{"id":1178,"date":"2026-07-07T19:11:12","date_gmt":"2026-07-07T11:11:12","guid":{"rendered":"https:\/\/www.zhangting.us\/?p=1178"},"modified":"2026-07-24T06:46:21","modified_gmt":"2026-07-23T22:46:21","slug":"cpo-%e7%89%b9%e5%88%ab%e7%af%87%e6%9a%b4%e8%b7%8c%e4%b8%8b%e7%bb%a9%e4%bc%98%e8%93%9d%e7%ad%b9%e6%9c%ba%e4%bc%9a%e6%9d%a5%e4%ba%86%e7%ac%ac%e4%b8%80%e6%9c%9f","status":"publish","type":"post","link":"https:\/\/www.zhangting.us\/index.php\/2026\/07\/07\/cpo-%e7%89%b9%e5%88%ab%e7%af%87%e6%9a%b4%e8%b7%8c%e4%b8%8b%e7%bb%a9%e4%bc%98%e8%93%9d%e7%ad%b9%e6%9c%ba%e4%bc%9a%e6%9d%a5%e4%ba%86%e7%ac%ac%e4%b8%80%e6%9c%9f\/","title":{"rendered":"[CPO \u7279\u522b\u7bc7]\u66b4\u8dcc\u4e0b\u7ee9\u4f18\u84dd\u7b79\u673a\u4f1a\u6765\u4e86\u7b2c\u4e00\u671f"},"content":{"rendered":"<div class=\"eb-card eb-gradient\">\n\t\t\t\t<div class=\"eb-card-bgbox\"><\/div>\n\t\t\t\t<div class=\"eb-card-body\">\n\t\t\t\t\t<div class=\"eb-titlebox\">\n\t\t\t\t\t<span class=\"eb-titicon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" fill=\"currentColor\" class=\"xh-svg\" viewBox=\"0 0 16 16\"><path d=\"M7.657 6.247c.11-.33.576-.33.686 0l.645 1.937a2.89 2.89 0 0 0 1.829 1.828l1.936.645c.33.11.33.576 0 .686l-1.937.645a2.89 2.89 0 0 0-1.828 1.829l-.645 1.936a.361.361 0 0 1-.686 0l-.645-1.937a2.89 2.89 0 0 0-1.828-1.828l-1.937-.645a.361.361 0 0 1 0-.686l1.937-.645a2.89 2.89 0 0 0 1.828-1.828l.645-1.937zM3.794 1.148a.217.217 0 0 1 .412 0l.387 1.162c.173.518.579.924 1.097 1.097l1.162.387a.217.217 0 0 1 0 .412l-1.162.387A1.734 1.734 0 0 0 4.593 5.69l-.387 1.162a.217.217 0 0 1-.412 0L3.407 5.69A1.734 1.734 0 0 0 2.31 4.593l-1.162-.387a.217.217 0 0 1 0-.412l1.162-.387A1.734 1.734 0 0 0 3.407 2.31l.387-1.162zM10.863.099a.145.145 0 0 1 .274 0l.258.774c.115.346.386.617.732.732l.774.258a.145.145 0 0 1 0 .274l-.774.258a1.156 1.156 0 0 0-.732.732l-.258.774a.145.145 0 0 1-.274 0l-.258-.774a1.156 1.156 0 0 0-.732-.732L9.1 2.137a.145.145 0 0 1 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class=\"eb-excerpt\">CPO\u677f\u5757\u5728AI\u7b97\u529b\u57fa\u5efa\u548c\u9ad8\u901f\u5149\u6a21\u5757\u653e\u91cf\u9a71\u52a8\u4e0b\u7ef4\u6301\u9ad8\u666f\u6c14\uff0c\u5149\u5e93\u79d1\u6280\uff08\u51c0\u5229\u9884\u589e170%-190%\uff09\u3001\u6c38\u9f0e\u80a1\u4efd\uff08\u51c0\u5229\u9884\u589e57%-120%\uff09\u5df2\u53d1\u5e03\u4e1a\u7ee9\u9884\u559c\u516c\u544a\uff1b\u4e2d\u9645\u65ed\u521b\u7b49\u6838\u5fc3\u9f99\u5934\u4e00\u5b63\u62a5\u66b4\u589e\uff08\u51c0\u5229\u589e262.28%\uff09\uff0c\u5168\u5e74\u9884\u671f\u903c\u8fd1300\u4ebf\u5143\uff0c\u589e\u957f\u6838\u5fc3\u5747\u6e90\u4e8e800G\/1.6T\u9ad8\u901f\u5149\u6a21\u5757\u7684\u5168\u7403\u5f3a\u52b2\u9700\u6c42\u3002<\/div><div class=\"eb-desc\"><span>\u2014 AI \u751f\u6210\uff0c\u4ec5\u4f9b\u53c2\u8003<\/span><\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n<p class=\"wp-block-paragraph\">\u968f\u77402026\u5e747\u6708A\u80a1\u534a\u5e74\u62a5\uff08\u4e2d\u62a5\uff09\u62ab\u9732\u5b63\u6b63\u5f0f\u62c9\u5f00\u5e8f\u5e55\uff0c\u53d7\u76ca\u4e8e\u5168\u7403AI\u7b97\u529b\u57fa\u7840\u8bbe\u65bd\u6295\u8d44\u52a0\u901f\u3001\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u5bc6\u96c6\u4ee5\u53ca800G\/1.6T\u9ad8\u901f\u5149\u6a21\u5757\u7684\u52a0\u901f\u653e\u91cf\uff0cCPO\uff08\u5171\u5c01\u88c5\u5149\u5b66\/\u5149\u6a21\u5757\uff09\u677f\u5757\u6574\u4f53\u7ef4\u6301\u6781\u9ad8\u7684\u666f\u6c14\u5ea6\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd1\u671f\u56fd\u5185CPO\u4ea7\u4e1a\u94fe\u4e2d<strong>\u5df2\u660e\u786e\u53d1\u5e03\u534a\u5e74\u62a5\u9884\u559c\u516c\u544a<\/strong>\uff0c\u6216\u56e0<strong>\u4e00\u5b63\u62a5\u7206\u53d1\u3001\u673a\u6784\u9884\u671f\u6781\u5176\u826f\u597d<\/strong>\u7684\u91cd\u70b9\u80a1\u7968\u68b3\u7406\u5982\u4e0b\uff1a<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e00\u3001 \u5df2\u6b63\u5f0f\u53d1\u5e032026\u534a\u5e74\u62a5\u4e1a\u7ee9\u9884\u544a\u7684CPO\u6982\u5ff5\u80a1<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. \u5149\u5e93\u79d1\u6280 (300620) \u2014\u2014 \u51c0\u5229\u9884\u589e 170% ~ 190%<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6700\u65b0\u516c\u544a\uff082026\u5e747\u67087\u65e5\uff09\uff1a<\/strong> \u9884\u8ba12026\u5e74\u4e0a\u534a\u5e74\u5f52\u6bcd\u51c0\u5229\u6da6\u4e3a <strong>1.40\u4ebf\u5143\u81f31.50\u4ebf\u5143<\/strong>\uff0c\u540c\u6bd4\u589e\u957f <strong>170%\u2014190%<\/strong>\uff1b\u6263\u975e\u51c0\u5229\u6da6\u589e\u957f\u9ad8\u8fbe 199%\u2014219%\u3002<\/li>\n\n\n\n<li><strong>\u4e1a\u7ee9\u9a71\u52a8\uff1a<\/strong> \u5168\u7403AI\u7b97\u529b\u57fa\u5efa\u5bf9\u9ad8\u901f\u5149\u6a21\u5757\u53ca\u5149\u5668\u4ef6\u7684\u9700\u6c42\u6301\u7eed\u5904\u4e8e\u7206\u53d1\u671f\u3002\u968f\u7740\u4ea7\u9500\u89c4\u6a21\u6269\u5927\uff0c\u516c\u53f8\u89c4\u6a21\u6548\u5e94\u548c\u964d\u672c\u589e\u6548\u6210\u679c\u663e\u8457\uff0c\u5e26\u52a8\u5229\u6da6\u589e\u901f\u8fdc\u8d85\u8425\u6536\u589e\u901f\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">2. \u6c38\u9f0e\u80a1\u4efd (600105) \u2014\u2014 \u51c0\u5229\u9884\u589e 57% ~ 120%<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6700\u65b0\u516c\u544a\uff082026\u5e747\u67085\u65e5\uff09\uff1a<\/strong> \u9884\u8ba12026\u5e74\u4e0a\u534a\u5e74\u5b9e\u73b0\u5f52\u6bcd\u51c0\u5229\u6da6 <strong>5\u4ebf\u5143\u52307\u4ebf\u5143<\/strong>\uff0c\u540c\u6bd4\u589e\u52a0 <strong>57%\u5230120%<\/strong>\u3002<\/li>\n\n\n\n<li><strong>\u4e1a\u7ee9\u9a71\u52a8\uff1a<\/strong> \u4f5c\u4e3a\u5149\u901a\u4fe1\u53ca\u6d77\u5916\u6570\u901a\u4ea7\u4e1a\u94fe\u7684\u53c2\u4e0e\u8005\uff0c\u53d7\u76ca\u4e8e\u884c\u4e1a\u6574\u4f53\u8d85\u7ea7\u5468\u671f\u7684\u91cd\u542f\uff0c\u8ba2\u5355\u9971\u6ee1\u3002<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e8c\u3001 \u4e00\u5b63\u62a5\u5927\u7206\u53d1\u3001\u4e2d\u62a5\u53ca\u5168\u5e74\u9884\u671f\u5f3a\u52b2\u7684\u6838\u5fc3\u9f99\u5934<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u867d\u7136\u90e8\u5206\u4e00\u7ebf\u6838\u5fc3\u9f99\u5934\u7684\u4e2d\u62a5\u6b63\u5f0f\u7248\u591a\u9884\u7ea6\u57288\u6708\u4e2d\u4e0b\u65ec\u62ab\u9732\uff0c\u4f46\u5176\u524d\u77bb\u6027\u7684\u9ad8\u589e\u957f\u6001\u52bf\u65e9\u5df2\u901a\u8fc7\u6700\u65b0\u7684\u8ba2\u5355\u548c\u4e00\u5b63\u62a5\u6570\u636e\u5c55\u9732\u65e0\u9057\uff1a<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. \u4e2d\u9645\u65ed\u521b (300308) \u2014\u2014 \u5168\u7403\u5149\u6a21\u5757\u603b\u9f99\u5934<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u524d\u671f\u8868\u73b0\uff1a<\/strong> 2026\u5e74\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u8fbe <strong>57.35\u4ebf\u5143<\/strong>\uff0c\u540c\u6bd4\u66b4\u589e <strong>262.28%<\/strong>\uff0c\u5355\u5b63\u5ea6\u73af\u6bd4\u589e\u957f\u8fbe56%\u3002<\/li>\n\n\n\n<li><strong>\u4e2d\u62a5\u53ca\u5168\u5e74\u9884\u671f\uff1a<\/strong> \u6781\u5176\u5f3a\u52b2\u3002\u76ee\u524d\u673a\u6784\u5bf9\u5176\u4e2d\u9645\u65ed\u521b2026\u5168\u5e74\u7684\u51c0\u5229\u6da6\u4e00\u81f4\u9884\u671f\u5df2\u903c\u8fd1 <strong>300\u4ebf\u5143<\/strong>\uff0c\u540c\u6bd4\u589e\u5e45\u8d85 <strong>177%<\/strong>\u3002\u516c\u53f8\u9ad8\u6bdb\u5229\u7684800G\u548c1.6T\u9ad8\u901f\u4ea7\u54c1\u5728\u5168\u7403\u5e02\u5360\u7387\u6781\u9ad8\uff081.6T\u5e02\u5360\u7387\u8d8550%\uff09\uff0c\u6838\u5fc3\u8d44\u4ea7\u5c5e\u6027\u96be\u4ee5\u52a8\u6447\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">2. \u65b0\u6613\u76db (300502) \u2014\u2014 1.6T\u53ca\u6d77\u5916\u6570\u901a\u6838\u5fc3\u5f39\u6027\u6807\u7684<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u524d\u671f\u8868\u73b0\uff1a<\/strong> 2026\u5e74\u4e00\u5b63\u5ea6\u5f52\u6bcd\u51c0\u5229\u6da6 <strong>27.8\u4ebf\u5143<\/strong>\uff0c\u540c\u6bd4\u589e\u957f <strong>76.80%<\/strong>\u3002<\/li>\n\n\n\n<li><strong>\u4e2d\u62a5\u53ca\u5168\u5e74\u9884\u671f\uff1a<\/strong> \u5176\u534a\u5e74\u62a5\u9884\u7ea6\u62ab\u9732\u65e5\u4e3a2026\u5e748\u670825\u65e5\u3002\u4f34\u968f\u4e8c\u5b63\u5ea6\u6d77\u5916\u5927\u5ba2\u62371.6T\u5149\u6a21\u5757\u73af\u6bd4\u52a0\u901f\u4e0a\u91cf\uff0c\u5e02\u573a\u9884\u671f\u5176\u4e8c\u5b63\u5ea6\u53ca\u4e2d\u62a5\u6574\u4f53\u76c8\u5229\u80fd\u529b\u5c06\u7ee7\u7eed\u7ef4\u6301\u884c\u4e1a\u9886\u5148\u6c34\u5e73\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">3. \u534e\u5de5\u79d1\u6280 (000988) \u2014\u2014 \u5149\u6a21\u5757\u4e1a\u52a1\u5229\u6da6\u7ffb\u500d<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u524d\u671f\u8868\u73b0\uff1a<\/strong> \u4e00\u5b63\u5ea6\u5f52\u6bcd\u51c0\u5229\u6da6\u8fbe6\u4ebf\u81f36.4\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f\u7ea646%\u3002\u5176\u4e2d\u6700\u6838\u5fc3\u7684<strong>\u5149\u6a21\u5757\uff08\u5149\u4e92\u8054\uff09\u4e1a\u52a1\u76c8\u5229\u540c\u6bd4\u589e\u5e45\u9ad8\u8fbe\u7ea6 120%<\/strong>\u3002<\/li>\n\n\n\n<li><strong>\u4e2d\u62a5\u53ca\u5168\u5e74\u9884\u671f\uff1a<\/strong> AI\u7b97\u529b\u6fc0\u589e\u5f15\u53d1\u6570\u636e\u4e2d\u5fc3\u5bc6\u96c6\u5efa\u8bbe\uff0c\u516c\u53f8400G\u3001800G\u30011.6T\u7b49\u9ad8\u901f\u5149\u6a21\u5757\u51fa\u8d27\u91cf\u5728\u4e8c\u5b63\u5ea6\u4f9d\u7136\u4f9b\u9700\u4e24\u65fa\uff0c\u4e2d\u62a5\u9884\u671f\u826f\u597d\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">4. \u5149\u8fc5\u79d1\u6280 (002281) \u2014\u2014 \u5149\u5668\u4ef6\u8001\u724c\u56fd\u8d44\u9f99\u5934<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u524d\u671f\u8868\u73b0\uff1a<\/strong> 2026\u5e74\u4e00\u5b63\u5ea6\u51c0\u5229\u6da62.40\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f <strong>59.76%<\/strong>\u3002<\/li>\n\n\n\n<li><strong>\u4e2d\u62a5\u53ca\u5168\u5e74\u9884\u671f\uff1a<\/strong> \u673a\u6784\u9884\u6d4b\u51762026\u5168\u5e74\u51c0\u5229\u6da6\u5c06\u8fbe\u523016.12\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f\u8d85\u8fc770%\u3002\u516c\u53f8\u8fd1\u671f\u4e5f\u5728\u79ef\u6781\u63a8\u8fdb\u8d74\u6e2f\u4e0a\u5e02\uff0c\u6570\u901a\u4e1a\u52a1\u8ba2\u5355\u91cf\u5728\u4e8c\u5b63\u5ea6\u6301\u7eed\u8d70\u9ad8\u3002<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e09\u3001 CPO\u6838\u5fc3\u7ee9\u4f18\u80a1\u6700\u65b0\u4e1a\u7ee9\/\u9884\u671f\u6982\u89c8<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><td><strong>\u80a1\u7968\u4ee3\u7801\u53ca\u7b80\u79f0<\/strong><\/td><td><strong>\u6700\u65b0\u534a\u5e74\u5ea6\uff08H1\uff09\u4e1a\u7ee9\u72b6\u6001\/\u524d\u77bb\u6307\u6807<\/strong><\/td><td><strong>\u6838\u5fc3\u9a71\u52a8\u50ac\u5316\u5242<\/strong><\/td><\/tr><\/thead><tbody><tr><td><strong>300620 \u5149\u5e93\u79d1\u6280<\/strong><\/td><td><strong>\u6b63\u5f0f\u9884\u544a\uff1a<\/strong> \u51c0\u5229 1.4\u4ebf~1.5\u4ebf\uff0c<strong>\u540c\u6bd4\u589e 170%~190%<\/strong><\/td><td>\u5149\u5668\u4ef6\u89c4\u6a21\u6548\u5e94\u663e\u73b0\u3001AI\u7b97\u529b\u57fa\u5efa\u62c9\u52a8\u9700\u6c42<\/td><\/tr><tr><td><strong>600105 \u6c38\u9f0e\u80a1\u4efd<\/strong><\/td><td><strong>\u6b63\u5f0f\u9884\u544a\uff1a<\/strong> \u51c0\u5229 