02月27日消息，截止10:30，华为欧拉板块强势，拓维信息涨停，润和软件等个股涨幅居前。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 ...

今日A股开盘后，人工智能AIETF（515070）震荡为主。截至10点06分，人工智能AIETF （515070）跌1.17%，持仓股拓维信息涨停，芯原股份、光环新网、昆仑万维等涨幅居前。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 2月26日，联想智库发布《2026企业AI十大趋势》，报告揭示了AI产业在2026年的关键演进方向， 包括商业模式变革、算力与效能革命、物理AI落地、治理与需求、国产与开源等。报告指出，企业级 AI已进入价值创造的跨越期，如何将AI与业务战略、组织架构及产业生态深度协同，将成为未来一年 企业竞争的核心命题。 中信建投认为，AI大模型仍在持续迭代升级，竞争远未结束，大模型的商业变现路径畅通，正在 从"低价/免费圈地"阶段走向"为高质量付费"阶段，且带动的算力需求非常旺盛，建议关注AI应用板 块，特别是端侧AI Agent的进展。 人工智 ...

| 工业金属 | 2.4 | 22.25亿元 | 洛阳钼业 | | --- | --- | --- | --- | | 软件开发 | 1.26 | 20.25亿元 | 拓维信息 | | 垂直应用软 件 | 1.25 | 19.21亿元 | 拓维信息 | | 钢铁 | 2.25 | 18.74亿元 | 包钢股份 | *数据仅供参考，不构成投资建议 据交易所数据显示，截至2月27日开盘一小时，大盘主力资金净流出198.40亿元。主力资金流入前十大板块分别为： 有色金属（56.36亿元）、计算机（45.99 亿元）、 光伏设备（26.44亿元）、小金属（23.62亿元）、IT服务Ⅲ（23.11亿元）、IT服务Ⅱ（23.11亿元）、工业金属（22.25亿元）、 软件开发（20.25亿 元）、垂直 应用软件（19.21亿元）、 钢铁（18.74亿元）。 ...

| 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行) | | --- | --- | --- | --- | | 拓维信息 | 10 | 12.63亿元 | 计算机 | | 包钢股份 | 7.72 | 10.28亿元 | 钢铁 | | 华胜天成 | 9.31 | 9.61亿元 | 计算机 | | 双良节能 | 9.43 | 6.68亿元 | 电力设备 | | 御银股份 | 9.99 | 6.21亿元 | 计算机 | | 海兰信 | 12.12 | 6.15亿元 | 国防军_ | | 钧达股份 | 10 | 5.91亿元 | 电力设备 | | 杭钢股份 | 9.96 | 5.36亿元 | 钢铁 | | 翔鹭钨业 | 10.01 | 4.72亿元 | 有色金属 | | 洛阳钼业 | 3.65 | 4.53亿元 | 有色金属 | | 利欧股份 | 2.57 | 3.73亿元 | 机械设备 | | 东方错业 | 10.03 | 3.12亿元 | 有色金膚 | | --- | --- | --- | --- | | 厦门钨业 | 9.31 | 2.78亿元 | 有色金』 | | 信维通信 | 3.57 | ...

AI大模型相关ETF： 云计算ETF华夏（516630）聚焦国产AI软硬件算力，计算机软件+云服务+计算机设备合计权重高达 83.7%，deep seek、AI应用含量均超40%。场内综合费率仅0.20%，位居同类最低。场外联接（A类： 019868；C类：019869）。 2月27日，算力租赁板块延续拉升，同类费率最低云计算ETF华夏（516630）早盘迅速冲高一度涨超 1%。截至9点59分，持仓股中，拓维信息迅速涨停，云天励飞、网宿科技领涨，润和软件、汉得信息等 股跟涨。 消息面上，谷歌正式发布新一代图像生成模型——Nano Banana 2，主打更快、更便宜、更易用的高质 量图像生成能力。Nano Banana 2基于Gemini 3.1 Flash Image构建。支持实时联网、多语言文字渲染、一 次直出4K图像，可保持14个主体特征一致性。在全球文生图基准测试中夺冠，全面压制GPT-Image 1.5 等竞品，甚至超越Nano Banana Pro。价格仅0.0672美元/张，为Pro版一半。 中信建投研报称，当前算力板块的走势受到多重因素的影响，板块的持仓情况较为沉重，短期内可能面 临一定的调整压 ...

