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赛博贾维斯——开源的Claw bot火遍全球，A股谁受益？| 0127_我的网站
A | With Boris Johnson’s premiership rocked by shock resignations of his Health Secretary Sajid Javid and Chancellor Rishi Sunak amid the latest damning scandal, Tory rebels have seen their hopes of toppling the Prime Minister fueled anew. While there was no indication from Johnson on Tuesday night that he intended to quit, as he carried out a speedy Cabinet reshuffle, a leadership contest appeared to be looming on the horizon. This has unleashed speculation regarding who could be in the running to replace the PM.,Rishi Sunak,The ex-Chancellor is tipped by many as the favourite to succeed Johnson as a future leader of the Conservative Party.,At one point Rishi Sunak was top of the regular chart compiled by the ConservativeHome website.,However, his reputation was dealt a severe blow earlier this year by backlash over his billionaire heiress wife Akshata Murty’s non-domicile tax status, albeit there was no suggestion she had broken any rules.,Rishi Sunak Tumbles to Bottom of Tory Popularity Ranks Amid Wife’s Taxes & US Green Card Controversy25 April, 13:50 GMT,Furthermore, Sunak faced questions over keeping his US green card even after taking up the key job of Chancellor at No11. At the time, Sunak slipped to the bottom of the April chart compiled by the ConservativeHome website.,Nevertheless, the Conservative Party membership has overall approved of Sunak, dubbed the “low-tax chancellor”, suggested UK media outlets. Some analysts suggest his approval rating with the public has increased again this month amid measures implemented to support Britons through the cost of living crisis. Others have pointed to criticism of his perceived slow reaction to rising energy bills and insufficient help to the poorest households.,Rishi Sunak remains in the top five MPs most likely to take over from Johnson, with odds of 10/1 according to BetFair Exchange.,Penny Mordaunt,Penny Mordaunt, Minister of State for Trade Policy since 2021, had thrown her support behind Jeremy Hunt in the 2019 leadership election. After that she exited the Cabinet, but later became paymaster general in 2020. She was subsequently moved to the Department for International Trade.,© AP Photo / Kirsty WigglesworthIn this file photo dated Tuesday, Jan. 29, 2019, Government minister Penny Mordaunt leaves after a Cabinet meeting at Downing Street in London. The international development secretary, Mordaunt has been appointed to replace Gavin Williamson who was sacked Wednesday May 2, 2019, as U.K. defense chief. In this file photo dated Tuesday, Jan. 29, 2019, Government minister Penny Mordaunt leaves after a Cabinet meeting at Downing Street in London. The international development secretary, Mordaunt has been appointed to replace Gavin Williamson who was sacked Wednesday May 2, 2019, as U.K. defense chief. © AP Photo / Kirsty Wigglesworth,At times openly critical of government policy, on May 28, after the publication of the full Sue Gray report into “Partygate,” Mordaunt told the BBC that