5\u4ebf~7\u4ebf\uff0c<strong>\u540c\u6bd4\u589e 57%~120%<\/strong><\/td><td>\u5149\u901a\u4fe1\u6d77\u5916\u9700\u6c42\u56de\u6696\u4e0e\u57fa\u7840\u8ba2\u5355\u589e\u957f<\/td><\/tr><tr><td><strong>300308 \u4e2d\u9645\u65ed\u521b<\/strong><\/td><td><strong>\u4e00\u5b63\u62a5\uff1a<\/strong> \u51c0\u5229\u5927\u589e <strong>262.28%<\/strong>\uff08\u5168\u5e74\u9884\u671f\u589e177%\uff09<\/td><td>800G\/1.6T \u7edd\u5bf9\u5784\u65ad\u4ea4\u4ed8\uff0c\u6d77\u5916\u5927\u5ba2\u6237\u8ba2\u5355\u9971\u6ee1<\/td><\/tr><tr><td><strong>300502 \u65b0\u6613\u76db<\/strong><\/td><td><strong>\u4e00\u5b63\u62a5\uff1a<\/strong> \u51c0\u5229\u589e <strong>76.80%<\/strong>\uff08\u9884\u7ea68\u670825\u65e5\u4e2d\u62a5\uff09<\/td><td>1.6T\u73af\u6bd4\u52a0\u901f\u4e0a\u91cf\u3001\u9ad8\u901f\u7387\u4ea7\u54c1\u7ed3\u6784\u4f18\u5316<\/td><\/tr><tr><td><strong>000988 \u534e\u5de5\u79d1\u6280<\/strong><\/td><td><strong>\u4e00\u5b63\u62a5\uff1a<\/strong> \u5149\u6a21\u5757\u4e1a\u52a1\u76c8\u5229<strong>\u540c\u6bd4\u589e\u7ea6 120%<\/strong><\/td><td>400G\/800G\u5bc6\u96c6\u51fa\u8d27\uff0c\u6280\u672f\u5feb<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728A\u80a1CPO\uff08\u5149\u6a21\u5757\uff09\u677f\u5757\u4e2d\uff0c\u5bfb\u627e\u201c\u4e0b\u534a\u5e74\uff08H2\uff09\u9884\u671f\u6bd4\u4e0a\u534a\u5e74\uff08H1\uff09\u66f4\u597d\u201d<strong>\u7684\u80a1\u7968\uff0c\u6838\u5fc3\u903b\u8f91\u5728\u4e8e\u8ffd\u8e2a<\/strong>1.6T\u5149\u6a21\u5757\u7684\u4ee3\u9645\u653e\u91cf\u5468\u671f\u30022026\u5e74\u4e0a\u534a\u5e74\u5e02\u573a\u4ee5800G\u7684\u5927\u91cf\u4ea4\u4ed8\u4e3a\u4e3b\uff0c\u800c\u4e0b\u534a\u5e74\u5219\u662f\u5168\u7403\u4e0b\u4e00\u4ee3\u9ad8\u7aefAI\u7b97\u529b\u96c6\u7fa4\uff08\u5982\u82f1\u4f1f\u8fbeBlackwell\u67b6\u6784\uff09\u5bc6\u96c6\u843d\u5730\u30011.6T\u5149\u6a21\u5757\u7531\u201c\u5c0f\u5e45\u9001\u6837\u722c\u5761\u201d\u8d70\u5411\u201c\u5927\u6279\u91cf\u4ea4\u4ed8\u201d\u7684\u62d0\u70b9\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee5\u4e0b\u662f\u4e0b\u534a\u5e74\u5177\u5907\u66f4\u5f3a\u73af\u6bd4\u589e\u957f\u9884\u671f\uff08H2 &gt; H1\uff09\u7684\u6838\u5fc3\u6807\u7684\u3001\u9a71\u52a8\u903b\u8f91\u53ca\u4e3a\u60a8\u6574\u7406\u7684\u6743\u5a01\u6570\u636e\u6e90\u5217\u8868\uff1a<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e00\u3001 \u4e3a\u4ec0\u4e48CPO\u677f\u57572026\u4e0b\u534a\u5e74\u9884\u671f\u666e\u904d\u597d\u4e8e\u4e0a\u534a\u5e74\uff1f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. 