港股详情

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丘钛科技

7.430

-0.070-0.93%

成交量：1,619.06万

成交额：1.23亿

市值：88.42亿

市盈率：28.90

高：7.820

开：7.480

低：7.320

收：7.500

数据加载中...

总览公司新闻公告

丘钛科技盘中异动下午盘急速下挫5.08%报7.470港元

【券商聚焦】国金证券：AI端侧应用正在加速有望给IOT硬件产品带来创新和新的机遇

丘钛科技02月14日遭主力抛售404万元

华盛早报 | 特斯拉连跌五日创去年11月来新低！传苹果、阿里联手在中国开发AI功能

《大行》招银国际：比亚迪(01211.HK)促进中国智驾采用比亚迪电子(00285.HK)舜宇(02382.HK)丘钛(01478.HK)瑞声(2018.HK)等受惠

阿斯达克财经

港股异动 | 手机产业链延续涨势传苹果携手阿里开发AI功能机构称AI功能与新机型有望拉动出货量

港股公告掘金 | 中芯国际2024年股东应占利润4.93亿美元同比减少45.4%

丘钛科技1月销售摄像头模组3589.7万件，同比减少10.2%

【券商聚焦】招银国际指比亚迪智驾进展显著加快料供应链公司将有望受益

丘钛科技(01478)1月手机摄像头模组销量约3469.9万件环比增加13.4% 同比减少10.8%

丘钛科技(01478.HK)1月摄像头模组销量按年跌10.2%

阿斯达克财经

苹果概念部分扬升舜宇光学科技(02382)涨近4% 机构指苹果若推折叠产品或带动果链折叠屏产业投资机会

【部分港股苹果概念股走强舜宇光学科技涨超6%】截至发稿，舜宇光学科技(02382.HK)涨6.18%、比亚迪电子(00285.HK)涨2.95%、丘钛科技(01478.HK)涨1%。消息方面，高盛预计，舜宇光学科技下半年的营收将同比增长11%，主要得益于车载镜头销售的增长以及手机镜头组合的升级。该行将舜宇光学科技的H股目标价从70.4港元上调至80.1港元，并维持其中性评级。

