全球 AI 賽道在 2026 年全面邁向實體化,而機器人要能靈活走動,就必須擁有能實時看清周遭環境的「雷射雷達之眼」與「導航大腦」!
這正是為什麼在 2026 年 5 月 11 日剛剛正式登陸香港交易所主板的移動感知黑馬——深圳樂動機器人股份有限公司(股票代碼:01236.HK),上市第一天就迅速引爆全場!本次 IPO 發行價定為 26.36 港元,集資總額達 8.78 億港元,掛牌首日竟然直接瘋狂暴噴 102.96%,最高觸及 53.5 港元,總市值光速跨越 178 億港元大關!
本期影片... more
全球 AI 賽道在 2026 年 6 月迎來了最關鍵的「物理實體化」轉折點!當軟體大腦學會了吟詩作畫,下一步就是讓它擁有看懂物理世界不規則邊界的「真神之眼」。
這正是為什麼這家在 2026 年 6 月 22 日剛剛正式登陸香港交易所主板的黑馬——深圳海清智元科技股份有限公司(股票代碼:1392.HK),上市第一天就迅速成為全球機構大戶的瘋狂焦點!它被華爾街與中環金融圈一致讚譽為「物理 AI 第一股」,是全港股首家深耕多光譜 AI 賽道的上市創企,徹底撕開了傳統安防與邊緣計算的估值天花板!
本... more
全球 AI 萬億帝國最核心、速度也最瘋狂的「光速主權大戰」,在 2026 年 6 月年中正式進入了三五族半導體的「產能爭奪大牛市」!
當美光財報驗證了 AI 資料中心的吸金無底洞,市場大佬們赫然發現:傳統的銅線傳輸速度早已追不上晶片的運算!要解決資料傳輸的斷頭地獄,整個 AI 伺服器架構必須全面走向「以光代電」的矽光子(Silicon Photonics)與 CPO(共同封裝光學)。這直接讓長期潛伏在底層、負責發射光訊號的砷化鎵(GaAs)與磷化銦(InP)晶圓軍團,迎來了史詩級的結構性上行循... more
全球 AI 萬億硬體帝國的瘋狂缺貨潮,在 2026 年 6 月 24 日美東時間深夜,由美光(Micron)投下了今年度最震撼二級市場的史詩級財報核彈!
當市場還在爭論 AI 泡沫是否破裂時,美光用令人窒息的真金白銀數據直接終結懸念!2026 財年第三季(Q3)財報全面刷新歷史紀錄:單季營收衝上 414.56 億美元(年增 346%),非 GAAP 毛利率直接飆到逆天的 84.9%,調整後 EPS 吐出驚人的 25.11 美元!更瘋狂的是,資料中心業務營收年增逾 7 倍,第四季財測營收更直接喊... more
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混沌產經報 launched a month ago and published 78 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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