Group 1 - Huawei's computing concept has shown repeated strength, indicating a positive trend in the sector [1] - Huasheng Tiancheng has achieved a remarkable performance with 3 consecutive days of gains [1] - Other companies such as Tuo Wei Information and Yun Tian Li Fei have also seen significant increases, with Tuo Wei Information hitting the daily limit [1] Group 2 - The overall market sentiment in the computing sector appears to be bullish, as multiple companies are experiencing notable stock price increases [1] - Companies like Runhe Software, Softcom Power, and Shenzhou Digital are also benefiting from this upward trend [1] - The rise in stock prices for these companies suggests growing investor interest and confidence in the computing industry [1]

Core Viewpoint - The Huawei computing concept is gaining strength, leading to significant stock price increases for related companies such as Huasheng Tiancheng and Tuowei Information [1] Group 1: Market Performance - Huasheng Tiancheng reached its daily limit increase, while Tuowei Information also hit the limit [1] - Yuntian Lifi rose over 10%, and other companies like Runhe Software, Softcom Power, Changshan Beiming, Shenzhou Digital, and Tuoer Si also experienced gains [1] Group 2: Industry Developments - Huawei's chairman, Liang Hua, announced that 43 mainstream industry models are currently based on the Ascend pre-training [1] - Over 200 open-source models have been adapted to the Ascend ecosystem, facilitating the implementation of more than 6,000 solutions [1]

华为昇腾板块盘初拉升， 拓维信息涨停， 云天励飞、 首都在线、 信安世纪、 润和软件、 科大国创跟 涨。 ...

Group 1 - Company iFLYTEK is a leading player in the domestic AI sector, possessing its own Spark cognitive model with capabilities in code generation, intelligent development, research Q&A, and automated testing, and maintains a long-term deep cooperation with Huawei Cloud [1] - The model can efficiently collaborate with Huawei Cloud's CodeArts to provide AI-assisted development services across various industries including finance, government, education, industry, and healthcare [1] - The demand for enterprise-level AI coding is surging, leading to accelerated deployment in low-code development platforms, intelligent programming assistants, and industry digital solutions, with a robust income structure and growth potential [1] Group 2 - China Software is the absolute leader in the domestic software and Xinchuang industry, focusing on operating systems, databases, middleware, industry solutions, and major digital engineering services, with deep ecological binding with Huawei in various fields [2] - The comprehensive promotion of CodeArts will significantly enhance the company's software development efficiency, system iteration speed, and project delivery quality, effectively reducing R&D costs [2] - The company’s business deeply covers high-barrier industries such as finance, energy, transportation, government, and national defense, benefiting from dual dividends of policy support and industry demand [2] Group 3 - Yonyou Network is a leading vendor in the domestic enterprise cloud services and ERP sector, establishing long-term strategic cooperation with Huawei Cloud in hybrid cloud deployment, industrial internet, and digital transformation [3] - The self-developed enterprise-level AI model is fully integrated into Yonyou's BIP intelligent business platform, enhancing application development efficiency and driving high-quality growth in cloud service subscription revenue [3] - The company’s client base includes large and medium-sized enterprises, specialized and innovative companies, and growing SMEs, with increasing penetration in various industries [3] Group 4 - Oriental Guxin specializes in big data platforms, cloud computing services, industrial internet, and industry digital solutions, maintaining stable cooperation with Huawei in several areas [4] - The company provides integrated services in intelligent development, system integration, and data middle platform construction, with high business barriers and strong customer stickiness [4] - The AI coding tools' widespread adoption will significantly improve efficiency in large digital project delivery and core system iteration [4] Group 5 - Runhe Software is a core ecological co-builder of Huawei's open-source Harmony and Euler operating systems, participating deeply in ecological construction and adaptation development [5] - The company collaborates closely with Huawei Cloud in AI development tools, low-code platforms, and industry solutions, significantly enhancing application development and project delivery efficiency [5] - The widespread adoption of AI coding tools will effectively shorten project cycles, reduce R&D costs, and improve product stability [5] Group 6 - Digital China is a leading cloud management service and digital solution provider, deeply involved in Huawei's cloud ecosystem, offering a range of services including application development and digital transformation [6] - The company benefits from the growing demand for cloud management services and system integration as AI coding tools become prevalent in the enterprise sector [6] - Its comprehensive competitiveness continues to strengthen in various fields including digital government, intelligent manufacturing, and financial technology [6] Group 7 - Huasheng Tiancheng is a certified excellent ISV partner of Huawei, focusing on cloud computing, big data, and AI solutions, with deep collaboration in various areas [7] - The company’s products can seamlessly integrate with Huawei Cloud's CodeArts, expanding AI development service scenarios [7] - The widespread adoption of AI coding tools will significantly enhance delivery efficiency and product quality across key industries [7] Group 8 - Changshan Beiming, through its subsidiary Beiming Software, is a key ISV partner of Huawei, focusing on smart city, industrial internet, and financial technology [8] - The company collaborates deeply with Huawei Cloud in application development and data governance, with CodeArts enhancing software development efficiency [8] - The adoption of AI development tools will effectively reduce R&D costs and enhance product competitiveness [8] Group 9 - Tuo Wei Information is a strategic partner of Huawei across multiple core ecosystems, focusing on AI infrastructure and digital solutions [9] - The company provides AI development and digital services across various sectors, significantly improving code production efficiency [9] - The demand for AI coding in the enterprise sector continues to rise, leading to sustained business growth [9] Group 10 - Hand Information is a core partner of Huawei Cloud, focusing on enterprise digital transformation and ERP implementation services [10] - The company’s AI coding tools significantly enhance application development and system optimization efficiency [10] - The widespread promotion of CodeArts will open up long-term growth opportunities in enterprise digitalization and AI development services [10] Group 11 - Softcom Power is a leading software and digital technology service provider, deeply cooperating with Huawei Cloud to create intelligent solutions [11] - The company benefits from the widespread adoption of AI development tools, enhancing project delivery efficiency and order acquisition capabilities [11] - Its client base includes high-quality projects in finance, internet, and intelligent manufacturing [11] Group 12 - Donghua Software is a comprehensive industry solution provider, maintaining long-term cooperation with Huawei in various fields [12] - The company’s collaboration with Huawei Cloud enhances software development efficiency and project delivery quality [12] - The adoption of AI coding tools will further strengthen the company’s competitive position in the digital economy [12] Group 13 - Qiming Star is a leading enterprise in the network security sector, collaborating with Huawei in various security areas [13] - The company’s products are increasingly penetrating high-security demand industries, benefiting from the AI and security development model [13] - The demand for automated security operations and compliance code development is rapidly growing [13] Group 14 - SuperMap Software is a leading GIS platform provider, collaborating with Huawei in various fields [14] - The company’s GIS platform software is fully compatible with Huawei Cloud, enhancing industry application development efficiency [14] - The adoption of AI coding tools will accelerate the integration of GIS and AI applications [14] Group 15 - Baoxin Software is a dual leader in industrial software and IDC computing services, deeply cooperating with Huawei in various areas [15] - The company’s AI coding tools significantly enhance the efficiency and stability of industrial software development [15] - The company benefits from the growing demand for industrial AI and digital transformation [15] Group 16 - Unisplendour is a leading player in the ICT infrastructure sector, maintaining a competitive ecological partnership with Huawei [16] - The company provides integrated solutions in computing hardware, cloud platforms, and industry digital solutions [16] - The demand for AI and cloud computing is expected to drive sustained growth in the company’s performance [16] Group 17 - Shiji Information is a leader in hotel information and tourism digitalization, collaborating with Huawei in various areas [17] - The company’s AI technology enhances the efficiency of industry application development and system iteration [17] - The demand for intelligent systems in the tourism sector is expected to continue growing [17] Group 18 - Weining Health is a leader in the medical information sector, collaborating with Huawei to promote digital and intelligent upgrades [18] - The company’s products are widely used in various healthcare settings, benefiting from the growing demand for medical digitalization [18] - The adoption of AI coding tools will enhance the efficiency of medical software development [18] Group 19 - Hengsheng Electronics is a leader in financial IT, deeply cooperating with Huawei in various financial technology areas [19] - The company’s collaboration with Huawei enhances the efficiency of financial core system development [19] - The adoption of AI development tools is expected to strengthen the company’s position in the financial IT sector [19]

