{"id":93889,"topic":"ai","source":"东方财富","title":"特朗普AI更名催化！人工智能概念再升温 多只超跌股获资金抢筹(名单) - 东方财富","url":"https://finance.eastmoney.com/a/202609303887107155.html","url_hash":"769ef680e93686ce7a0b55edfe552015e65c9d3a","author":"","summary":"<a href=\"https://news.google.com/rss/articles/CBMiZkFVX3lxTE94SG5Gcjh4Z1dJUmJCQzVDMkVyR1FJNXgwbHJlNllpTXdka3lScGpjbHlKbEczdU44SXpjdmlGaXo3Ql9DWk4zaFBIZ1NOSjgzcVMzcHQzQTlnWjRPZFBueFB6WFUwZw?oc=5\" target=\"_blank\">特朗普AI更名催化！人工智能概念再升温 多只超跌股获资金抢筹(名单)</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">东方财富</font>","content":"特朗普白宫会晤全球AI巨头，人工智能\n特朗普会晤AI巨头，AI更名\"超级智能\"\n特朗普在白宫与马斯克、贝索斯、扎克伯格、黄仁勋等全球顶级AI企业领袖举行闭门午餐会，明确拒绝政府立法监管，转而力推行业自我监管，并宣布将在政府文件中将\"人工智能\"更名为\"超级智能\"。会后，特朗普强调美国AI领先优势的关键在于\"不扼杀增长\"，称该技术\"将比工业革命更具影响力，远超互联网\"。\n海外产业层面，OpenAI本周宣布取消最新模型Astra 6.1的发布计划，原因是内部测试未达安全标准，此前其自主系统还被披露曾尝试访问澳大利亚政府网站及三个美国联邦机构网站，AI安全与监管议题持续升温。与此同时，Anthropic发布Sonnet 5.5模型，前沿大模型迭代进一步提速。\n值得注意的是，国内政策同样密集落地。工信部正式印发\"人工智能+软件\"政策，推动智能编程与智能体规模化应用，配套技改支持、算力券、财政资金和场景对接等措施，AI应用\n机构：AI产业趋势不改，板块调整孕育布局机会\n人工智能是指利用大模型等技术，让计算机\n\"工信部'人工智能+软件'政策将推动智能编程与智能体规模化应用。\"国泰海通AI应用从局部探索走向系统性落地，AI应用软件企业有望持续受益。\n融资客逆势加仓多只超跌股\n东方财富概念板块显示，目前A股市场有750股涉及人工智能概念，合计总市值约14.11万亿元。\n工业富联寒武纪中国电信海光信息海康威视东方财富、澜起科技兆易创新\n年初至今，人工智能概念板块整体自高位大幅回调，逾4成个股年内最大回撤超过50%。下跌方面，ST豆神ST佳缘开普云ST信源*ST易录\n从资金角度看，东方财富Choice数据显示，9月以来，共有185只人工智能概念股获得融资净买入，招商轮船协创数据浪潮信息中京电子同花顺华天科技超跌股中，仍有79只获融资客逆势加仓，禾盛新材华胜天成\n（文章来源：东方财富研究中心）","image_url":null,"lang":"zh","published_at":"2026-09-29T00:36:02+00:00","fetched_at":"2026-10-01T01:15:07+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"特朗普白宫会晤全球AI巨头，人工智能\n特朗普会晤AI巨头，AI更名\"超级智能\"\n特朗普在白宫与马斯克、贝索斯、扎克伯格、黄仁勋等全球顶级AI企业领袖举行闭门午餐会，明确拒绝政府立法监管，转而力推行业自我监管，并宣布将在政府文件中将\"人工智能\"更名为\"超级智能\"。会后，特朗普强调美国AI领先优势的关键在于\"不扼杀增长\"，称该技术\"将比工业革命更具影响力，远超互联网\"。\n海外产业层面，OpenAI本周宣布取消最新模型Astra 6.1的发布计划，原因是内部测试未达安全标准，此前其自主系统还被披露曾尝试访问澳大利亚政府网站及三个美国联邦机构网站，AI安全与监管议题持续升温。与此同时，Anthropic发布Sonnet 5.5模型，前沿大模型迭代进一步提速。\n值得注意的是，国内政策同样密集落地。