【券商聚焦】中信里昂：DeepSeek模型崛起加速推动AI应用普及推荐比亚迪电子(00285)等

大摩：补贴助力中国智能手机出货量大增小米(01810)等厂商有望成大赢家

港股电子零件板块尾盘涨幅持续扩大，比亚迪电子(00285.HK)涨超20%，舜宇光学科技(02382.HK)涨超10%，

异动解读 | 受益于 AI 赋能的智能手机增长,丘钛科技(01478)盘中大涨5%

丘钛科技盘中异动股价大涨5.06%

【券商聚焦】国元国际予丘钛科技(01478)“买入”评级指AI应用持续渗透有助于手机销量和规格提升

丘钛科技02月04日获主力加仓272万元

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16:17","pubTimestamp":1739521040,"startTime":"0","endTime":"0","summary":"02月14日, 丘钛科技股价跌1.63%，报收7.87元，成交金额6555万元，换手率0.70%，振幅4.25%，量比1.08。丘钛科技今日主力资金净流出404万元，上一交易日主力净流出83万元。该股近5个交易日下跌1.51%，主力资金累计净流入92万元；近20日主力资金累计净流入3415万元，其中净流入天数为10日。","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=nesSN20250214161852abcea2bc&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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10:08","pubTimestamp":1739326080,"startTime":"0","endTime":"0","summary":"招银国际认为，比亚迪加快推进智能驾驶的步伐以及强大的新车型管线，将促进中国智能驾驶的普及，认为比亚迪电子、英恒科技、舜宇光学、丘钛科技、高伟电子、瑞声科技、京东方精电、立讯精密和鸿腾等将受惠，全数给予“买入”评级。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230710124608214_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230710124608214_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/analysis/china-hot-topic-content.aspx?id=NOW.1416554&catg=4&source=AAFN","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":"aastocks_highlight","symbols":["LU0289961442.SGD","LU0143863198.USD","LU0320764599.SGD","LU1146622755.USD","LU2097828805.USD","LU0175139822.USD","LU0516422366.SGD","LU2097828631.EUR","LU2328871848.SGD","LU0449509016.USD","BYDDY","SG9999015952.SGD","00285","02382","LU1868837722.USD","HYDD.SI","LU1242518931.SGD","LU0052750758.USD","SG9999015978.USD","01211","LU1861214812.USD","LU0348805143.USD","BK0072","BK1504","LU0516423174.USD","LU2097828557.USD","01478","LU2097828474.EUR","LU2360107325.USD","LU2348774022.SGD","IE00BD6J9T35.USD","LU0348735423.USD","LU0979878070.USD","LU0823426480.USD","LU0289739343.SGD","SG9999002463.SGD","LU0588546209.SGD","BK0014","LU0823414478.USD","BK0196","SG9999006597.SGD","LU0593848301.USD","LU1820825898.SGD","EVS.SI","81211","BK1149","LU2097828714.EUR","BK1515","BK1610"],"gpt_icon":1},{"id":"2510396843","title":"港股异动 | 手机产业链延续涨势 传苹果携手阿里开发AI功能 机构称AI功能与新机型有望拉动出货量","url":"https://stock-news.laohu8.com/highlight/detail?id=2510396843","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510396843?lang=zh_cn&edition=fundamental","pubTime":"2025-02-12 09:44","pubTimestamp":1739324657,"startTime":"0","endTime":"0","summary":"消息面上，苹果和阿里巴巴据称将合作为中国iPhone用户开发AI功能。知情人士对媒体透露，此举是苹果应对在中国销售下滑的策略之一，旨在提供更具吸引力的软件功能。招银国际此前发表研报指，由于Apple Intelligence在上半年更多市场推出及中国手机补贴政策推出，该行预计新AI功能和即将推出的5款新iPhone机型将有望拉动2025年iPhone出货量。该行预计平均售价在3500元左右的智能手机最有可能受益，该行认为安卓智能手机厂商可能会处于更有利地位的观点。","market":"us","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://www.zhitongcaijing.com/content/detail/1248687.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01478","LU2237443622.USD","LU1066053197.SGD","LU2247934214.USD","BK4585","LU0234572021.USD","LU1037948897.HKD","LU1917777945.USD","LU0238689110.USD","SG9999015952.SGD","02382","SG9999000418.SGD","LU2108987350.USD","IE00B1BXHZ80.USD","LU2125154778.USD","LU2471134952.CNY","LU0965508806.USD","BABA","LU0979878070.USD","IE00BSNM7G36.USD","LU0061474960.USD","BK4566","LU0203201768.USD","LU1582987324.SGD","LU2552382132.HKD","LU1582986359.USD","02018","LU0661504455.SGD","LU0265550359.USD","LU2133065610.SGD","LU1051768304.USD","LU0323591593.USD","LU0784383803.USD","MACW.SI","AAPL","BK4576","BK4581","LU1551013425.SGD","LU1548497426.USD","LU1935042991.SGD","LU0868494617.USD","LU1642822529.SGD","IE00BN8TJ469.HKD","LU0724617625.USD","09988","LU1934455194.USD","IE00BJTD4V19.USD","LU1048596156.SGD","IE00B4JS1V06.HKD"],"gpt_icon":1},{"id":"2510338657","title":"港股公告掘金 | 中芯国际2024年股东应占利润4.93亿美元 同比减少45.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2510338657","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510338657?lang=zh_cn&edition=fundamental","pubTime":"2025-02-11 22:55","pubTimestamp":1739285716,"startTime":"0","endTime":"0","summary":"【重大事项】古茗(01364)以上限定价 公开发售获194.87倍认购艾美疫苗(06660)：mRNA带状疱疹疫苗已申报临床 T细胞免疫、IgG抗体滴度、膜抗原萤光抗体滴度均显著高于市售重组亚单位疫苗科伦博泰生物-B(06990)：核心产品芦康沙妥珠单抗(SAC-TMT)于2025年ASCO GU癌症研讨会上公布研究成果敏华控股(01999)获控股股东黄敏利增持300万股【财报数据】中芯国际(00","market":"sh","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://www.zhitongcaijing.com/content/detail/1248602.