行业观察

智通财经APP获悉，软银集团(SFTBY.US)邀请更多银行加入其400亿美元的贷款计划，以支持该集团对美国科技巨头OpenAI的投资。知情人士透露，该交易近期已进入所谓的“试启动”阶段，并邀请其他贷款机构作为次级承销商加入。知情人士称，有意向的机构需各自承诺出资约50亿美元。据悉，该集团对OpenAI的最新投资是在已向这家初创企业注资超300亿美元的基础上追加的。软银上个月宣布，摩根大通、高盛集

在新能源汽车产业从“规模竞赛”转向“价值深耕”的关键转折点，赛力斯交出了一份含金量十足的年度答卷。数据显示，赛力斯全年营收达1,650.5亿元，归属于上市公司股东的净利润59.6亿元；研发投入125.1亿元，同比增长77.4%。这份扎实的业绩背后，是赛力斯以技术驱动为核心、品牌价值为支撑、战略远见为牵引的系统性能力跃升。作为一家技术科技型企业，赛力斯围绕技术、品牌、战略三大维度实现了体系化能力的全

4月1日，由国家海洋信息中心主办、南京大学中国南海研究协同创新中心承办的2026年第一季度国际和周边海洋形势研讨会在南京召开。来自中国社会科学院、上海国际问题研究院、上海社会科学院、南京大学、武汉大学、厦门大学、华侨大学、暨南大学、海南大学、上海外国语大学的14位专家发言并参与讨论。会议在“南海仲裁案”非法裁决十周年来临之际召开，紧扣规则博弈与舆论斗争两大维度，围绕南海法律战、舆论战、认知战发展态

格隆汇4月15日｜电网设备板块拉升，电网设备ETF易方达（560390）涨1.91%。消息面上，2026年开年，国内电网投资加速，三大电网一季度投资超过1600亿元，特高压工程也呈现出“开工、核准、前期”同步推进的态势。国家电网110千伏及以上开工项目同比大幅增长，电网工程建设进入高峰期。此外，机构指出驱动电网设备上涨的核心叙事逻辑均还在加强，主要包括：1）全球AI缺电带来的电网升级建设需求；2）

智通财经APP获悉，海通国际发布研报称，25年乳制品行业深蹲出清，26年迎周期反转、盈利修复、估值回归，五大逻辑共振下乳制品成为必选消费优质赛道。按优先级布局：首选全产业链龙头伊利股份(600887.SH)、蒙牛乳业(02319)，逻辑最稳、最抗跌、适合大资金配置，充分受益行业复苏;其次关注低温高成长标的新乳业(002946.SH)，依托赛道优势盈利表现突出;最后布局上游原奶弹性标的优然牧业(09

电网设备上涨，电网设备ETF易方达、电网设备ETF广发、电网设备ETF国泰、电网设备ETF华夏上涨。电网设备ETF易方达跟踪恒生A股电网设备主题指数，聚焦输变电设备、电力电子及自动化、线缆以及输变电设备等行业，成份股囊括特变电工、国电南瑞、思源电气等，是全市场唯一低费率（综合费率0.2%/年）聚焦电网产业的ETF。电网设备ETF华夏作为全市场唯一一只跟踪中证电网设备指数的ETF，指数成分股的行业分

AI labs like OpenAI claim that their so-called “reasoning” AI models, which can “think” through problems step by step, are more capable than their non-reasoning counterparts in specific domains, such

How do you get talented engineers to work for a startup in a mundane field at a time when more exciting companies are paying well and hiring aggressively? Here’s an answer from one insurance startup o

Billionaire Elon Musk has just been countersued by OpenAI, but that isn’t stopping his AI company, xAI, from making its flagship Grok 3 model available via an API. It has been several months since xAI

Just a few weeks after OpenAI said it would adopt rival Anthropic’s standard for connecting AI models to the systems where data resides, Google is following suit. In a post on X on Wednesday, Google D

The dramatic tiff between OpenAI and its estranged co-founder, billionaire Elon Musk, shows no sign of letting up. In a filing on Wednesday, attorneys for OpenAI and other defendants in the case, incl

Nvidia CEO Jensen Huang appears to have struck a deal with the Trump administration to avoid export restrictions on the company’s H20 AI chips. The H20, the most advanced Nvidia-produced AI chip that

OpenAI co-founder and former chief scientist Ilya Sutskever’s new AI startup, Safe Superintelligence (SSI), is using Google Cloud’s TPU chips to power its AI research, part of a new partnership the co

OpenAI thinks AI benchmarks are broken. Now the company is launching a program to fix how AI models are scored. The new OpenAI Pioneers Program will focus on creating evaluations for AI models that “s

In the world of tech, some might argue that the term of the decade is AI, but in the bigger scheme of things, beyond this single sector, the most important word may well be “resilience.” How well prep