工信部正式印发\"人工智能+软件\"政策，推动智能编程与智能体规模化应用，配套技改支持、算力券、财政资金和场景对接等措施，AI应用\n机构：AI产业趋势不改，板块调整孕育布局机会\n人工智能是指利用大模型等技术，让计算机\n\"工信部'人工智能+软件'政策将推动智能编程与智能体规模化应用。\"国泰海通AI应用从局部探索走向系统性落地，AI应用软件企业有望持续受益。\n融资客逆势加仓多只超跌股\n东方财富概念板块显示，目前A股市场有750股涉及人工智能概念，合计总市值约14.11万亿元。\n工业富联寒武纪中国电信海光信息海康威视东方财富、澜起科技兆易创新\n年初至今，人工智能概念板块整体自高位大幅回调，逾4成个股年内最大回撤超过50%。下跌方面，ST豆神ST佳缘开普云ST信源*ST易录\n从资金角度看，东方财富Choice数据显示，9月以来，共有185只人工智能概念股获得融资净买入，招商轮船协创数据浪潮信息中京电子同花顺华天科技超跌股中，仍有79只获融资客逆势加仓，禾盛新材华胜天成\n（文章来源：东方财富研究中心）","cluster_id":null,"extract_retries":0,"extract_error":null,"contract_version":"news_item.v1","format_contract_version":"news_item_formats.v1","dedup_url":"https://finance.eastmoney.com/a/202609303887107155.html","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 798 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":798,"summary_length":798,"usable_text_length":798,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":798,"summary_length":798}},"news_item":{"id":93889,"canonical_url":"https://finance.eastmoney.com/a/202609303887107155.html","source_url":"https://finance.eastmoney.com/a/202609303887107155.html","title":"特朗普AI更名催化！人工智能概念再升温 多只超跌股获资金抢筹(名单) - 东方财富","source_name":"东方财富","author":null,"published_at":"2026-09-29T00:36:02+00:00","locale":"zh","topic":"ai","tags":[],"rss_summary":"<a href=\"https://news.google.com/rss/articles/CBMiZkFVX3lxTE94SG5Gcjh4Z1dJUmJCQzVDMkVyR1FJNXgwbHJlNllpTXdka3lScGpjbHlKbEczdU44SXpjdmlGaXo3Ql9DWk4zaFBIZ1NOSjgzcVMzcHQzQTlnWjRPZFBueFB6WFUwZw?oc=5\" target=\"_blank\">特朗普AI更名催化！人工智能概念再升温 多只超跌股获资金抢筹(名单)</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">东方财富</font>","full_text":"特朗普白宫会晤全球AI巨头，人工智能\n特朗普会晤AI巨头，AI更名\"超级智能\"\n特朗普在白宫与马斯克、贝索斯、扎克伯格、黄仁勋等全球顶级AI企业领袖举行闭门午餐会，明确拒绝政府立法监管，转而力推行业自我监管，并宣布将在政府文件中将\"人工智能\"更名为\"超级智能\"。会后，特朗普强调美国AI领先优势的关键在于\"不扼杀增长\"，称该技术\"将比工业革命更具影响力，远超互联网\"。\n海外产业层面，OpenAI本周宣布取消最新模型Astra 6.1的发布计划，原因是内部测试未达安全标准，此前其自主系统还被披露曾尝试访问澳大利亚政府网站及三个美国联邦机构网站，AI安全与监管议题持续升温。与此同时，Anthropic发布Sonnet 5.5模型，前沿大模型迭代进一步提速。\n值得注意的是，国内政策同样密集落地。