你知道AI相关受益标的

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你知道AI相关受益标的

2026-1-2

AI相关受益标的公司名称股票代码中国电信*中国移动*中国联通*寒武纪-U紫光股份*中兴通讯*601728.SH600941.SH600050.SH688256.SH000938.SZ000063.SZ盛科通信-U688702.SH锐捷网络英维克*新雷能光环新网奥飞数据润泽科技数据港科华数据天孚通信中际旭创新易盛德科立源杰科技长光华芯太辰光光迅科技华工科技301165.SZ002837.SZ300593.SZ300383.SZ300738.SZ300442.SZ603881.SH002335.SZ300394.SZ300308.SZ300502.SZ688205.SH688498.SH688048.SH300570.SZ002281.SZ000988.SZ收盘价（元）总市值（亿元）6.4 100.7 5.2 1383.1 25.5 39.35,613.916,278.71,632.05,832.3729.01,775.3141.686.3 102.531.113.519.657.631.858.3201.8605.3417.6139.0646.0125.7116.169.580.2580.7686.81,001.0168.5242.0193.1941.9228.7300.31,568.56,725.04,150.5220.0555.2221.6263.8560.5806.3AI基础设施AIDC及配套光互联0.366.450.29-1.090.551.76-0.171.010.61-0.930.210.131.040.220.682.434.724.000.83-0.07-0.571.150.851.210.396.700.325.280.631.770.001.330.610.040.170.212.690.241.192.799.349.000.491.890.181.861.311.830.427.010.3511.560.801.860.141.910.780.390.240.351.950.301.863.9517.4416.071.513.860.433.001.842.32注：收盘价为2026年1月6日，*为华西证券预测，其他为wind一致性预测资料来源：wind，华西证券研究所20242025E2026E2027EEPSPE2025E2026E2027E0.447.330.3818.951.041.96202417.6415.6117.88-1268.9046.3622.3116.315.016.3261.840.522.215.114.414.9119.731.921.10.35-833.18-472133.31034.62.570.980.750.320.492.490.362.554.9822.8320.802.745.760.764.432.322.8585.45168.03-33.4064.10152.0655.41144.7385.6883.18128.23104.39167.47-9228.57-221.46100.9881.7466.2764.9168.0817.478.992.221.4132.849.072.364.846.4283.9342.1685.062.653.143.845.1131.480.555.255.929.5104.931.451.034.726.092.0167.2291.438.837.734.614.413.713.773.024.520.0407.933.6104.641.642.340.123.188.422.840.526.520.150.8112.2166.526.229.928.216

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