别再只盯着 "新三样"，中国正在用一种看不见的商品，收割全球 AI 市场。OpenRouter 最新周度数据击 穿认知：全球前十模型总 Token 量 8.7 万亿，中国模型独占 5.3 万亿，市占率高达 61%。MiniMax M2.5 以 2.45 万亿登顶榜首，Kimi K2.5、智谱 GLM-5、DeepSeek V3.2 全线霸榜 —— 这不是偶然的技术突 围，是中国 AI 从 "跟跑" 到 "主导" 的历史性拐点。 2. 字节生态：弹性算力之王 一、叙事核心：Token = 数字电力，一场永不枯竭的出口革命 Token 不是代码，是AI 时代的通用货币，更是最纯粹的电力衍生品。一个美国开发者调用智谱 API，数 据跨洋抵达中国数据中心，GPU 燃烧中国电力完成推理，结果再传回北美。电力从未出境，价值却通 过 Token 完成跨境交付，成本结构里电力 + 算力占比超 70%。中国低成本绿电 + 规模化算力集群，正 把能源优势，转化为全球 AI 服务的定价权。 这是比传统出口更性感的商业模式：不用集装箱、不耗物流、零库存，一度电变成百倍价值的智能服 务，源源不断流向全球。当全球还在比拼硬件制造，中国已 ...