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云计算、算力等多个领域有新动态。华为云、阿里云等多个平台宣布上线/接入 DeepSeek 大模型。因服务器资源紧张，DeepSeek 已暂停 API 服务充值。DeepSeek 新模型已集成到相关 GPU 上。AI 应用方面，医渡科技、比亚迪等有新动作。机器人领域，Figure 取得自主研发突破。新能源 1 月产出略低，硅片费用 持稳。北交所个股活跃。工信部称三家基础电信企业均接入 DeepSeek 开源大模型，其日活跃用户数突破 3000 万。DeepSeek 相关消息众多，后续炒作或注重题材和个股逻辑。此外，全球流感大暴发，《哪吒 2》票房超 75 亿元。
股票名称 ["杭钢股份","优刻得","新炬网络","拓维信息","杭电股份","四川长虹","神州数码","志晟信息","美格智能","竞业达","航锦科技","每天 互动","美年健康","贝瑞基因","金域医学","用友网络","浪潮软件","雷柏科技","瀛通通讯","联创电子","神通科技","通达电气","冀凯股份","日发精机","卧龙电驱","云内动力","钧达股份","爱旭股份","安彩高科","派特尔","并行科技","华阳变速","网宿科技","润泽科技","光环新网","顺网科技","阿里巴巴","控股","优刻得","金山云","青","博通集成","全志科技","乐鑫科技","瑞芯微","安凯微","兆易创新","佰维存储","江波龙","普冉股份","聚辰股份","广和通","移远通信","美格智能","泰凌微","翱捷科技","博创科技","寒武纪","中兴通讯","汉得信息","鼎捷数智","普联软件","金财互联","卫宁健康","万达信息","润达医疗","塞力医疗","贝瑞基因","科大讯飞","竞业达","豆神教育","科德教育","恒生电子","拓尔思","完美世界","神州泰岳","汤姆猫","盛天网络","冰川网络","金山办公","泛微网络","彩讯股份","福昕软件","中科金财","三六零","昆仑万维","中广天择","浙文互联","金山办公","万兴科技","中文在线","信雅达","果麦文化","中广天择","小商品城","生意宝","值得买","天地在线"]板块名称 ["云计算","算力","Al应用","机器人","新能源","北交所"]DeepSeek、行业变革、资金偏好看多看空 文中提到DeepSeek带来成本下降，对各行业产生积极影响，资金风险偏好上升，美股有望修复，中概股有反弹需求，且相关题材炒作周期长。
2.9 Al发展利好啥行业？（相关概念股已梳理）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，并于需要时询问
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。 
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