she was “angry” at Downing Street staff implicated in the row for blatantly ignoring pandemic rules while themselves blocking “reasonable requests to relax restrictions”.,Mordaunt is known to have said, regarding Johnson:,“I didn’t choose this prime minister, I didn’t support him in the leadership contest but he has always had my loyalty.",Penny Mordaunt is currently on odds of 6/1 on most of the major betting sites to replace Johnson.,Sajid Javid,Bromsgrove MP Sajid Javid’s odds appear to be on 19/1, according to various betting platforms. Javid was one of 10 Tory leadership challengers in 2019. He then held the position of UK Chancellor, resigning in February 2020 after Johnson ordered him to fire his team of aides, saying "no self-respecting minister" could accept such a condition. He was brought back into Boris Johnson’s cabinet as Health Secretary in summer 2021, after COVID-19 restrictions were lifted.,© AP Photo / Toby MelvilleBritain's former Health Secretary Sajid Javid speaks during a media briefing in Downing Street, London, Oct. 20, 2021. Britain's former Health Secretary Sajid Javid speaks during a media briefing in Downing Street, London, Oct. 20, 2021. © AP Photo / Toby Melville,Back when he threw his hat in the ring for the 2019 Tory leadership contest, Javid proposed cutting the top rate of income tax. More recently, he was reportedly among those against a windfall tax on oil and gas producers – a stance that might help boost his chances.,On June 6, Sajid Javid stressed his loyalty to the PM amid the “Partygate” row, saying a confidence vote was an “opportunity... to draw a line under all this”.,Jeremy Hunt,Jeremy Hunt, the former Health Secretary who also served as Foreign Secretary, lost to Johnson in the final round of the 2019 Conservative leadership contest. Since then he has been highly critical of the government.,© AFP 2022 / STEFAN ROUSSEAULeadership contender Jeremy Hunt (L) shakes hands to congratulate new Conservative Party leader and incoming prime minister Boris Johnson (R) as the results of the leadership contest are announced at an event in central London on July 23, 2019Leadership contender Jeremy Hunt (L) shakes hands to congratulate new Conservative Party leader and incoming prime minister Boris Johnson (R) as the results of the leadership contest are announced at an event in central London on July 23, 2019© AFP 2022 / STEFAN ROUSSEAU,As chairman of the Health and Social Care Select Committee, he excoriated Johnson’s team for its response to the pandemic. Maintaining a visible profile, he has been giving interviews to outlets, touting his new book and reflecting on the future of the Conservative Party. Thus, he recently warned that the Tories have a "big mountain to climb" if they hope to win the next general election amid fallout from the “Partygate” scandal.,'He's Definitely Running': Jeremy Hunt 'Testing The Waters' To Stand As PM If BoJo Is Ousted1 May, 05:38 GMT,Earlier this month, Hunt told The Times magazine now was not the “right time” for a leadership challenge, but he would “be very open with