1.6T\u9ad8\u7aef\u4ea7\u54c1\u6b65\u5165\u201c\u6279\u91cf\u4ea4\u4ed8\u4e0e\u73af\u6bd4\u52a0\u901f\u201d\u9636\u6bb5<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u4e00\u5b63\u5ea6\u548c\u4e8c\u5b63\u5ea6\uff0c1.6T\u5149\u6a21\u5757\u666e\u904d\u5904\u4e8e\u521d\u671f\u51fa\u8d27\u6216\u9a8c\u8bc1\u72b6\u6001\u3002\u800c\u6839\u636e\u56fd\u5185\u5916\u4e3b\u6d41\u6295\u884c\u53ca\u4f9b\u5e94\u94fe\u6700\u65b0\u6392\u671f\uff0c<strong>2026\u5e74\u7b2c\u4e09\u5b63\u5ea6\u3001\u7b2c\u56db\u5b63\u5ea6\uff08\u4e0b\u534a\u5e74\uff09\u662f1.6T\u5149\u6a21\u5757\u771f\u6b63\u8fce\u6765\u6d77\u91cf\u91ca\u653e\u7684\u8d77\u70b9<\/strong>\uff0c\u65b0\u4ea7\u54c1\u5355\u4ef7\u66f4\u9ad8\u3001\u6bdb\u5229\u66f4\u539a\uff0c\u5c06\u76f4\u63a5\u62c9\u52a8\u9f99\u5934\u4f01\u4e1a\u4e0b\u534a\u5e74\u7684\u8425\u6536\u4e0e\u5229\u6da6\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. \u6838\u5fc3\u4f01\u4e1a\u4e2d\u62a5\u524d\u7684\u201c\u8d22\u52a1\u5927\u589e\u5175\u201d<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ece\u4e00\u5b63\u62a5\u548c\u5f53\u524d\u7684\u8d22\u52a1\u524d\u77bb\u6307\u6807\u6765\u770b\uff0c\u6838\u5fc3\u9f99\u5934\u4f01\u4e1a\uff08\u5982\u65b0\u6613\u76db\uff09\u7684<strong>\u5b58\u8d27\u4e0e\u9884\u4ed8\u6b3e\u9879\u5728\u4e8c\u5b63\u5ea6\u524d\u5915\u51fa\u73b0\u4e86\u6781\u5176\u7f55\u89c1\u7684\u66b4\u589e<\/strong>\u3002\u5728\u5149\u901a\u4fe1\u884c\u4e1a\uff0c\u8fd9\u5c5e\u4e8e\u6700\u76f4\u63a5\u7684\u201c\u4e3a\u4e86\u4e0b\u534a\u5e74\u7206\u53d1\u6027\u8ba2\u5355\u63d0\u524d\u9501\u82af\u7247\u3001\u9501\u7269\u6599\u3001\u5907\u4ea7\u80fd\u201d\u7684\u5148\u884c\u4fe1\u53f7\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e8c\u3001 \u4e0b\u534a\u5e74\uff08H2\uff09\u9884\u671f\u6bd4\u4e0a\u534a\u5e74\u66f4\u5f3a\u52b2\u76843\u5927\u6838\u5fc3\u80a1\u7968<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u65b0\u6613\u76db (300502) \u2014\u2014 1.6T\u4e0b\u534a\u5e74\u52a0\u901f\u653e\u91cf\u5f39\u6027\u6807\u7684<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>\u66f4\u597d\u9884\u671f\u539f\u56e0\uff1a<\/strong> \u9ad8\u76db\u6700\u65b0\u7814\u62a5\u6307\u51fa\uff0c\u65b0\u6613\u76db\u76841.6T\u4ea7\u54c1\u5728\u4e8c\u5b63\u5ea6\u5904\u4e8e\u722c\u5761\u671f\uff0c<strong>\u4e09\u3001\u56db\u5b63\u5ea6\uff08\u4e0b\u534a\u5e74\uff09\u5c06\u663e\u8457\u52a0\u901f\u653e\u91cf<\/strong>\u3002\u5176\u4e00\u5b63\u672b\u5b58\u8d27\u66b4\u589e\u81f390\u4ebf\u5143\uff0c\u9884\u4ed8\u6b3e\u4ece1700\u4e07\u5267\u589e\u81f36.82\u4ebf\u5143\uff0c\u5145\u5206\u9a8c\u8bc1\u4e86\u5176\u6b63\u5728\u4e3a\u4e0b\u534a\u5e74\u5927\u6279\u91cf\u4ea4\u4ed8\u75af\u72c2\u5907\u5f39\u3002<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u4e2d\u9645\u65ed\u521b (300308) \u2014\u2014 \u5168\u74031.6T\u7edd\u5bf9\u8ba2\u5355\u8d62\u5bb6<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>\u66f4\u597d\u9884\u671f\u539f\u56e0\uff1a<\/strong> \u4f5c\u4e3a\u5168\u7403\u6570\u901a\u5149\u6a21\u5757\u8001\u5927\uff0c\u4e2d\u9645\u65ed\u521b\u88ab\u7206\u5df2\u65a9\u83b7\u6d77\u5916\u5927\u5ba2\u6237\u72ec\u5bb6\/\u4e3b\u529b1.6T\u8ba2\u5355\uff0c\u8ba2\u5355\u6392\u671f\u5df2\u5ef6\u81f32027\u5e74\u3002\u4e0b\u534a\u5e74\u4f34\u968f\u9ad8\u6bdb\u52291.6T\u4ea7\u54c1\u7684\u89c4\u6a21\u5316\u4ea4\u4ed8\uff0c\u5176\u4e1a\u7ee9\u6709\u671b\u5728H1\u9ad8\u57fa\u6570\u4e0a\u5b9e\u73b0\u8fdb\u4e00\u6b65\u7684\u73af\u6bd4\u5927\u8dc3\u5347\uff0c\u673a\u6784\u5bf9\u5176\u4e2d\u62a5\u53ca\u4e09\u56db\u5b63\u5ea6\u7684\u51c0\u5229\u6da6\u9884\u671f\u4e0d\u65ad\u88ab\u4e0a\u8c03\u3002<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u5251\u6865\u79d1\u6280 (603083) \u2014\u2014 \u4e0b\u534a\u5e74\u4ece0\u52301\u7684\u6279\u91cf\u5927\u5468\u671d<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>\u66f4\u597d\u9884\u671f\u539f\u56e0\uff1a<\/strong> \u5251\u6865\u79d1\u6280\u5728\u8fd1\u671f\u7684\u5b98\u65b9\u6307\u5f15\u53ca\u5e02\u573a\u4ea4\u6d41\u4e2d\u5df2\u7ecf\u660e\u786e\uff1a\u516c\u53f8\u7684<strong>1.6T\u4ea7\u54c1\u5c06\u57282026\u5e74\u4e0b\u534a\u5e74\u6b63\u5f0f\u8fdb\u5165\u6279\u91cf\u4ea4\u4ed8\u5468\u671f<\/strong>\u3002\u76f8\u8f83\u4e8e\u4e0a\u534a\u5e74\u4e3b\u8981\u4f9d\u9760\u4f20\u7edf\u6216800G\u4ea7\u54c1\u7684\u5e73\u7a33\u8d21\u732e\uff0c\u4e0b\u534a\u5e741.6T\u7684\u201c\u4ece\u65e0\u5230\u6709\u201d\u91cf\u4ea7\u5c06\u8d4b\u4e88\u5176\u66f4\u5f3a\u7684\u4e1a\u7ee9\u7206\u53d1\u6027\u3002<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e09\u3001 CPO\u884c\u4e1a\u4e0b\u534a\u5e74\u73af\u6bd4\u8d70\u5f3a\u6570\u636e\u6e90\u5217\u8868<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u4e86\u4fdd\u8bc1\u6570\u636e\u7684\u5ba2\u89c2\u6027\u4e0e\u524d\u77bb\u786e\u5b9a\u6027\uff0c\u76f8\u5173\u9884\u671f\u6570\u636e\u53ca\u884c\u4e1a\u4e8b\u5b9e\u5747\u68b3\u7406\u81ea\u4ee5\u4e0b\u6743\u5a01\u4e09\u65b9\u7814\u7a76\u4e0e\u8d22\u7ecf\u6570\u636e\u6e90\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><td><strong>\u6765\u6e90\u673a\u6784\/\u5a92\u4f53<\/strong><\/td><td><strong>\u53d1\u5e03\/\u66f4\u65b0\u65f6\u95f4<\/strong><\/td><td><strong>\u6838\u5fc3\u4e8b\u5b9e\u4e0e\u6570\u636e\u8bc1\u636e<\/strong><\/td><td><strong>\u5305\u542b\u94fe\u63a5\u7684\u6743\u5a01\u6570\u636e\u6e90<\/strong><\/td><\/tr><\/thead><tbody><tr><td><strong>\u65b0\u6d6a\u8d22\u7ecf \/ \u9ad8\u76db\u7814\u62a5<\/strong><\/td><td>2026\u5e746\u67081\u65e5<\/td><td>\u6307\u51fa\u65b0\u6613\u76db1.6T\u5149\u6a21\u5757\u5c06\u5728<strong>\u4e09\u3001\u56db\u5b63\u5ea6\uff08\u4e0b\u534a\u5e74\uff09\u7ee7\u7eed\u52a0\u901f\u653e\u91cf<\/strong>\uff1b\u62ab\u9732\u5176\u4e00\u5b63\u672b\u5b58\u8d27\u5267\u589e\u81f390\u4ebf\u3001\u9884\u4ed8\u6b3e\u98d9\u5347\u81f36.82\u4ebf\uff0c\u5747\u662f\u4e0b\u534a\u5e74\u73af\u6bd4\u5927\u6da8\u7684\u5907\u6599\u5148\u884c\u6307\u6807\u3002<\/td><td><a