2026-02-13 08:45:46 智选 韭研公社微信号

2026 年多个行业有新动态。字节跳动旗下多模态模型 Seedance2.0 更新，火山引擎成春晚独家 AI 云合作伙伴；优刻得、谷歌云将上调云服务价格。电子布因需求变化，厂商调整生产计划，价格持续提升。燃气轮机西门子能源订单大增，行业产能紧缺加剧。机器人方面，银河通用机器人成春晚指定具身大模型机器人。化工品需求空间打开，染料、TMP 等产品价格上调。商业航天领域，特斯拉计划扩大太阳能电池业务，SpaceX 和 xAI 合并建太空数据中心。公社热议中，算力租赁、液冷、CPO、电网设备、燃气轮机等板块受关注。科技三条主线为 AI 国产算力、AI 北美算力、涨价，各有对应核心标的。

股票名称 [ " 芯原股份 "," 寒武纪 "," 灿芯股份 "," 海光信息 "," 华正新材 "," 华丰科技 "," 南亚新材 "," 东阳光 "," 大位科技 "," 利通电子 "," 盛科通信 "," 中际旭创 "," 新易盛 "," 华懋科技 "," 天孚通信 "," 太辰光 "," 炬光科技 "," 致尚科技 "," 天通股份 "," 英维克 "," 科创新源 "," 川润股份 "," 思泉新材 "," 捷邦科技 "," 兆易创新 "," 普冉股份 "," 宏和科技 "," 深南 "," 兴森 "," 长飞 "," 亨通 "," 永鼎 "," 优刻得 "," 首都在线 "," 网宿科技 "," 大元泵业 "," 宁波精达 "," 博杰股份 "," 鑫磊股份 "," 思源电气 "," 四方股份 "," 望变电气 "," 顺钠股份 "," 金盘科技 "," 应流股份 "," 常宝股份 "," 东方电气 "," 杰瑞股份 "," 隆达股份 "," 浙江龙盛 "," 百川股份 " ]

板块名称 [ " 字节 AI"," 云计算 "," 电子布 "," 燃气轮机 "," 机器人 "," 化工 "," 商业航天 "," 算力租赁 "," 液冷 ","CPO"," 电网设备 ","AI 国产算力 ","AI 北美算力 "," 涨价 " ]

AI、涨价、行业增长

看多看空 文本中多个板块呈现积极发展态势，如字节 AI 的技术更新和合作、云计算的价格上调、电子布的价格提升、燃气轮机订单增长、化工行业迎来周期拐点等，这些都显示出 A 股市场具有较好的发展前景，所以看多。

持股过节？

和讯自选股写手

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。

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担

（责任编辑：张岩 ）

【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