{"id":617624,"date":"2026-01-28T03:31:37","date_gmt":"2026-01-28T11:31:37","guid":{"rendered":"https:\/\/nai500.com\/?p=617624"},"modified":"2026-01-28T03:31:37","modified_gmt":"2026-01-28T11:31:37","slug":"10-26","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/01\/10-26\/","title":{"rendered":"10\u4e2a\u5728\u65b0\u4e1c\u65b9\u8d85\u9884\u671f\u540e\u53ef\u5e03\u5c40\u7684\u4e2d\u56fd\u5347\u7ea7\u8d5b\u9053"},"content":{"rendered":"

\u65b0\u4e1c\u65b9\u6700\u8fd1\u4e00\u5b63\u7684\u4e1a\u7ee9\u4e0d\u4ec5\u4ec5\u662f\u8d85\u9884\u671f\u3002\u5b83\u66f4\u50cf\u4e00\u4efd\u84dd\u56fe\u3002\u8425\u4e1a\u6536\u5165\u589e\u957f14.7%\uff0c\u8425\u4e1a\u5229\u6da6\u98d9\u5347244.4%\uff0c\u4ee5\u53ca\u4e00\u5957\u6709\u7eaa\u5f8b\u7684\u201cAI+\u6559\u80b2\u201d\u6218\u7565\uff0c\u5c55\u793a\u4e86\u4e2d\u56fd\u516c\u53f8\u5982\u4f55\u63d0\u5347\u4ef7\u503c\u800c\u975e\u4ec5\u4ec5\u6269\u5927\u89c4\u6a21\u3002\u975e\u5b66\u79d1\u7c7b\u8bfe\u7a0b\u5728\u7ea660\u4e2a\u57ce\u5e02\u7684\u62a5\u540d\u8fbe1,058,000\u4eba\u6b21\uff0c\u667a\u80fd\u5b66\u4e60\u8bbe\u5907\u7684\u6d3b\u8dc3\u4ed8\u8d39\u7528\u6237\u8fbe\u5230352,000\u4eba\uff0c\u516c\u53f8\u6b63\u5728\u6784\u5efa\u4e00\u4e2a\u80fd\u591f\u8d70\u5411\u5168\u7403\u7684\u5168\u56fd\u6027OMO\uff08\u7ebf\u4e0a\u7ebf\u4e0b\u878d\u5408\uff09\u9aa8\u5e72\u3002\u6295\u8d44\u8005\u5e94\u5173\u6ce8\u7684\u8981\u70b9\u662f\uff1a\u4ea7\u54c1\u5316\u7684\u5b66\u4e60\u3001AI\u6574\u5408\uff0c\u4ee5\u53ca\u4ee5\u670d\u52a1\u6a21\u5f0f\u5305\u88c5\u3001\u80fd\u591f\u4ea7\u751f\u73b0\u91d1\u6d41\u548c\u53ef\u9009\u6027\u7684\u6d88\u8d39\u8005\u4fe1\u4efb\u3002<\/p>\n

\u672c\u5b63\u5ea6\u4e3a\u4f55\u91cd\u8981<\/h3>\n

\u622a\u81f32025\u5e7411\u670830\u65e5\u7684\u8fd9\u4e00\u5b63\u5ea6\u8bb2\u8ff0\u4e86\u4e00\u4e2a\u7b80\u5355\u7684\u6545\u4e8b\uff1a\u4e2d\u56fd\u7684\u6559\u80b2\u5347\u7ea7\u4e3b\u9898\u6b63\u5728\u53d8\u73b0\u3002\u56fd\u5185\u6210\u4eba\u4e0e\u5927\u5b66\u5e94\u8bd5\u57f9\u8bad\u540c\u6bd4\u589e\u957f12.8%\uff1b\u51fa\u56fd\u8003\u8bd5\u57f9\u8bad\u589e\u957f4.1%\u3002\u975e\u5b66\u79d1\u8f85\u5bfc\u6b63\u5728\u5168\u56fd\u8303\u56f4\u6269\u5f20\uff0c\u7531AI\u589e\u5f3a\u7684OMO\u7cfb\u7edf\u652f\u6301\uff0c\u964d\u4f4e\u4e86\u4ea4\u4ed8\u6469\u64e6\u5e76\u63d0\u5347\u4e86\u5ba2\u6237\u7ec8\u751f\u4ef7\u503c\u3002\u7ba1\u7406\u5c42\u5f3a\u8c03\u7684\u8de8\u90e8\u95e8\u5ba2\u6237\u670d\u52a1\u4f53\u7cfb\u662f\u4e2d\u56fd\u5f0f\u89c4\u6a21\u5316\u7684\u7ecf\u5178\u505a\u6cd5\uff1a\u964d\u4f4e\u83b7\u5ba2\u6210\u672c\u3001\u63d0\u9ad8\u7559\u5b58\u7387\u3001\u5e76\u6269\u5927\u6bcf\u6237\u7684\u670d\u52a1SKU\u3002\u6362\u8a00\u4e4b\uff0c\u5229\u6da6\u7387\u6539\u5584\u662f\u7ed3\u6784\u6027\u7684\uff0c\u800c\u975e\u5468\u671f\u6027\u7684\u3002<\/p>\n

