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Anthropic“花钱买路”:主动承诺承担新增电费,以换取数据中心快速扩张权
Zhi Tong Cai Jing· 2026-02-12 11:36
Group 1 - Anthropic will absorb the increased electricity costs from data center operations and will pay for grid upgrades through monthly electricity surcharges [1] - The company plans to procure additional power and protect consumers from price hikes by launching new power generation projects to meet data center electricity demands [1] - Anthropic is investing in demand-side management systems to reduce energy consumption during peak periods and is introducing grid optimization tools to lower end-user electricity costs [1] Group 2 - The company is committed to creating hundreds of permanent jobs and thousands of construction jobs through its data center projects while addressing environmental impacts with water-saving cooling technologies [1] - Anthropic is working to mitigate the impact of its workload on electricity prices when leasing existing data center capacity [1] - The AI industry in the U.S. is projected to require at least 50 gigawatts of power capacity in the coming years, with individual AI model training soon needing gigawatt-level power [1] Group 3 - The U.S. must rapidly build data centers to maintain competitiveness in AI and national security, but AI companies should not pass costs onto American consumers [2] - A draft proposal from the Trump administration aims to ensure that energy-intensive data centers do not raise residential electricity prices or affect water supply and grid reliability, with costs for new infrastructure borne by demand-side companies [2] - Anthropic's latest funding round is expected to exceed $20 billion, with projected revenues reaching up to $18 billion by 2026 [2]
富森美董事会秘书张凤术解除留置变更为责令候查
Zhi Tong Cai Jing· 2026-02-12 11:32
Core Viewpoint - Fusenmei (002818.SZ) announced that the supervisory measures against Mr. Zhang Fengshu have been changed from detention to a notice of investigation, allowing him to resume his duties as Vice General Manager and Secretary of the Board [1] Group 1 - On February 12, 2026, the company received a notice from the Chongzhou Municipal Supervisory Committee regarding the change in supervisory measures for Mr. Zhang Fengshu [1] - Mr. Zhang Fengshu is now able to perform his responsibilities normally, indicating that the company's operations are running smoothly [1] - Ms. Wang Hong, the Vice General Manager and Chief Financial Officer, will no longer act as the Secretary of the Board and related duties [1]
摩根大通减持潍柴动力约821.47万股 每股均价约26.67港元
Zhi Tong Cai Jing· 2026-02-12 11:31
香港联交所最新资料显示,2月6日,摩根大通减持潍柴动力(000338)(02338)821.4741万股,每股均价 26.6735港元,总金额约为2.19亿港元。减持后最新持股数目约为1.55亿股,持股比例为7.98%。 ...
摩根大通增持金风科技约178.7万股 每股作价约13.27港元
Zhi Tong Cai Jing· 2026-02-12 11:31
Group 1 - Morgan Stanley increased its stake in Goldwind Technology (002202)(02208) by 1.787045 million shares at a price of HKD 13.2694 per share, totaling approximately HKD 23.713 million [1] - After the increase, the total number of shares held by Morgan Stanley is approximately 47.7826 million, representing a holding percentage of 6.17% [1]
摩根大通增持天齐锂业约86.96万股 每股作价约42.42港元
Zhi Tong Cai Jing· 2026-02-12 11:31
香港联交所最新资料显示,2月6日,摩根大通增持天齐锂业(002466)(09696)86.9606万股,每股作价 42.423港元,总金额约为3689.13万港元。增持后最新持股数目约为1153.78万股,最新持股比例为 7.02%。 ...