you that I don’t rule out a return in the future”.,Jeremy Hunt is on odds of 8/1 to take over Tory leadership.,Liz Truss,The Foreign Secretary and MP for South West Norfolk, Liz Truss, has been touted as possible Tory leader at odds of 8/1. “Fizz with Liz” has been a phrase associated with Truss amid reports earlier this year that she hosted MPs in her parliamentary office to allegedly recruit possible backers for a leadership challenge to Johnson.,While securing a series of mini trade deals during her tenure as Trade Secretary, her threats to overwrite parts of the controversial Northern Ireland protocol as well as her sanctions response to Russia over its special military operation in Ukraine reportedly found favour with some Conservative backbenchers. Critics purportedly find Truss’s harsh rhetoric on the NI protocol distasteful.,© Photo : NATO Battlegroup Estonia/facebookLiz TrussLiz Truss© Photo : NATO Battlegroup Estonia/facebook,When questioned recently about the prospect of her own bid to become PM, Truss insisted that Johnson retained her “100 per cent” confidence.,While never confirming she intended to run for leadership, she is known to often pose for choreographed social media posts, such as posing in a tank like Margaret Thatcher.,Nadhim Zahawi,The Education Secretary and MP for Stratford-on-Avon, Nadhim Zahawi, is currently at 12/1 odds to take over Tory premiership.,Zahawi, the vaccines minister during the coronavirus pandemic before being promoted to his current position, is noted for unveiling an education White Paper earlier in the year. Coming in the wake of exams mayhem overseen by his predecessor, Gavin Williamson, the government’s vision for schools for the next eight years was given a ‘muted’ response. “Not much to object to, little to inspire, and inadequate funding to achieve any of its stated ambitions,” one source in the education sector was cited as saying at he time.,© Photo : SJA Tory MP James Gray, Nadhim Zahawi and SJA chief exec Martin Houghton-Brown at the eventTory MP James Gray, Nadhim Zahawi and SJA chief exec Martin Houghton-Brown at the event© Photo : SJA,Zahawi has also been an adamant backer of the current government’s “levelling up” agenda with his renewed focus on standards in schools and the multi-academy trust policy.,Zahawi has also vehemently defended Johnson in multiple media appearances throughout the “Partygate” row.,Ben Wallace,Ben Wallace, the Defence Secretary who served in the Scots Guards, has drummed up kudos for his part in the UK’s response to Russia’s special operation to demilitarize Ukraine. His odds are seen as vying for second place with Hunt and Truss on 8/1.,Wallace is believed to have won aficionados among Tory MPs who pressed for the UK to increase its defence spending, despite cuts to the size of the army remaining a niggling cause for concern.,© AP Photo / Alex BrandonThe United Kingdom Secretary of State for Defense Ben Wallace speaks during a meeting with Secretary of Defense Lloyd AustinThe United Kingdom Secretary of State for Defense Ben Wallace speaks during a