行业观察

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

Although there has been significant pushback from artists regarding the proliferation of AI design tools and the content used to train generative models, the companies making the software for creative

A challenge for many tech companies is delivering high-bandwidth, multimodal data — for example, simultaneous audio and video — to users in real time without interruptions. Some firms build solutions

YouTube is launching a new feature that will allow creators to use AI technology to generate custom instrumental backing music that can be added to their videos. In an update published to its Creator