微创机器人-B:图迈 腔镜手术机器人全球商业化订单突破200台
Zhi Tong Cai Jing· 2026-02-12 11:31
作为全球首个获准开展商业化应用的远程手术机器人系统,图迈远程手术机器人已在中国、印度、巴西 等近10个国家获得上市批准,其应用已覆盖全球近一半人口所在区域,并已率先进入常态化、规模化临 床应用阶段。截至目前,图迈已完成远程手术近800例,覆盖20多个国家,实施成功率继续保持100%。 在全球化布局持续加速的同时,图迈在单中心临床应用深度方面亦不断取得突破性进展。根据内部数据 统计,截至目前已完成图迈商业化装机的各国医疗机构中,单中心手术量超过百例的已有数十家,并广 泛覆盖泌尿外科、普通外科、胸外科、妇科、小儿外科、头颈外科等多个科室。 微创机器人-B(02252)发布公告,截至本公告日,集团核心产品图迈腔镜手术机器人全球商业化订单突 破200台,覆盖近50个国家和地区,已完成商业化装机近130台。图迈商业化订单和装机规模的再次里程 碑式跃升,标志着其临床价值在全球范围内获得持续、广泛的认可,是对图迈安全性、稳定性、可靠性 的系统性认证。来自不同国家、不同医疗体系、不同专科背景的外科医生,正在以真实而审慎的临床决 策,将图迈纳入日常手术实践与长期学科建设之中。 在已覆盖的近50个国家和地区中,订单数超5台的达1 ...
陆港众邦(香港)有限公司增持长安民生物流3239.92万股 每股均价约3.22港元
Zhi Tong Cai Jing· 2026-02-12 11:31
Group 1 - The core point of the article is that Landbank (Hong Kong) Co., Ltd. has increased its stake in Chang'an Minsheng Logistics (01292) by acquiring 32,399,200 shares at an average price of HKD 3.2230 per share, totaling approximately HKD 104 million [1] - After the acquisition, Landbank's total shareholding in Chang'an Minsheng Logistics is now 32,399,200 shares, representing a 24.95% ownership stake [1]
EPS创健科技拟4300万港元收购中国基因16.23%已发行股份
Zhi Tong Cai Jing· 2026-02-12 11:31
EPS创健科技(03860)发布公告,于2026年2月12日,本公司(作为买方)与卖方(作为卖方)订立协议,本公 司有条件同意收购而卖方有条件同意出售销售股份(中国基因的1,623股普通股,占中国基因已发行股本 的 16.23%),总现金代价为4300万港元。紧随完成后,本集团于中国基因的投资将于本集团的综合财务 报表内确认为于联营公司的投资。 于本公告日期,中国基因实益拥有华新约67.68%股权。华新乃中国基因的主要营运附属公司,为一家 在中国註册成立的公司,主要从事生物制药产品的内部研发、生产及销售。其产品专注于妇科生物制药 及基因细胞治疗领域,涉及干扰素及白细胞介素的应用。近年来,中国基因集团专注于生产及销售已成 为妇科医生首选药物的"辛复宁"。 于本公告日期,本集团暂无计划或意愿于可见将来进一步收购中国基因集团的股权。 鉴于通过医疗保健和生物制药生态系统中的集成价值链可能与中国基因集团产生的业务协同效应;收购 事项为一项策略投资机会,可令本集团扩大其在中国医疗保健及生物制药行业的市场参与度;及中国基 因集团因中国医疗保健及生物制药行业发展前景向好带来的绝佳机会录得的盈利纪录及其股息政策,预 计将在完成 ...
王瑞云增持上海青浦消防99.2万股 每股均价5.70港元
Zhi Tong Cai Jing· 2026-02-12 11:31
香港联交所最新数据显示,2月9日,王瑞云增持上海青浦消防(08115)99.2万股,每股均价5.70港元,总 金额为565.44万港元。增持后最新持股数目为508.4万股,持股比例为6.08%。 ...
NATIONAL ELEC H2月12日斥资8250港元回购2.2万股
Zhi Tong Cai Jing· 2026-02-12 11:26
NATIONAL ELEC H(00213)发布公告,于2026年2月12日该公司斥资8250港元回购2.2万股,回购价格为 每股0.375港元。 ...