AI\u4e0e\u653f\u7b56\u5e26\u6765\u7684\u987a\u98ce<\/h3>\n

\u5317\u4eac\u7684\u521b\u65b0\u8bae\u7a0b\u5e76\u975e\u62bd\u8c61\u3002\u5b83\u4f53\u73b0\u5728\u8bfe\u5802\u91cc\u7684\u667a\u80fd\u5b66\u4e60\u8bbe\u5907\u3001\u9488\u5bf9\u6210\u4eba\u7684\u6309\u9700\u5e94\u8bd5\u57f9\u8bad\u4ee5\u53ca\u6570\u636e\u9a71\u52a8\u7684\u8fd0\u8425\u4e0a\u3002\u65b0\u4e1c\u65b9\u7684AI\u5d4c\u5165\u662f\u66f4\u5927\u6d6a\u6f6e\u7684\u4e00\u90e8\u5206\uff1a\u201c\u4e2d\u56fd\u5236\u90202025\u201d\u63a8\u52a8\u4e0b\uff0c\u4e2d\u56fd\u5df2\u5728\u9ad8\u94c1\u3001\u65e0\u4eba\u673a\u3001\u592a\u9633\u80fd\u3001EV\u4e0e\u9502\u7535\u6c60\u7b49\u9886\u57df\u5f62\u6210\u9886\u5148\u3002AI\u662f\u8fde\u63a5\u8fd9\u4e9b\u5236\u9020\u4e1a\u4e0e\u670d\u52a1\u4e1a\u7684\u7ebd\u5e26\u3002\u540c\u6837\u7684\u903b\u8f91\u4e5f\u5728\u63a8\u52a8\u4e2d\u56fd\u4f01\u4e1a\u8d70\u5411\u6d77\u5916\u3002M-Star Packaging\u5229\u7528AI\u9009\u5740\u5e76\u5728\u52a0\u5ddeRiverside\u6295\u4ea7\uff0c\u4e09\u4e2a\u6708\u5185\u62ff\u4e0b\u8d85\u8fc71,000\u5428\u7684\u8ba2\u5355\u3002\u8fd9\u5c31\u662f\u6709\u5229\u53ef\u56fe\u7684\u5168\u7403\u5316\u8fd0\u8425\u624b\u518c\u3002<\/p>\n

