回填 15 条映射，命中 10 条 (67%)
| 美股 | A股 | 映射逻辑 | 上涨概率 | 预期涨幅 | 风险 |
|---|---|---|---|---|---|
| AMD AMD (+3.85%) |
688041 海光信息 |
国产x86 CPU对标AMD | 64% | +2.0% | 高 |
| AMD AMD (+3.85%) |
300474 景嘉微 |
国产GPU对标AMD GPU | 58% | +1.7% | 高 |
| AMD AMD (+3.85%) |
603986 兆易创新 |
NOR Flash/MCU对标AMD内存周边 | 52% | +1.5% | 高 |
| GOOGL Alphabet (+2.84%) |
002230 科大讯飞 |
AI语音+大模型，对标Google AI | 55% | +0.3% | 低 |
| GOOGL Alphabet (+2.84%) |
300418 昆仑万维 |
AI搜索/浏览器对标Google Search | 51% | +0.2% | 低 |
| GOOGL Alphabet (+2.84%) |
688256 寒武纪 |
AI芯片对标TPU | 51% | +1.0% | 低 |
| TSLA Tesla (+2.57%) |
002594 比亚迪 |
新能源车对标Tesla | 61% | +0.4% | 低 |
| TSLA Tesla (+2.57%) |
300750 宁德时代 |
动力电池，TSLA供应商 | 59% | +0.3% | 低 |
| TSLA Tesla (+2.57%) |
002920 德赛西威 |
智能座舱/自动驾驶对标FSD | 57% | +0.3% | 低 |
| ADBE Adobe (+2.49%) |
688111 金山办公 |
办公软件+AI对标Adobe | 61% | +1.1% | 低 |
| ADBE Adobe (+2.49%) |
300624 万兴科技 |
创意软件对标Adobe Creative | 55% | +0.2% | 低 |
| ADBE Adobe (+2.49%) |
002230 科大讯飞 |
AI内容生成对标Adobe Firefly | 51% | +0.1% | 低 |
| WDAY Workday (+1.74%) |
600588 用友网络 |
HR SaaS对标Workday | 55% | +0.1% | 低 |
| WDAY Workday (+1.74%) |
002410 广联达 |
建筑云对标Workday企业云 | 49% | 0.0% | 低 |
| WDAY Workday (+1.74%) |
300033 同花顺 |
金融云/HR对标Workday | 49% | +0.8% | 中 |
国产x86 CPU对标AMD
国产GPU对标AMD GPU
NOR Flash/MCU对标AMD内存周边