工信部正式印发\"人工智能+软件\"政策，推动智能编程与智能体规模化应用，配套技改支持、算力券、财政资金和场景对接等措施，AI应用\n机构：AI产业趋势不改，板块调整孕育布局机会\n人工智能是指利用大模型等技术，让计算机\n\"工信部'人工智能+软件'政策将推动智能编程与智能体规模化应用。\"国泰海通AI应用从局部探索走向系统性落地，AI应用软件企业有望持续受益。\n融资客逆势加仓多只超跌股\n东方财富概念板块显示，目前A股市场有750股涉及人工智能概念，合计总市值约14.11万亿元。\n工业富联寒武纪中国电信海光信息海康威视东方财富、澜起科技兆易创新\n年初至今，人工智能概念板块整体自高位大幅回调，逾4成个股年内最大回撤超过50%。下跌方面，ST豆神ST佳缘开普云ST信源*ST易录\n从资金角度看，东方财富Choice数据显示，9月以来，共有185只人工智能概念股获得融资净买入，招商轮船协创数据浪潮信息中京电子同花顺华天科技超跌股中，仍有79只获融资客逆势加仓，禾盛新材华胜天成\n（文章来源：东方财富研究中心）","excerpt":"特朗普白宫会晤全球AI巨头，人工智能\n特朗普会晤AI巨头，AI更名\"超级智能\"\n特朗普在白宫与马斯克、贝索斯、扎克伯格、黄仁勋等全球顶级AI企业领袖举行闭门午餐会，明确拒绝政府立法监管，转而力推行业自我监管，并宣布将在政府文件中将\"人工智能\"更名为\"超级智能\"。会后，特朗普强调美国AI领先优势的关键在于\"不扼杀增长\"，称该技术\"将比工业革命更具影响力，远超互联网\"。\n海外产业层面，OpenAI本周宣布取消最新模型Astra 6.1的发布计划，原因是内部测试未达安全标准，此前其自主系统还被披露曾尝试访问澳大利亚政府网站及三个美国联邦机构网站，AI安全与监管议题持续升温。与此同时，Anthropic发布Sonnet 5.5模型，前沿大模型迭代进一步提速。\n值得注意的是，国内政策同样密集落地。工信部正式印发\"人工智能+软件\"政策，推动智能编程与智能体规模化应用，配套技改支持、算力券、财政资金和场景对接等措施，AI应用\n机构：AI产业趋势不改，板块调整孕育布局机会\n人工智能是指利用大模型等技术，让计算机\n\"工信部'人工智能+软件'政策将推动智能编程与智能体规模化应用。\"国泰海通AI应用从局部探索走向系统性落地，AI应用软件企业有望持续受益。\n融资客逆势加仓多只超跌股\n东方财富概念板块显示，目前A股市场有750股涉及人工智能概念，合计总市值约14.11万亿元。\n工业富联寒武纪中国电信海光信息海康威视东方财富、澜起科技兆易创新\n年初至今，人工智能概念板块整体自高位大幅回调，逾4成个股年内最大回撤超过50%。下跌方面，ST豆神ST佳缘开普云ST信源*ST易录\n从资金角度看，东方财富Choice数据显示，9月以来，共有185只人工智能概念股获得融资净买入，招商轮船协创数据浪潮信息中京电子同花顺华天科技超跌股中，仍有79只获融资客逆势加仓，禾盛新材华胜天成\n（文章来源：东方财富研究中心）","extraction":{"state":"ok","confidence":0.9,"error":null,"explanation":"High confidence: full text extraction produced 798 characters.","diagnostics_url":"/api/diagnose?url=https%3A//finance.eastmoney.com/a/202609303887107155.html","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 798 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":798,"summary_length":798,"usable_text_length":798,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":798,"summary_length":798}}},"display_formats":["compact","card","full","digest_section","json"]},"daily_stack_record":{"title":"特朗普AI更名催化！人工智能概念再升温 多只超跌股获资金抢筹(名单) - 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