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1607","BK1096","LU1064131003.USD","YANG","BK1558","688981","00551","BK1594","BK1179","LU0449509016.USD","SGXZ81163826.USD","LU0823040885.USD","LU2148510915.USD","BK0214","LU1064130708.USD","BK1163","LU0054450605.USD","BK1526","BK1154","HSTECH","LU0531970944.HKD","01478","00981","HSCEI","LU0449515922.USD","SGXZ49509284.SGD","00916","01364","BK1610","BK1168","BK1504","LU0214875030.USD","LU0254981946.USD"],"gpt_icon":1},{"id":"2510801461","title":"丘钛科技1月销售摄像头模组3589.7万件，同比减少10.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2510801461","media":"爱集微","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510801461?lang=zh_cn&edition=fundamental","pubTime":"2025-02-11 18:50","pubTimestamp":1739271021,"startTime":"0","endTime":"0","summary":"2月11日，丘钛科技发布公告称，1月共销售摄像头模组35,897千件，同比减少10.2%；销售指纹识别模组16,674千件，同比增长41.5%。具体来看，摄像头模组中，3200万像素及以下手机摄像头模组1月的销量为15,770千件，同比减少23%；3200万像素及以上手机摄像头模组销量为18,929千件，同比增长2.7%。其他领域摄像头模组销量为1,198千件，同比增长10.8%。","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=nesSN20250211185108961f17e8&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250211185108961f17e8&s=b","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":"tencent","symbols":["01478","BK1179","BK1504","BK1096"],"gpt_icon":0},{"id":"2510808495","title":"【券商聚焦】招银国际指比亚迪智驾进展显著加快 料供应链公司将有望受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2510808495","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510808495?lang=zh_cn&edition=fundamental","pubTime":"2025-02-11 17:16","pubTimestamp":1739265396,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招银国际表示，2月10日，比亚迪在深圳总部举行的“汽车智能化战略”发布会上宣布，将在所有价格超过10万元的车型和3款价格低于10万元的车型上搭载其“天神之眼”先进智能驾驶系统。首批21款车型均配备行业领先的端到端大型语言模型LLM、5个毫米波雷达、12个摄像头和12个超声波雷达。由于比亚迪智能驾驶进展今年显著加快，该行认为智驾供应链包括域控制器/传感器/连接器/显示等零部件公司将有望受益，包括比亚迪电子（ADAS/域控制器）、舜宇光学科技/丘钛科技/高伟电子/瑞声科技（摄像头/LDAR/雷达）、京东方精电（显示器）、瑞声科技（声学）和立讯精密/鸿腾精密（连接器）。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1952927","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":["LU2097828714.EUR","LU0289739343.SGD","LU1242518857.USD","01211","LU0359201612.USD","EVS.SI","LU2778985437.USD","BYDDY","BK1119","LU1868837565.USD","BK1594","LU0211977185.USD","81211","LU0708995583.HKD","02018","01478","02382","LU1064131003.USD","002594","HYDD.SI","BK1522","06088","LU1242518931.SGD","SG9999015986.USD","BK0196","LU0516422440.USD","LU0254981946.USD","LU0823426480.USD","LU1781817850.SGD","BK1504","LU2097828805.USD","LU0348767384.USD","BK1580","SG9999006514.SGD","BK0264","SG9999006597.SGD","LU1868838027.USD","LU1831875114.USD","SG9999002463.SGD","LU0511384066.AUD","LU0531970944.HKD","LU1808992512.USD","LU0320764599.SGD","BK1096","LU2097828631.EUR","LU2097828557.USD","LU0516423091.SGD","LU0326950275.SGD","BK1179"],"gpt_icon":0},{"id":"2510872940","title":"丘钛科技(01478)1月手机摄像头模组销量约3469.9万件 环比增加13.4% 同比减少10.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2510872940","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510872940?lang=zh_cn&edition=fundamental","pubTime":"2025-02-11 16:35","pubTimestamp":1739262947,"startTime":"0","endTime":"0","summary":"智通财经APP讯，丘钛科技 发布公告，于2025年1月，手机摄像头模组销量约3469.9万件，环比增加13.4%，同比减少10.8%。摄像头模组销售数量合计3589.7万件，环比增加12.3%，同比减少10.2%。摄像头模组销售数量环比增加主要是由于客户项目周期因素，同比减少主要是由于本集团继续专注于以中高端产品为核心的产品策略，减少了3200万像素以下摄像头模组项目的承接。","market":"us","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://www.zhitongcaijing.com/content/detail/1248306.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1179","01478","BK1504","BK1096"],"gpt_icon":0},{"id":"2510872750","title":"丘钛科技(01478.HK)1月摄像头模组销量按年跌10.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2510872750","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510872750?lang=zh_cn&edition=fundamental","pubTime":"2025-02-11 16:31","pubTimestamp":1739262660,"startTime":"0","endTime":"0","summary":"丘钛科技(01478.HK) 公布最新经营数据，今年1月摄像头模组销售数量共3,589.7万件，按年下跌10.2%，按月计则增长12.3%。公司解释，按年下跌主要由于期内继续专注于以中高端产品为核心的产品策略，减少承接3,200万像素以下摄像头模组项目。当中，手机摄像头模组销量按年下跌10.8%至3,469.9万件，按月比较升13.4%。该月指纹识别模组销量达约1,667.4万件，按年增长41.5%，按月跌18.2%。(gc/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-11 16:25。)