target=\"_blank\" rel=\"noreferrer noopener\" href=\"https:\/\/finance.sina.com.cn\/stock\/hkstock\/marketalerts\/2026-06-01\/doc-inhzwuhs4003628.shtml\">\u65b0\u6d6a\u8d22\u7ecf &#8211; \u9ad8\u76db\u770b\u597d\u65b0\u6613\u76db<\/a><\/td><\/tr><tr><td><strong>C114\u901a\u4fe1\u7f51 \/ \u6295\u884c\u7814\u62a5<\/strong><\/td><td>2026\u5e746\u670812\u65e5<\/td><td>\u9884\u6d4b2026\u5e74\u5168\u74031.6T\u5149\u6a21\u5757\u51fa\u8d27\u91cf\u5c06\u8fbe2000\u4e07\u53ea\uff0c<strong>\u4e0b\u534a\u5e74\u968f\u77401.6T\u4ea7\u54c1\u52a0\u901f\u653e\u91cf<\/strong>\uff0c\u4e2d\u9645\u65ed\u521b\u6709\u671b\u7ef4\u630140%\u4ee5\u4e0a\u5e02\u5360\u7387\uff0c\u6295\u884c\u56e0\u6b64\u5c06\u5176\u76ee\u6807\u4ef7\u4e0a\u8c03\u81f31650\u5143\u3002<\/td><td><a target=\"_blank\" rel=\"noreferrer noopener\" href=\"https:\/\/m.c114.com.cn\/w5472-1312105.html\">C114\u901a\u4fe1\u7f51 &#8211; 1.6T\u4ea7\u54c1\u52a0\u901f\u653e\u91cf<\/a><\/td><\/tr><tr><td><strong>Moomoo \/ \u884c\u4e1a\u516c\u544a<\/strong><\/td><td>2026\u5e746\u6708<\/td><td>\u8bb0\u5f55\u4e86\u5251\u6865\u79d1\u6280\u660e\u786e\u7684\u4f9b\u5e94\u94fe\u91cf\u4ea7\u65f6\u95f4\u8868\uff1a\u660e\u786e\u5176 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href=\"https:\/\/www.tfcaijing.com\/article\/page\/504e437334547276795a644657473554352f753838773d3d\">\u65f6\u4ee3\u8d22\u7ecf &#8211; \u5149\u6a21\u5757\u8fce\u4e1a\u7ee9\u653e\u91cf\u62d0\u70b9<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u26a0\ufe0f \u6295\u8d44\u907f\u5751\u63d0\u793a\uff1a<\/strong> \u5c3d\u7ba1\u4e0b\u534a\u5e741.6T\u653e\u91cf\u662f\u786e\u5b9a\u6027\u6781\u9ad8\u7684\u4e3b\u7ebf\uff0c\u4f46\u76ee\u524d\u5236\u7ea6\u4e0b\u534a\u5e74\u653e\u91cf\u5929\u82b1\u677f\u7684\u6838\u5fc3\u5728\u4e8e<strong>\u4e0a\u6e38\u539f\u6599\uff08\u5982200G 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src=\"https:\/\/www.zhangting.us\/wp-content\/uploads\/2026\/07\/image-31-1024x382.png\" alt=\"\" class=\"wp-image-1196\" srcset=\"https:\/\/www.zhangting.us\/wp-content\/uploads\/2026\/07\/image-31-1024x382.png 1024w, https:\/\/www.zhangting.us\/wp-content\/uploads\/2026\/07\/image-31-300x112.png 300w, https:\/\/www.zhangting.us\/wp-content\/uploads\/2026\/07\/image-31-768x286.png 768w, https:\/\/www.zhangting.us\/wp-content\/uploads\/2026\/07\/image-31-1536x572.png 1536w, https:\/\/www.zhangting.us\/wp-content\/uploads\/2026\/07\/image-31.png 1672w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">0708 \u5149\u5e93\u79d1\u6280\u56fe<\/figcaption><\/figure>\n\n\n\n<p 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