行业观察

大模型估值过高?瑞银:AI变现天花板远高于移动互联网

5月21日收盘,香港恒生科技指数下跌2.15%,年初至今,这个板块的跌幅已接近15%。 “今年恒生科技指数跑输大势蛮多”,在5月21日的媒体分享会上,瑞银中国互联网行业研究主管方锦聪将这一轮下跌归因为三重压力的叠加。 一方面,宏观波动让To C业务承压,电商、广告、招聘、外卖、本地生活等都会受到宏观影响,也会让投资者的热情下降。此外,互联网公司短期内增加AI资本开支,将侵蚀利润。第三个方面,AI带

发布时间:2026-05-21来源:第一财经
半导体设备股强势延续,北方华创股价创新高

5月21日早盘,A股、港股芯片股走强,存储芯片、封测等活跃,设备板块尤为强势。盘中,半导体板块短线走低。截至午盘,禾盛新材(002290.SZ)涨停,澜起科技(688008.SH)涨超7%、中国长城(000066.SZ)、海光信息(688041.SH)跟涨。设备方向,北方华创(002371.SZ)涨超6%,盘中涨停,续创历史新高。中微公司(688012.SH)、芯源微(688037.SH)盘中股价

发布时间:2026-05-21来源:第一财经
【行业深度】洞察2026:中国宠物食品行业竞争格局及市场份额(附竞争梯队、企业竞争力评价等)

以下数据及分析来自于前瞻产业研究院宠物食品研究小组发布的《全球及中国宠物食品(宠物饲料)行业市场需求与投资战略规划分析报告》 行业主要公司:中宠股份(002891.SZ)、佩蒂股份(300673.SZ)、路斯股份(832419.BJ)、华亨股份(837995.OC)、乖宝宠物(301498.SZ)等 本文核心数据:企业竞争格局;区域竞争格局;企业竞争力评价 1、中国宠物食品行业企业竞争梯队 从中国

发布时间:2026-05-21来源:前瞻产业研究院
PET Preforms Market Size, Share & Industry Analysis, By Type (Virgin PET Preforms, Recycled-content PET Preforms, Multilayer PET Preforms, and Others), By End-use Industry (Beverages, Food, Personal Care & Cosmetics, Pharmaceuticals, and Others), and Regional Forecast, 2026-2034

PET Preforms Market Size and Future Outlook Listen to Audio Version The global PET preforms market size was valued at USD 51.65 billion in 2025. The market is projected to grow from USD 54.47 billion

发布时间:2026-05-18来源:FORTUNE BUSINESS INSIGHTS
Airbnb为何拒绝做下一个传统OTA?

界面新闻记者 | 徐美慧界面新闻编辑 | 文姝琪 成立18年的Airbnb,又一次想重新定义自己。 美西时间5月20日,Airbnb在2026夏季产品发布会上宣布多项跨品类拓展。 爱彼迎联合创始人兼首席执行官Brian Chesky介绍称,这次升级体现在多个维度。服务方面,新增生鲜配送、专车接送机、行李寄存和租车服务。住宿方面,新增数千家精品酒店与独立酒店,首批覆盖纽约、巴黎等20个热门城市,并提

发布时间:2026-05-21来源:界面新闻
AMD May Launch 7700X3D With 8 Cores, 4.5GHz Boost Clock

AMD is reportedly planning to launch a new Zen 4 CPU with eight cores and a 3D V-cache chip. The chip, rumored to be called the 7700X3D, will be a similar beast to the 7800X3D, but likely a weaker bin

发布时间:2026-05-19来源:ExtremeTech
The AI Industry Is Failing to Make Its Case to the Neighborhoods It's Trying to Move Into

There's a truism among large-scale developers of real estate: Everybody loves growth, if you pay them to. Residents won't leave to allow for demolition of an existing building? Pay the holdouts to lea

发布时间:2026-05-20来源:ExtremeTech
Overclockers Break CPU Frequency Record With 9.2 OC of Intel 14900KF

Chinese overclocking team Wytiwx has taken the top spot in the CPU frequency world records, reaching 9.206GHz with an Intel Core i9 14900KF. Leveraging Thermal Grizzly Kryonaut Extreme and a large tan

发布时间:2026-05-20来源:ExtremeTech
Sony Raises Short-Term PlayStation Plus Prices Amid Profiteering Allegations

Beginning today, Sony is increasing the cost of one- and three-month PlayStation Plus subscriptions in certain regions. Both new and returning subscribers will be affected. The updated structure raise

发布时间:2026-05-20来源:ExtremeTech
Sony Returns to Its Original Strategy of Keeping Narrative First-Party Games Off PC

Sony is reeling in its push to bring major single‑player PlayStation games to PC. The company plans to keep its narrative‑driven first‑party titles on PlayStation 5 and to treat them as console exclus

发布时间:2026-05-19来源:ExtremeTech
Apple Is Adding AI‑Powered Accessibility Tools to Its Entire Ecosystem

This Tuesday, Apple announced new, Apple Intelligence-powered accessibility options for iOS, iPadOS, macOS, tvOS, and visionOS. These largely center on‑device processing for people who are blind, have

发布时间:2026-05-20来源:ExtremeTech
Microsoft Ditches SMS-Based 2FA Because It's Too Easy to Hack

Microsoft is phasing out SMS-based two-factor authentication (2FA) and SMS one-time passwords (OTPs) for personal Microsoft accounts. Calling SMS-based logins "a leading source of fraud," the company

发布时间:2026-05-20来源:ExtremeTech
The Galaxy Flip 8 Could Be the Last of Samsung's Clamshell Foldables

Samsung's Galaxy Z Flip 8 may be the last clamshell foldable in the series, according to a tipster who claims there's no Flip 9 on the brand's roadmap. According to a Weibo post published over the wee

发布时间:2026-05-19来源:ExtremeTech
Google and Samsung Unveil 'AI Intelligent Eyewear' to Rival Ray-Ban Meta

Google has come a long way since the days of Google Glass. During Google I/O this week, Google and Samsung unveiled their new AI Intelligent Eyewear: phone-connected smart glasses that use Google's Ge

发布时间:2026-05-20来源:ExtremeTech
国联股份巴基斯坦数字经济总部启动 “数字丝绸之路”助力中国制造出海

【亿邦原创】2026年是中国与巴基斯坦建交75周年,中巴经济走廊迈入CPEC 2.0高质量发展阶段。5月13日,一场高规格的揭牌仪式在伊斯兰堡举行——国联股份IBI巴基斯坦数字经济总部正式启动。巴基斯坦副总理兼外交部长伊沙克·达尔亲临现场并发表重要致辞,中国驻巴使馆官员、巴基斯坦各部委负责人以及中巴两国200余家骨干企业代表齐聚一堂,共同见证这一时刻。 在产业互联网“出海”加速的当下,这一事件的意

发布时间:2026-05-21来源:亿邦智库黄斌 文章来源