\u4ece\u6559\u80b2\u5230\u5546\u4e1a\u7684\u98de\u8f6e<\/h3>\n

\u5185\u5bb9\u3001\u8d44\u8d28\u4e0e\u5546\u4e1a\u6b63\u5728\u878d\u5408\u3002\u65b0\u4e1c\u65b9\u7684\u6d88\u8d39\u7aefEast Buy\u73b0\u5728\u7ba1\u7406801\u4e2a\u81ea\u6709\u54c1\u724cSKU\uff0c\u5e76\u6b63\u5411\u7ebf\u4e0b\u6269\u5f20\u4ee5\u6355\u83b7\u4ece\u7cae\u6cb9\u5230\u5065\u5eb7\u54c1\u7b49\u54c1\u7c7b\u7684\u589e\u91cf\u9700\u6c42\u3002SKU\u6269\u5f20\u5e76\u975e\u914d\u89d2\uff1b\u5b83\u662f\u4e3a\u4ea7\u54c1\u5f00\u53d1\u4e0e\u4eba\u624d\u4f9b\u7ed9\u63d0\u4f9b\u8d44\u91d1\u7684\u73b0\u91d1\u5f15\u64ce\u3002\u5728\u6559\u80b2\u7aef\uff0cAI\u5de5\u5177\u652f\u6301\u6559\u5e08\u3001\u964d\u4f4e\u6210\u672c\u5e76\u5b9e\u73b0\u4e2a\u6027\u5316\u5b66\u4e60\uff1b\u5728\u6d88\u8d39\u7aef\uff0c\u54c1\u724c\u4fe1\u4efb\u8f6c\u5316\u4e3a\u8f6c\u5316\u7387\u3002\u7ed3\u679c\u662f\u4e00\u4e2a\u4ee5\u6559\u5b66\u6cd5\u4e3a\u951a\u3001\u4ee5\u6570\u636e\u9a71\u52a8\u3001\u5e76\u901a\u8fc7\u9ad8\u9891\u5546\u4e1a\u5316\u53d8\u73b0\u7684\u53ef\u9632\u5fa1\u6027\u98de\u8f6e\u3002<\/p>\n

\u5341\u5927\u4e2d\u56fd\u5347\u7ea7\u8d5b\u9053<\/h3>\n

1. New Oriental Education NYSE:EDU, 9901.HK \u2013 2026\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u51c0\u6536\u5165\u540c\u6bd4\u589e\u957f14.7%\u81f311.9\u4ebf\u7f8e\u5143\uff1b\u8425\u4e1a\u5229\u6da6\u589e\u957f244.4%\u81f36,630\u4e07\u7f8e\u5143\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u7ea660\u4e2a\u57ce\u5e02\u5b9e\u73b01,058,000\u4eba\u6b21\u975e\u5b66\u79d1\u7c7b\u62a5\u540d\u548c352,000\u540d\u6d3b\u8dc3\u4ed8\u8d39\u8bbe\u5907\u7528\u6237\u3002\u5168\u7403\u5f71\u54cd\u63d0\u793a\uff1a\u53ef\u901a\u8fc7\u5408\u4f5c\u5c06AI\u8d4b\u80fd\u7684\u5b66\u4e60\u7cfb\u7edf\u51fa\u53e3\u5230\u65b0\u5174\u5e02\u573a\u3002<\/p>\n

2. East Buy Holdings 1797.HK \u2013 \u81ea\u6709\u54c1\u724c\u7ec4\u5408\u6269\u5c55\u81f3801\u4e2aSKU\uff0c\u65b0\u589e\u6d77\u9c9c\u3001\u4fdd\u5065\u54c1\u3001\u8c03\u5473\u54c1\u548c\u5bb6\u5c45\u7528\u54c1\uff1b\u542f\u52a8\u7ebf\u4e0b\u6e20\u9053\u6269\u5f20\u3002\u91cc\u7a0b\u7891\uff1a\u4e0a\u6e38\u4ea7\u54c1\u5f00\u53d1\u4e0e\u4f9b\u5e94\u94fe\u5b9e\u529b\u63a8\u52a8\u9500\u552e\u7ed3\u6784\u5347\u7ea7\u3002\u5168\u7403\u5f71\u54cd\u63d0\u793a\uff1a\u4e2d\u56fd\u6559\u80b2\u79d1\u6280\u751f\u6001\u4e2d\u5efa\u7acb\u7684\u6d88\u8d39\u8005\u4fe1\u4efb\u6b63\u5728\u8f6c\u5316\u4e3a\u53ef\u590d\u5236\u7684\u96f6\u552e\u54c1\u724c\u6a21\u677f\u3002<\/p>\n

3. Tencent 0700.HK, TCEHY \u2013 \u622a\u81f32025\u5e743\u6708\u7684\u5e02\u503c\u4e3a5,938.1\u4ebf\u7f8e\u5143\uff0c\u51f8\u663e\u4e86\u5176\u5728\u5185\u5bb9\u3001\u652f\u4ed8\u4e0e\u4e91\u7aefAI\u4e0a\u7684\u5e73\u53f0\u6760\u6746\u3002\u91cc\u7a0b\u7891\uff1a\u4e16\u754c\u7ea7\u7528\u6237\u57fa\u6570\u4e0e\u53d8\u73b0\u901a\u8def\u80fd\u591f\u52a0\u901f\u6559\u80b2\u79d1\u6280\u7684\u5206\u53d1\u3002\u5168\u7403\u5f71\u54cd\u63d0\u793a\uff1a\u4e2d\u56fd\u7684\u6d88\u8d39\u4e92\u8054\u7f51\u53ef\u4f5c\u4e3a\u6570\u5b57\u5b66\u4e60\u4e0e\u521b\u4f5c\u8005\u7ecf\u6d4e\u7684\u8de8\u5883\u53d1\u5c04\u53f0\u3002<\/p>\n

