消息，金融监管总局近期组织开展适度放宽科技企业并购贷款政策试点工作。据金融监管总局有关司局负责人介绍，金融监管总局开展适度放宽科技企业并购贷款政策的试点，推动更多金融资源用于促进科技创新，加快构建同科技创新相适应的科技金融体制，助力新质生产力发展、高水平科技自立自强和科技强国建设。","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=nesSN20250306102206989def69&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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的算法优势开拓新发展空间，重点受益板块涵盖代工、GPU、ASIC 芯片等各个环节。","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=nesSN20250306103557989df39b&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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震荡走强，截至发稿，涨4.82%，报9.35港元，成交额1911万港元。Canalys预测，AI PC在Windows PC市场的份额将从2024年的不到10%增长到2025年的30%，并在2026年达到50%。据IDC预测，2027年全球AI PC出货量将达1.5亿台，渗透率提升至79%，而中国市场的新机装配比例更将高达85%。海通证券发布研究报告称，AI PC有望推动 PC产业迎来新的发展机遇，推动传统PC进入换机周期。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954471","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":["BK1193","BK4209","BK1607","03396","PC"],"gpt_icon":0}],"pageSize":16,"totalPage":65,"pageCount":1,"totalSize":1032}]}}