meeting with Secretary of Defense Lloyd Austin© AP Photo / Alex Brandon,Ben Wallace has played down any speculation of his perceived interest in the Tory leadership.,Tom Tugendhat,MP for Tonbridge and Malling Tom Tugendhat is on odds of 11/1, according to some platforms.,Notably, the chair of the Foreign Affairs committee, who has been strongly critical of Boris Johnson throughout his premiership, became the first Tory MP in January to announce his intention to stand for leader should the PM quit office.,“I think I’m making it pretty clear that I think that it’s up to all of us to put ourselves forward. And it’s up to the electorate, in the first case parliamentary colleagues, and in the second case the party, to choose. I think it’s a position of absolute integrity to say that of course you should offer yourself to the electorate if you think you can do it. Of course you should talk to colleagues and see if you can get a group together, and if you can get a group together you should go for it,” he had stated.,Priti Patel,Home Secretary Priti Patel has introduced a points-based immigration system and was the architect of the controversial Channel migrant deal with Rwanda, which would see illegals sent to the African country for processing. The agreement placed her in the crosshairs of numerous human rights groups. However, the deal has been touted as capable of solving he migrant problem plaguing the government.,Priti Patel's Reported 'League Table of Nations' for Migrant Deportation Ripped as 'Unhinged'Yesterday, 17:26 GMT,Patel was the last member of the Cabinet to confirm her support for Johnson on Monday amid the latest scandal, with her spokesman saying the Home Secretary continued to give her full backing to the PM.,Dominic Raab,Dominic Raab, the Deputy Prime Minister and Justice Secretary, who also served as Foreign Secretary under Boris Johnson, had run against the current PM in the 2019 Conservative election, making it to third round and finishing sixth after rising through the ranks as a Brexiteer.,© AP Photo / Toby MelvilleIn this Thursday, Sept. 1, 2020 file photo, Britain's Foreign Secretary Dominic Raab arrives to attend a cabinet meeting of senior government ministers at the Foreign and Commonwealth Office FCO in London.In this Thursday, Sept. 1, 2020 file photo, Britain's Foreign Secretary Dominic Raab arrives to attend a cabinet meeting of senior government ministers at the Foreign and Commonwealth Office FCO in London.© AP Photo / Toby Melville,Raab gained praise after his deputising stint for Johnson when the PM was hospitalised with COVID-19 in 2020. However, in the wake of the ‘botched’ NATO withdrawal from Afghanistan, Raab came under fire for holidaying in Crete while the Afghan government collapsed, and delegating tasks to junior ministers. He was, accordingly moved from being Foreign Secretary.,A spate of tough reforms aimed at ‘clamping down’ on “wokery” in the legal and prison systems were introduced during his time as Justice Secretary.,Raab has publicly urged the public to forgive the Prime Minister over the “Partygate” scandal.,His leadership odds are at approximately at 28/1.,Boris Johnson ‘On the Brink’,The latest wave of cabinet resignations came in the wake of the Prime Minister attempting to draw a line under the latest scandal to rock no 10. Boris Johnson had been giving an interview admitting he should not have appointed now-suspended Tory MP Chris Pincher as deputy chief whip in February after claims the MP groped two men at a private club on June 30.,With No 10 appearing to tie itself into knots trying to explain why Pincher was ever given a key government position in the first place, considering a slew of damning previous sexual misconduct allegations regarding Pincher, both the opposition Labour Party and the rebel Tories have hike up demands for Johnson to step down.,Boris Johnson ‘Vows to Carry On’ After Sunak, Javid ‘Shell-Shock' Exits Prompt Emergency Reshuffle05:54 GMT,The PM’s position appears increasingly shaky amid reports of a plot to use elections to the influential 1922 Committee’s executive to alter the Tory party rules. Currently, they grant Johnson 12-months' immunity from another leadership challenge. But considering he survived a no confidence vote on June 6 with 41% of his party voting to oust him over the so-called “Partygate” row, his position now appears even more shaky.。
B | 一、当日行情分析 1、市场观察——低开高走 1月27日，市场探底回升，三大指数集体翻红，创业板指一度涨超1%。沪深两市成交额2.89万亿，较上一个交易日缩量3532亿。截至收盘，沪指涨0.18%，深成指涨0.09%，创业板指涨0.71%。 2、中日关系紧张利好国产替代 日本首相高市早苗称，如果台海发生危机，美日可能采取联合行动撤离美日公民，在这样的情况下，日本不可能抛弃它的盟友。对此，外交部发言人郭嘉昆1月27日在例行记者会上说，无论在历史上、法律上，日方都没有任何资格对中国台湾置喙。 郭嘉昆表示，日本曾对台湾殖民统治长达半个世纪，犯下罄竹难书的罪行，对中国人民负有严重历史罪责。“我们再次敦促日方恪守中日四个政治文件精神和所作政治承诺，切实反思纠错，停止在台湾问题上的操弄和妄动。
C | ” 2026年1月27日，旅居日本东京上野动物园的大熊猫“晓晓”和“蕾蕾”启程离开，它们将经空运返回中国。这两只大熊猫返还后，将是1972年中日邦交正常化后、大熊猫首次来到日本以来，日本国内第一次迎来熊猫“空窗期”。 1月21日，中国外交部发言人郭嘉昆在例行记者会上就中方是否打算延长与日本的大熊猫租借协议答问时表示，据了解，按照中日有关协议，旅居日本东京上野动物园的大熊猫“晓晓”和“蕾蕾”将按期于2026年2月前返回中国。
D | 郭嘉昆表示：“我们知道在日本有一大批大熊猫的粉丝，欢迎日本民众来中国看大熊猫。 地缘政治紧张将成为加速替代的催化剂。投资应关注技术突破快、客户认证进展顺利、产能扩张明确的公司。 3、1克黄金1500，抢购者彻夜搭帐篷排队 1月26日，国际现货和期货黄金价格均在盘中历史性突破5000美元/盎司整数关口，创下全球黄金市场有纪录以来的最高水平。金价的上涨叠加春节消费旺季折扣活动，引发了消费者对黄金饰品的又一轮购买热潮。 目前老铺黄金的足金黄金产品活动折后克价为1500多元/克到1600多元/克，足金镶嵌产品更是达到了1700至1800多元/克。
E | 这两天，杭州大厦老铺黄金推出了满1000减100的活动，官方也提前发出了通知，“因人流较大，要去买黄金的顾客要排队取号，每日限300位”。 值得注意的是，购买中还出现了一批“守夜人”。有顾客表示，1月25日晚间就有消费者在杭州大厦商场天桥搭帐篷过夜，老铺黄金柜台昨晚持续营业至深夜11点，成为商场最后打烊的店铺之一。 二、DeepSeek OCR 2模型——R2前奏 1、什么是 OCR 2模型 1月27日，DeepSeek发布全新DeepSeek-OCR 2模型，采用创新的DeepEncoder V2方法，让AI能够根据图像的含义动态重排图像的各个部分，而不再只是机械地从左到右扫描。 这种方式模拟了人类在观看场景时所遵循的逻辑流程。最终，该模型在处理布局复杂的图片(如文档或图表)时，表现优于传统的视觉-语言模型，实现了更智能、更具因果推理能力的视觉理解。
F | 传统OCR就像一台只会按固定轨迹工作的复印机，不管是多栏排版的杂志、带复杂表格的财报，还是混有公式的学术论文，都只会从左到右、从上到下逐行扫描。这种“一刀切”的方式会破坏内容的语义关联，比如把表格里的数字和说明文字拆得乱七八糟，识别结果常常逻辑混乱，还得人工大量校对。 DeepSeek-OCR 2的核心创新“视觉因果流”，就是给AI装了“人类阅读逻辑”。
G | 它会先像人一样“全局扫一眼”整个文档，再根据内容的逻辑关系动态调整阅读顺序——比如先读完正文栏，再跳去看旁边的图表标题，接着处理表格里的内容，最后补全侧边注释。
H | 这种“先理解结构、再提取文字”的模式，从根源上解决了复杂文档识别的痛点。 团队采用Apache 2.0协议开源，允许商业使用，还在GitHub、Hugging Face同步发布了代码和模型。
I | 这意味着无论是大企业、创业公司，还是科研人员、开发者，都能免费拿来用、二次改造，适配多行业核心需求： 2、题材是否可持续？ 这个“题材”不是短期热点，而是有扎实技术演进和广阔应用前景的长期赛道。
J | 该技术并非概念炒作。
