妙喵股事局
岸芃白话聊政策影响，分享公司研报
| Publishes | Daily | Episodes | 121 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Leisure |
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AI4S（人工智能驱动的科学研究）正掀起科研范式革命，凭借 “读、算、做” 核心能力，破解传统科研周期长、成本高的痛点。其市场规模达万亿级，在医药研发、材料科学等领域落地成效显著，政策、技术、资本、产业需求形成多重驱动。本文深度解析产业链机会与投资风险，为投资者提供短期、中期、长期差异化策略，助力把握这一颠覆性赛道的投资机遇。
2026 年国家电网 “十五五” 4 万亿投资计划落地，叠加南方电网 1 万亿规划，全国年均电网投资将破万亿。资金聚焦特高压、配网升级、数字化转型等核心领域，带动设备制造、技术服务等产业链环节爆发。海内外需求共振下，龙头企业与创新型企业迎来双重机遇，本文拆解投资逻辑、受益标的与潜在风险，为长期布局提供参考。
蓝思科技作为全球精密制造龙头，正从 “果链供应商” 向多元赛道平台转型。其核心亮点包括深度参与苹果折叠屏等消费电子创新、智能汽车等多领域布局成效显著，技术壁垒稳固，财务表现持续改善。公司短期有股价上涨等催化因素，中期多元业务进入收获期，长期在未来产业占据有利地位，估值具备吸引力，机构给予 “买入” 评级，投资价值显著。
当生成式 AI 重构搜索生态，营销战场已从 “网页排名” 转向 “AI 答案份额” 争夺 ——GEO（生成式引擎优化）作为 AI 时代的营销新基建，正以三年 145% 的复合增速引爆市场。2025 年全球规模突破 120 亿美元，中国市场占比超 55%，2030 年预计冲向 5500 亿元规模。
本期播客深挖 GEO 行业核心逻辑：它与传统 SEO 的本质差异是什么？技术引领型、场景深耕型企业如何分食市场？上市公司布局背后的投资逻辑的是什么？同时拆解技术不确定性、监管政策变化、市场竞争加剧三大... more
AI 浪潮下，AIDC 成算力核心基石。它与传统 IDC 差异显著，以高算力、低延迟引领行业变革。政策加码、需求爆发、技术创新三重驱动，市场规模持续扩容。从上游硬件到下游应用，全产业链蕴藏机遇，2026 年业绩兑现可期。把握国产替代、绿色算力主线，精选优质标的，解锁 AI 时代投资新蓝海。
2026 年脑机接口迎来商业化关键节点，马斯克 Neuralink 量产计划引爆资本热潮。作为连接生物智能与数字世界的 “神经桥”，其技术涵盖侵入式、半侵入式、非侵入式三大路线，政策加持与市场高增长（2024-2028 年中国年复合增长率 17.7%）凸显投资价值。报告聚焦产业链核心环节、多元应用场景，解析投资机遇与技术、监管等风险，为投资者提供差异化布局策略。
2026 年 EAST 装置突破等离子体密度极限，标志中国可控核聚变跻身全球领跑行列。报告聚焦技术突破、产业链格局与投资机遇，解析上游超导材料、中游核心组件及下游系统集成核心环节，凸显 40 万亿美元市场潜力与政策、资本双重驱动优势，同时提示技术迭代、商业化进度等风险，为投资者提供差异化布局策略，把握产业化前夜的战略机遇。
2025 年末，蓝箭航天科创板 IPO 获受理，拟募资 75 亿元冲刺 “中国商业航天第一股”。作为液氧甲烷火箭技术领军者，其产品覆盖全场景发射服务，精准对接卫星互联网刚需。政策红利加持、技术壁垒深厚，虽暂处亏损但增长潜力凸显。这场高风险高回报的投资盛宴，既是行业资本化里程碑，更是普通人参与星辰大海事业的难得机遇。
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妙喵股事局 launched 4 months ago and published 121 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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