AASTOCKS新闻","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230920111628582_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230920111628582_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/aafn-con/NOW.1416362/latest-news/AAFN","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":"aastocks_highlight","symbols":["BK1504","BK1096","BK1179","01478"],"gpt_icon":0},{"id":"2510821222","title":"苹果概念部分扬升 舜宇光学科技(02382)涨近4% 机构指苹果若推折叠产品 或带动果链折叠屏产业投资机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2510821222","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510821222?lang=zh_cn&edition=fundamental","pubTime":"2025-02-11 13:44","pubTimestamp":1739252692,"startTime":"0","endTime":"0","summary":"金吾财讯 | 苹果概念部分扬升，舜宇光学科技(02382)涨3.82%，比亚迪电子(00285)涨3.41%，丘钛科技(01478)涨0.75%。Counterpoint Research 发布 2024年全球手机畅销排行榜，iPhone15 基础款成为 24 年全球最畅销手机，苹果和三星的机型继续主导榜单前十。华安证券报告指出，根据台湾经济日报的报道，苹果计划于2026年秋季推出首款折叠iPhone，并在2027年推出折叠iPad和MacBook，进一步拓展折叠装置市场。苹果折叠形态的发布叠加苹果 Al 能力的加持或将进一步带动苹果产业链折叠屏个股的产品创新和产业投资机会。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/NDQ1MWJhN2NhODAzMzgwYTAyY2UxMDMzODA5NjE3NDc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NDQ1MWJhN2NhODAzMzgwYTAyY2UxMDMzODA5NjE3NDc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1952895","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0234572021.USD","BK1540","MACW.SI","SG9999000418.SGD","LU1066051498.USD","IE000W1ABFV2.USD","LU0957791311.USD","LU2505996681.GBP","LU0149725797.USD","LU1211504680.USD","IE000KEQY171.SGD","BK4550","IE0003U64NQ7.SGD","LU2403377893.USD","LU2505996509.AUD","LU0234570918.USD","LU1571399168.USD","LU1582987324.SGD","IE00BKDWB100.SGD","SG9999014880.SGD","01478","BK1515","LU1989764664.SGD","BK4512","LU2430703095.HKD","LU0823434740.USD","LU1815336760.USD","LU2420271590.USD","LU2087621335.USD","02382","LU1046421795.USD","LU1868837300.USD","LU2092627202.USD","LU2097344431.USD","LU1917777945.USD","LU2250418816.HKD","LU0882574139.USD","LU1989771016.USD","IE00B19Z8X17.USD","SG9999018865.SGD","LU0080751232.USD","LU2108987350.USD","LU0784385170.HKD","LU0056508442.USD","LU0640476718.USD","LU0738911758.USD","LU1066051811.HKD","LU2077746001.SGD","BK4170"],"gpt_icon":0},{"id":"2510868849","title":"【部分港股苹果概念股走强 舜宇光学科技涨超6%】截至发稿，舜宇光学科技(02382.HK)涨6.18%、比亚迪电子(00285.HK)涨2.95%、丘钛科技(01478.HK)涨1%。消息方面，高盛预计，舜宇光学科技下半年的营收将同比增长11%，主要得益于车载镜头销售的增长以及手机镜头组合的升级。该行将舜宇光学科技的H股目标价从70.4港元上调至80.1港元，并维持其中性评级。","url":"https://stock-news.laohu8.com/highlight/detail?id=2510868849","media":"金融界","labels":["dataReport","rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510868849?lang=zh_cn&edition=fundamental","pubTime":"2025-02-11 09:51","pubTimestamp":1739238691,"startTime":"0","endTime":"0","summary":"截至发稿，舜宇光学科技(02382.HK)涨6.18%、比亚迪电子(00285.HK)涨2.95%、丘钛科技(01478.HK)涨1%。消息方面，高盛预计，舜宇光学科技下半年的营收将同比增长11%，主要得益于车载镜头销售的增长以及手机镜头组合的升级。该行将舜宇光学科技的H股目标价从70.4港元上调至80.1港元，并维持其中性评级。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/11095148068129.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,rating","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["YANG","HSCEI","01478","02382","HSTECH"],"gpt_icon":0},{"id":"2510252000","title":"【券商聚焦】中信里昂：DeepSeek模型崛起加速推动AI应用普及 推荐比亚迪电子(00285)等","url":"https://stock-news.laohu8.com/highlight/detail?id=2510252000","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510252000?lang=zh_cn&edition=fundamental","pubTime":"2025-02-10 13:33","pubTimestamp":1739165609,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信里昂在报告中支持，随着DeepSeek模型的崛起，该行此前认为2025年是人工智能 应用突破年这一观点得到了进一步验证。模型规模的缩小以及推理成本的降低，正在加速推动AI应用的普及。该行指出，AI应用的主要领域集中在边缘AI设备、AI自动驾驶以及AI手机。在港股市场中，中信里昂推荐的个股包括比亚迪电子、瑞声科技、金蝶国际、高伟电子以及小米。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1952805","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":["00285","01347","01478","01415","02382","02018","00020","00981","00268","01810","00354"],"gpt_icon":0},{"id":"2509679580","title":"大摩：补贴助力中国智能手机出货量大增 小米(01810)等厂商有望成大赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=2509679580","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2509679580?lang=zh_cn&edition=fundamental","pubTime":"2025-02-07 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