4. Alibaba 9988.HK, BABA \u2013 \u622a\u81f32025\u5e743\u6708\u5e02\u503c\u4e3a3,164.2\u4ebf\u7f8e\u5143\uff1b\u7269\u6d41\u3001\u4e91\u4e0e\u5546\u4e1a\u57fa\u7840\u8bbe\u65bd\u4ecd\u662f\u6559\u80b2\u786c\u4ef6\u4e0e\u5185\u5bb9\u5206\u53d1\u7684\u6838\u5fc3\u901a\u8def\u3002\u91cc\u7a0b\u7891\uff1a\u652f\u6301\u5168\u6e20\u9053\u8bbe\u5907\u94fa\u8d27\u7684\u7535\u5546\u4e0e\u65b0\u96f6\u552e\u8d44\u4ea7\u3002\u5168\u7403\u5f71\u54cd\u63d0\u793a\uff1a\u964d\u4f4e\u4e2d\u56fd\u54c1\u724c\u6269\u5c55\u81f3\u4e1c\u5357\u4e9a\u53ca\u66f4\u8fdc\u5e02\u573a\u7684\u6469\u64e6\u3002<\/p>\n

5. ICBC 1398.HK, 601398.SS \u2013 \u622a\u81f32025\u5e743\u6708\u5e02\u503c\u4e3a3,136.5\u4ebf\u7f8e\u5143\uff1b\u89c4\u6a21\u5316\u8d44\u4ea7\u8d1f\u503a\u8868\u80fd\u4e3a\u5bf9\u5916\u6269\u5f20\u63d0\u4f9b\u878d\u8d44\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u8d38\u6613\u878d\u8d44\u4e0e\u516c\u53f8\u94f6\u884c\u4e1a\u52a1\u4e0a\u7684\u9886\u5bfc\u5730\u4f4d\u3002\u5168\u7403\u5f71\u54cd\u63d0\u793a\uff1a\u652f\u6301\u622a\u81f32024\u5e74\u5e95\u7531\u4e2d\u56fd\u6295\u8d44\u8005\u5728190\u4e2a\u56fd\u5bb6\u548c\u5730\u533a\u8bbe\u7acb\u768452,000\u5bb6\u6d77\u5916\u4f01\u4e1a\uff0c\u5176\u4e2d\u7ea670%\u5b9e\u73b0\u76c8\u5229\u6216\u76c8\u4e8f\u5e73\u8861\u3002<\/p>\n

6. Contemporary Amperex Technology 300750.SZ \u2013 \u9502\u7535\u6c60\u9886\u57df\u7684\u9886\u5148\u8005\uff0c\u662f\u201c\u5236\u90202025\u201d\u7684\u6838\u5fc3\u3002\u91cc\u7a0b\u7891\uff1a\u9502\u7535\u6c60\u89c4\u6a21\u4e0e\u521b\u65b0\u652f\u6491\u516c\u4ea4\u3001\u7535\u52a8\u8f66\u4e0e\u50a8\u80fd\u7684\u7535\u6c14\u5316\uff0c\u4f7f\u6559\u80b2\u8bbe\u5907\u4e0e\u6821\u56ed\u8f66\u961f\u80fd\u591f\u7535\u52a8\u5316\u3002\u5168\u7403\u5f71\u54cd\u63d0\u793a\uff1a\u53d1\u5c55\u4e2d\u56fd\u5bb6\u53ef\u4ee5\u5728\u4e2d\u56fd\u878d\u8d44\u652f\u6301\u4e0b\u91c7\u7528\u8fd9\u4e00\u53bb\u78b3\u5316\u786c\u4ef6\u3002<\/p>\n