K | 其核心价值——极致降低大模型处理长文档、长对话的成本——是AI商业化落地的关键瓶颈。同时，二代模型对复杂版式的精准理解，使其能从简单的“文字识别”升级为真正的“文档理解引擎”，满足金融、法律、科研等领域对复杂非结构化文档处理的需求。
L | 应用场景明确且广泛： 作为基础设施：可为大语言模型(LLM)的训练高效生成和清洗海量高质量的文本数据。 赋能垂直行业：能深度解析财报、合同、技术手册中的文字、表格和图表，直接转换为结构化数据。在智能客服场景，能让AI拥有“长期记忆”，理解用户发送的截图。 总的来说，DeepSeek-OCR 2的发布是R2登场前一次关键的“技术预告”和“市场热身”。它展示了DeepSeek在多模态架构上的前沿探索，验证了技术路径，并提前点燃了市场对DeepSeek生态的关注。 切关注DeepSeek-R2的官方发布动态，市场预期在2026年2月春节前后。观察R2发布后，资金是否会从“OCR概念”扩散到更广泛的“算力、应用、生态合作伙伴”等全链条概念股。寻找那些已与DeepSeek有明确、深度业务绑定的上市公司，其受益逻辑可能更扎实。 3、重点公司——彩讯股份 彩讯股份 (300634) 与当前热门的 DeepSeek-OCR 2 题材存在明确但间接的关联。它并不是最直接的OCR技术提供商，但其核心业务和战略与DeepSeek及其相关技术有紧密的捆绑，从而使其成为市场关注的概念股之一。
M | 第一部分：传统业务 主要有三条产品线，可以理解为三种“建筑施工队”： 协同办公施工队：专门给中国移动、各大银行、国家电网这类大客户建造企业专用的邮箱和办公平台。它的RichMail邮箱是国产精品，可以替代微软的同类产品，是“中国500强首选国产邮箱”。
N | 智慧渠道施工队：帮上述大客户运营他们的手机App（如中国移动App）和线上活动，服务超过10亿用户，经验非常丰富。 云和数据施工队：作为中国移动云的核心合作伙伴，提供“上云”和数据分析服务。 第二部分：核心蓝图——“Rich AI超级工厂” 这是彩讯股份面向未来的核心战略，你可以把它理解为一个三层结构的AI“魔法厨房”： 底层厨房设备（Rich AICloud）：这是“厨房”的基础。包括强大的计算能力（好比灶台的火力）、管理成千上万张AI芯片的系统（好比厨房调度系统）、以及专门用于训练AI模型的平台。简单说，就是提供做AI大餐所需的硬件和能源。 中层智能菜谱（Rich AIBox）：这是最关键的一层！它是一个一站式AI应用开发平台。想象一下，以前做一道菜需要厨师自己配调料、控制火候，非常复杂。而现在，AIBox把复杂的AI技术封装成了简单的“智能菜谱”，企业客户只需“按菜谱下料”，就能快速定制出自己需要的AI应用，比如智能客服、AI营销助手等。这大大降低了使用AI的门槛。 第三部分：明星菜品——“彩灵图歌乐”（图生音乐） 这是彩讯推出的一款非常有趣和直观的AI应用，堪称“声影魔术师”。它是一款“图生音乐” 的AI工具。你上传一张照片或输入一段文字，它就能通过AI技术理解图片中的情感和意境，在几十秒内为你生成一首独一无二的专属歌曲。 三、遥望科技——CLAWDBOT 关联催化 1、CLAWDBOT是什么 2026 年 1 月 26 日，CLAWDBOT（开源本地 AI 助手）在硅谷爆火，24 小时内 GitHub 星标破 2.5 万，可通过 WhatsApp/Telegram 等即时通讯软件接收指令，实现本地设备控制、自动预订、邮件处理等复杂任务，被称为 “7×24 小时不下班的 AI 员工”。 遥望科技作为 AI 营销与 AI 电商标杆企业，其遥望云 AIOS 系统与 CLAWDBOT 核心逻辑高度契合 —— 均通过大模型能力实现工作流自动化，公司可快速接入该开源技术，拓展智能客服、订单自动处理、跨平台直播协同等应用场景，进一步降本增效并强化 AI 应用落地预期。 2、AI 应用核心布局 遥望云 AIOS 系统：自研核心技术平台，接入大模型运算能力，实现智能选品、脚本自动生成、投流优化、直播复盘全流程数字化，提升直播效率 30%+，已应用于旗下 70 + 明星主播与 150 + 网红账号。 AIGC 短视频批量生成：可快速制作产品种草、直播预告等内容，降低内容生产成本，支撑抖音 / TikTok 多平台内容分发需求。 四、蓝色光标——AI广告+出海 可以把蓝色光标想象成一头在广告行业里耕耘了很多年的“大象”。这头大象曾经很赚钱，但工作方式传统、身体笨重。现在，它正努力给自己装上“人工智能（AI）”的引擎，并全力冲向海外市场，试图变成一头会跳舞的“智能飞象”。 1、股价驱动力：两个核心引擎 这头大象能否“起飞”，主要看两个引擎转得怎么样： “智能引擎” (AI业务) 它在做什么：蓝色光标自己开发了一套叫做 “BlueAI” 的智能系统。你可以把它想象成一个非常厉害的 “广告AI助理团”。这个助理团有上百个专门干不同活的“小AI”，有的能自动写广告文案，有的能快速做视频，有的能智能分析在哪里投广告效果最好。 效果如何：这个“AI助理团”已经真正开始赚钱了！今年前9个月，由AI直接驱动或带来的收入就有将近25亿元。大象的目标是，未来自己大部分的收入都要靠这些AI来创造或改造。 “海外引擎” (出海业务) 它在做什么：大象发现，帮中国的手机游戏、电商、短剧App到海外去做宣传，是一个巨大无比的市场。于是，它利用自己的经验和正在升级的AI工具，全力帮助中国品牌在Facebook、TikTok等海外平台上打广告、做营销。
o | 效果如何：这部分业务已经成了它绝对的主力。
p | 现在，它每赚10块钱，有超过8块3都来自海外市场，是不折不扣的“出海广告专家”。
q | 这两个引擎是相辅相成的：AI让它更聪明、更高效地去开拓海外市场；而广阔的海外市场又为它的AI工具提供了最好的练兵场和赚钱机会。
r | 2、题材概念 因为上述动作，股市给这头大象贴了几个热门标签，这影响着大家对它的想象和估值： “给广告装上大脑” (AI+营销)：市场把它看作AI技术在实际行业中落地的典型。它不是单纯搞技术研究的，而是真刀真枪地用AI来改造传统的广告业，所以被当作“AI应用股”的代表。 “中国品牌出海导游” (出海龙头)：在中国品牌全球化的浪潮中，它扮演了“导游”和“地推”的关键角色，因此被归为受益于“跨境电商”、“文化出海”的热门概念。
s | “想自己开广告超市” (平台化转型)：大象不甘心只做“中间商”。它正在尝试搭建自己的海外广告投放平台（BlueX），梦想未来能像淘宝一样，让广告主和流量主直接在自己的平台上交易，这会带来更大的想象空间。 “会做视频的AI” (多模态AI)：它的AI工具里，有些专门用AI生成和编辑视频，这又踩中了“多模态AI”（让AI能看懂图、生成视频）这个前沿科技概念 3、Q3利润大涨 第三季度净利润的强劲增长，特别是扣非净利润大幅提升455.17%，表明公司主营业务盈利能力显著增强，增长势头强劲。 AI业务实现突破：公司AI战略进入商业化收获期。
t | 前三季度AI驱动业务收入达24.7亿元，全年目标为30-50亿元。核心技术平台BlueAI已孵化136个AI Agent，应用于视频生成、智能投放等场景，大模型Token调用量超6000亿。
u | 特别声明： 文中股票仅为投资逻辑，无任何买卖建议。
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