A股午評：創業板指升1.5% 超3500股上升 AI智能體概念爆發
A股主要指數集體上升，截至午盤，滬指升0.73%報3253.79點，深成指升1.13%，創業板指升1.5%。全市場半日成交額7438億元，較上日縮量1754億元，超3500只個股上升。
盤面上，AI智能體概念爆發，世紀天鴻、鼎捷數智、思特奇20cm升停，OpenAI宣佈上線名為Operator的首款AI智能體；通信設備股持續走高，華脈科技錄得6天5板，長飛光纖連續2日升停且創階段新高；人形機器人概念拉昇，盛通股份、美格智能、卧龍電驅升停；銅纜高速連接、影視院線、光伏設備等板塊升幅居前。房地產股多數走低，榮盛發展跌停，中交地產、榮豐控股跌超8%；白酒股普跌，酒鬼酒、捨得酒業跌超4%。
AI智能體概念活躍 世紀天鴻20cm升停
世紀天鴻、鼎捷數智、思特奇20cm升停，實達集團、楚天龍升停，初靈信息、開普雲、值得買、中科創達升超10%。
消息面上，OpenAI宣佈上線名為Operator的首款AI智能體，它能通過網頁執行各種任務。Operator可以像人類一樣使用互聯網執行各種任務，可以打開一個瀏覽器，點擊頁面的按鈕並打字輸入內容。OpenAI介紹，支持Operator的是簡稱CUA的模型，是一種通過強化學習將OpenAI旗艦模型GPT-4o的視覺功能與高級推理相結合的模型。
通信設備股持續走高 華脈科技錄得6天5板
華脈科技錄得6天5板，長飛光纖連續2日升停且創階段新高，長江通信、楚天龍升停，仕佳光子、長盈通升超10%。
消息面上，中金公司此前研報指出，AI算力仍是通信設備板塊的核心投資主線。展望2025年，AI推理需求有望加速發展，看好雲端硬件需求維持高景氣；電信設備投資總量承壓，復甦有賴於南北向流量的增長。
人形機器人概念拉昇 盛通股份升停
盛通股份、美格智能、卧龍電驅升停，凌雲光升超12%，駿創科技、億嘉和、中研股份、藍思科技、豐立智能等多股升超5%。
消息面上，銀河證券研報稱，人形機器人“0—1”產業化加速。浙江、安徽、四川等地加速佈局機器人戰略產業。人工智能賦能及驅動下，海內外人形機器人產業已進入產業化落地前期，市場潛力巨大，核心零部件傳感器、減速器、電機、絲槓等成本佔比高達70%，國產化空間較大。隨着人形機器人實現從0到1的突破，核心零部件電機、傳感器等市場空間有望打開。
房地產股多數走低 榮盛發展跌停
榮盛發展跌停，中交地產、榮豐控股跌超8%，金融界、光大嘉寶、空港股份、華聯控股、合肥城建跟跌。
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