7. LONGi Green Energy 601012.SS \u2013 \u592a\u9633\u80fd\u6210\u672c\u66f2\u7ebf\u4f7f\u6821\u56ed\u4e0e\u57ce\u5e02\u51cf\u78b3\u6210\u4e3a\u53ef\u80fd\u3002\u91cc\u7a0b\u7891\uff1a\u4e0e\u4e2d\u56fd\u5de5\u4e1a\u653f\u7b56\u76f8\u4e00\u81f4\u7684\u9762\u677f\u5236\u9020\u5168\u7403\u9886\u5148\u5730\u4f4d\u3002\u5168\u7403\u5f71\u54cd\u63d0\u793a\uff1a\u201c\u4e00\u5e26\u4e00\u8def\u201d\u5e02\u573a\u5b9e\u73b0\u5149\u4f0f\u5e73\u4ef7\uff0c\u964d\u4f4e\u5305\u62ec\u5b66\u6821\u5728\u5185\u7684\u516c\u5171\u670d\u52a1\u80fd\u6e90\u8fd0\u8425\u6210\u672c\u3002<\/p>\n

8. Geely Automobile 0175.HK \u2013 \u4f18\u5148\u9009\u62e9\u4f19\u4f34\u5173\u7cfb\u800c\u975e\u65b0\u5efa\u5de5\u5382\u4ee5\u7ba1\u7406\u4ea7\u80fd\u98ce\u9669\u3002\u91cc\u7a0b\u7891\uff1a\u4ee5\u5408\u4f5c\u4e3a\u5148\u7684\u6269\u5f20\u7b56\u7565\u52a0\u901f\u5e02\u573a\u8fdb\u5165\u3002\u5168\u7403\u5f71\u54cd\u63d0\u793a\uff1a\u4e3a\u4e2d\u56fd\u54c1\u724c\u5728\u5168\u7403\u843d\u5730\u63d0\u4f9b\u53ef\u590d\u5236\u7684\u672c\u5730\u5316\u6a21\u677f\uff0c\u907f\u514d\u8fc7\u5ea6\u5efa\u8bbe\uff0c\u4e0e\u97e7\u6027\u5f3a\u3001\u6280\u672f\u9a71\u52a8\u7684\u4f9b\u5e94\u94fe\u6a21\u578b\u76f8\u5339\u914d\u3002<\/p>\n

9. TAL Education NYSE:TAL \u2013 \u91cd\u7ec4\u540e\u66f4\u7cbe\u7b80\u7684\u4e1a\u52a1\uff0c\u805a\u7126\u5408\u89c4\u7684\u589e\u957f\u65b9\u5411\uff0c\u5982\u6210\u4eba\u6280\u80fd\u4e0e\u6570\u5b57\u5b66\u4e60\u3002\u5168\u7403\u5f71\u54cd\u63d0\u793a\uff1a\u6ee1\u8db3\u65e0\u56fd\u754c\u7684\u5e94\u8bd5\u4e0e\u8d44\u8d28\u9700\u6c42\uff0c\u652f\u6301\u5b66\u751f\u4e0e\u4eba\u624d\u5728\u4e2d\u56fd\u3001\u7f8e\u56fd\u3001\u6b27\u6d32\u4e0e\u4e9a\u6d32\u95f4\u7684\u6d41\u52a8\u3002<\/p>\n

10. Gaotu Techedu NYSE:GOTU \u2013 \u6570\u5b57\u539f\u751f\u7684\u6559\u80b2\u670d\u52a1\uff0c\u5b9a\u4f4d\u4e3a\u7528AI\u5bfc\u5e08\u4e0e\u81ea\u9002\u5e94\u5185\u5bb9\u589e\u5f3a\u5b66\u4e60\u3002\u5168\u7403\u5f71\u54cd\u63d0\u793a\uff1a\u53ef\u6269\u5c55\u3001\u4f4e\u8d44\u672c\u5f00\u652f\u7684\u5206\u53d1\u6a21\u5f0f\uff0c\u53ef\u901a\u8fc7\u8de8\u5883\u5e73\u53f0\u89e6\u8fbe\u6d77\u5916\u534e\u4eba\u793e\u533a\u53ca\u591a\u8bed\u8a00\u5e02\u573a\u3002<\/p>\n

\u5168\u7403\u8db3\u8ff9\u5728\u52a0\u901f<\/h3>\n

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